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 |
|---|---|---|---|---|---|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
611
shares
|
$310,076
0.13% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$309,568
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
608
shares
|
$308,553
0.12% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
606
shares
|
$307,538
1.75% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$305,508
0.09% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Rye Brook Capital LLC
|
Oct 20, 2025 Q3 2025 |
600
shares
|
$304,494
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
600
shares
|
$304,494
0.48% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
600
shares
|
$304,494
0.25% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 31, 2025 Q3 2025 |
600
shares
|
$304,494
0.11% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
599
shares
|
$303,986
0.15% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
598
shares
|
$303,479
0.13% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$302,464
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Oct 20, 2025 Q3 2025 |
594
shares
|
$301,449
0.14% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
591
shares
|
$299,926
0.24% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
590
shares
|
$299,419
0.27% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
587
shares
|
$297,896
0.12% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
583
shares
|
$295,866
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$294,344
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
575
shares
|
$291,806
0.24% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 05, 2025 Q3 2025 |
575
shares
|
$291,806
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
575
shares
|
$291,806
0.14% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
574
shares
|
$291,299
0.17% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
571
shares
|
$289,776
0.18% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
567
shares
|
$287,746
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Albert D Mason Inc
|
Oct 15, 2025 Q3 2025 |
565
shares
|
$286,731
0.23% of portfolio
|
Q3 2025
Added 7.21%
|
|