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 |
|---|---|---|---|---|---|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
40,344
shares
|
$20.5 Million
2.14% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
40,344
shares
|
$20.5 Million
4.51% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
40,300
shares
|
$20.5 Million
3.15% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
40,265
shares
|
$20.4 Million
2.85% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
40,249
shares
|
$20.4 Million
10.61% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
40,248
shares
|
$20.4 Million
4.65% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
40,247
shares
|
$20.4 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
40,226
shares
|
$20.4 Million
3.64% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
40,134
shares
|
$20.4 Million
3.41% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
40,131
shares
|
$20.4 Million
2.76% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Hoertkorn Richard Charles
|
Oct 27, 2025 Q3 2025 |
40,106
shares
|
$20.4 Million
10.8% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
40,097
shares
|
$20.3 Million
3.96% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
40,071
shares
|
$20.3 Million
1.37% of portfolio
|
Q2 2023
Reduced 2.62%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
40,068
shares
|
$20.3 Million
4.96% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Myda Advisors LLC
Inwood, NY |
Nov 13, 2025 Q3 2025 |
40,000
shares
|
$20.3 Million
5.8% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
39,904
shares
|
$20.3 Million
5.72% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
39,884
shares
|
$20.2 Million
4.47% of portfolio
|
Q4 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
39,850
shares
|
$20.2 Million
1.55% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
39,832
shares
|
$20.2 Million
2.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
39,804
shares
|
$20.2 Million
1.85% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
39,795
shares
|
$20.2 Million
5.28% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
39,753
shares
|
$20.2 Million
2.46% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
39,713
shares
|
$20.2 Million
0.65% of portfolio
|
Q2 2023
Added 3.51%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
39,698
shares
|
$20.1 Million
5.53% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
39,616
shares
|
$20.1 Million
4.89% of portfolio
|
Q4 2025
Reduced 0.49%
|
|