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 |
|---|---|---|---|---|---|
|
General Pension Society Pzu Joint Stock CO
Warsaw, R9 |
Nov 06, 2025 Q3 2025 |
48,700
shares
|
$24.7 Million
6.1% of portfolio
|
Q2 2025
Added 62.33%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
48,686
shares
|
$24.7 Million
6.12% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
48,638
shares
|
$24.7 Million
3.35% of portfolio
|
Q3 2025
Added 499.36%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
48,628
shares
|
$24.7 Million
3.31% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
48,601
shares
|
$24.7 Million
12.76% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
48,593
shares
|
$24.7 Million
7.02% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
48,579
shares
|
$24.7 Million
4.52% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
48,533
shares
|
$24.6 Million
10.15% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
48,511
shares
|
$24.6 Million
3.08% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
48,497
shares
|
$24.6 Million
6.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
48,420
shares
|
$24.6 Million
3.7% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
48,409
shares
|
$24.6 Million
10.79% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
48,350
shares
|
$24.5 Million
3.18% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
48,337
shares
|
$24.5 Million
9.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
48,263
shares
|
$24.5 Million
9.41% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
48,208
shares
|
$24.5 Million
2.07% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
48,168
shares
|
$24.4 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Nov 06, 2025 Q3 2025 |
48,127
shares
|
$24.4 Million
7.11% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
48,061
shares
|
$24.4 Million
5.56% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
48,057
shares
|
$24.4 Million
3.51% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
48,045
shares
|
$24.4 Million
5.02% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
47,989
shares
|
$24.4 Million
5.35% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
47,927
shares
|
$24.3 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
47,894
shares
|
$24.3 Million
8.22% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Nov 14, 2025 Q3 2025 |
47,885
shares
|
$24.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 24.38%
|
|