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 |
|---|---|---|---|---|---|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
2,167
shares
|
$1.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,164
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,160
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
2,157
shares
|
$1.09 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,156
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2025
Reduced 35.74%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
2,155
shares
|
$1.09 Million
1.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
2,150
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
2,145
shares
|
$1.09 Million
0.42% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,138
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
2,132
shares
|
$1.08 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
2,131
shares
|
$1.08 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$1.08 Million
0.51% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,128
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Added 29.91%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
2,127
shares
|
$1.08 Million
0.83% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,120
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
2,118
shares
|
$1.07 Million
0.64% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
2,113
shares
|
$1.07 Million
0.86% of portfolio
|
Q3 2025
Added 211.65%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
2,111
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
2,109
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
2,107
shares
|
$1.07 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
2,102
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2,095
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
2,087
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,085
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,082
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2025
Reduced 16.08%
|
|