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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,303
shares
|
$661,259
0.23% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
1,303
shares
|
$661,259
0.59% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
1,300
shares
|
$659,737
0.25% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$659,737
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
1,297
shares
|
$658,214
0.53% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,291
shares
|
$655,169
0.74% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
1,278
shares
|
$648,572
0.24% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
1,276
shares
|
$647,557
0.26% of portfolio
|
Q3 2025
Reduced 96.49%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
1,276
shares
|
$647,557
0.26% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
1,275
shares
|
$647,049
0.24% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,266
shares
|
$642,482
0.48% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$640,959
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
1,261
shares
|
$639,944
0.31% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
1,257
shares
|
$637,914
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
1,249
shares
|
$633,855
0.22% of portfolio
|
Q3 2025
Reduced 41.69%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,247
shares
|
$632,840
0.38% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$632,840
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
1,246
shares
|
$632,332
0.44% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,245
shares
|
$631,825
0.15% of portfolio
|
Q3 2025
Reduced 92.57%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
1,243
shares
|
$630,810
0.36% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,238
shares
|
$628,272
0.23% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
1,234
shares
|
$626,242
0.34% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,226
shares
|
$622,182
0.18% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
1,226
shares
|
$622,182
0.37% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
1,223
shares
|
$620,660
0.38% of portfolio
|
Q3 2025
Added 0.99%
|
|