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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
25,480
shares
|
$12.9 Million
2.65% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
25,461
shares
|
$12.9 Million
1.67% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
25,453
shares
|
$12.9 Million
1.04% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
25,404
shares
|
$12.9 Million
6.31% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Ttp Investments, Inc.
|
Oct 14, 2025 Q3 2025 |
25,396
shares
|
$12.9 Million
5.27% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Settian Capital LP
|
Nov 07, 2025 Q3 2025 |
25,350
shares
|
$12.9 Million
9.43% of portfolio
|
Q2 2023
Added 18.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
25,325
shares
|
$12.9 Million
1.05% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
25,309
shares
|
$12.8 Million
6.41% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
25,286
shares
|
$12.8 Million
0.72% of portfolio
|
Q4 2022
Added 4.98%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
25,277
shares
|
$12.8 Million
5.65% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
25,252
shares
|
$12.8 Million
1.77% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Elwood Capital Partners LP
New York, NY |
Nov 13, 2025 Q3 2025 |
25,243
shares
|
$12.8 Million
7.98% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,204
shares
|
$12.8 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
25,200
shares
|
$12.8 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
25,196
shares
|
$12.8 Million
9.64% of portfolio
|
Q1 2022
Reduced 2.27%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
25,161
shares
|
$12.8 Million
2.65% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
25,154
shares
|
$12.8 Million
6.62% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
25,143
shares
|
$12.8 Million
3.93% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
25,133
shares
|
$12.8 Million
0.35% of portfolio
|
Q3 2025
Reduced 50.83%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
25,127
shares
|
$12.8 Million
9.52% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,086
shares
|
$12.7 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
25,074
shares
|
$12.7 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
25,061
shares
|
$12.7 Million
0.4% of portfolio
|
Q3 2025
Reduced 58.34%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
25,040
shares
|
$12.7 Million
4.67% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
25,027
shares
|
$12.7 Million
2.1% of portfolio
|
Q3 2025
Added 6.45%
|
|