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 |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
2,934
shares
|
$1.49 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
2,932
shares
|
$1.49 Million
0.81% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
2,928
shares
|
$1.49 Million
0.97% of portfolio
|
Q3 2025
Added 51.24%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
2,927
shares
|
$1.49 Million
0.6% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
2,923
shares
|
$1.48 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,921
shares
|
$1.48 Million
1.5% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
2,917
shares
|
$1.48 Million
1.27% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
2,914
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
2,910
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
2,906
shares
|
$1.47 Million
0.73% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
2,905
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
2,902
shares
|
$1.47 Million
0.69% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,900
shares
|
$1.47 Million
1.25% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,898
shares
|
$1.47 Million
0.25% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,889
shares
|
$1.47 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
2,887
shares
|
$1.47 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,886
shares
|
$1.46 Million
0.58% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
2,881
shares
|
$1.46 Million
1.23% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
2,879
shares
|
$1.46 Million
0.88% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,875
shares
|
$1.46 Million
1.3% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
2,875
shares
|
$1.46 Million
0.86% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
2,867
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2025
Added 6271.11%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
2,860
shares
|
$1.45 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
2,850
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
2,849
shares
|
$1.45 Million
1.07% of portfolio
|
Q3 2025
Added 3.26%
|
|