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 |
|---|---|---|---|---|---|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$1.67 Million
1.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,299
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2025
Added 242.22%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
3,295
shares
|
$1.67 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.03%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.67 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
3,288
shares
|
$1.67 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
3,286
shares
|
$1.67 Million
1.51% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,285
shares
|
$1.67 Million
1.83% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.67 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
3,282
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2025
Added 30.39%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
3,282
shares
|
$1.67 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
3,280
shares
|
$1.66 Million
1.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
3,280
shares
|
$1.66 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,279
shares
|
$1.66 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
3,273
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
3,272
shares
|
$1.66 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.66 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3,264
shares
|
$1.66 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.65 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,257
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
3,250
shares
|
$1.65 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
3,246
shares
|
$1.65 Million
0.47% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,245
shares
|
$1.65 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
3,242
shares
|
$1.65 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
3,241
shares
|
$1.64 Million
0.46% of portfolio
|
Q3 2025
Reduced 25.55%
|
|