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 |
|---|---|---|---|---|---|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$811,984
0.46% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
1,599
shares
|
$811,476
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Nov 03, 2025 Q3 2025 |
1,597
shares
|
$810,461
0.78% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,597
shares
|
$810,461
0.49% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
1,597
shares
|
$810,461
0.5% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,595
shares
|
$809,446
0.45% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,595
shares
|
$809,446
0.62% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
1,594
shares
|
$808,939
0.48% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$806,909
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,589
shares
|
$806,401
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
1,582
shares
|
$802,849
0.27% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
1,578
shares
|
$800,819
0.06% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
1,575
shares
|
$799,296
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,571
shares
|
$797,266
0.86% of portfolio
|
Q3 2025
Added 31.35%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,571
shares
|
$797,266
0.25% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Stephens Investment Management Group LLC
|
Oct 28, 2025 Q3 2025 |
1,571
shares
|
$797,266
0.01% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$796,759
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$796,759
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
1,561
shares
|
$792,191
0.32% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$790,161
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
1,556
shares
|
$789,654
0.1% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
1,556
shares
|
$789,654
0.34% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
1,554
shares
|
$788,639
0.01% of portfolio
|
Q3 2025
Reduced 97.82%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
1,549
shares
|
$786,102
0.26% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,547
shares
|
$785,087
0.38% of portfolio
|
Q3 2025
Reduced 31.88%
|
|