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 |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
24,144
shares
|
$12.3 Million
6.93% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
24,122
shares
|
$12.2 Million
2.42% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
24,087
shares
|
$12.2 Million
3.85% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
24,068
shares
|
$12.2 Million
5.97% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
24,041
shares
|
$12.2 Million
3.94% of portfolio
|
Q2 2022
Reduced 14.21%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
23,999
shares
|
$12.2 Million
3.31% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
23,991
shares
|
$12.2 Million
3.51% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
23,971
shares
|
$12.2 Million
4.19% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
23,965
shares
|
$12.2 Million
2.38% of portfolio
|
Q3 2025
Added 44.66%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
23,924
shares
|
$12.1 Million
2.77% of portfolio
|
Q4 2025
Reduced 6.83%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
23,915
shares
|
$12.1 Million
7.42% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
23,884
shares
|
$12.1 Million
1.33% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
23,867
shares
|
$12.1 Million
2.81% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
23,840
shares
|
$12.1 Million
2.9% of portfolio
|
Q3 2023
Added 81.53%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
23,822
shares
|
$12.1 Million
1.26% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,813
shares
|
$12.1 Million
14.73% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
23,779
shares
|
$12.1 Million
5.23% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
23,761
shares
|
$12.1 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
23,755
shares
|
$12.1 Million
4.21% of portfolio
|
Q2 2022
Reduced 70.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
23,702
shares
|
$12 Million
1.99% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
23,694
shares
|
$12 Million
7.97% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
23,625
shares
|
$12 Million
1.47% of portfolio
|
Q4 2024
Reduced 17.52%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
23,610
shares
|
$12 Million
5.51% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
23,589
shares
|
$12 Million
2.36% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
23,585
shares
|
$12 Million
6.13% of portfolio
|
Q3 2025
Reduced 99.43%
|
|