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 |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
2,848
shares
|
$1.45 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
2,843
shares
|
$1.44 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,842
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
2,840
shares
|
$1.44 Million
0.62% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
2,840
shares
|
$1.44 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
2,821
shares
|
$1.43 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
2,814
shares
|
$1.43 Million
0.5% of portfolio
|
Q3 2025
Added 121.92%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
2,810
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
2,806
shares
|
$1.42 Million
0.76% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,805
shares
|
$1.42 Million
1.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
2,801
shares
|
$1.42 Million
0.67% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$1.42 Million
0.75% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
2,797
shares
|
$1.42 Million
0.99% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
2,786
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
2,785
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
2,775
shares
|
$1.41 Million
0.88% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
2,773
shares
|
$1.41 Million
0.67% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
2,769
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 32.59%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.4 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,767
shares
|
$1.4 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
2,764
shares
|
$1.4 Million
1.03% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
2,764
shares
|
$1.4 Million
1.12% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
2,758
shares
|
$1.4 Million
0.98% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
2,757
shares
|
$1.4 Million
0.95% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
2,756
shares
|
$1.4 Million
2.54% of portfolio
|
Q3 2025
Reduced 43.37%
|
|