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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
1,655
shares
|
$839,895
0.38% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
1,652
shares
|
$838,373
0.23% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
1,651
shares
|
$837,865
0.7% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$837,358
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,649
shares
|
$836,851
0.52% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,648
shares
|
$836,343
0.74% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
1,647
shares
|
$835,836
0.38% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,646
shares
|
$835,328
0.41% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
1,644
shares
|
$834,313
0.13% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,642
shares
|
$833,298
0.51% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,641
shares
|
$832,791
0.61% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
1,640
shares
|
$832,283
0.61% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Oct 29, 2025 Q3 2025 |
1,637
shares
|
$830,761
0.64% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
1,637
shares
|
$830,761
0.35% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
1,636
shares
|
$830,253
3.08% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
1,635
shares
|
$829,746
0.39% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
1,632
shares
|
$828,223
0.36% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
1,630
shares
|
$827,208
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,630
shares
|
$827,208
0.68% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$826,193
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
1,624
shares
|
$824,163
0.45% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,618
shares
|
$821,118
0.19% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$812,998
0.36% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,601
shares
|
$812,491
0.13% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
1,600
shares
|
$811,984
0.04% of portfolio
|
Q3 2025
Reduced 5.21%
|
|