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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
10,536
shares
|
$5.35 Million
1.59% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
10,512
shares
|
$5.33 Million
4.46% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
10,505
shares
|
$5.33 Million
2.42% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
10,498
shares
|
$5.33 Million
1.2% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
10,481
shares
|
$5.32 Million
1.91% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
10,479
shares
|
$5.32 Million
3.36% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
10,479
shares
|
$5.32 Million
2.56% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
10,466
shares
|
$5.31 Million
3.64% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
10,465
shares
|
$5.31 Million
4.39% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
10,465
shares
|
$5.31 Million
4.39% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,463
shares
|
$5.31 Million
3.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
10,455
shares
|
$5.31 Million
2.01% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
10,451
shares
|
$5.3 Million
2.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
10,450
shares
|
$5.3 Million
1.93% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
10,444
shares
|
$5.3 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
10,437
shares
|
$5.3 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$5.28 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
10,395
shares
|
$5.28 Million
3.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
10,392
shares
|
$5.27 Million
2.46% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
10,391
shares
|
$5.27 Million
7.35% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
10,382
shares
|
$5.27 Million
7.99% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,363
shares
|
$5.26 Million
0.9% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,349
shares
|
$5.25 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
10,344
shares
|
$5.25 Million
4.73% of portfolio
|
Q3 2025
Added 23.97%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
10,315
shares
|
$5.23 Million
1.57% of portfolio
|
Q3 2025
Added 5.23%
|
|