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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
26,000
shares
|
$13.2 Million
1.59% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
26,000
shares
|
$13.2 Million
2.19% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
25,968
shares
|
$13.2 Million
3.81% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
25,950
shares
|
$13.2 Million
3.19% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,918
shares
|
$13.2 Million
0.71% of portfolio
|
Q3 2025
Added 148.42%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
25,917
shares
|
$13.2 Million
2.46% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
25,908
shares
|
$13.1 Million
9.47% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
25,856
shares
|
$13.1 Million
3.61% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
25,845
shares
|
$13.1 Million
9.83% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
25,837
shares
|
$13.1 Million
1.55% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,835
shares
|
$13.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 60.02%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
25,786
shares
|
$13.1 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
25,775
shares
|
$13.1 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
25,766
shares
|
$13.1 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
25,762
shares
|
$13.1 Million
6.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
25,723
shares
|
$13.1 Million
0.6% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
25,723
shares
|
$13.1 Million
0.94% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
25,609
shares
|
$13 Million
0.65% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
25,577
shares
|
$13 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
25,574
shares
|
$13 Million
2.9% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
25,561
shares
|
$13 Million
1.76% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
25,539
shares
|
$13 Million
2.07% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
25,505
shares
|
$12.9 Million
6.92% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
25,501
shares
|
$12.9 Million
3.73% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
25,483
shares
|
$12.9 Million
2.98% of portfolio
|
Q3 2025
Added 6.91%
|
|