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 |
|---|---|---|---|---|---|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
1,092
shares
|
$554,179
0.38% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
1,089
shares
|
$552,656
0.42% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$551,134
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
1,085
shares
|
$550,626
0.26% of portfolio
|
Q3 2025
Reduced 25.43%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,083
shares
|
$549,611
0.83% of portfolio
|
Q3 2025
Added 646.9%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,082
shares
|
$549,104
0.27% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,081
shares
|
$548,596
0.41% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
1,080
shares
|
$548,089
0.13% of portfolio
|
Q3 2025
Reduced 22.58%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
1,078
shares
|
$547,074
0.42% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,075
shares
|
$545,551
0.44% of portfolio
|
Q3 2025
Reduced 78.32%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$543,014
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
1,068
shares
|
$541,999
0.38% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,064
shares
|
$539,969
0.38% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,060
shares
|
$537,939
0.77% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
1,050
shares
|
$532,864
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
1,048
shares
|
$531,849
0.47% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
1,046
shares
|
$530,834
0.32% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,046
shares
|
$530,834
0.96% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,045
shares
|
$530,327
0.43% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
1,042
shares
|
$528,804
0.34% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,042
shares
|
$528,804
0.34% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$527,789
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
1,040
shares
|
$527,789
0.34% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
1,038
shares
|
$526,774
0.08% of portfolio
|
Q2 2025
Added 48.07%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,037
shares
|
$526,267
0.36% of portfolio
|
Q3 2025
Added 11.51%
|
|