Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,778 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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
11,050
shares
|
$5.61 Million
2.16% of portfolio
|
Q3 2025
Added 114.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
11,042
shares
|
$5.6 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
11,041
shares
|
$5.6 Million
3.27% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
11,012
shares
|
$5.59 Million
1.74% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
11,007
shares
|
$5.59 Million
0.96% of portfolio
|
Q3 2025
Added 115.95%
|
|
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
11,000
shares
|
$5.58 Million
1.55% of portfolio
|
Q3 2025
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
10,999
shares
|
$5.58 Million
5.45% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
10,988
shares
|
$5.58 Million
1.56% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
10,987
shares
|
$5.58 Million
4.25% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,984
shares
|
$5.57 Million
2.02% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10,983
shares
|
$5.57 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,983
shares
|
$5.57 Million
1.41% of portfolio
|
Q2 2022
Added 17.36%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
10,980
shares
|
$5.57 Million
1.5% of portfolio
|
Q3 2025
Added 449.0%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
10,979
shares
|
$5.57 Million
1.89% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
10,967
shares
|
$5.57 Million
1.46% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,954
shares
|
$5.56 Million
0.79% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
10,946
shares
|
$5.55 Million
0.93% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
10,944
shares
|
$5.55 Million
0.9% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
10,939
shares
|
$5.55 Million
2.11% of portfolio
|
Q3 2025
Added 30.2%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10,936
shares
|
$5.55 Million
2.11% of portfolio
|
Q2 2022
Reduced 49.45%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
10,930
shares
|
$5.55 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
10,917
shares
|
$5.54 Million
1.36% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
10,917
shares
|
$5.54 Million
3.94% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,908
shares
|
$5.54 Million
3.46% of portfolio
|
Q3 2025
Reduced 27.43%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
10,901
shares
|
$5.53 Million
1.69% of portfolio
|
Q3 2025
Added 6.59%
|
|