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 |
|---|---|---|---|---|---|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
12,803
shares
|
$6.5 Million
2.58% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2025 Q3 2025 |
12,800
shares
|
$6.5 Million
4.78% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,800
shares
|
$6.5 Million
5.59% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
12,799
shares
|
$6.5 Million
2.43% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
12,792
shares
|
$6.49 Million
0.92% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
12,792
shares
|
$6.49 Million
3.79% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
12,786
shares
|
$6.49 Million
2.52% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
12,780
shares
|
$6.49 Million
1.4% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
12,775
shares
|
$6.48 Million
2.44% of portfolio
|
Q3 2025
Added 29.5%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
12,772
shares
|
$6.48 Million
2.59% of portfolio
|
Q4 2023
Added 24.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
12,760
shares
|
$6.48 Million
2.18% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
12,759
shares
|
$6.48 Million
1.18% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
12,741
shares
|
$6.47 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
12,737
shares
|
$6.46 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
12,729
shares
|
$6.46 Million
3.52% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
12,728
shares
|
$6.46 Million
2.88% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
12,722
shares
|
$6.46 Million
0.89% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
12,700
shares
|
$6.45 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
12,686
shares
|
$6.44 Million
4.47% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
12,683
shares
|
$6.44 Million
6.2% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
12,679
shares
|
$6.43 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
12,678
shares
|
$6.43 Million
3.73% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
12,673
shares
|
$6.43 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
12,652
shares
|
$6.42 Million
4.32% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Herbst Group, LLC
Westport, CT |
Nov 14, 2025 Q3 2025 |
12,651
shares
|
$6.42 Million
4.64% of portfolio
|
Q3 2025
Reduced 9.01%
|
|