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 |
|---|---|---|---|---|---|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
8,828
shares
|
$4.48 Million
3.31% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
8,823
shares
|
$4.48 Million
1.14% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
8,822
shares
|
$4.48 Million
2.22% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
8,821
shares
|
$4.48 Million
2.13% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
8,816
shares
|
$4.47 Million
1.14% of portfolio
|
Q3 2025
Added 49.86%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
8,815
shares
|
$4.47 Million
2.35% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8,815
shares
|
$4.47 Million
0.23% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
8,803
shares
|
$4.47 Million
2.5% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
8,800
shares
|
$4.47 Million
3.58% of portfolio
|
Q3 2025
Reduced 74.34%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
8,791
shares
|
$4.46 Million
2.39% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
8,788
shares
|
$4.46 Million
1.98% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
8,777
shares
|
$4.45 Million
1.17% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
8,767
shares
|
$4.45 Million
0.92% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,765
shares
|
$4.45 Million
0.02% of portfolio
|
Q3 2025
Added 237.12%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
8,757
shares
|
$4.44 Million
2.87% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
8,756
shares
|
$4.44 Million
4.57% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
8,745
shares
|
$4.44 Million
1.79% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
8,743
shares
|
$4.44 Million
2.84% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
8,740
shares
|
$4.44 Million
2.99% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
8,735
shares
|
$4.43 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
8,716
shares
|
$4.42 Million
0.76% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
8,707
shares
|
$4.42 Million
1.21% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
8,706
shares
|
$4.42 Million
0.88% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
8,706
shares
|
$4.42 Million
1.72% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
8,705
shares
|
$4.42 Million
2.61% of portfolio
|
Q3 2025
Reduced 4.27%
|
|