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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
755
shares
|
$383,154
1.25% of portfolio
|
Q3 2025
Reduced 98.32%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
753
shares
|
$382,139
0.16% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
753
shares
|
$382,139
0.24% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
753
shares
|
$382,139
3.17% of portfolio
|
Q2 2025
Reduced 78.03%
|
|
|
Ehrenkranz Partners L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
750
shares
|
$380,617
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Financial Alliance LTD LLC
|
Nov 14, 2025 Q3 2025 |
743
shares
|
$377,065
0.09% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
736
shares
|
$373,512
0.23% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
735
shares
|
$373,005
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
734
shares
|
$372,497
0.07% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
734
shares
|
$372,497
0.19% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
733
shares
|
$371,990
0.17% of portfolio
|
Q3 2025
Reduced 59.32%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
732
shares
|
$371,482
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
728
shares
|
$369,452
0.17% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
727
shares
|
$368,945
0.16% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
726
shares
|
$368,437
0.15% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
725
shares
|
$367,930
0.06% of portfolio
|
Q3 2025
Reduced 51.6%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
725
shares
|
$367,930
0.06% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
723
shares
|
$366,915
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
714
shares
|
$362,347
0.12% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
710
shares
|
$360,317
0.15% of portfolio
|
Q3 2025
Reduced 40.59%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
707
shares
|
$358,795
0.17% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Oct 21, 2025 Q3 2025 |
707
shares
|
$358,795
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
705
shares
|
$357,780
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Surience Private Wealth LLC
|
Oct 09, 2025 Q3 2025 |
702
shares
|
$356,257
0.35% of portfolio
|
Q3 2025
Reduced 34.64%
|
|
|
Applied Capital LLC
|
Oct 21, 2025 Q3 2025 |
701
shares
|
$355,750
0.16% of portfolio
|
Q3 2025
Reduced 1.41%
|
|