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 |
|---|---|---|---|---|---|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
41,953
shares
|
$21.3 Million
4.91% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Soditic Asset Management LLP
London, X0 |
Nov 06, 2024 Q3 2024 |
41,936
shares
|
$21.3 Million
19.48% of portfolio
|
Q1 2024
Reduced 48.58%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
41,928
shares
|
$21.3 Million
4.95% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
41,920
shares
|
$21.3 Million
6.46% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
41,897
shares
|
$21.3 Million
3.07% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
41,888
shares
|
$21.3 Million
4.6% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
41,757
shares
|
$21.2 Million
4.38% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
41,750
shares
|
$21.2 Million
3.03% of portfolio
|
Q3 2025
Added 28.74%
|
|
|
11 Capital Partners LP
New York, NY |
Nov 13, 2025 Q3 2025 |
41,738
shares
|
$21.2 Million
6.88% of portfolio
|
Q3 2025
Reduced 40.32%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
41,644
shares
|
$21.1 Million
4.16% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Kadensa Capital LTD
Central, K3 |
Nov 14, 2025 Q3 2025 |
41,634
shares
|
$21.1 Million
2.63% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
41,627
shares
|
$21.1 Million
1.05% of portfolio
|
Q3 2025
Added 110.75%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
41,603
shares
|
$21.1 Million
14.36% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
41,547
shares
|
$21.1 Million
4.75% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
41,442
shares
|
$21 Million
3.78% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
41,434
shares
|
$21 Million
1.48% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
41,393
shares
|
$21 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
41,337
shares
|
$21 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Bloomberg Sen Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
41,331
shares
|
$21 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
41,272
shares
|
$20.9 Million
5.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
41,230
shares
|
$20.9 Million
1.11% of portfolio
|
Q3 2025
Added 9883.05%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
41,051
shares
|
$20.8 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
41,033
shares
|
$20.8 Million
1.91% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
41,032
shares
|
$20.8 Million
2.69% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Udine Wealth Management, Inc.
|
Oct 27, 2025 Q3 2025 |
40,973
shares
|
$20.8 Million
10.55% of portfolio
|
Q3 2025
Added 2.15%
|
|