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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
6,535
shares
|
$3.32 Million
1.65% of portfolio
|
Q4 2025
Added 7.63%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,534
shares
|
$3.32 Million
1.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,527
shares
|
$3.31 Million
0.77% of portfolio
|
Q3 2023
Added 12.87%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
6,515
shares
|
$3.31 Million
2.29% of portfolio
|
Q4 2025
Added 2.2%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
6,514
shares
|
$3.31 Million
1.29% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
6,510
shares
|
$3.3 Million
0.61% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
6,510
shares
|
$3.3 Million
1.64% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
6,509
shares
|
$3.3 Million
2.59% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,508
shares
|
$3.3 Million
0.82% of portfolio
|
Q3 2025
Added 44.17%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
6,491
shares
|
$3.29 Million
0.8% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,483
shares
|
$3.29 Million
1.08% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
6,482
shares
|
$3.29 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$3.29 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
6,479
shares
|
$3.29 Million
2.08% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
6,476
shares
|
$3.29 Million
0.78% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
6,466
shares
|
$3.28 Million
0.94% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
6,462
shares
|
$3.28 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,460
shares
|
$3.28 Million
0.77% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
6,459
shares
|
$3.28 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
6,445
shares
|
$3.27 Million
2.07% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
6,436
shares
|
$3.27 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,435
shares
|
$3.27 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$3.27 Million
0.98% of portfolio
|
Q1 2022
Added 1.59%
|
|