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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
2,661
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,658
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,654
shares
|
$1.35 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
2,651
shares
|
$1.35 Million
0.42% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
2,647
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,647
shares
|
$1.34 Million
1.6% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,643
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,642
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,639
shares
|
$1.34 Million
1.45% of portfolio
|
Q3 2025
Reduced 29.14%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 13, 2025 Q3 2025 |
2,637
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
2,635
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
2,631
shares
|
$1.34 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,629
shares
|
$1.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
2,629
shares
|
$1.33 Million
0.89% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,628
shares
|
$1.33 Million
0.67% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,625
shares
|
$1.33 Million
0.93% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
2,624
shares
|
$1.33 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
2,623
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
2,622
shares
|
$1.33 Million
0.45% of portfolio
|
Q2 2025
Added 60.56%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
2,610
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,609
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
2,608
shares
|
$1.32 Million
1.21% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
2,599
shares
|
$1.32 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,597
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.15%
|
|