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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,128
shares
|
$6.15 Million
3.87% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
12,100
shares
|
$6.14 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
12,097
shares
|
$6.14 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
12,090
shares
|
$6.14 Million
2.55% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
12,088
shares
|
$6.13 Million
0.56% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
12,079
shares
|
$6.13 Million
4.12% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
12,075
shares
|
$6.13 Million
2.65% of portfolio
|
Q4 2025
Added 5.24%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,071
shares
|
$6.13 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,062
shares
|
$6.12 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
12,055
shares
|
$6.12 Million
2.3% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
12,045
shares
|
$6.11 Million
2.62% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 10, 2025 Q3 2025 |
12,043
shares
|
$6.11 Million
1.21% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
12,035
shares
|
$6.11 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
12,004
shares
|
$6.09 Million
1.83% of portfolio
|
Q3 2025
New holding
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Nov 14, 2025 Q3 2025 |
12,000
shares
|
$6.09 Million
5.04% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Nia Impact Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
11,999
shares
|
$6.09 Million
2.2% of portfolio
|
Q3 2025
Added 95.65%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
11,978
shares
|
$6.08 Million
0.47% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
11,965
shares
|
$6.07 Million
1.37% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
11,963
shares
|
$6.07 Million
1.02% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
11,954
shares
|
$6.07 Million
0.18% of portfolio
|
Q3 2025
Added 787.45%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
11,950
shares
|
$6.06 Million
2.37% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
11,926
shares
|
$6.05 Million
4.22% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
11,884
shares
|
$6.03 Million
1.48% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,860
shares
|
$6.02 Million
1.73% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
11,859
shares
|
$6.02 Million
1.32% of portfolio
|
Q4 2025
Added 3.49%
|
|