Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,790 institutions that hold shares in the stock, with a total of 5.99 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 |
|---|---|---|---|---|---|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
203
shares
|
$103,020
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
183
shares
|
$92,870
0.04% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
176
shares
|
$89,318
0.05% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
167
shares
|
$84,750
0.06% of portfolio
|
Q4 2025
Added 160.94%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
162
shares
|
$82,213
0.08% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
156
shares
|
$79,168
4.38% of portfolio
|
Q2 2025
Reduced 93.83%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
141
shares
|
$71,556
2.62% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
140
shares
|
$71,048
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
127
shares
|
$64,451
0.28% of portfolio
|
Q3 2025
Reduced 98.54%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
120
shares
|
$60,898
1.55% of portfolio
|
Q3 2025
Added 4513.33%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jan 08, 2026 Q4 2025 |
117
shares
|
$59,376
0.1% of portfolio
|
Q4 2025
Added 31.46%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
104
shares
|
$52,778
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
100
shares
|
$50,749
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
95
shares
|
$48,211
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
95
shares
|
$48,211
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
90
shares
|
$45,674
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
83
shares
|
$42,121
0.04% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$39,076
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
75
shares
|
$38,061
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
74
shares
|
$37,554
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
69
shares
|
$35,016
0.02% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
69
shares
|
$35,016
0.67% of portfolio
|
Q2 2025
Reduced 55.77%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
59
shares
|
$29,941
0.01% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
56
shares
|
$28,419
0.01% of portfolio
|
Q2 2025
Reduced 62.67%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
56
shares
|
$28,419
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|