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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
26,665
shares
|
$13.5 Million
4.76% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
26,662
shares
|
$13.5 Million
2.04% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
26,659
shares
|
$13.5 Million
2.35% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
26,621
shares
|
$13.5 Million
3.09% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,567
shares
|
$13.5 Million
1.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Harrington Investments, Inc
|
Jan 12, 2026 Q4 2025 |
26,534
shares
|
$13.5 Million
6.88% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
26,524
shares
|
$13.5 Million
7.85% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
26,522
shares
|
$13.5 Million
1.6% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
26,501
shares
|
$13.4 Million
8.86% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
26,498
shares
|
$13.4 Million
4.07% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
26,491
shares
|
$13.4 Million
4.66% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
26,470
shares
|
$13.4 Million
2.96% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
26,371
shares
|
$13.4 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
26,362
shares
|
$13.4 Million
8.17% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
26,328
shares
|
$13.4 Million
3.77% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
26,279
shares
|
$13.3 Million
5.56% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
26,269
shares
|
$13.3 Million
3.46% of portfolio
|
Q4 2025
Added 5.18%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
26,245
shares
|
$13.3 Million
6.98% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
26,167
shares
|
$13.3 Million
10.04% of portfolio
|
Q3 2023
Added 17.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,138
shares
|
$13.3 Million
1.95% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
26,135
shares
|
$13.3 Million
1.44% of portfolio
|
Q3 2025
Added 115.87%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
26,130
shares
|
$13.3 Million
8.1% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
26,080
shares
|
$13.2 Million
4.95% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
26,072
shares
|
$13.2 Million
3.38% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
26,033
shares
|
$13.2 Million
3.22% of portfolio
|
Q3 2025
Added 1.38%
|
|