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 |
|---|---|---|---|---|---|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
1,822
shares
|
$924,646
0.46% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
1,814
shares
|
$920,586
0.72% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
1,814
shares
|
$920,586
0.49% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
1,812
shares
|
$919,571
0.81% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
1,811
shares
|
$919,064
0.4% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,810
shares
|
$918,556
0.53% of portfolio
|
Q3 2025
Added 79.92%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,806
shares
|
$916,526
0.57% of portfolio
|
Q3 2025
Reduced 49.92%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
1,804
shares
|
$915,511
0.34% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
1,804
shares
|
$915,511
0.62% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
1,798
shares
|
$912,467
0.26% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,795
shares
|
$910,944
0.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
1,789
shares
|
$907,899
0.25% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,785
shares
|
$905,869
0.02% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
1,785
shares
|
$905,869
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,781
shares
|
$903,839
0.35% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
1,779
shares
|
$902,824
0.53% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,776
shares
|
$901,302
0.25% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,775
shares
|
$900,794
0.7% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
1,775
shares
|
$900,794
0.44% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
1,761
shares
|
$893,689
0.43% of portfolio
|
Q3 2025
Added 46.87%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
1,758
shares
|
$892,167
0.68% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
1,758
shares
|
$892,167
0.7% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Oct 09, 2025 Q3 2025 |
1,757
shares
|
$891,659
0.25% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
1,755
shares
|
$890,644
0.36% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
1,754
shares
|
$890,137
0.3% of portfolio
|
Q2 2025
Added 147.39%
|
|