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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
11,570
shares
|
$5.87 Million
1.67% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
11,570
shares
|
$5.87 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
11,568
shares
|
$5.87 Million
0.85% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
11,561
shares
|
$5.87 Million
2.4% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
11,518
shares
|
$5.85 Million
2.51% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
Nov 14, 2025 Q3 2025 |
11,505
shares
|
$5.84 Million
3.23% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
11,500
shares
|
$5.84 Million
4.2% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Oct 22, 2025 Q3 2025 |
11,500
shares
|
$5.84 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
11,497
shares
|
$5.83 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
11,490
shares
|
$5.83 Million
3.55% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
11,483
shares
|
$5.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
11,470
shares
|
$5.82 Million
3.71% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
11,466
shares
|
$5.82 Million
2.4% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
11,463
shares
|
$5.82 Million
0.71% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
11,459
shares
|
$5.82 Million
1.33% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
11,452
shares
|
$5.81 Million
1.65% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
11,441
shares
|
$5.81 Million
0.85% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
11,437
shares
|
$5.8 Million
4.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
11,436
shares
|
$5.8 Million
2.12% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
11,435
shares
|
$5.8 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
11,431
shares
|
$5.8 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
11,421
shares
|
$5.8 Million
1.0% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
11,418
shares
|
$5.79 Million
0.18% of portfolio
|
Q3 2025
Added 146.34%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
11,396
shares
|
$5.78 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
11,393
shares
|
$5.78 Million
1.7% of portfolio
|
Q3 2025
Added 0.04%
|
|