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 |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
15,070
shares
|
$7.65 Million
3.09% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
15,059
shares
|
$7.64 Million
3.68% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
15,057
shares
|
$7.64 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
15,055
shares
|
$7.64 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
15,039
shares
|
$7.63 Million
3.33% of portfolio
|
Q3 2025
Added 397.16%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,032
shares
|
$7.63 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
15,011
shares
|
$7.62 Million
8.38% of portfolio
|
Q3 2023
Reduced 33.93%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$7.61 Million
6.64% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
14,999
shares
|
$7.61 Million
1.38% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
14,999
shares
|
$7.61 Million
2.38% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
14,972
shares
|
$7.6 Million
2.45% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
14,955
shares
|
$7.59 Million
3.52% of portfolio
|
Q4 2025
Added 18.41%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
14,955
shares
|
$7.59 Million
2.07% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
14,951
shares
|
$7.59 Million
0.73% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
14,930
shares
|
$7.58 Million
3.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
14,927
shares
|
$7.58 Million
3.54% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
14,927
shares
|
$7.58 Million
1.41% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Legal Advantage Investments, Inc.
|
Oct 20, 2025 Q3 2025 |
14,925
shares
|
$7.57 Million
3.72% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,888
shares
|
$7.56 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
14,870
shares
|
$7.55 Million
0.82% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,855
shares
|
$7.54 Million
4.27% of portfolio
|
Q3 2022
Added 717.56%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
14,855
shares
|
$7.54 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
14,847
shares
|
$7.53 Million
1.65% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Night Squared LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,834
shares
|
$7.53 Million
2.77% of portfolio
|
Q3 2025
Added 32.94%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
14,833
shares
|
$7.53 Million
7.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|