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 |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
1,934
shares
|
$981,485
0.49% of portfolio
|
Q3 2025
Added 96.95%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
1,932
shares
|
$980,470
0.73% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
1,928
shares
|
$978,440
0.92% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,925
shares
|
$976,918
0.47% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,923
shares
|
$975,903
1.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
1,922
shares
|
$975,395
0.46% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
1,921
shares
|
$974,888
1.51% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,919
shares
|
$973,873
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,915
shares
|
$971,843
0.39% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
1,910
shares
|
$969,305
0.79% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
1,908
shares
|
$968,290
0.77% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$967,783
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$965,753
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
1,901
shares
|
$964,738
0.75% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
1,900
shares
|
$964,231
0.72% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
1,895
shares
|
$961,693
0.62% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
1,892
shares
|
$960,171
1.72% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
1,891
shares
|
$959,663
0.15% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
1,890
shares
|
$959,156
0.44% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
1,889
shares
|
$958,648
0.66% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$956,618
0.54% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
1,885
shares
|
$956,618
0.51% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,883
shares
|
$955,603
0.35% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
1,879
shares
|
$953,573
0.8% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$952,558
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|