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 |
|---|---|---|---|---|---|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$1.01 Million
2.53% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
2,000
shares
|
$1.01 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
1,999
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2025
Added 63.45%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Nov 19, 2025 Q3 2025 |
1,998
shares
|
$1.01 Million
0.69% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,996
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
1,996
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Oct 20, 2025 Q3 2025 |
1,995
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
1,993
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
1,990
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.66%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
1,981
shares
|
$1.01 Million
7.7% of portfolio
|
Q3 2025
Reduced 90.05%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
1,981
shares
|
$1.01 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
1,977
shares
|
$1 Million
0.57% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
1,975
shares
|
$1 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,974
shares
|
$1 Million
0.28% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,967
shares
|
$998,232
0.76% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
1,960
shares
|
$994,680
0.72% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
1,957
shares
|
$993,157
10.84% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$992,142
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$991,635
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
1,952
shares
|
$990,620
0.87% of portfolio
|
Q3 2025
Reduced 36.75%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$989,605
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
1,944
shares
|
$986,560
0.34% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
1,937
shares
|
$983,008
0.2% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,935
shares
|
$981,993
0.22% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
1,935
shares
|
$981,993
0.32% of portfolio
|
Q3 2025
Added 1.04%
|
|