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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
2,235
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
2,232
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.19%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
2,228
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
2,228
shares
|
$1.13 Million
0.52% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
2,226
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
2,224
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
2,222
shares
|
$1.13 Million
0.8% of portfolio
|
Q3 2025
Added 16.46%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,216
shares
|
$1.12 Million
1.59% of portfolio
|
Q3 2025
New holding
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
2,211
shares
|
$1.12 Million
1.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
2,211
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,209
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
2,201
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2025
Added 71.55%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
2,198
shares
|
$1.12 Million
0.75% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
2,197
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
2,193
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
2,193
shares
|
$1.11 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
2,191
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$1.11 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
2,182
shares
|
$1.11 Million
0.93% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,180
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2025
Added 87.93%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,178
shares
|
$1.11 Million
0.7% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
2,177
shares
|
$1.1 Million
0.55% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
2,173
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
2,170
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.77%
|
|