Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 |
|---|---|---|---|---|---|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
12,429
shares
|
$6.31 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
12,429
shares
|
$6.31 Million
2.07% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
12,424
shares
|
$6.31 Million
4.22% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
12,420
shares
|
$6.3 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,407
shares
|
$6.3 Million
3.64% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
12,404
shares
|
$6.29 Million
1.24% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$6.29 Million
6.26% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
12,396
shares
|
$6.29 Million
2.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
12,386
shares
|
$6.29 Million
3.81% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
12,364
shares
|
$6.27 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
12,349
shares
|
$6.27 Million
3.89% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Windmill Hill Asset Management LTD
|
Oct 31, 2025 Q3 2025 |
12,332
shares
|
$6.26 Million
1.69% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
12,314
shares
|
$6.25 Million
2.68% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
12,307
shares
|
$6.25 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,300
shares
|
$6.24 Million
5.2% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Lattice Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
12,300
shares
|
$6.24 Million
6.56% of portfolio
|
Q2 2025
Reduced 72.3%
|
|
|
Bridger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,300
shares
|
$6.24 Million
3.68% of portfolio
|
Q2 2025
Added 190.78%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
12,300
shares
|
$6.24 Million
3.7% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
12,296
shares
|
$6.24 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Channing Global Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,294
shares
|
$6.24 Million
4.86% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
12,287
shares
|
$6.24 Million
2.42% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
12,287
shares
|
$6.24 Million
2.3% of portfolio
|
Q4 2025
Added 1853.42%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
12,277
shares
|
$6.23 Million
7.39% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
12,273
shares
|
$6.23 Million
3.61% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
12,262
shares
|
$6.22 Million
1.84% of portfolio
|
Q4 2024
Reduced 43.55%
|
|