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 |
|---|---|---|---|---|---|
|
Tiff Advisory Services Inc
|
Nov 06, 2025 Q3 2025 |
9,732
shares
|
$4.94 Million
1.06% of portfolio
|
Q3 2025
Added 42.84%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.93 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,715
shares
|
$4.93 Million
2.62% of portfolio
|
Q3 2025
Added 73.3%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
9,715
shares
|
$4.93 Million
0.55% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.93 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.92 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
9,693
shares
|
$4.92 Million
6.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,688
shares
|
$4.92 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
9,687
shares
|
$4.92 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
9,687
shares
|
$4.92 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
9,682
shares
|
$4.91 Million
1.26% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$4.91 Million
1.21% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
9,672
shares
|
$4.91 Million
0.78% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Tsai Capital Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
9,672
shares
|
$4.91 Million
4.24% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
9,669
shares
|
$4.91 Million
1.53% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.91 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,653
shares
|
$4.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
9,648
shares
|
$4.9 Million
1.05% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
9,642
shares
|
$4.89 Million
2.07% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
9,634
shares
|
$4.89 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
9,628
shares
|
$4.89 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
9,612
shares
|
$4.88 Million
2.14% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
9,608
shares
|
$4.88 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
9,605
shares
|
$4.87 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,602
shares
|
$4.87 Million
0.51% of portfolio
|
Q3 2025
Added 47.04%
|
|