Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 |
|---|---|---|---|---|---|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
44,571
shares
|
$22.6 Million
7.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
44,570
shares
|
$22.6 Million
4.76% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
44,555
shares
|
$22.6 Million
2.36% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
44,545
shares
|
$22.6 Million
2.49% of portfolio
|
Q1 2023
Reduced 0.54%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
44,343
shares
|
$22.5 Million
0.65% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
44,275
shares
|
$22.5 Million
10.25% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
44,123
shares
|
$22.4 Million
3.62% of portfolio
|
Q3 2025
Reduced 38.25%
|
|
|
Bluegrass Capital Partners LP
Palm Beach, FL |
Nov 12, 2025 Q3 2025 |
44,000
shares
|
$22.3 Million
14.91% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
43,885
shares
|
$22.3 Million
3.45% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2025 Q3 2025 |
43,848
shares
|
$22.3 Million
8.42% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
43,820
shares
|
$22.2 Million
2.96% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
43,765
shares
|
$22.2 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
43,687
shares
|
$22.2 Million
4.75% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
43,664
shares
|
$22.2 Million
1.03% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
43,630
shares
|
$22.1 Million
6.37% of portfolio
|
Q2 2022
Reduced 7.06%
|
|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
Nov 03, 2025 Q3 2025 |
43,512
shares
|
$22.1 Million
2.48% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
43,486
shares
|
$22.1 Million
0.04% of portfolio
|
Q3 2025
Added 1449433.38%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
43,471
shares
|
$22.1 Million
2.9% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
43,398
shares
|
$22 Million
2.4% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
43,367
shares
|
$22 Million
6.3% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
43,354
shares
|
$22 Million
0.3% of portfolio
|
Q3 2025
Added 4804.3%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
43,287
shares
|
$22 Million
0.05% of portfolio
|
Q3 2025
Added 7575.0%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
43,285
shares
|
$22 Million
1.87% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
43,059
shares
|
$21.9 Million
1.23% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
43,030
shares
|
$21.8 Million
3.52% of portfolio
|
Q3 2025
Reduced 1.6%
|
|