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 |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Nov 13, 2025 Q3 2025 |
1,359
shares
|
$689,678
0.28% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,351
shares
|
$685,618
0.27% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
1,349
shares
|
$684,604
0.2% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2025 Q3 2025 |
1,349
shares
|
$684,604
17.24% of portfolio
|
Q3 2025
Reduced 39.78%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
1,349
shares
|
$684,604
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
1,342
shares
|
$681,051
0.5% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
1,338
shares
|
$679,021
0.42% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 07, 2025 Q3 2025 |
1,336
shares
|
$678,006
0.38% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
1,336
shares
|
$678,006
0.5% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Moody Aldrich Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,333
shares
|
$676,484
0.14% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
1,330
shares
|
$674,961
0.39% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
1,327
shares
|
$673,439
0.3% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 07, 2025 Q3 2025 |
1,322
shares
|
$670,901
1.16% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,320
shares
|
$669,886
1.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
1,319
shares
|
$669,379
0.24% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
1,318
shares
|
$668,871
0.53% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,315
shares
|
$667,349
0.24% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
1,315
shares
|
$667,349
0.37% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$665,826
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
1,310
shares
|
$664,811
0.18% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$662,781
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$662,274
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
1,304
shares
|
$661,766
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Oct 10, 2025 Q3 2025 |
1,304
shares
|
$661,766
0.54% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,303
shares
|
$661,259
0.32% of portfolio
|
Q1 2025
Reduced 2.62%
|
|