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 |
|---|---|---|---|---|---|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$6.62 Million
1.69% of portfolio
|
Q4 2023
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
13,045
shares
|
$6.62 Million
0.8% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
13,041
shares
|
$6.62 Million
3.32% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
13,023
shares
|
$6.61 Million
1.94% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
13,019
shares
|
$6.61 Million
0.68% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
13,006
shares
|
$6.6 Million
2.94% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
13,003
shares
|
$6.6 Million
1.23% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
12,990
shares
|
$6.59 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
12,988
shares
|
$6.59 Million
3.62% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
12,987
shares
|
$6.59 Million
1.35% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,977
shares
|
$6.59 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
12,973
shares
|
$6.58 Million
0.18% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
12,965
shares
|
$6.58 Million
0.49% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
12,961
shares
|
$6.58 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
12,958
shares
|
$6.58 Million
1.58% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Katamaran Capital LLP
London, X0 |
Nov 06, 2025 Q3 2025 |
12,945
shares
|
$6.57 Million
6.12% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
12,933
shares
|
$6.56 Million
4.17% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
12,928
shares
|
$6.56 Million
3.39% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
12,911
shares
|
$6.55 Million
0.29% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,905
shares
|
$6.55 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
12,894
shares
|
$6.54 Million
1.96% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
12,890
shares
|
$6.54 Million
1.7% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
12,888
shares
|
$6.54 Million
2.87% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
12,882
shares
|
$6.54 Million
4.77% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
12,843
shares
|
$6.52 Million
2.62% of portfolio
|
Q3 2025
Reduced 2.05%
|
|