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 |
|---|---|---|---|---|---|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
39,616
shares
|
$20.1 Million
4.89% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
39,590
shares
|
$20.1 Million
4.82% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
39,487
shares
|
$20 Million
2.44% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
39,402
shares
|
$20 Million
5.05% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
39,378
shares
|
$20 Million
5.13% of portfolio
|
Q3 2025
Added 2978.81%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
39,374
shares
|
$20 Million
4.44% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
39,356
shares
|
$20 Million
3.9% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
39,330
shares
|
$20 Million
1.69% of portfolio
|
Q3 2025
Reduced 22.01%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
39,230
shares
|
$19.9 Million
4.3% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
39,090
shares
|
$19.8 Million
5.83% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
39,053
shares
|
$19.8 Million
4.34% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
39,023
shares
|
$19.8 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
39,022
shares
|
$19.8 Million
3.37% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
39,000
shares
|
$19.8 Million
8.0% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
39,000
shares
|
$19.8 Million
7.61% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
38,946
shares
|
$19.8 Million
2.84% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
38,940
shares
|
$19.8 Million
4.64% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
38,895
shares
|
$19.7 Million
5.74% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
38,864
shares
|
$19.7 Million
0.88% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
38,847
shares
|
$19.7 Million
4.75% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
38,812
shares
|
$19.7 Million
6.95% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
38,788
shares
|
$19.7 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Potrero Capital Research LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
38,694
shares
|
$19.6 Million
2.79% of portfolio
|
Q2 2022
Added 6.91%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
38,678
shares
|
$19.6 Million
5.66% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
38,640
shares
|
$19.6 Million
5.0% of portfolio
|
Q2 2025
Reduced 4.45%
|
|