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 |
|---|---|---|---|---|---|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
14,354
shares
|
$7.28 Million
6.82% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
14,321
shares
|
$7.27 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,311
shares
|
$7.26 Million
3.9% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
14,305
shares
|
$7.26 Million
6.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
14,300
shares
|
$7.26 Million
2.19% of portfolio
|
Q1 2022
Reduced 0.69%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
14,296
shares
|
$7.26 Million
4.94% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
14,280
shares
|
$7.25 Million
2.06% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
14,254
shares
|
$7.23 Million
1.94% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,251
shares
|
$7.23 Million
2.21% of portfolio
|
Q3 2023
Added 3.67%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
14,245
shares
|
$7.23 Million
6.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
14,237
shares
|
$7.23 Million
1.12% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
14,236
shares
|
$7.22 Million
2.97% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
14,235
shares
|
$7.22 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
14,230
shares
|
$7.22 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
14,227
shares
|
$7.22 Million
3.26% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
14,222
shares
|
$7.22 Million
1.56% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
14,214
shares
|
$7.21 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
14,207
shares
|
$7.21 Million
2.43% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
14,194
shares
|
$7.2 Million
2.64% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
14,175
shares
|
$7.19 Million
2.79% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
14,171
shares
|
$7.19 Million
5.36% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
14,132
shares
|
$7.17 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
14,132
shares
|
$7.17 Million
3.29% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
14,116
shares
|
$7.16 Million
4.32% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
14,112
shares
|
$7.16 Million
6.19% of portfolio
|
Q1 2024
Reduced 4.55%
|
|