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 |
|---|---|---|---|---|---|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
15,300
shares
|
$7.76 Million
5.07% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
15,289
shares
|
$7.76 Million
2.93% of portfolio
|
Q4 2025
Added 62.98%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
15,280
shares
|
$7.75 Million
2.77% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
15,276
shares
|
$7.75 Million
3.92% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
15,275
shares
|
$7.75 Million
2.35% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,273
shares
|
$7.75 Million
2.16% of portfolio
|
Q4 2022
Added 10.61%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
15,271
shares
|
$7.75 Million
4.24% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
15,265
shares
|
$7.75 Million
1.42% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
15,237
shares
|
$7.73 Million
4.88% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
15,236
shares
|
$7.73 Million
3.8% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
15,230
shares
|
$7.73 Million
2.12% of portfolio
|
Q2 2025
Added 79.79%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
15,207
shares
|
$7.72 Million
0.64% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
15,205
shares
|
$7.72 Million
2.61% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
15,205
shares
|
$7.72 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
15,192
shares
|
$7.71 Million
1.71% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,160
shares
|
$7.69 Million
4.54% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
15,149
shares
|
$7.69 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
15,134
shares
|
$7.68 Million
3.36% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
15,130
shares
|
$7.68 Million
3.7% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
15,120
shares
|
$7.67 Million
2.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
15,116
shares
|
$7.67 Million
8.2% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
15,111
shares
|
$7.67 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
15,088
shares
|
$7.66 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
15,087
shares
|
$7.66 Million
1.22% of portfolio
|
Q1 2023
Reduced 7.93%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
15,085
shares
|
$7.66 Million
3.23% of portfolio
|
Q4 2025
Added 3.22%
|
|