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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
59,953
shares
|
$30.4 Million
5.27% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
59,951
shares
|
$30.4 Million
5.33% of portfolio
|
Q3 2025
Added 107.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
59,909
shares
|
$30.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
59,898
shares
|
$30.4 Million
3.85% of portfolio
|
Q4 2022
Added 0.55%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
59,861
shares
|
$30.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
59,790
shares
|
$30.3 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
59,716
shares
|
$30.3 Million
4.84% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
59,712
shares
|
$30.3 Million
2.51% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
59,653
shares
|
$30.3 Million
1.54% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
59,497
shares
|
$30.2 Million
3.81% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
59,437
shares
|
$30.2 Million
9.72% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
59,301
shares
|
$30.1 Million
8.96% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
59,136
shares
|
$30 Million
1.33% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
59,032
shares
|
$30 Million
3.51% of portfolio
|
Q2 2024
Added 190.14%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
59,028
shares
|
$30 Million
3.61% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
58,962
shares
|
$29.9 Million
2.54% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
58,956
shares
|
$29.9 Million
10.07% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
58,955
shares
|
$29.9 Million
6.2% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
58,868
shares
|
$29.9 Million
5.45% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
58,847
shares
|
$29.9 Million
1.25% of portfolio
|
Q4 2022
Reduced 2.58%
|
|
|
Phraction Management LLC
Stamford, CT |
Oct 09, 2025 Q3 2025 |
58,648
shares
|
$29.8 Million
9.82% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
58,555
shares
|
$29.7 Million
8.41% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
58,548
shares
|
$29.7 Million
5.86% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
58,512
shares
|
$29.7 Million
2.04% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
58,503
shares
|
$29.7 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.67%
|
|