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 |
|---|---|---|---|---|---|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
4,094
shares
|
$2.08 Million
0.45% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
4,093
shares
|
$2.08 Million
0.71% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
4,084
shares
|
$2.07 Million
1.0% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
4,084
shares
|
$2.07 Million
0.3% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Spring Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,083
shares
|
$2.07 Million
1.04% of portfolio
|
Q3 2025
Added 35.02%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
4,080
shares
|
$2.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$2.07 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
4,070
shares
|
$2.07 Million
0.34% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
4,067
shares
|
$2.06 Million
1.34% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2025 Q3 2025 |
4,066
shares
|
$2.06 Million
0.75% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$2.06 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
4,059
shares
|
$2.06 Million
0.41% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Define Financial, LLC
San Diego, CA |
Oct 15, 2025 Q3 2025 |
4,059
shares
|
$2.06 Million
1.26% of portfolio
|
Q3 2025
Added 45.12%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,056
shares
|
$2.06 Million
0.76% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
4,053
shares
|
$2.06 Million
0.65% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2025 Q3 2025 |
4,042
shares
|
$2.05 Million
1.99% of portfolio
|
Q1 2025
Reduced 52.73%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
4,035
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,031
shares
|
$2.05 Million
0.73% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
4,031
shares
|
$2.05 Million
0.21% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,030
shares
|
$2.05 Million
0.55% of portfolio
|
Q1 2024
Added 73.56%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,025
shares
|
$2.04 Million
0.76% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
4,021
shares
|
$2.04 Million
1.28% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
4,019
shares
|
$2.04 Million
1.75% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,013
shares
|
$2.04 Million
0.52% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
4,012
shares
|
$2.04 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.55%
|
|