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 |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
28,168
shares
|
$14.3 Million
3.29% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
28,142
shares
|
$14.3 Million
0.56% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
28,138
shares
|
$14.3 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
28,132
shares
|
$14.3 Million
0.9% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,101
shares
|
$14.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 53.12%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
28,062
shares
|
$14.2 Million
5.77% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,053
shares
|
$14.2 Million
3.21% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
28,036
shares
|
$14.2 Million
3.61% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
27,973
shares
|
$14.2 Million
2.58% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
27,962
shares
|
$14.2 Million
2.12% of portfolio
|
Q3 2025
Added 127.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
27,951
shares
|
$14.2 Million
4.21% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
27,943
shares
|
$14.2 Million
4.83% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
27,922
shares
|
$14.2 Million
2.14% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
27,910
shares
|
$14.2 Million
3.68% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
27,908
shares
|
$14.2 Million
4.14% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
27,891
shares
|
$14.2 Million
12.06% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
27,851
shares
|
$14.1 Million
3.86% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
27,828
shares
|
$14.1 Million
3.67% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
27,802
shares
|
$14.1 Million
1.2% of portfolio
|
Q3 2025
Reduced 21.14%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,771
shares
|
$14.1 Million
2.81% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
27,770
shares
|
$14.1 Million
3.3% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
27,733
shares
|
$14.1 Million
0.96% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
27,714
shares
|
$14.1 Million
0.06% of portfolio
|
Q3 2025
Added 110756.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
27,701
shares
|
$14.1 Million
1.78% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
27,686
shares
|
$14.1 Million
7.62% of portfolio
|
Q3 2025
Added 0.18%
|
|