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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
18,913
shares
|
$9.6 Million
1.18% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
18,875
shares
|
$9.58 Million
2.22% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 08, 2026 Q4 2025 |
18,836
shares
|
$9.56 Million
5.16% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
18,816
shares
|
$9.55 Million
1.06% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
18,803
shares
|
$9.54 Million
0.91% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,799
shares
|
$9.54 Million
4.82% of portfolio
|
Q3 2023
Reduced 73.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
18,778
shares
|
$9.53 Million
1.41% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Cox Capital Mgt LLC
|
Oct 08, 2025 Q3 2025 |
18,770
shares
|
$9.53 Million
6.78% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
18,756
shares
|
$9.52 Million
0.93% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
18,750
shares
|
$9.52 Million
2.73% of portfolio
|
Q3 2025
Added 659.11%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
18,740
shares
|
$9.51 Million
3.55% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
18,708
shares
|
$9.49 Million
3.28% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
18,702
shares
|
$9.49 Million
6.14% of portfolio
|
Q3 2025
Added 80.02%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
18,694
shares
|
$9.49 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
18,686
shares
|
$9.48 Million
1.28% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
18,683
shares
|
$9.48 Million
2.58% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
18,677
shares
|
$9.48 Million
1.09% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
18,668
shares
|
$9.47 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
18,668
shares
|
$9.47 Million
4.71% of portfolio
|
Q3 2022
Reduced 77.07%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
18,662
shares
|
$9.47 Million
5.45% of portfolio
|
Q3 2025
Reduced 43.23%
|
|
|
Sone Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,650
shares
|
$9.46 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
18,632
shares
|
$9.46 Million
2.29% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
18,620
shares
|
$9.45 Million
5.29% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2025 Q3 2025 |
18,615
shares
|
$9.45 Million
1.08% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
18,590
shares
|
$9.43 Million
2.44% of portfolio
|
Q4 2025
Reduced 8.38%
|
|