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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
2,449
shares
|
$1.24 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
2,446
shares
|
$1.24 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
2,443
shares
|
$1.24 Million
0.95% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
2,442
shares
|
$1.24 Million
0.51% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 17, 2025 Q3 2025 |
2,442
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,434
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
2,434
shares
|
$1.24 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
2,430
shares
|
$1.23 Million
0.45% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,420
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
2,412
shares
|
$1.22 Million
0.96% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
2,402
shares
|
$1.22 Million
0.66% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,395
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,394
shares
|
$1.21 Million
0.49% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
2,394
shares
|
$1.21 Million
0.93% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,388
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
2,387
shares
|
$1.21 Million
1.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
2,380
shares
|
$1.21 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Cmc Financial Group
Atlanta, GA |
Dec 01, 2025 Q3 2025 |
2,379
shares
|
$1.21 Million
4.99% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
2,378
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
2,366
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
2,366
shares
|
$1.2 Million
0.52% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,361
shares
|
$1.2 Million
0.72% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
2,360
shares
|
$1.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
2,358
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
2,357
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2025
Added 0.51%
|
|