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 |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
6,335
shares
|
$3.21 Million
1.82% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
6,332
shares
|
$3.21 Million
1.3% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
6,332
shares
|
$3.21 Million
1.46% of portfolio
|
Q3 2025
Added 203.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
6,331
shares
|
$3.21 Million
2.19% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
6,326
shares
|
$3.21 Million
1.17% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
6,319
shares
|
$3.21 Million
1.3% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
6,319
shares
|
$3.21 Million
1.34% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$3.21 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
6,316
shares
|
$3.21 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
6,314
shares
|
$3.2 Million
1.43% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
6,312
shares
|
$3.2 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,312
shares
|
$3.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
6,304
shares
|
$3.2 Million
1.22% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
6,295
shares
|
$3.19 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
6,291
shares
|
$3.19 Million
2.2% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,291
shares
|
$3.19 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
6,289
shares
|
$3.19 Million
3.22% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
6,286
shares
|
$3.19 Million
0.94% of portfolio
|
Q3 2025
Reduced 39.65%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
6,285
shares
|
$3.19 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
6,281
shares
|
$3.19 Million
1.08% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
6,279
shares
|
$3.19 Million
2.01% of portfolio
|
Q4 2025
Reduced 23.71%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
6,279
shares
|
$3.19 Million
1.95% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
6,253
shares
|
$3.17 Million
0.89% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$3.17 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
6,250
shares
|
$3.17 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|