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 |
|---|---|---|---|---|---|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,222
shares
|
$620,152
0.33% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$619,137
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,219
shares
|
$618,630
0.51% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$618,122
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$617,107
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
1,216
shares
|
$617,107
0.17% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,213
shares
|
$615,585
0.48% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
1,213
shares
|
$615,585
0.17% of portfolio
|
Q3 2025
Reduced 40.92%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
1,212
shares
|
$615,077
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$613,555
0.18% of portfolio
|
Q3 2025
Reduced 94.92%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Oct 30, 2025 Q3 2025 |
1,209
shares
|
$613,555
0.61% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$612,540
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
1,206
shares
|
$612,032
0.18% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,199
shares
|
$608,480
0.18% of portfolio
|
Q3 2025
Added 16.07%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
1,195
shares
|
$606,450
0.39% of portfolio
|
Q3 2025
Reduced 35.72%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
1,192
shares
|
$604,928
0.51% of portfolio
|
Q3 2025
Added 29.28%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
1,188
shares
|
$602,898
0.32% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
1,183
shares
|
$600,360
0.53% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
1,182
shares
|
$599,853
0.18% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
1,177
shares
|
$597,315
0.08% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,175
shares
|
$596,300
0.28% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$596,300
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$595,285
0.21% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
1,162
shares
|
$589,703
1.37% of portfolio
|
Q3 2025
Added 45.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,161
shares
|
$589,195
0.33% of portfolio
|
Q3 2025
Added 504.69%
|
|