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 |
|---|---|---|---|---|---|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,989
shares
|
$4.56 Million
0.5% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
8,985
shares
|
$4.56 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,977
shares
|
$4.56 Million
3.31% of portfolio
|
Q4 2022
Added 10.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
8,977
shares
|
$4.56 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,970
shares
|
$4.55 Million
0.87% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
8,968
shares
|
$4.55 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
8,968
shares
|
$4.55 Million
0.45% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
8,967
shares
|
$4.55 Million
2.33% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
8,961
shares
|
$4.55 Million
2.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,949
shares
|
$4.54 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,948
shares
|
$4.54 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,947
shares
|
$4.54 Million
1.37% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
8,941
shares
|
$4.54 Million
4.42% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
8,930
shares
|
$4.53 Million
1.2% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
8,923
shares
|
$4.53 Million
3.03% of portfolio
|
Q3 2025
Added 74.76%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,902
shares
|
$4.52 Million
0.5% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
8,900
shares
|
$4.52 Million
3.1% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
8,898
shares
|
$4.52 Million
2.14% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
8,891
shares
|
$4.51 Million
3.65% of portfolio
|
Q3 2025
Added 145.88%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
8,871
shares
|
$4.5 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
8,858
shares
|
$4.5 Million
2.66% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
8,858
shares
|
$4.5 Million
1.22% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
8,849
shares
|
$4.49 Million
1.87% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
8,847
shares
|
$4.49 Million
1.78% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
8,847
shares
|
$4.49 Million
0.96% of portfolio
|
Q3 2025
Added 6.16%
|
|