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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
56,474
shares
|
$28.7 Million
3.73% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
56,444
shares
|
$28.6 Million
3.75% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
56,399
shares
|
$28.6 Million
2.49% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
56,388
shares
|
$28.6 Million
9.85% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
56,385
shares
|
$28.6 Million
3.99% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
56,378
shares
|
$28.6 Million
12.68% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
56,358
shares
|
$28.6 Million
14.77% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
56,328
shares
|
$28.6 Million
9.8% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
56,327
shares
|
$28.6 Million
13.34% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
56,312
shares
|
$28.6 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
56,284
shares
|
$28.6 Million
3.2% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
56,248
shares
|
$28.5 Million
6.17% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
56,208
shares
|
$28.5 Million
5.53% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
56,151
shares
|
$28.5 Million
2.96% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
56,136
shares
|
$28.5 Million
5.26% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
56,047
shares
|
$28.4 Million
5.06% of portfolio
|
Q3 2025
Added 30.09%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
55,916
shares
|
$28.4 Million
6.06% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
55,852
shares
|
$28.3 Million
1.46% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
55,828
shares
|
$28.3 Million
4.19% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cooper Creek Partners Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,825
shares
|
$28.3 Million
1.23% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
55,772
shares
|
$28.3 Million
3.18% of portfolio
|
Q1 2024
Added 304.2%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
55,654
shares
|
$28.2 Million
7.93% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2025 Q3 2025 |
55,559
shares
|
$28.2 Million
8.84% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
55,499
shares
|
$28.2 Million
8.72% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
55,416
shares
|
$28.1 Million
1.23% of portfolio
|
Q3 2025
Added 0.41%
|
|