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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,534
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.28 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
2,521
shares
|
$1.28 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
2,521
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 17, 2025 Q3 2025 |
2,520
shares
|
$1.28 Million
0.59% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,517
shares
|
$1.28 Million
0.97% of portfolio
|
Q3 2025
Added 74.91%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
2,516
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
2,511
shares
|
$1.27 Million
0.47% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,508
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
2,506
shares
|
$1.27 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
2,506
shares
|
$1.27 Million
0.49% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
2,505
shares
|
$1.27 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
2,503
shares
|
$1.27 Million
0.45% of portfolio
|
Q3 2025
Added 176.57%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$1.27 Million
1.06% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
2,499
shares
|
$1.27 Million
0.77% of portfolio
|
Q3 2025
Added 41.83%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,498
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
2,477
shares
|
$1.26 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
2,475
shares
|
$1.26 Million
1.29% of portfolio
|
Q3 2023
Reduced 11.83%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,475
shares
|
$1.26 Million
0.73% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,474
shares
|
$1.26 Million
0.55% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
2,470
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
2,469
shares
|
$1.25 Million
1.39% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
2,454
shares
|
$1.25 Million
0.64% of portfolio
|
Q3 2025
Reduced 16.19%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
2,451
shares
|
$1.24 Million
0.74% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,450
shares
|
$1.24 Million
1.36% of portfolio
|
Q1 2022
Reduced 2.0%
|
|