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 |
|---|---|---|---|---|---|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
13,271
shares
|
$6.73 Million
3.62% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,260
shares
|
$6.73 Million
0.75% of portfolio
|
Q3 2025
Added 231.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
13,236
shares
|
$6.72 Million
1.5% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
13,232
shares
|
$6.72 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
13,220
shares
|
$6.71 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
13,216
shares
|
$6.71 Million
0.2% of portfolio
|
Q3 2025
Added 106.86%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
13,197
shares
|
$6.7 Million
3.33% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
13,192
shares
|
$6.69 Million
7.61% of portfolio
|
Q3 2025
Reduced 55.76%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
13,192
shares
|
$6.69 Million
4.35% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
13,191
shares
|
$6.69 Million
0.71% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,154
shares
|
$6.68 Million
0.68% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
13,152
shares
|
$6.67 Million
2.98% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,142
shares
|
$6.67 Million
1.1% of portfolio
|
Q3 2025
Reduced 25.55%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
13,133
shares
|
$6.66 Million
2.19% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
13,130
shares
|
$6.66 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,128
shares
|
$6.66 Million
3.63% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
13,118
shares
|
$6.66 Million
2.03% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
13,113
shares
|
$6.65 Million
1.98% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 23, 2025 Q3 2025 |
13,112
shares
|
$6.65 Million
4.11% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,092
shares
|
$6.64 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
13,091
shares
|
$6.64 Million
1.96% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
13,091
shares
|
$6.64 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
13,068
shares
|
$6.63 Million
7.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,054
shares
|
$6.62 Million
1.62% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
13,049
shares
|
$6.62 Million
1.69% of portfolio
|
Q4 2023
New holding
|
|