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 |
|---|---|---|---|---|---|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Nov 10, 2025 Q3 2025 |
700
shares
|
$355,243
0.24% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
697
shares
|
$353,720
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
696
shares
|
$353,213
0.56% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
691
shares
|
$350,675
0.08% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
691
shares
|
$350,675
0.22% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
689
shares
|
$349,660
0.01% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
689
shares
|
$349,660
0.26% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
688
shares
|
$349,153
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
685
shares
|
$347,630
0.76% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
683
shares
|
$346,615
0.18% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
682
shares
|
$346,108
0.22% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
681
shares
|
$345,600
0.22% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Corbyn Investment Management Inc
|
Oct 22, 2025 Q3 2025 |
680
shares
|
$345,093
0.17% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 29, 2025 Q3 2025 |
680
shares
|
$345,093
0.21% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
680
shares
|
$345,093
0.25% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
679
shares
|
$344,585
0.12% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
676
shares
|
$343,063
0.81% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
676
shares
|
$343,063
0.21% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
672
shares
|
$341,033
0.01% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
671
shares
|
$340,525
0.14% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$337,480
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
663
shares
|
$336,465
0.23% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
660
shares
|
$334,943
0.12% of portfolio
|
Q3 2025
Reduced 36.05%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$334,943
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Revere Asset Management, Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
660
shares
|
$334,943
0.13% of portfolio
|
Q3 2025
New holding
|
|