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 |
|---|---|---|---|---|---|
|
Dudley & Shanley, Inc.
|
Jan 09, 2026 Q4 2025 |
10,569
shares
|
$5.36 Million
0.92% of portfolio
|
Q4 2025
Reduced 2.63%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
10,560
shares
|
$5.36 Million
4.35% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
10,551
shares
|
$5.35 Million
1.1% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
10,536
shares
|
$5.35 Million
1.59% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
10,512
shares
|
$5.33 Million
4.46% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
10,505
shares
|
$5.33 Million
0.72% of portfolio
|
Q4 2025
Added 5.22%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
10,505
shares
|
$5.33 Million
2.42% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
10,498
shares
|
$5.33 Million
1.2% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Iron Bridge Private Wealth, LLC
|
Oct 30, 2025 Q3 2025 |
10,481
shares
|
$5.32 Million
1.91% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
10,479
shares
|
$5.32 Million
3.36% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
10,479
shares
|
$5.32 Million
2.56% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
10,466
shares
|
$5.31 Million
3.64% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
10,465
shares
|
$5.31 Million
4.39% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
10,465
shares
|
$5.31 Million
4.39% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,463
shares
|
$5.31 Million
3.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
10,455
shares
|
$5.31 Million
2.01% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
10,451
shares
|
$5.3 Million
2.01% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
10,450
shares
|
$5.3 Million
1.93% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
10,444
shares
|
$5.3 Million
3.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
10,437
shares
|
$5.3 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
10,407
shares
|
$5.28 Million
1.15% of portfolio
|
Q4 2025
Reduced 8.65%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$5.28 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
10,392
shares
|
$5.27 Million
2.46% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
10,391
shares
|
$5.27 Million
7.35% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
10,382
shares
|
$5.27 Million
7.99% of portfolio
|
Q3 2025
Reduced 4.59%
|
|