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 |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
11,830
shares
|
$6 Million
4.46% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,817
shares
|
$6 Million
0.79% of portfolio
|
Q1 2023
Reduced 0.07%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
11,801
shares
|
$5.99 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,786
shares
|
$5.98 Million
1.82% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
11,757
shares
|
$5.97 Million
1.73% of portfolio
|
Q3 2025
Added 29.35%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
11,756
shares
|
$5.97 Million
5.75% of portfolio
|
Q2 2022
Reduced 45.68%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Nov 04, 2025 Q3 2025 |
11,734
shares
|
$5.95 Million
6.2% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
11,724
shares
|
$5.95 Million
1.73% of portfolio
|
Q3 2025
Added 29.96%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
11,716
shares
|
$5.95 Million
2.71% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
11,714
shares
|
$5.94 Million
5.7% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
11,696
shares
|
$5.94 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
11,695
shares
|
$5.94 Million
2.93% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
11,679
shares
|
$5.93 Million
1.64% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
11,670
shares
|
$5.92 Million
1.47% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
11,665
shares
|
$5.92 Million
3.85% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
11,665
shares
|
$5.92 Million
4.69% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
11,648
shares
|
$5.91 Million
2.75% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
11,631
shares
|
$5.9 Million
1.42% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
11,626
shares
|
$5.9 Million
2.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
11,625
shares
|
$5.9 Million
0.64% of portfolio
|
Q4 2025
Reduced 4.6%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,607
shares
|
$5.89 Million
3.8% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
11,604
shares
|
$5.89 Million
2.59% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
11,600
shares
|
$5.89 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
11,580
shares
|
$5.88 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,570
shares
|
$5.87 Million
1.67% of portfolio
|
Q3 2025
Added 3.82%
|
|