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 |
|---|---|---|---|---|---|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$525,252
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$524,237
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
1,032
shares
|
$523,729
0.39% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,031
shares
|
$523,222
0.04% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
1,030
shares
|
$522,714
0.12% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
1,030
shares
|
$522,714
0.22% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
1,018
shares
|
$516,624
0.36% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
1,010
shares
|
$512,564
0.45% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Safir Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,006
shares
|
$510,534
0.37% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$510,027
0.26% of portfolio
|
Q1 2024
Added 183.9%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$507,490
0.27% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
996
shares
|
$505,460
0.57% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
995
shares
|
$504,952
0.34% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
992
shares
|
$503,430
0.42% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Kropog Financial Group, LLC
Mandeville, LA |
Nov 10, 2025 Q3 2025 |
992
shares
|
$503,430
0.42% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
991
shares
|
$502,922
0.25% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
986
shares
|
$500,385
0.53% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
984
shares
|
$499,370
0.5% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
982
shares
|
$498,355
0.26% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$496,325
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
977
shares
|
$495,817
0.39% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
977
shares
|
$495,817
0.33% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
973
shares
|
$493,787
0.16% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
973
shares
|
$493,787
0.34% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
969
shares
|
$491,757
0.41% of portfolio
|
Q2 2025
Reduced 3.77%
|
|