Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
34,425
shares
|
$17.5 Million
3.65% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34,417
shares
|
$17.5 Million
7.51% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
34,302
shares
|
$17.4 Million
3.73% of portfolio
|
Q1 2024
Reduced 35.19%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
34,301
shares
|
$17.4 Million
5.09% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,298
shares
|
$17.4 Million
0.86% of portfolio
|
Q3 2022
Added 10.14%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
34,280
shares
|
$17.4 Million
5.77% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
34,249
shares
|
$17.4 Million
1.29% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,237
shares
|
$17.4 Million
0.68% of portfolio
|
Q4 2022
Reduced 3.09%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
34,098
shares
|
$17.3 Million
2.21% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
34,082
shares
|
$17.3 Million
0.47% of portfolio
|
Q3 2023
Reduced 1.89%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
34,081
shares
|
$17.3 Million
5.09% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
34,076
shares
|
$17.3 Million
2.36% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
34,071
shares
|
$17.3 Million
2.87% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
34,053
shares
|
$17.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
34,047
shares
|
$17.3 Million
10.41% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
34,016
shares
|
$17.3 Million
2.23% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
33,945
shares
|
$17.2 Million
3.65% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
33,942
shares
|
$17.2 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
33,932
shares
|
$17.2 Million
2.24% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
33,920
shares
|
$17.2 Million
7.66% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
33,903
shares
|
$17.2 Million
2.91% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
33,880
shares
|
$17.2 Million
3.26% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
33,874
shares
|
$17.2 Million
12.84% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
33,869
shares
|
$17.2 Million
1.0% of portfolio
|
Q2 2024
Added 189.21%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
33,861
shares
|
$17.2 Million
4.03% of portfolio
|
Q3 2025
Added 2.45%
|
|