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 |
|---|---|---|---|---|---|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
4,677
shares
|
$2.37 Million
3.84% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,671
shares
|
$2.37 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Brooktree Capital Management
|
Nov 07, 2025 Q3 2025 |
4,670
shares
|
$2.37 Million
1.54% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,666
shares
|
$2.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
4,662
shares
|
$2.37 Million
0.99% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
4,652
shares
|
$2.36 Million
0.54% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
4,649
shares
|
$2.36 Million
1.98% of portfolio
|
Q2 2025
Reduced 66.26%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
4,646
shares
|
$2.36 Million
2.56% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
4,646
shares
|
$2.36 Million
2.89% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
4,644
shares
|
$2.36 Million
3.27% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,643
shares
|
$2.36 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
4,627
shares
|
$2.35 Million
1.81% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,616
shares
|
$2.34 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
4,614
shares
|
$2.34 Million
1.74% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
4,611
shares
|
$2.34 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
4,607
shares
|
$2.34 Million
2.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tb Capital Gestao De Recursos Ltda.
Rio De Janeiro, |
Nov 14, 2025 Q3 2025 |
4,602
shares
|
$2.34 Million
1.83% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,601
shares
|
$2.33 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
4,596
shares
|
$2.33 Million
0.67% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Account Management LLC
|
Nov 06, 2025 Q3 2025 |
4,595
shares
|
$2.33 Million
2.54% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
4,589
shares
|
$2.33 Million
1.85% of portfolio
|
Q3 2025
Reduced 90.44%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,575
shares
|
$2.32 Million
0.88% of portfolio
|
Q2 2023
Added 5.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
4,575
shares
|
$2.32 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
4,567
shares
|
$2.32 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,566
shares
|
$2.32 Million
1.75% of portfolio
|
Q3 2025
Added 2.01%
|
|