Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
9,628
shares
|
$4.89 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
9,623
shares
|
$4.88 Million
1.41% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
9,612
shares
|
$4.88 Million
2.14% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
9,608
shares
|
$4.88 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
9,605
shares
|
$4.87 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,602
shares
|
$4.87 Million
0.51% of portfolio
|
Q3 2025
Added 47.04%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.87 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
9,587
shares
|
$4.87 Million
1.48% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
9,579
shares
|
$4.86 Million
2.08% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
9,570
shares
|
$4.86 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
9,564
shares
|
$4.85 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,558
shares
|
$4.85 Million
3.56% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
9,554
shares
|
$4.85 Million
1.07% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
9,549
shares
|
$4.85 Million
2.29% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.84 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
9,513
shares
|
$4.83 Million
1.18% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
9,513
shares
|
$4.83 Million
2.8% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
9,503
shares
|
$4.82 Million
3.51% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
9,502
shares
|
$4.82 Million
4.84% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,501
shares
|
$4.82 Million
1.8% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
9,495
shares
|
$4.82 Million
4.1% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
9,481
shares
|
$4.81 Million
4.42% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
9,475
shares
|
$4.81 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,475
shares
|
$4.81 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,474
shares
|
$4.81 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|