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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
4,451
shares
|
$2.26 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
4,450
shares
|
$2.26 Million
0.53% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
4,441
shares
|
$2.25 Million
0.45% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
4,440
shares
|
$2.25 Million
1.69% of portfolio
|
Q3 2025
Added 36.74%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
4,437
shares
|
$2.25 Million
0.44% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
4,437
shares
|
$2.25 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$2.25 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,426
shares
|
$2.25 Million
0.41% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
4,420
shares
|
$2.24 Million
0.74% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,415
shares
|
$2.24 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
4,411
shares
|
$2.24 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
4,400
shares
|
$2.23 Million
1.16% of portfolio
|
Q4 2023
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,399
shares
|
$2.23 Million
1.07% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,393
shares
|
$2.23 Million
0.25% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
4,393
shares
|
$2.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
4,393
shares
|
$2.23 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,393
shares
|
$2.23 Million
1.3% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$2.23 Million
0.34% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
4,390
shares
|
$2.23 Million
0.59% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
4,381
shares
|
$2.22 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$2.22 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,375
shares
|
$2.22 Million
0.99% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
4,371
shares
|
$2.22 Million
0.77% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
4,370
shares
|
$2.22 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,362
shares
|
$2.21 Million
1.11% of portfolio
|
Q3 2025
Added 1.63%
|
|