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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,955
shares
|
$4.04 Million
1.03% of portfolio
|
Q1 2025
Added 41.93%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
7,946
shares
|
$4.03 Million
2.55% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
7,945
shares
|
$4.03 Million
0.26% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
7,939
shares
|
$4.03 Million
3.26% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,930
shares
|
$4.02 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,924
shares
|
$4.02 Million
0.39% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
7,923
shares
|
$4.02 Million
1.72% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
7,913
shares
|
$4.02 Million
1.08% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
7,905
shares
|
$4.01 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
7,885
shares
|
$4 Million
0.9% of portfolio
|
Q3 2025
Added 36.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
7,884
shares
|
$4 Million
0.69% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
7,883
shares
|
$4 Million
0.66% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
7,875
shares
|
$4 Million
2.57% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
7,868
shares
|
$3.99 Million
3.52% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
7,859
shares
|
$3.99 Million
3.19% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
7,855
shares
|
$3.99 Million
1.48% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
7,852
shares
|
$3.98 Million
1.94% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,848
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
7,847
shares
|
$3.98 Million
6.67% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
7,842
shares
|
$3.98 Million
2.83% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
7,839
shares
|
$3.98 Million
5.04% of portfolio
|
Q3 2025
Reduced 69.05%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
7,839
shares
|
$3.98 Million
1.94% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
7,838
shares
|
$3.98 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
7,834
shares
|
$3.98 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,831
shares
|
$3.97 Million
1.59% of portfolio
|
Q2 2023
Reduced 4.87%
|
|