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 |
|---|---|---|---|---|---|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
83
shares
|
$42,121
0.04% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$39,076
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
75
shares
|
$38,061
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
74
shares
|
$37,554
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
69
shares
|
$35,016
0.02% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
69
shares
|
$35,016
0.67% of portfolio
|
Q2 2025
Reduced 55.77%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
64
shares
|
$32,479
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
59
shares
|
$29,941
0.01% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
56
shares
|
$28,419
0.02% of portfolio
|
Q2 2025
Reduced 62.67%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
56
shares
|
$28,419
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
44
shares
|
$22,329
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
32
shares
|
$16,239
0.08% of portfolio
|
Q3 2025
Reduced 98.3%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
24
shares
|
$12,179
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
23
shares
|
$11,672
0.0% of portfolio
|
Q3 2025
Reduced 93.27%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
20
shares
|
$10,149
0.07% of portfolio
|
Q3 2025
Reduced 94.12%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18
shares
|
$9,134
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
15
shares
|
$7,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$5,074
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
7
shares
|
$3,552
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Esa Global Value Fund
Grand Cayman, E9 |
Nov 07, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|