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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
19,216
shares
|
$9.75 Million
0.46% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
19,213
shares
|
$9.75 Million
1.09% of portfolio
|
Q4 2023
Added 23.14%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
19,210
shares
|
$9.75 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
19,198
shares
|
$9.74 Million
4.83% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
19,190
shares
|
$9.74 Million
6.26% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
19,183
shares
|
$9.74 Million
4.65% of portfolio
|
Q4 2025
Added 2.73%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
19,168
shares
|
$9.73 Million
1.75% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
19,153
shares
|
$9.72 Million
1.38% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
19,151
shares
|
$9.72 Million
3.08% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
19,142
shares
|
$9.71 Million
2.06% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
19,103
shares
|
$9.69 Million
4.82% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
19,094
shares
|
$9.69 Million
2.97% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
19,072
shares
|
$9.68 Million
4.92% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
19,055
shares
|
$9.67 Million
2.65% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
19,029
shares
|
$9.66 Million
3.23% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
19,020
shares
|
$9.65 Million
1.97% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
19,017
shares
|
$9.65 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
19,003
shares
|
$9.64 Million
3.38% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
North Growth Management Ltd.
|
Oct 21, 2025 Q3 2025 |
19,000
shares
|
$9.64 Million
1.69% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Hickory Lane Capital Management LP
New York, NY |
May 01, 2023 Q1 2023 |
19,000
shares
|
$9.64 Million
6.7% of portfolio
|
Q1 2023
Reduced 16.48%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
18,999
shares
|
$9.64 Million
9.04% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
18,995
shares
|
$9.64 Million
2.8% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Ravenswood Partners LP
Mclean, VA |
Nov 13, 2025 Q3 2025 |
18,984
shares
|
$9.63 Million
3.11% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
18,952
shares
|
$9.62 Million
3.45% of portfolio
|
Q4 2025
Added 19.69%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
18,940
shares
|
$9.61 Million
2.35% of portfolio
|
Q3 2025
Added 21.3%
|
|