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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,487
shares
|
$754,637
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
1,487
shares
|
$754,637
0.65% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,486
shares
|
$754,130
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,485
shares
|
$753,622
0.25% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,476
shares
|
$749,055
0.1% of portfolio
|
Q3 2025
Added 34.06%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
1,474
shares
|
$748,040
0.62% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
1,473
shares
|
$747,532
0.24% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tuttle Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,472
shares
|
$747,025
4.48% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
1,470
shares
|
$746,010
0.18% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,470
shares
|
$746,010
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,466
shares
|
$743,980
0.22% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
1,466
shares
|
$743,980
0.33% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,460
shares
|
$740,935
0.22% of portfolio
|
Q3 2025
Added 29.78%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
1,460
shares
|
$740,935
0.65% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
1,451
shares
|
$736,367
0.09% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Galibier Capital Management Ltd.
|
Oct 21, 2025 Q3 2025 |
1,449
shares
|
$735,353
0.28% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
1,443
shares
|
$732,308
0.27% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
1,441
shares
|
$731,293
0.42% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,441
shares
|
$731,293
0.19% of portfolio
|
Q2 2025
Added 170.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,440
shares
|
$730,785
0.69% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
1,439
shares
|
$730,278
0.29% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,435
shares
|
$728,248
0.18% of portfolio
|
Q3 2025
Added 75.86%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
1,433
shares
|
$727,233
0.53% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Oct 01, 2025 Q3 2025 |
1,431
shares
|
$726,218
0.26% of portfolio
|
Q3 2025
Added 7.59%
|
|