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 |
|---|---|---|---|---|---|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
6,107
shares
|
$3.1 Million
1.3% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
6,097
shares
|
$3.09 Million
3.28% of portfolio
|
Q4 2023
Reduced 4.36%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
6,094
shares
|
$3.09 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,089
shares
|
$3.09 Million
1.67% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
6,079
shares
|
$3.09 Million
0.5% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
6,075
shares
|
$3.08 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
6,072
shares
|
$3.08 Million
1.9% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,068
shares
|
$3.08 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
6,058
shares
|
$3.07 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
6,052
shares
|
$3.07 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,048
shares
|
$3.07 Million
2.29% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
6,043
shares
|
$3.07 Million
2.23% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
6,041
shares
|
$3.07 Million
0.24% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
6,038
shares
|
$3.06 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
6,035
shares
|
$3.06 Million
2.39% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
6,023
shares
|
$3.06 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
6,022
shares
|
$3.06 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
6,012
shares
|
$3.05 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
6,007
shares
|
$3.05 Million
2.52% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,004
shares
|
$3.05 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
6,000
shares
|
$3.04 Million
0.39% of portfolio
|
Q1 2021
New holding
|
|
|
Gruss & Co., LLC
|
Nov 05, 2025 Q3 2025 |
6,000
shares
|
$3.04 Million
8.18% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$3.04 Million
0.23% of portfolio
|
Q3 2025
Added 96.27%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 07, 2025 Q3 2025 |
6,000
shares
|
$3.04 Million
2.45% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$3.04 Million
0.71% of portfolio
|
Q2 2025
Added 20.0%
|
|