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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
12,643
shares
|
$6.42 Million
2.97% of portfolio
|
Q3 2022
Reduced 35.91%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
12,642
shares
|
$6.42 Million
6.49% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,628
shares
|
$6.41 Million
0.88% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
12,627
shares
|
$6.41 Million
1.36% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,616
shares
|
$6.4 Million
1.41% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
12,604
shares
|
$6.4 Million
4.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 07, 2025 Q3 2025 |
12,600
shares
|
$6.39 Million
4.13% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
12,595
shares
|
$6.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 41.95%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
12,592
shares
|
$6.39 Million
5.8% of portfolio
|
Q2 2022
Added 4.59%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
12,590
shares
|
$6.39 Million
3.85% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
12,585
shares
|
$6.39 Million
3.81% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
12,577
shares
|
$6.38 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,575
shares
|
$6.38 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
12,566
shares
|
$6.38 Million
1.24% of portfolio
|
Q3 2023
New holding
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,560
shares
|
$6.37 Million
4.46% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
12,553
shares
|
$6.37 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
12,552
shares
|
$6.37 Million
2.76% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
12,545
shares
|
$6.37 Million
2.22% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,528
shares
|
$6.36 Million
1.55% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
12,524
shares
|
$6.36 Million
2.43% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
12,511
shares
|
$6.35 Million
4.0% of portfolio
|
Q3 2025
Added 536.37%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
12,502
shares
|
$6.34 Million
2.57% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
12,487
shares
|
$6.34 Million
7.28% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
12,484
shares
|
$6.34 Million
4.45% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
12,479
shares
|
$6.33 Million
2.28% of portfolio
|
Q3 2025
Reduced 3.11%
|
|