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 |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
18,581
shares
|
$9.43 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
18,557
shares
|
$9.42 Million
4.09% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
18,456
shares
|
$9.37 Million
3.84% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
18,455
shares
|
$9.37 Million
2.59% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
18,454
shares
|
$9.37 Million
1.5% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18,453
shares
|
$9.36 Million
0.51% of portfolio
|
Q4 2023
Added 6.55%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
18,440
shares
|
$9.36 Million
4.27% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
18,410
shares
|
$9.34 Million
2.66% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
18,400
shares
|
$9.34 Million
5.05% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
18,369
shares
|
$9.32 Million
3.09% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
18,369
shares
|
$9.32 Million
5.11% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
18,368
shares
|
$9.32 Million
3.76% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
18,350
shares
|
$9.31 Million
4.57% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
18,342
shares
|
$9.31 Million
1.21% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
18,340
shares
|
$9.31 Million
2.06% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
18,337
shares
|
$9.31 Million
5.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,321
shares
|
$9.3 Million
1.86% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
18,310
shares
|
$9.29 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
18,300
shares
|
$9.29 Million
0.09% of portfolio
|
Q3 2025
Added 751.16%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
18,293
shares
|
$9.28 Million
3.28% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
18,290
shares
|
$9.28 Million
2.36% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
18,265
shares
|
$9.27 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18,264
shares
|
$9.27 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
18,251
shares
|
$9.26 Million
4.59% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
18,201
shares
|
$9.24 Million
4.95% of portfolio
|
Q3 2025
Reduced 0.46%
|
|