Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 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 |
|---|---|---|---|---|---|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
27,671
shares
|
$14 Million
4.89% of portfolio
|
Q3 2025
Reduced 25.48%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
27,653
shares
|
$14 Million
2.35% of portfolio
|
Q3 2025
Reduced 65.24%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
27,617
shares
|
$14 Million
5.27% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
27,615
shares
|
$14 Million
8.39% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
27,550
shares
|
$14 Million
2.7% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
27,546
shares
|
$14 Million
1.57% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
27,531
shares
|
$14 Million
2.28% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
27,515
shares
|
$14 Million
2.41% of portfolio
|
Q3 2025
Added 42.73%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
27,503
shares
|
$14 Million
1.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,500
shares
|
$14 Million
2.12% of portfolio
|
Q3 2025
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
27,492
shares
|
$14 Million
3.65% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
27,469
shares
|
$13.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
27,456
shares
|
$13.9 Million
2.5% of portfolio
|
Q3 2025
Added 47.81%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
27,456
shares
|
$13.9 Million
0.47% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
27,384
shares
|
$13.9 Million
8.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
27,372
shares
|
$13.9 Million
5.49% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
27,318
shares
|
$13.9 Million
5.4% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Windward Capital Management CO
|
Oct 30, 2025 Q3 2025 |
27,307
shares
|
$13.9 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
27,261
shares
|
$13.8 Million
8.09% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,235
shares
|
$13.8 Million
3.23% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
27,214
shares
|
$13.8 Million
1.74% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
27,190
shares
|
$13.8 Million
0.67% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
27,176
shares
|
$13.8 Million
4.94% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
27,172
shares
|
$13.8 Million
7.28% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
27,170
shares
|
$13.8 Million
8.67% of portfolio
|
Q3 2025
Added 4.38%
|
|