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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
8,353
shares
|
$4.24 Million
1.2% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
8,348
shares
|
$4.24 Million
1.48% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
8,344
shares
|
$4.23 Million
1.98% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
8,342
shares
|
$4.23 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,338
shares
|
$4.23 Million
1.94% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,334
shares
|
$4.23 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
8,327
shares
|
$4.23 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
8,322
shares
|
$4.22 Million
3.01% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
8,320
shares
|
$4.22 Million
2.32% of portfolio
|
Q3 2025
Added 33.21%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
8,312
shares
|
$4.22 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,295
shares
|
$4.21 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
8,290
shares
|
$4.21 Million
2.37% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
8,289
shares
|
$4.21 Million
0.75% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
8,285
shares
|
$4.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
8,285
shares
|
$4.2 Million
0.42% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,280
shares
|
$4.2 Million
2.68% of portfolio
|
Q3 2021
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,270
shares
|
$4.2 Million
1.28% of portfolio
|
Q3 2025
Reduced 45.35%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
8,259
shares
|
$4.19 Million
1.49% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
8,255
shares
|
$4.19 Million
0.98% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,252
shares
|
$4.19 Million
1.72% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
8,240
shares
|
$4.18 Million
1.96% of portfolio
|
Q3 2025
Added 58.52%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,233
shares
|
$4.18 Million
2.05% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
8,218
shares
|
$4.17 Million
0.3% of portfolio
|
Q3 2025
Added 697.86%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
8,215
shares
|
$4.17 Million
2.59% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
8,210
shares
|
$4.17 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|