Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
46,831
shares
|
$23.8 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
46,640
shares
|
$23.7 Million
1.62% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
46,541
shares
|
$23.6 Million
7.64% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
46,537
shares
|
$23.6 Million
1.43% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
46,425
shares
|
$23.6 Million
11.58% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
46,383
shares
|
$23.5 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
46,341
shares
|
$23.5 Million
2.47% of portfolio
|
Q3 2022
Reduced 5.82%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
46,317
shares
|
$23.5 Million
3.74% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,296
shares
|
$23.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
46,258
shares
|
$23.5 Million
3.3% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
46,173
shares
|
$23.4 Million
9.56% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
46,107
shares
|
$23.4 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
46,071
shares
|
$23.4 Million
1.77% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
46,056
shares
|
$23.4 Million
1.84% of portfolio
|
Q3 2025
Added 290.37%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
46,053
shares
|
$23.4 Million
2.67% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
46,043
shares
|
$23.4 Million
9.52% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
46,009
shares
|
$23.3 Million
0.69% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
45,953
shares
|
$23.3 Million
3.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
45,953
shares
|
$23.3 Million
2.17% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Renaissance Investment Group LLC
|
Jan 06, 2026 Q4 2025 |
45,909
shares
|
$23.3 Million
5.21% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
45,900
shares
|
$23.3 Million
7.41% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
45,866
shares
|
$23.3 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
45,788
shares
|
$23.2 Million
2.0% of portfolio
|
Q3 2025
Added 31.63%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 14, 2025 Q3 2025 |
45,700
shares
|
$23.2 Million
5.7% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
45,682
shares
|
$23.2 Million
5.74% of portfolio
|
Q3 2025
Added 4.29%
|
|