Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
9,144
shares
|
$4.64 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
9,144
shares
|
$4.64 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$4.63 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
9,113
shares
|
$4.62 Million
0.7% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
9,112
shares
|
$4.62 Million
4.37% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
9,103
shares
|
$4.62 Million
3.08% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
9,101
shares
|
$4.62 Million
1.05% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 21, 2025 Q3 2025 |
9,100
shares
|
$4.62 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,094
shares
|
$4.62 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
9,084
shares
|
$4.61 Million
2.55% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,074
shares
|
$4.6 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Provident Trust CO
|
Oct 31, 2025 Q3 2025 |
9,072
shares
|
$4.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
9,070
shares
|
$4.6 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,060
shares
|
$4.6 Million
0.74% of portfolio
|
Q2 2023
Reduced 21.05%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
9,058
shares
|
$4.6 Million
1.73% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,052
shares
|
$4.59 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
9,043
shares
|
$4.59 Million
1.33% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
9,039
shares
|
$4.59 Million
2.06% of portfolio
|
Q3 2025
Reduced 86.06%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
9,036
shares
|
$4.59 Million
4.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
9,035
shares
|
$4.59 Million
2.52% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
9,028
shares
|
$4.58 Million
3.21% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
9,025
shares
|
$4.58 Million
3.47% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,013
shares
|
$4.57 Million
0.32% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
9,009
shares
|
$4.57 Million
3.88% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9,005
shares
|
$4.57 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.68%
|
|