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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
6,200
shares
|
$3.15 Million
0.97% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Wincap Financial LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
6,197
shares
|
$3.14 Million
2.22% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
6,184
shares
|
$3.14 Million
1.75% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
6,181
shares
|
$3.14 Million
1.59% of portfolio
|
Q3 2025
Added 30.04%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,180
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
6,173
shares
|
$3.13 Million
2.11% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
6,172
shares
|
$3.13 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,171
shares
|
$3.13 Million
1.19% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
6,164
shares
|
$3.13 Million
0.56% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$3.13 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$3.13 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
6,159
shares
|
$3.13 Million
2.34% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
6,156
shares
|
$3.12 Million
1.28% of portfolio
|
Q2 2025
Added 35.79%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
6,154
shares
|
$3.12 Million
2.45% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
6,150
shares
|
$3.12 Million
0.94% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
6,150
shares
|
$3.12 Million
0.8% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
6,136
shares
|
$3.11 Million
3.3% of portfolio
|
Q3 2025
New holding
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
6,129
shares
|
$3.11 Million
3.94% of portfolio
|
Q3 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
6,126
shares
|
$3.11 Million
1.34% of portfolio
|
Q3 2025
Added 150.14%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
6,126
shares
|
$3.11 Million
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
6,124
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 134.55%
|
|
|
Truxt Investmentos Ltda.
|
Nov 04, 2025 Q3 2025 |
6,124
shares
|
$3.11 Million
4.07% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,119
shares
|
$3.11 Million
8.62% of portfolio
|
Q3 2023
Reduced 59.88%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
6,114
shares
|
$3.1 Million
2.1% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Hook Partners LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,113
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.61%
|
|