Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
30,838
shares
|
$15.6 Million
1.52% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
30,733
shares
|
$15.6 Million
4.95% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
30,710
shares
|
$15.6 Million
1.38% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
30,616
shares
|
$15.5 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
30,610
shares
|
$15.5 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
30,603
shares
|
$15.5 Million
4.27% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
30,548
shares
|
$15.5 Million
7.67% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
30,540
shares
|
$15.5 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
30,513
shares
|
$15.5 Million
6.71% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
30,481
shares
|
$15.5 Million
1.42% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
30,478
shares
|
$15.5 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
30,476
shares
|
$15.5 Million
3.85% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
30,430
shares
|
$15.4 Million
1.18% of portfolio
|
Q2 2023
Reduced 0.81%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
30,380
shares
|
$15.4 Million
4.66% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
30,363
shares
|
$15.4 Million
5.45% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
30,348
shares
|
$15.4 Million
2.3% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
30,347
shares
|
$15.4 Million
5.25% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
30,288
shares
|
$15.4 Million
2.57% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
30,213
shares
|
$15.3 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
30,183
shares
|
$15.3 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
30,176
shares
|
$15.3 Million
12.26% of portfolio
|
Q4 2023
Reduced 23.9%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
30,129
shares
|
$15.3 Million
2.45% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
30,125
shares
|
$15.3 Million
7.6% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
30,097
shares
|
$15.3 Million
1.52% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
30,084
shares
|
$15.3 Million
2.98% of portfolio
|
Q3 2025
Added 2.63%
|
|