Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,770
shares
|
$2.42 Million
0.68% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
4,768
shares
|
$2.42 Million
1.07% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
4,767
shares
|
$2.42 Million
1.07% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
4,765
shares
|
$2.42 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
4,765
shares
|
$2.42 Million
0.21% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,764
shares
|
$2.42 Million
1.51% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
4,762
shares
|
$2.42 Million
0.47% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
4,751
shares
|
$2.41 Million
1.44% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Latash Investments, LLC
Anchorage, AK |
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$2.41 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,747
shares
|
$2.41 Million
0.87% of portfolio
|
Q4 2022
Reduced 37.47%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,744
shares
|
$2.41 Million
0.98% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
4,741
shares
|
$2.41 Million
2.19% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
4,734
shares
|
$2.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
4,730
shares
|
$2.4 Million
0.21% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,715
shares
|
$2.39 Million
0.79% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
4,710
shares
|
$2.39 Million
1.42% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,709
shares
|
$2.39 Million
0.74% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
4,707
shares
|
$2.39 Million
0.98% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
4,706
shares
|
$2.39 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
4,697
shares
|
$2.38 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
4,690
shares
|
$2.38 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
4,689
shares
|
$2.38 Million
0.81% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
4,687
shares
|
$2.38 Million
4.24% of portfolio
|
Q3 2025
Reduced 89.94%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
4,685
shares
|
$2.38 Million
0.75% of portfolio
|
Q3 2025
Added 35.05%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
4,683
shares
|
$2.38 Million
1.07% of portfolio
|
Q2 2025
Added 1.58%
|
|