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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
30,079
shares
|
$15.3 Million
2.69% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
30,002
shares
|
$15.2 Million
10.96% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$15.2 Million
17.69% of portfolio
|
Q3 2025
Reduced 65.12%
|
|
|
One Madison Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$15.2 Million
1.7% of portfolio
|
Q3 2025
Reduced 51.85%
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,968
shares
|
$15.2 Million
11.04% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
29,956
shares
|
$15.2 Million
6.32% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
29,946
shares
|
$15.2 Million
1.53% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
29,916
shares
|
$15.2 Million
17.57% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
29,889
shares
|
$15.2 Million
0.31% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
29,872
shares
|
$15.2 Million
3.15% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,864
shares
|
$15.2 Million
5.67% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
29,862
shares
|
$15.2 Million
1.51% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
29,834
shares
|
$15.1 Million
3.32% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
29,797
shares
|
$15.1 Million
3.47% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
29,789
shares
|
$15.1 Million
4.02% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
29,763
shares
|
$15.1 Million
5.48% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
29,738
shares
|
$15.1 Million
11.0% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
29,700
shares
|
$15.1 Million
4.86% of portfolio
|
Q4 2025
Added 11.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
29,661
shares
|
$15.1 Million
2.86% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
29,588
shares
|
$15 Million
7.86% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
29,572
shares
|
$15 Million
2.51% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
29,494
shares
|
$15 Million
2.03% of portfolio
|
Q3 2025
Added 288.69%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
29,482
shares
|
$15 Million
5.63% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
29,439
shares
|
$14.9 Million
5.83% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
29,420
shares
|
$14.9 Million
3.91% of portfolio
|
Q3 2025
Reduced 0.96%
|
|