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 |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
6,229
shares
|
$3.16 Million
2.48% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$3.16 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
6,223
shares
|
$3.16 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,223
shares
|
$3.16 Million
1.23% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
6,221
shares
|
$3.16 Million
0.84% of portfolio
|
Q3 2025
Reduced 46.05%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
6,220
shares
|
$3.16 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
6,209
shares
|
$3.15 Million
1.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
6,205
shares
|
$3.15 Million
1.28% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
6,200
shares
|
$3.15 Million
0.97% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Wincap Financial LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
6,197
shares
|
$3.14 Million
2.22% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
6,184
shares
|
$3.14 Million
1.75% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
6,181
shares
|
$3.14 Million
1.59% of portfolio
|
Q3 2025
Added 30.04%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,180
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
6,173
shares
|
$3.13 Million
2.11% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
6,172
shares
|
$3.13 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,171
shares
|
$3.13 Million
1.19% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
6,164
shares
|
$3.13 Million
0.56% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$3.13 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$3.13 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
6,159
shares
|
$3.13 Million
2.34% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
6,156
shares
|
$3.12 Million
1.28% of portfolio
|
Q2 2025
Added 35.79%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
6,154
shares
|
$3.12 Million
2.45% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
6,150
shares
|
$3.12 Million
0.94% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
6,150
shares
|
$3.12 Million
0.8% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
6,136
shares
|
$3.11 Million
3.3% of portfolio
|
Q3 2025
New holding
|
|