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 |
|---|---|---|---|---|---|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
13,800
shares
|
$7 Million
2.62% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
13,792
shares
|
$7 Million
0.98% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,789
shares
|
$7 Million
1.46% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
13,771
shares
|
$6.99 Million
3.38% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
13,765
shares
|
$6.99 Million
0.41% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
13,764
shares
|
$6.99 Million
2.8% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,741
shares
|
$6.97 Million
4.09% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
13,727
shares
|
$6.97 Million
1.72% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
13,717
shares
|
$6.96 Million
1.78% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
13,681
shares
|
$6.94 Million
3.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
13,670
shares
|
$6.94 Million
2.98% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
13,664
shares
|
$6.93 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
13,654
shares
|
$6.93 Million
2.33% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
13,651
shares
|
$6.93 Million
4.84% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
13,630
shares
|
$6.92 Million
5.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
13,619
shares
|
$6.91 Million
2.26% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
13,615
shares
|
$6.91 Million
3.95% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
13,609
shares
|
$6.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
13,598
shares
|
$6.9 Million
4.31% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
13,588
shares
|
$6.9 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
13,585
shares
|
$6.89 Million
4.86% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
13,573
shares
|
$6.89 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
13,570
shares
|
$6.89 Million
0.92% of portfolio
|
Q4 2025
Reduced 15.69%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
13,545
shares
|
$6.87 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
13,543
shares
|
$6.87 Million
2.36% of portfolio
|
Q3 2025
Reduced 13.68%
|
|