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 |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
36,437
shares
|
$18.5 Million
3.74% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
36,248
shares
|
$18.4 Million
6.2% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tlw Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
36,242
shares
|
$18.4 Million
10.49% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
36,144
shares
|
$18.3 Million
3.57% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
36,137
shares
|
$18.3 Million
5.5% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
36,091
shares
|
$18.3 Million
5.12% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
36,044
shares
|
$18.3 Million
2.66% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
36,016
shares
|
$18.3 Million
6.44% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
36,013
shares
|
$18.3 Million
7.16% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
Nov 08, 2022 Q3 2022 |
36,000
shares
|
$18.3 Million
10.72% of portfolio
|
Q3 2022
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
35,959
shares
|
$18.2 Million
7.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
35,955
shares
|
$18.2 Million
5.17% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
35,948
shares
|
$18.2 Million
5.27% of portfolio
|
Q4 2024
Added 60.43%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
35,931
shares
|
$18.2 Million
3.07% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
35,917
shares
|
$18.2 Million
2.07% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
35,858
shares
|
$18.2 Million
3.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
35,756
shares
|
$18.1 Million
2.44% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Maestria Partners LLC
Atlanta, GA |
Oct 31, 2025 Q3 2025 |
35,710
shares
|
$18.1 Million
5.85% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
35,697
shares
|
$18.1 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
35,660
shares
|
$18.1 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
35,618
shares
|
$18.1 Million
4.79% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Oct 29, 2025 Q3 2025 |
35,600
shares
|
$18.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 45.73%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
35,590
shares
|
$18.1 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
35,556
shares
|
$18 Million
6.24% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
35,553
shares
|
$18 Million
4.51% of portfolio
|
Q3 2025
Added 0.95%
|
|