Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,074
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2022
Added 21.22%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
2,072
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
2,071
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
2,067
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
2,066
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
2,065
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,061
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 84.42%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
2,060
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
2,058
shares
|
$1.04 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
2,049
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
2,047
shares
|
$1.04 Million
0.73% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
2,045
shares
|
$1.04 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 04, 2025 Q3 2025 |
2,044
shares
|
$1.04 Million
17.6% of portfolio
|
Q4 2021
New holding
|
|
|
Burrus Financial Services, Inc.
Salt Lake City, UT |
Oct 28, 2025 Q3 2025 |
2,038
shares
|
$1.03 Million
0.48% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
2,035
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,030
shares
|
$1.03 Million
0.39% of portfolio
|
Q3 2025
Added 90.25%
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
Nov 13, 2025 Q3 2025 |
2,030
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
2,015
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
2,014
shares
|
$1.02 Million
0.7% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
2,003
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
2,002
shares
|
$1.02 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,001
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|