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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
31,569
shares
|
$16 Million
1.44% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
31,555
shares
|
$16 Million
0.02% of portfolio
|
Q3 2025
Added 66.45%
|
|
|
Clearline Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,511
shares
|
$16 Million
0.81% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
31,417
shares
|
$15.9 Million
2.36% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
31,403
shares
|
$15.9 Million
2.36% of portfolio
|
Q3 2025
Added 28.66%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
31,378
shares
|
$15.9 Million
4.44% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
31,377
shares
|
$15.9 Million
4.93% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
31,366
shares
|
$15.9 Million
4.9% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
31,328
shares
|
$15.9 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
31,297
shares
|
$15.9 Million
8.11% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
31,248
shares
|
$15.9 Million
1.93% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
31,231
shares
|
$15.8 Million
4.1% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
31,228
shares
|
$15.8 Million
0.77% of portfolio
|
Q3 2025
Added 828.85%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
31,201
shares
|
$15.8 Million
5.97% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
31,181
shares
|
$15.8 Million
5.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
31,171
shares
|
$15.8 Million
2.2% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
31,144
shares
|
$15.8 Million
2.83% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
31,137
shares
|
$15.8 Million
1.54% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
31,056
shares
|
$15.8 Million
3.92% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
31,050
shares
|
$15.8 Million
2.55% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
In Depth Partners, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
30,955
shares
|
$15.7 Million
17.01% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
30,899
shares
|
$15.7 Million
9.6% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
30,895
shares
|
$15.7 Million
4.08% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
30,883
shares
|
$15.7 Million
7.13% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
30,860
shares
|
$15.7 Million
3.66% of portfolio
|
Q4 2025
Added 0.13%
|
|