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 |
|---|---|---|---|---|---|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Oct 28, 2025 Q3 2025 |
54,118
shares
|
$27.5 Million
5.43% of portfolio
|
Q3 2023
Added 58.62%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
54,115
shares
|
$27.5 Million
7.16% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
54,105
shares
|
$27.5 Million
3.61% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
54,076
shares
|
$27.4 Million
4.68% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
54,051
shares
|
$27.4 Million
4.41% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
54,028
shares
|
$27.4 Million
1.52% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
53,898
shares
|
$27.4 Million
1.41% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
53,897
shares
|
$27.4 Million
6.02% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
53,896
shares
|
$27.4 Million
3.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
53,866
shares
|
$27.3 Million
5.44% of portfolio
|
Q2 2022
Reduced 4.37%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
53,846
shares
|
$27.3 Million
5.2% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
53,676
shares
|
$27.2 Million
3.73% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
53,674
shares
|
$27.2 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
53,621
shares
|
$27.2 Million
8.36% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
53,612
shares
|
$27.2 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Baker Chad R
Perrysburg, OH |
Oct 16, 2025 Q3 2025 |
53,555
shares
|
$27.2 Million
4.98% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
53,295
shares
|
$27 Million
2.49% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
53,261
shares
|
$27 Million
6.85% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
53,259
shares
|
$27 Million
4.9% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
53,121
shares
|
$27 Million
4.34% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
53,078
shares
|
$26.9 Million
5.65% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
53,038
shares
|
$26.9 Million
6.28% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
53,018
shares
|
$26.9 Million
1.91% of portfolio
|
Q3 2023
Reduced 20.54%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
53,014
shares
|
$26.9 Million
1.94% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
53,012
shares
|
$26.9 Million
4.86% of portfolio
|
Q3 2025
Reduced 1.01%
|
|