Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,786 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 |
|---|---|---|---|---|---|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
19,788
shares
|
$10 Million
4.85% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
19,776
shares
|
$10 Million
3.66% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
19,770
shares
|
$10 Million
5.87% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Nov 13, 2025 Q3 2025 |
19,770
shares
|
$10 Million
4.88% of portfolio
|
Q3 2025
Reduced 59.67%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
19,743
shares
|
$10 Million
4.19% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
19,738
shares
|
$10 Million
5.94% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
19,735
shares
|
$10 Million
1.0% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
19,728
shares
|
$10 Million
3.64% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
19,716
shares
|
$10 Million
1.19% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,688
shares
|
$9.99 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
19,650
shares
|
$9.97 Million
4.14% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
19,647
shares
|
$9.97 Million
2.45% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
19,643
shares
|
$9.97 Million
0.24% of portfolio
|
Q3 2025
Reduced 74.97%
|
|
|
Prospector Partners LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
19,635
shares
|
$9.96 Million
1.32% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
19,635
shares
|
$9.96 Million
3.42% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
19,616
shares
|
$9.95 Million
5.11% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
19,615
shares
|
$9.95 Million
1.66% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
19,615
shares
|
$9.95 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Geremia Financial Services, LLC
Edison, NJ |
Jan 13, 2026 Q4 2025 |
19,610
shares
|
$9.95 Million
7.82% of portfolio
|
Q4 2025
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
19,605
shares
|
$9.95 Million
2.12% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
19,590
shares
|
$9.94 Million
5.52% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
19,573
shares
|
$9.93 Million
2.51% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
19,572
shares
|
$9.93 Million
3.66% of portfolio
|
Q4 2025
Reduced 22.77%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
19,560
shares
|
$9.93 Million
1.11% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
19,559
shares
|
$9.93 Million
1.5% of portfolio
|
Q3 2025
Added 1.05%
|
|