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 |
|---|---|---|---|---|---|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
2,596
shares
|
$1.32 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,594
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
2,584
shares
|
$1.31 Million
0.85% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,578
shares
|
$1.31 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
2,578
shares
|
$1.31 Million
1.1% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
2,578
shares
|
$1.31 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
2,574
shares
|
$1.31 Million
0.89% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
2,573
shares
|
$1.31 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
2,573
shares
|
$1.31 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,569
shares
|
$1.3 Million
0.59% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
2,569
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,567
shares
|
$1.3 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
2,567
shares
|
$1.3 Million
1.02% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 31, 2025 Q3 2025 |
2,565
shares
|
$1.3 Million
0.45% of portfolio
|
Q3 2025
Added 43.38%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
2,561
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
2,557
shares
|
$1.3 Million
0.54% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
2,553
shares
|
$1.3 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
2,550
shares
|
$1.29 Million
0.85% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$1.29 Million
4.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
2,547
shares
|
$1.29 Million
0.23% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
2,540
shares
|
$1.29 Million
0.55% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Carmel Capital Management L.L.C.
|
Nov 12, 2025 Q3 2025 |
2,539
shares
|
$1.29 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
2,539
shares
|
$1.29 Million
0.51% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,538
shares
|
$1.29 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|