Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,786 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 |
|---|---|---|---|---|---|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
15,090
shares
|
$7.66 Million
3.82% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
15,088
shares
|
$7.66 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
15,087
shares
|
$7.66 Million
1.22% of portfolio
|
Q1 2023
Reduced 7.93%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
15,085
shares
|
$7.66 Million
3.23% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
15,070
shares
|
$7.65 Million
3.35% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
15,070
shares
|
$7.65 Million
3.09% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
15,059
shares
|
$7.64 Million
3.68% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
15,055
shares
|
$7.64 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
15,039
shares
|
$7.63 Million
3.33% of portfolio
|
Q3 2025
Added 397.16%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,032
shares
|
$7.63 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
15,011
shares
|
$7.62 Million
8.38% of portfolio
|
Q3 2023
Reduced 33.93%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$7.61 Million
6.64% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
14,999
shares
|
$7.61 Million
1.38% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
14,999
shares
|
$7.61 Million
2.38% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
14,955
shares
|
$7.59 Million
3.52% of portfolio
|
Q4 2025
Added 18.41%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
14,955
shares
|
$7.59 Million
2.07% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
14,951
shares
|
$7.59 Million
0.73% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
14,927
shares
|
$7.58 Million
3.54% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
14,927
shares
|
$7.58 Million
1.41% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
14,888
shares
|
$7.56 Million
2.17% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
14,870
shares
|
$7.55 Million
0.82% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,855
shares
|
$7.54 Million
4.27% of portfolio
|
Q3 2022
Added 717.56%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
14,855
shares
|
$7.54 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
14,847
shares
|
$7.53 Million
1.65% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Night Squared LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,834
shares
|
$7.53 Million
2.77% of portfolio
|
Q3 2025
Added 32.94%
|
|