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 |
|---|---|---|---|---|---|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
19,506
shares
|
$9.9 Million
3.4% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,500
shares
|
$9.9 Million
2.91% of portfolio
|
Q3 2025
New holding
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
19,499
shares
|
$9.9 Million
3.16% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
19,468
shares
|
$9.88 Million
1.73% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
19,445
shares
|
$9.87 Million
5.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
19,440
shares
|
$9.87 Million
2.62% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
University Of Wisconsin Foundation
Madison, WI |
Nov 14, 2025 Q3 2025 |
19,431
shares
|
$9.86 Million
8.52% of portfolio
|
Q3 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
19,422
shares
|
$9.86 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
19,421
shares
|
$9.86 Million
0.87% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
19,417
shares
|
$9.85 Million
5.67% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
19,403
shares
|
$9.85 Million
1.93% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
19,403
shares
|
$9.85 Million
2.27% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
19,381
shares
|
$9.84 Million
2.41% of portfolio
|
Q3 2025
Added 110.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
19,373
shares
|
$9.83 Million
2.97% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Tikehau Investment Management
Paris, I0 |
Oct 20, 2025 Q3 2025 |
19,369
shares
|
$9.83 Million
14.66% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Xxec, Inc.
|
Nov 26, 2025 Q3 2025 |
19,367
shares
|
$9.83 Million
9.42% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
19,357
shares
|
$9.82 Million
6.78% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
19,338
shares
|
$9.81 Million
8.04% of portfolio
|
Q3 2023
Reduced 13.03%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
19,315
shares
|
$9.8 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
19,313
shares
|
$9.8 Million
5.14% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
19,299
shares
|
$9.79 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
19,289
shares
|
$9.79 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
19,279
shares
|
$9.78 Million
1.11% of portfolio
|
Q3 2025
Reduced 80.88%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
19,269
shares
|
$9.78 Million
2.31% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
19,247
shares
|
$9.77 Million
4.9% of portfolio
|
Q2 2025
Reduced 16.7%
|
|