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 |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
11,257
shares
|
$5.71 Million
0.92% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
11,256
shares
|
$5.71 Million
2.5% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
11,251
shares
|
$5.71 Million
2.63% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
11,249
shares
|
$5.71 Million
2.03% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
11,247
shares
|
$5.71 Million
2.41% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
11,246
shares
|
$5.71 Million
1.99% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,228
shares
|
$5.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
11,226
shares
|
$5.7 Million
5.48% of portfolio
|
Q4 2025
Added 1.82%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
11,219
shares
|
$5.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
11,200
shares
|
$5.68 Million
3.98% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
11,160
shares
|
$5.66 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
11,146
shares
|
$5.66 Million
3.1% of portfolio
|
Q2 2025
Added 109.99%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 20, 2025 Q3 2025 |
11,140
shares
|
$5.65 Million
0.96% of portfolio
|
Q3 2025
Reduced 21.12%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Nov 17, 2025 Q3 2025 |
11,130
shares
|
$5.65 Million
3.77% of portfolio
|
Q3 2025
Reduced 12.03%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
11,122
shares
|
$5.64 Million
2.53% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
11,120
shares
|
$5.64 Million
4.64% of portfolio
|
Q3 2023
Reduced 2.58%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,105
shares
|
$5.64 Million
8.85% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
11,103
shares
|
$5.63 Million
2.39% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
11,102
shares
|
$5.63 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
11,100
shares
|
$5.63 Million
4.12% of portfolio
|
Q4 2025
Added 20.95%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
11,098
shares
|
$5.63 Million
4.94% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
11,097
shares
|
$5.63 Million
0.74% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
11,081
shares
|
$5.62 Million
2.64% of portfolio
|
Q3 2025
Reduced 25.87%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
11,073
shares
|
$5.62 Million
5.15% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,069
shares
|
$5.62 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.67%
|
|