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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
51,880
shares
|
$26.3 Million
3.29% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51,835
shares
|
$26.3 Million
2.62% of portfolio
|
Q3 2022
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
51,834
shares
|
$26.3 Million
3.42% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
51,827
shares
|
$26.3 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
51,710
shares
|
$26.2 Million
4.41% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
51,673
shares
|
$26.2 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
51,670
shares
|
$26.2 Million
4.24% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
51,584
shares
|
$26.2 Million
2.62% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
51,574
shares
|
$26.2 Million
3.43% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
51,508
shares
|
$26.1 Million
5.42% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
51,423
shares
|
$26.1 Million
3.9% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,265
shares
|
$26 Million
0.47% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
51,237
shares
|
$26 Million
5.82% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
51,179
shares
|
$26 Million
4.6% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
51,132
shares
|
$25.9 Million
2.32% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
51,093
shares
|
$25.9 Million
4.61% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
51,071
shares
|
$25.9 Million
5.9% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
51,055
shares
|
$25.9 Million
3.14% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Nov 13, 2025 Q3 2025 |
51,000
shares
|
$25.9 Million
2.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
50,976
shares
|
$25.9 Million
4.8% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
50,939
shares
|
$25.9 Million
4.05% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
50,922
shares
|
$25.8 Million
6.03% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
50,896
shares
|
$25.8 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
50,860
shares
|
$25.8 Million
1.52% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
50,850
shares
|
$25.8 Million
1.77% of portfolio
|
Q3 2025
Added 1.15%
|
|