Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
32,361
shares
|
$16.4 Million
2.92% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
32,348
shares
|
$16.4 Million
1.54% of portfolio
|
Q3 2025
Added 24.09%
|
|
|
Muhlenkamp & CO Inc
|
Nov 07, 2025 Q3 2025 |
32,347
shares
|
$16.4 Million
4.78% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
32,347
shares
|
$16.4 Million
1.83% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
32,290
shares
|
$16.4 Million
2.44% of portfolio
|
Q1 2023
Reduced 2.86%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
32,227
shares
|
$16.4 Million
8.03% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,220
shares
|
$16.4 Million
2.52% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
32,174
shares
|
$16.3 Million
3.86% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 23, 2025 Q3 2025 |
32,075
shares
|
$16.3 Million
7.63% of portfolio
|
Q3 2025
Reduced 30.48%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
32,069
shares
|
$16.3 Million
6.56% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
32,013
shares
|
$16.2 Million
7.02% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
32,012
shares
|
$16.2 Million
5.26% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
31,959
shares
|
$16.2 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
31,941
shares
|
$16.2 Million
6.94% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
31,934
shares
|
$16.2 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
31,917
shares
|
$16.2 Million
5.17% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
31,845
shares
|
$16.2 Million
2.9% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
31,833
shares
|
$16.2 Million
1.21% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
31,815
shares
|
$16.1 Million
1.33% of portfolio
|
Q1 2025
Added 156.59%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
31,804
shares
|
$16.1 Million
7.55% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
31,798
shares
|
$16.1 Million
8.63% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
31,792
shares
|
$16.1 Million
4.75% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
31,682
shares
|
$16.1 Million
1.94% of portfolio
|
Q3 2025
Added 140.45%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
31,662
shares
|
$16.1 Million
2.9% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
31,574
shares
|
$16 Million
3.49% of portfolio
|
Q3 2025
Reduced 2.0%
|
|