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 |
|---|---|---|---|---|---|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
859
shares
|
$435,933
0.29% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
859
shares
|
$435,933
0.41% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
853
shares
|
$432,888
0.14% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Clark Estates Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
853
shares
|
$432,888
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
850
shares
|
$431,366
0.11% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
845
shares
|
$428,829
0.17% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
838
shares
|
$425,276
0.16% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
838
shares
|
$425,276
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
837
shares
|
$424,769
0.45% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
837
shares
|
$424,769
0.29% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
836
shares
|
$424,261
0.44% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
834
shares
|
$423,246
0.1% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
827
shares
|
$419,694
0.18% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
820
shares
|
$416,141
0.14% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
816
shares
|
$414,111
0.24% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$413,604
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
815
shares
|
$413,604
0.22% of portfolio
|
Q3 2025
Added 45.54%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
811
shares
|
$411,574
0.18% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
807
shares
|
$409,544
0.1% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
807
shares
|
$409,544
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
801
shares
|
$406,499
0.12% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
801
shares
|
$406,499
0.26% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
800
shares
|
$405,992
0.15% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
798
shares
|
$404,977
0.11% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
797
shares
|
$404,469
0.3% of portfolio
|
Q4 2024
New holding
|
|