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 |
|---|---|---|---|---|---|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
28,644
shares
|
$14.5 Million
2.47% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
28,629
shares
|
$14.5 Million
5.97% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
28,620
shares
|
$14.5 Million
4.7% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
28,600
shares
|
$14.5 Million
2.17% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
28,581
shares
|
$14.5 Million
3.41% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
28,560
shares
|
$14.5 Million
6.28% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 21, 2025 Q3 2025 |
28,546
shares
|
$14.5 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
28,473
shares
|
$14.4 Million
2.09% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
28,378
shares
|
$14.4 Million
6.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
28,365
shares
|
$14.4 Million
4.51% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
28,364
shares
|
$14.4 Million
1.11% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
28,364
shares
|
$14.4 Million
2.69% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
28,354
shares
|
$14.4 Million
6.6% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
28,334
shares
|
$14.4 Million
3.64% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
28,333
shares
|
$14.4 Million
2.29% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
28,306
shares
|
$14.4 Million
5.42% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
28,296
shares
|
$14.4 Million
2.24% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28,290
shares
|
$14.4 Million
2.11% of portfolio
|
Q2 2022
Reduced 30.58%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
28,277
shares
|
$14.4 Million
5.25% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
28,276
shares
|
$14.3 Million
2.68% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
28,256
shares
|
$14.3 Million
2.31% of portfolio
|
Q3 2025
Added 42.4%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
28,236
shares
|
$14.3 Million
5.96% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
28,232
shares
|
$14.3 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
28,222
shares
|
$14.3 Million
0.3% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
28,171
shares
|
$14.3 Million
6.94% of portfolio
|
Q3 2025
Reduced 39.58%
|
|