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 |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
2,351
shares
|
$1.19 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2,351
shares
|
$1.19 Million
0.67% of portfolio
|
Q3 2025
Added 90.21%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,351
shares
|
$1.19 Million
0.9% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
2,350
shares
|
$1.19 Million
0.75% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
2,348
shares
|
$1.19 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,348
shares
|
$1.19 Million
0.53% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
2,347
shares
|
$1.19 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
2,340
shares
|
$1.19 Million
0.74% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
2,337
shares
|
$1.19 Million
0.7% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
2,335
shares
|
$1.18 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Oct 09, 2025 Q3 2025 |
2,335
shares
|
$1.18 Million
0.28% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
2,335
shares
|
$1.18 Million
0.71% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$1.18 Million
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
2,334
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
2,331
shares
|
$1.18 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
2,329
shares
|
$1.18 Million
0.9% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Profit Investment Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,327
shares
|
$1.18 Million
1.51% of portfolio
|
Q3 2025
Reduced 40.3%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,327
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,323
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 30, 2025 Q3 2025 |
2,315
shares
|
$1.17 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
2,313
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,309
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
2,308
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
2,304
shares
|
$1.17 Million
0.34% of portfolio
|
Q2 2025
Added 1.81%
|
|