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 |
|---|---|---|---|---|---|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
966
shares
|
$490,235
0.4% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
966
shares
|
$490,235
0.44% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
961
shares
|
$487,697
0.07% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
960
shares
|
$487,190
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
958
shares
|
$486,175
0.22% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Constellation Investimentos E Participacoes Ltda
|
Oct 21, 2025 Q3 2025 |
956
shares
|
$485,160
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
955
shares
|
$484,652
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
953
shares
|
$483,637
0.21% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
953
shares
|
$483,637
0.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
953
shares
|
$483,637
0.48% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$483,130
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
952
shares
|
$483,130
0.1% of portfolio
|
Q3 2025
Added 57.1%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
950
shares
|
$482,115
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
949
shares
|
$481,608
0.3% of portfolio
|
Q3 2025
Reduced 67.82%
|
|
|
Pacific Wealth Management
|
Oct 21, 2025 Q3 2025 |
949
shares
|
$481,608
0.25% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
945
shares
|
$479,578
0.22% of portfolio
|
Q3 2025
Reduced 26.29%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
943
shares
|
$478,563
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
941
shares
|
$477,548
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
940
shares
|
$477,040
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
940
shares
|
$477,040
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Oct 06, 2025 Q3 2025 |
940
shares
|
$477,040
0.29% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
938
shares
|
$476,025
0.08% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 29, 2025 Q3 2025 |
936
shares
|
$475,010
0.19% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
934
shares
|
$473,995
0.45% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
931
shares
|
$472,473
0.37% of portfolio
|
Q2 2025
Added 7.38%
|
|