Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,778 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
6,129
shares
|
$3.11 Million
3.94% of portfolio
|
Q3 2025
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
6,126
shares
|
$3.11 Million
1.34% of portfolio
|
Q3 2025
Added 150.14%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
6,126
shares
|
$3.11 Million
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
6,124
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2025
Added 134.55%
|
|
|
Truxt Investmentos Ltda.
|
Nov 04, 2025 Q3 2025 |
6,124
shares
|
$3.11 Million
4.07% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,119
shares
|
$3.11 Million
8.62% of portfolio
|
Q3 2023
Reduced 59.88%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
6,114
shares
|
$3.1 Million
2.1% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Hook Partners LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,113
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
6,107
shares
|
$3.1 Million
1.3% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
6,097
shares
|
$3.09 Million
3.28% of portfolio
|
Q4 2023
Reduced 4.36%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
6,094
shares
|
$3.09 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,089
shares
|
$3.09 Million
1.67% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
6,079
shares
|
$3.09 Million
0.5% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
6,075
shares
|
$3.08 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
6,068
shares
|
$3.08 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
6,058
shares
|
$3.07 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
6,056
shares
|
$3.07 Million
0.49% of portfolio
|
Q4 2025
Added 74.98%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
6,052
shares
|
$3.07 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,048
shares
|
$3.07 Million
2.29% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
6,043
shares
|
$3.07 Million
2.23% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
6,041
shares
|
$3.07 Million
0.24% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
6,038
shares
|
$3.06 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
6,035
shares
|
$3.06 Million
2.39% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
6,023
shares
|
$3.06 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
6,022
shares
|
$3.06 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.36%
|
|