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 |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
7,212
shares
|
$3.66 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
7,206
shares
|
$3.66 Million
2.11% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
7,196
shares
|
$3.65 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
7,191
shares
|
$3.65 Million
2.01% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
7,179
shares
|
$3.64 Million
0.97% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
7,175
shares
|
$3.64 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
7,171
shares
|
$3.64 Million
0.55% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,158
shares
|
$3.63 Million
1.33% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
7,158
shares
|
$3.63 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 23, 2025 Q3 2025 |
7,155
shares
|
$3.63 Million
3.78% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
7,141
shares
|
$3.62 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$3.62 Million
4.47% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,133
shares
|
$3.62 Million
2.78% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
7,129
shares
|
$3.62 Million
2.67% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,129
shares
|
$3.62 Million
6.75% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
7,121
shares
|
$3.61 Million
0.64% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,112
shares
|
$3.61 Million
0.98% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,111
shares
|
$3.61 Million
2.03% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
7,110
shares
|
$3.61 Million
1.38% of portfolio
|
Q3 2025
Added 1002.33%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
7,107
shares
|
$3.61 Million
3.34% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,102
shares
|
$3.6 Million
0.35% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
7,095
shares
|
$3.6 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
7,095
shares
|
$3.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
7,083
shares
|
$3.59 Million
1.78% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
7,074
shares
|
$3.59 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.05%
|
|