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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
16,994
shares
|
$8.62 Million
1.51% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
16,980
shares
|
$8.62 Million
3.43% of portfolio
|
Q3 2025
Reduced 56.23%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
16,970
shares
|
$8.61 Million
3.18% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,934
shares
|
$8.59 Million
0.57% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
16,919
shares
|
$8.59 Million
3.39% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
16,889
shares
|
$8.57 Million
2.35% of portfolio
|
Q3 2025
Added 43.07%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
16,857
shares
|
$8.55 Million
1.66% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Drystone LLC
|
Nov 14, 2025 Q3 2025 |
16,850
shares
|
$8.55 Million
9.34% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
16,845
shares
|
$8.55 Million
4.91% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
16,843
shares
|
$8.55 Million
3.33% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
16,821
shares
|
$8.54 Million
5.17% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
16,819
shares
|
$8.54 Million
1.18% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
16,809
shares
|
$8.53 Million
2.41% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Crystal Rock Capital Management
|
Nov 06, 2025 Q3 2025 |
16,805
shares
|
$8.53 Million
5.15% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
16,791
shares
|
$8.52 Million
3.57% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
16,784
shares
|
$8.52 Million
2.04% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,783
shares
|
$8.52 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
16,775
shares
|
$8.51 Million
4.06% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
16,766
shares
|
$8.51 Million
1.35% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
16,763
shares
|
$8.51 Million
2.98% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,735
shares
|
$8.49 Million
1.33% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
16,734
shares
|
$8.49 Million
3.33% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
16,721
shares
|
$8.49 Million
0.9% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
16,720
shares
|
$8.49 Million
6.08% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
16,717
shares
|
$8.48 Million
2.68% of portfolio
|
Q3 2025
Reduced 9.06%
|
|