Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 institutions that hold shares in the stock, with a total of 5.98 Billion shares, which have been reported (via 13F filing form) to have a value of $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.56 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
3,070
shares
|
$1.56 Million
1.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
3,068
shares
|
$1.56 Million
0.96% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,054
shares
|
$1.55 Million
1.15% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Oct 14, 2025 Q3 2025 |
3,052
shares
|
$1.55 Million
1.13% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
3,051
shares
|
$1.55 Million
3.92% of portfolio
|
Q3 2025
New holding
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
3,049
shares
|
$1.55 Million
0.92% of portfolio
|
Q1 2024
Reduced 61.76%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 29, 2025 Q3 2025 |
3,045
shares
|
$1.55 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
3,039
shares
|
$1.54 Million
1.21% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.54 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
3,035
shares
|
$1.54 Million
0.74% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
3,034
shares
|
$1.54 Million
0.78% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 20, 2025 Q3 2025 |
3,033
shares
|
$1.54 Million
1.19% of portfolio
|
Q3 2025
Reduced 51.19%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
3,027
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
3,024
shares
|
$1.53 Million
6.3% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
3,023
shares
|
$1.53 Million
0.67% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
3,020
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
3,019
shares
|
$1.53 Million
1.02% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
3,019
shares
|
$1.53 Million
0.96% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.53 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
3,015
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
3,014
shares
|
$1.53 Million
1.02% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
3,012
shares
|
$1.53 Million
0.65% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
3,012
shares
|
$1.53 Million
1.17% of portfolio
|
Q3 2025
Added 24.72%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
3,010
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2025
Added 4.51%
|
|