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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,750
shares
|
$1.4 Million
0.48% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
2,748
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2025
Added 90.7%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
2,745
shares
|
$1.39 Million
0.73% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,739
shares
|
$1.39 Million
0.78% of portfolio
|
Q3 2025
Added 37.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,738
shares
|
$1.39 Million
0.66% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Oct 17, 2025 Q3 2025 |
2,734
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
2,730
shares
|
$1.39 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
2,721
shares
|
$1.38 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
2,719
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.38 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,716
shares
|
$1.38 Million
0.78% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,710
shares
|
$1.38 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,707
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,707
shares
|
$1.37 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,702
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
2,694
shares
|
$1.37 Million
0.35% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
2,690
shares
|
$1.37 Million
0.66% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,688
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
2,687
shares
|
$1.36 Million
2.28% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,682
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
2,677
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,667
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 17, 2025 Q3 2025 |
2,665
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,665
shares
|
$1.35 Million
1.07% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
2,663
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2025
Added 4.31%
|
|