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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
315
shares
|
$159,859
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
303
shares
|
$153,769
0.22% of portfolio
|
Q2 2025
Added 78.24%
|
|
|
Glynn Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
291
shares
|
$147,679
0.06% of portfolio
|
Q3 2025
Reduced 96.77%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
275
shares
|
$139,559
0.06% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$139,052
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$138,544
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
263
shares
|
$133,469
0.1% of portfolio
|
Q3 2025
Reduced 95.13%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
228
shares
|
$115,707
0.05% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
203
shares
|
$103,020
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
195
shares
|
$98,960
0.01% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
183
shares
|
$92,870
0.04% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
176
shares
|
$89,318
0.05% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
162
shares
|
$82,213
0.08% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
156
shares
|
$79,168
4.38% of portfolio
|
Q2 2025
Reduced 93.83%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
141
shares
|
$71,556
2.62% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
140
shares
|
$71,048
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
127
shares
|
$64,451
0.28% of portfolio
|
Q3 2025
Reduced 98.54%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
125
shares
|
$63,436
0.02% of portfolio
|
Q3 2025
Added 71.23%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
120
shares
|
$60,898
1.55% of portfolio
|
Q3 2025
Added 4513.33%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
104
shares
|
$52,778
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
100
shares
|
$50,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
95
shares
|
$48,211
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
95
shares
|
$48,211
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
90
shares
|
$45,674
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
89
shares
|
$45,166
0.09% of portfolio
|
Q3 2025
Reduced 75.21%
|
|