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 |
|---|---|---|---|---|---|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
796
shares
|
$403,962
0.17% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
794
shares
|
$402,947
0.35% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
791
shares
|
$401,424
0.1% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
791
shares
|
$401,424
0.25% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
788
shares
|
$399,902
0.18% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
788
shares
|
$399,902
0.06% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
788
shares
|
$399,902
0.3% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
785
shares
|
$398,379
0.16% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
784
shares
|
$397,872
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
784
shares
|
$397,872
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
784
shares
|
$397,872
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
780
shares
|
$395,842
0.13% of portfolio
|
Q3 2025
Added 56.94%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
778
shares
|
$394,827
0.23% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
776
shares
|
$393,812
0.18% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
775
shares
|
$393,304
0.22% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
773
shares
|
$392,289
0.2% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
773
shares
|
$392,289
0.2% of portfolio
|
Q3 2025
Reduced 34.27%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
771
shares
|
$391,274
0.12% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
767
shares
|
$389,244
0.09% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
766
shares
|
$388,737
0.37% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
764
shares
|
$387,722
0.27% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
761
shares
|
$386,199
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$384,169
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
756
shares
|
$383,662
0.06% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
755
shares
|
$383,154
0.19% of portfolio
|
Q3 2025
Reduced 1.44%
|
|