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 |
|---|---|---|---|---|---|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
38,534
shares
|
$19.6 Million
5.62% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Harbor Island Capital LLC
|
Oct 22, 2025 Q3 2025 |
38,524
shares
|
$19.6 Million
9.84% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
38,458
shares
|
$19.5 Million
6.85% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
38,399
shares
|
$19.5 Million
1.75% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
38,394
shares
|
$19.5 Million
4.06% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
38,344
shares
|
$19.5 Million
6.58% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
38,294
shares
|
$19.4 Million
5.73% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
38,278
shares
|
$19.4 Million
1.46% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
38,224
shares
|
$19.4 Million
6.85% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
38,207
shares
|
$19.4 Million
6.5% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
38,194
shares
|
$19.4 Million
6.05% of portfolio
|
Q1 2025
Added 54.48%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
38,188
shares
|
$19.4 Million
1.29% of portfolio
|
Q3 2025
Added 100.22%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
38,178
shares
|
$19.4 Million
2.16% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
38,106
shares
|
$19.3 Million
3.88% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
38,061
shares
|
$19.3 Million
7.02% of portfolio
|
Q3 2022
Reduced 0.89%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
38,037
shares
|
$19.3 Million
0.93% of portfolio
|
Q4 2025
Added 10.51%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
38,029
shares
|
$19.3 Million
3.05% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
38,017
shares
|
$19.3 Million
5.48% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
37,873
shares
|
$19.2 Million
1.92% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
37,767
shares
|
$19.2 Million
7.4% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
37,515
shares
|
$19 Million
7.06% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
37,459
shares
|
$19 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
37,443
shares
|
$19 Million
5.86% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
37,368
shares
|
$19 Million
3.21% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
37,313
shares
|
$18.9 Million
3.56% of portfolio
|
Q3 2025
Reduced 5.04%
|
|