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. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
8,172
shares
|
$4.15 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
8,169
shares
|
$4.15 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,158
shares
|
$4.14 Million
4.12% of portfolio
|
Q3 2023
Added 17.31%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
8,150
shares
|
$4.14 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
8,138
shares
|
$4.13 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
8,129
shares
|
$4.13 Million
3.58% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
8,123
shares
|
$4.12 Million
2.31% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
8,117
shares
|
$4.12 Million
0.96% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
8,110
shares
|
$4.12 Million
2.76% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,106
shares
|
$4.11 Million
2.28% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
8,096
shares
|
$4.11 Million
1.07% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Oct 16, 2025 Q3 2025 |
8,093
shares
|
$4.11 Million
1.37% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
8,072
shares
|
$4.1 Million
0.1% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Spinecap Sas
Paris, I0 |
Feb 13, 2024 Q4 2023 |
8,017
shares
|
$4.07 Million
5.69% of portfolio
|
Q4 2023
New holding
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$4.06 Million
2.51% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
7,997
shares
|
$4.06 Million
1.84% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
7,988
shares
|
$4.05 Million
9.78% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,981
shares
|
$4.05 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
7,980
shares
|
$4.05 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
7,975
shares
|
$4.05 Million
0.92% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,969
shares
|
$4.04 Million
1.1% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
7,959
shares
|
$4.04 Million
2.62% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,955
shares
|
$4.04 Million
1.03% of portfolio
|
Q1 2025
Added 41.93%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
7,945
shares
|
$4.03 Million
0.26% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
7,939
shares
|
$4.03 Million
3.26% of portfolio
|
Q3 2025
Reduced 17.24%
|
|