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 |
|---|---|---|---|---|---|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,157
shares
|
$587,165
0.06% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,157
shares
|
$587,165
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,148
shares
|
$582,598
0.09% of portfolio
|
Q3 2025
Reduced 36.89%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
1,148
shares
|
$582,598
0.29% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 10, 2025 Q3 2025 |
1,142
shares
|
$579,553
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,141
shares
|
$579,046
0.11% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
1,134
shares
|
$575,493
0.15% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,132
shares
|
$574,478
0.36% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
1,130
shares
|
$573,463
0.48% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,127
shares
|
$571,941
0.34% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,125
shares
|
$570,926
0.34% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Sicart Associates LLC
|
Oct 07, 2025 Q3 2025 |
1,122
shares
|
$569,403
0.16% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,122
shares
|
$569,403
0.04% of portfolio
|
Q3 2025
Added 228.07%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
1,118
shares
|
$567,373
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$566,866
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
1,116
shares
|
$566,358
0.42% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
1,115
shares
|
$565,851
0.3% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
1,113
shares
|
$564,836
0.26% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
1,107
shares
|
$561,791
0.16% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,106
shares
|
$561,283
0.25% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
1,105
shares
|
$560,776
0.29% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
1,097
shares
|
$556,716
0.43% of portfolio
|
Q3 2025
Reduced 23.18%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
1,097
shares
|
$556,716
0.23% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,094
shares
|
$555,194
0.19% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,093
shares
|
$554,686
0.17% of portfolio
|
Q2 2025
Added 3.41%
|
|