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 |
|---|---|---|---|---|---|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
14,829
shares
|
$7.53 Million
4.16% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
14,826
shares
|
$7.52 Million
2.22% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
14,811
shares
|
$7.52 Million
3.6% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
14,808
shares
|
$7.51 Million
5.82% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
14,803
shares
|
$7.51 Million
1.45% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
14,754
shares
|
$7.49 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
14,752
shares
|
$7.49 Million
2.03% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
14,748
shares
|
$7.48 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
14,746
shares
|
$7.48 Million
6.27% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
14,740
shares
|
$7.48 Million
6.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
14,732
shares
|
$7.48 Million
3.35% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
14,715
shares
|
$7.47 Million
2.13% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
14,709
shares
|
$7.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 98.11%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
14,703
shares
|
$7.46 Million
1.46% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,695
shares
|
$7.46 Million
1.38% of portfolio
|
Q1 2025
Added 99.5%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
14,668
shares
|
$7.44 Million
1.76% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
14,665
shares
|
$7.44 Million
3.64% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
14,656
shares
|
$7.44 Million
1.78% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
14,653
shares
|
$7.44 Million
2.96% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
14,636
shares
|
$7.43 Million
2.88% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
14,630
shares
|
$7.42 Million
2.02% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
14,628
shares
|
$7.42 Million
3.61% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
14,623
shares
|
$7.42 Million
1.45% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
14,614
shares
|
$7.42 Million
6.74% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
14,609
shares
|
$7.41 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.6%
|
|