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 |
|---|---|---|---|---|---|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,876
shares
|
$952,051
1.98% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,870
shares
|
$949,006
0.81% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
1,860
shares
|
$943,931
0.52% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,858
shares
|
$942,916
0.67% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
1,858
shares
|
$942,916
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,857
shares
|
$942,408
0.43% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,852
shares
|
$939,871
0.23% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
1,850
shares
|
$938,856
0.55% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,849
shares
|
$938,349
0.18% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,849
shares
|
$938,349
0.27% of portfolio
|
Q3 2025
Reduced 56.57%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
1,848
shares
|
$937,841
0.7% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
1,844
shares
|
$935,811
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,844
shares
|
$935,811
0.24% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
1,844
shares
|
$935,811
0.46% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
1,838
shares
|
$932,766
0.13% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,835
shares
|
$931,244
0.61% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
1,834
shares
|
$930,736
0.64% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
1,833
shares
|
$930,229
0.26% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,833
shares
|
$930,229
0.25% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
1,831
shares
|
$929,214
0.74% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$929,214
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
1,826
shares
|
$926,676
0.52% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,826
shares
|
$926,676
0.4% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Politan Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,826
shares
|
$926,676
0.09% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,824
shares
|
$925,661
0.37% of portfolio
|
Q3 2025
Reduced 0.33%
|
|