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 |
|---|---|---|---|---|---|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
6,772
shares
|
$3.44 Million
1.99% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
6,769
shares
|
$3.44 Million
2.43% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
6,769
shares
|
$3.44 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
6,767
shares
|
$3.43 Million
0.63% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
6,765
shares
|
$3.43 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
6,755
shares
|
$3.43 Million
0.86% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
6,753
shares
|
$3.43 Million
2.87% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
6,752
shares
|
$3.43 Million
2.42% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
6,736
shares
|
$3.42 Million
0.94% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,734
shares
|
$3.42 Million
2.77% of portfolio
|
Q2 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
6,733
shares
|
$3.42 Million
0.68% of portfolio
|
Q3 2025
Reduced 92.96%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,727
shares
|
$3.41 Million
2.35% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
6,727
shares
|
$3.41 Million
2.38% of portfolio
|
Q3 2025
Added 98.44%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
6,725
shares
|
$3.41 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,724
shares
|
$3.41 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
6,724
shares
|
$3.41 Million
2.33% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
6,700
shares
|
$3.4 Million
4.86% of portfolio
|
Q3 2022
Reduced 77.05%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,700
shares
|
$3.4 Million
2.95% of portfolio
|
Q4 2023
Reduced 19.28%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
6,687
shares
|
$3.39 Million
1.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
6,659
shares
|
$3.38 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2025 Q3 2025 |
6,646
shares
|
$3.37 Million
2.36% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
6,643
shares
|
$3.37 Million
1.33% of portfolio
|
Q2 2025
Reduced 42.56%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Nov 07, 2025 Q3 2025 |
6,643
shares
|
$3.37 Million
1.71% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
6,635
shares
|
$3.37 Million
1.58% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Gunderson Capital Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,628
shares
|
$3.36 Million
1.38% of portfolio
|
Q3 2025
Added 5.52%
|
|