Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,102
shares
|
$3.6 Million
0.35% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
7,095
shares
|
$3.6 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
7,095
shares
|
$3.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
7,083
shares
|
$3.59 Million
1.78% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
7,076
shares
|
$3.59 Million
1.0% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
7,074
shares
|
$3.59 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
7,070
shares
|
$3.59 Million
1.06% of portfolio
|
Q4 2025
Added 2.9%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
7,052
shares
|
$3.58 Million
0.95% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
7,051
shares
|
$3.58 Million
2.72% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
7,048
shares
|
$3.58 Million
0.56% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
7,034
shares
|
$3.57 Million
1.32% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,031
shares
|
$3.57 Million
0.66% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
7,016
shares
|
$3.56 Million
1.77% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
7,016
shares
|
$3.56 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Gfg Capital, LLC
|
Oct 07, 2025 Q3 2025 |
7,014
shares
|
$3.56 Million
1.3% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
7,000
shares
|
$3.55 Million
2.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$3.55 Million
2.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
6,986
shares
|
$3.55 Million
1.41% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
6,985
shares
|
$3.54 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
6,977
shares
|
$3.54 Million
3.06% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,975
shares
|
$3.54 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
6,970
shares
|
$3.54 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
6,968
shares
|
$3.54 Million
2.61% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
6,967
shares
|
$3.54 Million
2.98% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
6,962
shares
|
$3.53 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.4%
|
|