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 |
|---|---|---|---|---|---|
|
Center Lake Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$12.7 Million
23.48% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Tiptree Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$12.7 Million
8.1% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
24,999
shares
|
$12.7 Million
8.83% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
24,946
shares
|
$12.7 Million
2.98% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
24,937
shares
|
$12.7 Million
3.09% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
24,933
shares
|
$12.7 Million
0.87% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
24,930
shares
|
$12.7 Million
3.28% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
24,897
shares
|
$12.6 Million
4.92% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,879
shares
|
$12.6 Million
9.27% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
24,867
shares
|
$12.6 Million
4.3% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
24,861
shares
|
$12.6 Million
1.57% of portfolio
|
Q3 2025
Added 81.92%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
24,855
shares
|
$12.6 Million
3.73% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
24,845
shares
|
$12.6 Million
2.73% of portfolio
|
Q4 2024
Reduced 45.17%
|
|
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
Nov 14, 2025 Q3 2025 |
24,800
shares
|
$12.6 Million
3.61% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
24,780
shares
|
$12.6 Million
2.67% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
24,776
shares
|
$12.6 Million
2.4% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
24,760
shares
|
$12.6 Million
1.37% of portfolio
|
Q2 2023
Added 14.83%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
24,746
shares
|
$12.6 Million
1.73% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 10, 2025 Q3 2025 |
24,733
shares
|
$12.6 Million
4.47% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,722
shares
|
$12.5 Million
3.7% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
24,713
shares
|
$12.5 Million
7.5% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
24,691
shares
|
$12.5 Million
2.1% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
24,641
shares
|
$12.5 Million
2.14% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
24,614
shares
|
$12.5 Million
2.05% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Arvin Capital Management LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
24,600
shares
|
$12.5 Million
2.67% of portfolio
|
Q3 2025
New holding
|
|