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 |
|---|---|---|---|---|---|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$888,107
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
1,749
shares
|
$887,600
0.75% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
1,731
shares
|
$878,465
0.11% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
1,726
shares
|
$875,927
0.64% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
1,711
shares
|
$868,315
0.01% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,708
shares
|
$866,792
0.68% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
1,704
shares
|
$864,762
0.46% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 17, 2025 Q3 2025 |
1,703
shares
|
$864,255
0.03% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
1,702
shares
|
$863,747
0.67% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
1,700
shares
|
$862,733
0.04% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,700
shares
|
$862,733
0.59% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
1,699
shares
|
$862,225
0.43% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
1,699
shares
|
$862,225
0.48% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
1,695
shares
|
$860,195
0.32% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,695
shares
|
$860,195
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
1,686
shares
|
$855,628
0.54% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
1,685
shares
|
$855,120
0.27% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Divergent Planning, LLC
|
Oct 27, 2025 Q3 2025 |
1,682
shares
|
$853,598
0.24% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$851,568
0.45% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Nov 04, 2025 Q3 2025 |
1,675
shares
|
$850,045
0.53% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
1,672
shares
|
$848,523
0.35% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
1,668
shares
|
$846,493
0.87% of portfolio
|
Q3 2025
Added 109.28%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
1,665
shares
|
$844,970
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$841,418
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Oct 01, 2025 Q3 2025 |
1,655
shares
|
$839,895
0.33% of portfolio
|
Q3 2025
Added 57.32%
|
|