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 |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
10,097
shares
|
$5.12 Million
4.02% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
10,090
shares
|
$5.12 Million
3.23% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
10,076
shares
|
$5.11 Million
3.27% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
10,072
shares
|
$5.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
10,066
shares
|
$5.11 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
10,062
shares
|
$5.11 Million
1.15% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
10,058
shares
|
$5.1 Million
0.9% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
10,051
shares
|
$5.1 Million
3.18% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$5.1 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
10,039
shares
|
$5.09 Million
3.08% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
10,037
shares
|
$5.09 Million
0.8% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
10,028
shares
|
$5.09 Million
3.6% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
10,025
shares
|
$5.09 Million
1.3% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,012
shares
|
$5.08 Million
0.71% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,006
shares
|
$5.08 Million
1.78% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
10,005
shares
|
$5.08 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$5.07 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Telemark Asset Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$5.07 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
9,984
shares
|
$5.07 Million
1.35% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
9,984
shares
|
$5.07 Million
0.82% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
9,970
shares
|
$5.06 Million
3.75% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,965
shares
|
$5.06 Million
1.16% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,956
shares
|
$5.05 Million
1.77% of portfolio
|
Q3 2025
Added 66.57%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
9,954
shares
|
$5.05 Million
1.31% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
9,928
shares
|
$5.04 Million
2.16% of portfolio
|
Q3 2025
Added 165.53%
|
|