Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
35,553
shares
|
$18 Million
4.51% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
35,542
shares
|
$18 Million
0.93% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
35,530
shares
|
$18 Million
2.06% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Torray LLC
|
Oct 22, 2025 Q3 2025 |
35,530
shares
|
$18 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
35,485
shares
|
$18 Million
8.66% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
35,436
shares
|
$18 Million
5.58% of portfolio
|
Q4 2025
Added 12.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
35,420
shares
|
$18 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
35,417
shares
|
$18 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
35,398
shares
|
$18 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
35,377
shares
|
$18 Million
4.14% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
35,377
shares
|
$18 Million
0.5% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 10, 2025 Q3 2025 |
35,349
shares
|
$17.9 Million
1.83% of portfolio
|
Q3 2025
Added 25.79%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
35,339
shares
|
$17.9 Million
4.74% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
35,328
shares
|
$17.9 Million
8.81% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
35,311
shares
|
$17.9 Million
3.46% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
35,301
shares
|
$17.9 Million
2.6% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
35,286
shares
|
$17.9 Million
3.15% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
35,272
shares
|
$17.9 Million
2.9% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
35,221
shares
|
$17.9 Million
3.99% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
35,218
shares
|
$17.9 Million
2.84% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
35,134
shares
|
$17.8 Million
2.62% of portfolio
|
Q3 2025
Reduced 85.05%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
35,084
shares
|
$17.8 Million
4.42% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
35,083
shares
|
$17.8 Million
2.01% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,069
shares
|
$17.8 Million
0.87% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
35,064
shares
|
$17.8 Million
3.24% of portfolio
|
Q3 2025
Added 93.42%
|
|