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 |
|---|---|---|---|---|---|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
12,262
shares
|
$6.22 Million
1.84% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
12,256
shares
|
$6.22 Million
3.19% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
12,254
shares
|
$6.22 Million
3.11% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
12,252
shares
|
$6.22 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
12,245
shares
|
$6.21 Million
2.06% of portfolio
|
Q3 2025
Added 46.91%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
12,245
shares
|
$6.21 Million
6.28% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
12,244
shares
|
$6.21 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
12,231
shares
|
$6.21 Million
1.99% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
12,224
shares
|
$6.2 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
12,216
shares
|
$6.2 Million
2.53% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
12,207
shares
|
$6.19 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
12,203
shares
|
$6.19 Million
1.05% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
12,200
shares
|
$6.19 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
12,196
shares
|
$6.19 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Concorde Financial Corp
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,189
shares
|
$6.19 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
12,180
shares
|
$6.18 Million
2.58% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
12,180
shares
|
$6.18 Million
3.21% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
12,169
shares
|
$6.18 Million
4.17% of portfolio
|
Q2 2023
Reduced 34.34%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
12,152
shares
|
$6.17 Million
2.96% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
12,144
shares
|
$6.16 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
12,143
shares
|
$6.16 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
12,141
shares
|
$6.16 Million
4.8% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
12,133
shares
|
$6.16 Million
3.7% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
12,132
shares
|
$6.16 Million
4.1% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,128
shares
|
$6.15 Million
3.87% of portfolio
|
Q3 2025
Added 0.51%
|
|