Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,786 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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
13,545
shares
|
$6.87 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
13,543
shares
|
$6.87 Million
2.36% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
13,528
shares
|
$6.87 Million
5.85% of portfolio
|
Q1 2024
Added 3.64%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,511
shares
|
$6.86 Million
5.05% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
13,510
shares
|
$6.86 Million
6.38% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Kp Management LLC
Edina, MN |
Nov 14, 2025 Q3 2025 |
13,500
shares
|
$6.85 Million
2.21% of portfolio
|
Q3 2025
Reduced 32.5%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
13,492
shares
|
$6.85 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
13,482
shares
|
$6.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
13,470
shares
|
$6.84 Million
1.92% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
13,444
shares
|
$6.82 Million
3.03% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
13,420
shares
|
$6.81 Million
3.73% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
13,406
shares
|
$6.8 Million
5.82% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
13,399
shares
|
$6.8 Million
1.78% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
13,398
shares
|
$6.8 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
13,394
shares
|
$6.8 Million
2.06% of portfolio
|
Q3 2025
Added 45.08%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
13,392
shares
|
$6.8 Million
4.33% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
13,336
shares
|
$6.77 Million
4.41% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
13,330
shares
|
$6.76 Million
4.54% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
13,328
shares
|
$6.76 Million
1.56% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
13,323
shares
|
$6.76 Million
1.52% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
13,314
shares
|
$6.76 Million
4.9% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
13,313
shares
|
$6.76 Million
3.45% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
13,307
shares
|
$6.75 Million
1.29% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
13,304
shares
|
$6.75 Million
0.86% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
13,297
shares
|
$6.75 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.32%
|
|