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 |
|---|---|---|---|---|---|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,540
shares
|
$781,534
0.29% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
1,538
shares
|
$780,519
0.57% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,537
shares
|
$780,012
0.54% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,536
shares
|
$779,504
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
1,532
shares
|
$777,474
0.08% of portfolio
|
Q3 2025
Added 41.98%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
1,532
shares
|
$777,474
2.41% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
1,532
shares
|
$777,474
0.4% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
1,531
shares
|
$776,967
0.13% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
1,531
shares
|
$776,967
0.51% of portfolio
|
Q3 2025
Reduced 66.82%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$776,459
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
1,529
shares
|
$775,952
0.26% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
1,526
shares
|
$774,429
0.29% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$772,399
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
1,521
shares
|
$771,892
0.38% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,516
shares
|
$769,354
0.35% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,506
shares
|
$764,279
0.08% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
1,505
shares
|
$763,772
0.74% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,504
shares
|
$763,264
0.48% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
1,503
shares
|
$762,757
1.05% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$761,742
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,501
shares
|
$761,742
0.24% of portfolio
|
Q3 2025
Added 35.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$761,235
0.33% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
1,495
shares
|
$758,697
0.34% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
1,490
shares
|
$756,160
0.09% of portfolio
|
Q3 2025
Added 25.32%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
1,489
shares
|
$755,652
0.36% of portfolio
|
Q2 2025
Added 1.92%
|
|