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 |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$285,716
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
562
shares
|
$285,209
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
562
shares
|
$285,209
0.24% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 28, 2025 Q3 2025 |
561
shares
|
$284,701
0.18% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
557
shares
|
$282,671
0.2% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
553
shares
|
$280,641
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
552
shares
|
$280,134
0.82% of portfolio
|
Q1 2025
Added 37.31%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
552
shares
|
$280,134
0.2% of portfolio
|
Q3 2025
Reduced 41.71%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
551
shares
|
$279,626
0.12% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
551
shares
|
$279,626
0.23% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
546
shares
|
$277,089
0.12% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Fidato Wealth LLC
|
Nov 05, 2025 Q3 2025 |
546
shares
|
$277,089
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
538
shares
|
$273,029
0.24% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2025 Q3 2025 |
535
shares
|
$271,507
1.81% of portfolio
|
Q2 2025
Reduced 94.65%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
534
shares
|
$270,999
0.68% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
525
shares
|
$266,432
0.04% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
525
shares
|
$266,432
0.02% of portfolio
|
Q3 2025
Reduced 37.87%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
525
shares
|
$266,432
0.22% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
525
shares
|
$266,432
0.01% of portfolio
|
Q2 2025
Reduced 58.82%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
525
shares
|
$266,432
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
524
shares
|
$265,924
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
522
shares
|
$264,909
0.14% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
522
shares
|
$264,909
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
520
shares
|
$263,894
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
518
shares
|
$262,879
0.14% of portfolio
|
Q3 2025
Reduced 4.25%
|
|