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 |
|---|---|---|---|---|---|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$1.53 Million
1.45% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,008
shares
|
$1.53 Million
0.82% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
3,005
shares
|
$1.53 Million
0.72% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.52 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
2,996
shares
|
$1.52 Million
1.02% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,993
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
2,983
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,983
shares
|
$1.51 Million
0.83% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
2,983
shares
|
$1.51 Million
1.32% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,978
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
2,978
shares
|
$1.51 Million
1.22% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
2,972
shares
|
$1.51 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
2,970
shares
|
$1.51 Million
0.3% of portfolio
|
Q3 2025
Reduced 23.94%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,967
shares
|
$1.51 Million
0.77% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
2,965
shares
|
$1.5 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,960
shares
|
$1.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
2,947
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.49 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
2,943
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2025
Reduced 60.73%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
2,939
shares
|
$1.49 Million
1.42% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
2,939
shares
|
$1.49 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
2,938
shares
|
$1.49 Million
0.62% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,937
shares
|
$1.49 Million
0.77% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,934
shares
|
$1.49 Million
0.24% of portfolio
|
Q3 2025
Reduced 75.8%
|
|