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 |
|---|---|---|---|---|---|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
656
shares
|
$332,913
0.24% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
652
shares
|
$330,883
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
651
shares
|
$330,375
0.22% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$329,868
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
649
shares
|
$329,361
0.05% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
649
shares
|
$329,361
0.19% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
646
shares
|
$327,838
0.25% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
641
shares
|
$325,301
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Nov 05, 2025 Q3 2025 |
640
shares
|
$324,793
0.29% of portfolio
|
Q2 2025
Reduced 89.85%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
640
shares
|
$324,793
0.3% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 12, 2025 Q3 2025 |
638
shares
|
$323,778
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
633
shares
|
$321,241
0.18% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
631
shares
|
$320,226
0.2% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$319,211
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
629
shares
|
$319,211
0.08% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
629
shares
|
$319,211
0.22% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$318,703
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
622
shares
|
$315,658
0.03% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Skylands Capital, LLC
|
Nov 06, 2025 Q3 2025 |
620
shares
|
$314,643
0.05% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$313,121
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
616
shares
|
$312,613
0.15% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2025 Q3 2025 |
616
shares
|
$312,613
0.35% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$311,598
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
611
shares
|
$310,076
0.09% of portfolio
|
Q2 2025
Reduced 38.72%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
611
shares
|
$310,076
0.2% of portfolio
|
Q2 2025
Reduced 96.98%
|
|