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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
16,494
shares
|
$8.37 Million
3.88% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
16,476
shares
|
$8.36 Million
3.23% of portfolio
|
Q3 2025
Added 43.92%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
16,463
shares
|
$8.35 Million
2.27% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
16,458
shares
|
$8.35 Million
5.99% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
16,455
shares
|
$8.35 Million
3.52% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
16,447
shares
|
$8.35 Million
1.97% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
16,439
shares
|
$8.34 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
16,434
shares
|
$8.34 Million
4.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
16,413
shares
|
$8.33 Million
2.09% of portfolio
|
Q3 2023
Added 8.3%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,385
shares
|
$8.32 Million
16.79% of portfolio
|
Q3 2025
Added 285.98%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
16,384
shares
|
$8.31 Million
3.51% of portfolio
|
Q3 2025
Added 103.81%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
16,339
shares
|
$8.29 Million
5.54% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
16,327
shares
|
$8.29 Million
1.72% of portfolio
|
Q4 2025
Added 5.68%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
16,317
shares
|
$8.28 Million
3.04% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
16,310
shares
|
$8.28 Million
2.42% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
16,308
shares
|
$8.28 Million
1.36% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
16,302
shares
|
$8.27 Million
0.93% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
16,295
shares
|
$8.27 Million
2.88% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
16,294
shares
|
$8.27 Million
1.67% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
16,292
shares
|
$8.27 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Summerhill Capital Management Lnc.
Toronto, A6 |
Nov 05, 2025 Q3 2025 |
16,287
shares
|
$8.27 Million
8.76% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
16,277
shares
|
$8.26 Million
1.02% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
16,264
shares
|
$8.25 Million
1.92% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
16,257
shares
|
$8.25 Million
6.4% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
16,255
shares
|
$8.25 Million
1.24% of portfolio
|
Q4 2025
Added 2.41%
|
|