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 |
|---|---|---|---|---|---|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
516
shares
|
$261,864
0.16% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
514
shares
|
$260,849
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
513
shares
|
$260,342
0.18% of portfolio
|
Q2 2025
Added 27.93%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Nov 14, 2025 Q3 2025 |
509
shares
|
$258,312
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
509
shares
|
$258,312
0.15% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$257,804
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
508
shares
|
$257,804
7.22% of portfolio
|
Q2 2025
Reduced 86.96%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
508
shares
|
$257,804
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gagnon Securities LLC
|
Nov 03, 2025 Q3 2025 |
506
shares
|
$256,789
0.06% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
505
shares
|
$256,282
0.15% of portfolio
|
Q3 2025
Reduced 49.8%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
505
shares
|
$256,282
0.22% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
504
shares
|
$255,774
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$253,745
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
500
shares
|
$253,745
2.0% of portfolio
|
Q3 2025
Reduced 90.51%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
498
shares
|
$252,730
0.05% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
497
shares
|
$252,222
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
496
shares
|
$251,715
0.14% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
495
shares
|
$251,207
0.18% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
494
shares
|
$250,700
0.28% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
494
shares
|
$250,700
0.21% of portfolio
|
Q2 2025
Reduced 79.87%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Nov 03, 2025 Q3 2025 |
491
shares
|
$249,177
0.08% of portfolio
|
Q3 2025
Reduced 36.15%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
480
shares
|
$243,595
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Oct 14, 2025 Q3 2025 |
480
shares
|
$243,595
9.27% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
480
shares
|
$243,595
0.19% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2025 Q3 2025 |
479
shares
|
$243,087
0.2% of portfolio
|
Q3 2025
New holding
|
|