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 |
|---|---|---|---|---|---|
|
Arvin Capital Management LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
24,600
shares
|
$12.5 Million
2.67% of portfolio
|
Q3 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
24,595
shares
|
$12.5 Million
2.7% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
24,592
shares
|
$12.5 Million
2.06% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
24,483
shares
|
$12.4 Million
4.51% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
24,460
shares
|
$12.4 Million
9.57% of portfolio
|
Q3 2025
Reduced 23.28%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
24,421
shares
|
$12.4 Million
4.24% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
24,416
shares
|
$12.4 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
24,414
shares
|
$12.4 Million
4.17% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
24,399
shares
|
$12.4 Million
2.66% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
24,396
shares
|
$12.4 Million
4.54% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
24,392
shares
|
$12.4 Million
1.33% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
24,357
shares
|
$12.4 Million
4.93% of portfolio
|
Q1 2024
Reduced 21.18%
|
|
|
Fact Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,348
shares
|
$12.4 Million
6.56% of portfolio
|
Q3 2025
Reduced 26.34%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
24,337
shares
|
$12.4 Million
6.59% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
24,334
shares
|
$12.3 Million
4.54% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
24,326
shares
|
$12.3 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,310
shares
|
$12.3 Million
8.15% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Herald Investment Management LTD
|
Nov 07, 2025 Q3 2025 |
24,300
shares
|
$12.3 Million
2.14% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
24,297
shares
|
$12.3 Million
4.64% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
24,283
shares
|
$12.3 Million
4.97% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
24,267
shares
|
$12.3 Million
2.5% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
24,250
shares
|
$12.3 Million
7.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
24,242
shares
|
$12.3 Million
4.43% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
24,194
shares
|
$12.3 Million
5.31% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
24,172
shares
|
$12.3 Million
1.66% of portfolio
|
Q1 2025
Reduced 47.84%
|
|