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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
17,252
shares
|
$8.76 Million
6.6% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
17,233
shares
|
$8.75 Million
1.01% of portfolio
|
Q3 2025
Added 89.17%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
17,201
shares
|
$8.73 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
17,189
shares
|
$8.72 Million
3.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,188
shares
|
$8.72 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
17,166
shares
|
$8.71 Million
1.25% of portfolio
|
Q4 2023
Added 8.54%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
17,163
shares
|
$8.71 Million
4.35% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
17,159
shares
|
$8.71 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Siren, L.L.C.
New York, NY |
Nov 13, 2025 Q3 2025 |
17,150
shares
|
$8.7 Million
0.35% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
17,131
shares
|
$8.69 Million
2.45% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
17,128
shares
|
$8.69 Million
1.56% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
17,119
shares
|
$8.69 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
17,118
shares
|
$8.69 Million
3.68% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
17,115
shares
|
$8.69 Million
3.37% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
17,110
shares
|
$8.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,106
shares
|
$8.68 Million
1.32% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Nov 13, 2025 Q3 2025 |
17,091
shares
|
$8.67 Million
10.64% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
17,067
shares
|
$8.66 Million
3.42% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
17,062
shares
|
$8.66 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
17,059
shares
|
$8.66 Million
0.13% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
17,053
shares
|
$8.65 Million
0.36% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
17,041
shares
|
$8.65 Million
2.47% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
17,032
shares
|
$8.64 Million
4.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
17,005
shares
|
$8.63 Million
3.21% of portfolio
|
Q3 2025
Added 32.64%
|
|
|
Stenham Asset Management (Uk) PLC
London, |
Nov 14, 2025 Q3 2025 |
17,000
shares
|
$8.63 Million
8.55% of portfolio
|
Q3 2025
New holding
|
|