Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,954
shares
|
$3.53 Million
2.38% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
True Wealth Financial Partners
|
Nov 20, 2025 Q3 2025 |
6,944
shares
|
$3.52 Million
1.85% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
6,938
shares
|
$3.52 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
6,932
shares
|
$3.52 Million
1.95% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
6,925
shares
|
$3.51 Million
1.88% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
6,917
shares
|
$3.51 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
6,912
shares
|
$3.51 Million
2.1% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,911
shares
|
$3.51 Million
1.22% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,908
shares
|
$3.51 Million
1.7% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
6,903
shares
|
$3.5 Million
0.53% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,900
shares
|
$3.5 Million
1.82% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
6,896
shares
|
$3.5 Million
1.62% of portfolio
|
Q3 2025
Added 75.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
6,882
shares
|
$3.49 Million
1.87% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
6,874
shares
|
$3.49 Million
1.16% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,872
shares
|
$3.49 Million
0.98% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
6,867
shares
|
$3.48 Million
0.62% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,864
shares
|
$3.48 Million
0.77% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
6,861
shares
|
$3.48 Million
2.17% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
6,857
shares
|
$3.48 Million
2.15% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
6,855
shares
|
$3.48 Million
2.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
6,847
shares
|
$3.47 Million
0.95% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,838
shares
|
$3.47 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 23, 2025 Q3 2025 |
6,821
shares
|
$3.46 Million
2.74% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
6,819
shares
|
$3.46 Million
1.19% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
6,815
shares
|
$3.46 Million
0.91% of portfolio
|
Q4 2025
Added 30.76%
|
|