Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 |
|---|---|---|---|---|---|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
11,256
shares
|
$5.71 Million
2.5% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
11,251
shares
|
$5.71 Million
2.63% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
11,249
shares
|
$5.71 Million
2.03% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
11,246
shares
|
$5.71 Million
1.99% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,228
shares
|
$5.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
11,219
shares
|
$5.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$5.68 Million
3.98% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
11,160
shares
|
$5.66 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
11,146
shares
|
$5.66 Million
3.1% of portfolio
|
Q2 2025
Added 109.99%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 20, 2025 Q3 2025 |
11,140
shares
|
$5.65 Million
0.96% of portfolio
|
Q3 2025
Reduced 21.12%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
11,130
shares
|
$5.65 Million
2.77% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
11,130
shares
|
$5.65 Million
3.77% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
11,122
shares
|
$5.64 Million
2.53% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
11,120
shares
|
$5.64 Million
4.64% of portfolio
|
Q3 2023
Reduced 2.58%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,105
shares
|
$5.64 Million
8.85% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
11,098
shares
|
$5.63 Million
4.94% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
11,097
shares
|
$5.63 Million
0.74% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
11,081
shares
|
$5.62 Million
2.64% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
11,073
shares
|
$5.62 Million
5.15% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,069
shares
|
$5.62 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
11,063
shares
|
$5.61 Million
1.82% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
11,058
shares
|
$5.61 Million
4.07% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
11,050
shares
|
$5.61 Million
2.16% of portfolio
|
Q3 2025
Added 114.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
11,042
shares
|
$5.6 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
11,041
shares
|
$5.6 Million
3.27% of portfolio
|
Q3 2025
Added 0.92%
|
|