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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
429
shares
|
$217,713
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Swf LLC
Omaha, NE |
Nov 06, 2025 Q3 2025 |
428
shares
|
$217,205
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
426
shares
|
$216,190
0.1% of portfolio
|
Q3 2025
Reduced 54.0%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Oct 28, 2025 Q3 2025 |
426
shares
|
$216,190
0.13% of portfolio
|
Q3 2025
Reduced 51.37%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
425
shares
|
$215,683
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
413
shares
|
$209,593
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
411
shares
|
$208,578
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
411
shares
|
$208,578
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
406
shares
|
$206,040
0.12% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
400
shares
|
$202,996
0.04% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Nixon Capital, LLC
Austin, TX |
Oct 24, 2025 Q3 2025 |
400
shares
|
$202,996
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
400
shares
|
$202,996
0.06% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Ag Asset Advisory, LLC
Los Angeles, CA |
Nov 06, 2025 Q3 2025 |
399
shares
|
$202,488
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Oct 27, 2025 Q3 2025 |
396
shares
|
$200,966
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
394
shares
|
$199,951
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
393
shares
|
$199,443
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
390
shares
|
$197,921
0.1% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Dec 03, 2025 Q3 2025 |
374
shares
|
$189,801
0.0% of portfolio
|
Q3 2025
Reduced 19.74%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
368
shares
|
$186,756
0.47% of portfolio
|
Q4 2021
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
362
shares
|
$183,711
0.03% of portfolio
|
Q3 2025
Reduced 25.21%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
357
shares
|
$181,173
0.12% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
349
shares
|
$177,114
0.09% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
347
shares
|
$176,099
4.53% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
337
shares
|
$171,024
0.19% of portfolio
|
Q3 2022
Added 13.85%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
315
shares
|
$159,859
0.27% of portfolio
|
Q2 2024
Reduced 40.23%
|
|