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 |
|---|---|---|---|---|---|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
62,028
shares
|
$31.5 Million
3.91% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
61,841
shares
|
$31.4 Million
1.93% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
61,762
shares
|
$31.3 Million
8.1% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
61,662
shares
|
$31.3 Million
2.91% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
61,662
shares
|
$31.3 Million
1.71% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
61,624
shares
|
$31.3 Million
9.19% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
61,498
shares
|
$31.2 Million
5.8% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
61,494
shares
|
$31.2 Million
5.35% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
61,343
shares
|
$31.1 Million
1.29% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
61,318
shares
|
$31.1 Million
4.37% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
61,216
shares
|
$31.1 Million
2.05% of portfolio
|
Q3 2025
Added 364.92%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
61,122
shares
|
$31 Million
7.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
61,030
shares
|
$31 Million
3.95% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
60,995
shares
|
$31 Million
4.07% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
60,862
shares
|
$30.9 Million
3.53% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
60,484
shares
|
$30.7 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
60,414
shares
|
$30.7 Million
3.61% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
60,298
shares
|
$30.6 Million
6.09% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
60,202
shares
|
$30.6 Million
3.09% of portfolio
|
Q3 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
60,159
shares
|
$30.5 Million
1.74% of portfolio
|
Q3 2025
Added 80.24%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
60,012
shares
|
$30.5 Million
4.47% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 06, 2025 Q3 2025 |
60,000
shares
|
$30.4 Million
7.33% of portfolio
|
Q2 2017
New holding
|
|
|
Charles Lim Capital LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
60,000
shares
|
$30.4 Million
7.93% of portfolio
|
Q3 2025
New holding
|
|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
59,994
shares
|
$30.4 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
59,971
shares
|
$30.4 Million
6.49% of portfolio
|
Q3 2025
Added 1.31%
|
|