Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 |
|---|---|---|---|---|---|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
17,911
shares
|
$9.09 Million
4.44% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
17,910
shares
|
$9.09 Million
7.25% of portfolio
|
Q4 2023
Added 5.6%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
17,908
shares
|
$9.09 Million
0.6% of portfolio
|
Q3 2025
Added 324.26%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
17,888
shares
|
$9.08 Million
3.05% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
17,871
shares
|
$9.07 Million
3.18% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
17,863
shares
|
$9.07 Million
1.43% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
17,859
shares
|
$9.06 Million
7.72% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
17,852
shares
|
$9.06 Million
3.93% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
17,846
shares
|
$9.06 Million
3.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
17,841
shares
|
$9.05 Million
5.3% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 21, 2025 Q3 2025 |
17,830
shares
|
$9.05 Million
3.12% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,797
shares
|
$9.03 Million
1.37% of portfolio
|
Q3 2025
Added 35.74%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
17,791
shares
|
$9.03 Million
3.92% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Oct 06, 2025 Q3 2025 |
17,781
shares
|
$9.02 Million
2.84% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
17,754
shares
|
$9.01 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
17,742
shares
|
$9 Million
1.85% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
17,730
shares
|
$9 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
17,712
shares
|
$8.99 Million
1.18% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,700
shares
|
$8.98 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
17,691
shares
|
$8.98 Million
4.92% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
17,689
shares
|
$8.98 Million
4.78% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
17,636
shares
|
$8.95 Million
2.71% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
17,618
shares
|
$8.94 Million
2.63% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,618
shares
|
$8.94 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
17,582
shares
|
$8.92 Million
6.75% of portfolio
|
Q3 2025
Reduced 0.86%
|
|