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 |
|---|---|---|---|---|---|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
6,659
shares
|
$3.38 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
6,646
shares
|
$3.37 Million
2.36% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
6,643
shares
|
$3.37 Million
1.33% of portfolio
|
Q2 2025
Reduced 42.56%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
6,635
shares
|
$3.37 Million
1.58% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Gunderson Capital Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,628
shares
|
$3.36 Million
1.38% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
6,628
shares
|
$3.36 Million
2.19% of portfolio
|
Q3 2025
Reduced 48.93%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
6,623
shares
|
$3.36 Million
8.69% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,623
shares
|
$3.36 Million
2.83% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
6,612
shares
|
$3.36 Million
1.09% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
6,609
shares
|
$3.35 Million
0.81% of portfolio
|
Q3 2025
Added 50.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
6,608
shares
|
$3.35 Million
0.84% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
6,605
shares
|
$3.35 Million
1.4% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
6,602
shares
|
$3.35 Million
1.26% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,592
shares
|
$3.35 Million
0.48% of portfolio
|
Q3 2025
Added 374.24%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
6,591
shares
|
$3.34 Million
0.61% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
6,590
shares
|
$3.34 Million
4.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,579
shares
|
$3.34 Million
3.5% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
6,571
shares
|
$3.33 Million
0.76% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
6,570
shares
|
$3.33 Million
1.78% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
6,569
shares
|
$3.33 Million
1.48% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
6,559
shares
|
$3.33 Million
2.64% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
6,550
shares
|
$3.32 Million
0.43% of portfolio
|
Q3 2025
Added 129.1%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
6,547
shares
|
$3.32 Million
2.96% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,543
shares
|
$3.32 Million
0.45% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
6,535
shares
|
$3.32 Million
1.65% of portfolio
|
Q4 2025
Added 7.63%
|
|