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 |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
27,112
shares
|
$13.8 Million
2.17% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
27,093
shares
|
$13.7 Million
1.2% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
27,086
shares
|
$13.7 Million
4.95% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
27,086
shares
|
$13.7 Million
2.55% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
27,085
shares
|
$13.7 Million
2.5% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
27,068
shares
|
$13.7 Million
3.07% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
27,036
shares
|
$13.7 Million
5.11% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
27,036
shares
|
$13.7 Million
7.35% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
27,032
shares
|
$13.7 Million
2.52% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
27,005
shares
|
$13.7 Million
3.75% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
26,978
shares
|
$13.7 Million
0.42% of portfolio
|
Q3 2025
Reduced 54.83%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
26,956
shares
|
$13.7 Million
1.8% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
26,898
shares
|
$13.7 Million
3.14% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 07, 2026 Q4 2025 |
26,868
shares
|
$13.6 Million
4.01% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
26,857
shares
|
$13.6 Million
2.69% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
26,855
shares
|
$13.6 Million
3.3% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
26,811
shares
|
$13.6 Million
2.2% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
26,796
shares
|
$13.6 Million
4.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
26,759
shares
|
$13.6 Million
4.95% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
26,755
shares
|
$13.6 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
26,730
shares
|
$13.6 Million
6.09% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
26,714
shares
|
$13.6 Million
4.91% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
Nov 17, 2025 Q3 2025 |
26,684
shares
|
$13.5 Million
6.25% of portfolio
|
Q3 2025
Reduced 45.37%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
26,677
shares
|
$13.5 Million
1.67% of portfolio
|
Q3 2025
Added 87.81%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
26,669
shares
|
$13.5 Million
4.78% of portfolio
|
Q3 2025
Added 28.57%
|
|