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 |
|---|---|---|---|---|---|
|
Whitford Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,547
shares
|
$8.9 Million
9.13% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
17,539
shares
|
$8.9 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
17,534
shares
|
$8.9 Million
2.33% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
17,505
shares
|
$8.88 Million
3.56% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
17,492
shares
|
$8.88 Million
2.54% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,475
shares
|
$8.87 Million
1.14% of portfolio
|
Q3 2025
Reduced 46.22%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
17,445
shares
|
$8.85 Million
6.7% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
17,432
shares
|
$8.85 Million
7.83% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
17,429
shares
|
$8.85 Million
1.74% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
17,425
shares
|
$8.84 Million
5.17% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
17,425
shares
|
$8.84 Million
4.58% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
17,423
shares
|
$8.84 Million
6.86% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
17,421
shares
|
$8.84 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
17,421
shares
|
$8.84 Million
2.19% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
17,404
shares
|
$8.83 Million
2.86% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
17,361
shares
|
$8.81 Million
4.76% of portfolio
|
Q3 2025
Added 300.58%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
17,356
shares
|
$8.81 Million
4.57% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,333
shares
|
$8.8 Million
2.05% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
17,325
shares
|
$8.79 Million
2.66% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
17,306
shares
|
$8.78 Million
6.17% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
17,287
shares
|
$8.77 Million
0.39% of portfolio
|
Q3 2025
Added 61.79%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
17,286
shares
|
$8.77 Million
6.37% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
17,270
shares
|
$8.76 Million
1.26% of portfolio
|
Q1 2023
Added 7.14%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
17,252
shares
|
$8.76 Million
6.6% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
17,233
shares
|
$8.75 Million
1.01% of portfolio
|
Q3 2025
Added 89.17%
|
|