Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
29,377
shares
|
$14.9 Million
6.84% of portfolio
|
Q4 2022
Added 638.12%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
29,377
shares
|
$14.9 Million
6.9% of portfolio
|
Q4 2025
Reduced 1.48%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
29,363
shares
|
$14.9 Million
4.23% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
29,354
shares
|
$14.9 Million
3.94% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
29,321
shares
|
$14.9 Million
1.24% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
29,316
shares
|
$14.9 Million
3.27% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
29,301
shares
|
$14.9 Million
1.2% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
29,235
shares
|
$14.8 Million
2.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
29,235
shares
|
$14.8 Million
2.75% of portfolio
|
Q3 2025
Reduced 25.01%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
29,228
shares
|
$14.8 Million
6.35% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
29,223
shares
|
$14.8 Million
3.94% of portfolio
|
Q4 2025
Reduced 17.31%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
29,187
shares
|
$14.8 Million
3.28% of portfolio
|
Q3 2025
Added 65.08%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
29,177
shares
|
$14.8 Million
1.38% of portfolio
|
Q3 2025
Added 55.78%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
29,098
shares
|
$14.8 Million
1.53% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
29,055
shares
|
$14.7 Million
2.77% of portfolio
|
Q3 2025
Added 701.74%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
29,044
shares
|
$14.7 Million
7.95% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Heathbridge Capital Management Ltd.
|
Oct 15, 2025 Q3 2025 |
29,025
shares
|
$14.7 Million
6.11% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
28,998
shares
|
$14.7 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
28,962
shares
|
$14.7 Million
0.92% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
28,839
shares
|
$14.6 Million
4.44% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
28,765
shares
|
$14.6 Million
5.18% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
28,743
shares
|
$14.6 Million
5.96% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
28,735
shares
|
$14.6 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
28,701
shares
|
$14.6 Million
4.36% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
28,644
shares
|
$14.5 Million
1.85% of portfolio
|
Q3 2025
Added 4.6%
|
|