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 |
|---|---|---|---|---|---|
|
Albar Capital Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
33,798
shares
|
$17.2 Million
3.99% of portfolio
|
Q3 2025
Added 122.02%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
33,759
shares
|
$17.1 Million
2.28% of portfolio
|
Q2 2022
Reduced 2.92%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
33,759
shares
|
$17.1 Million
1.77% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
33,714
shares
|
$17.1 Million
10.82% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
33,684
shares
|
$17.1 Million
3.04% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2025 Q3 2025 |
33,647
shares
|
$17.1 Million
2.13% of portfolio
|
Q3 2025
Added 90.54%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
33,608
shares
|
$17.1 Million
4.38% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
33,594
shares
|
$17 Million
1.2% of portfolio
|
Q3 2025
Reduced 46.46%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
33,592
shares
|
$17 Million
2.25% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
33,576
shares
|
$17 Million
1.51% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
33,566
shares
|
$17 Million
5.94% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
33,504
shares
|
$17 Million
2.42% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
33,492
shares
|
$17 Million
3.34% of portfolio
|
Q2 2023
Added 93.98%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
33,485
shares
|
$17 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
33,446
shares
|
$17 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
33,443
shares
|
$17 Million
5.75% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
33,348
shares
|
$16.9 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,335
shares
|
$16.9 Million
5.84% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Marshall & Sullivan Inc
|
Oct 15, 2025 Q3 2025 |
33,331
shares
|
$16.9 Million
8.64% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
33,319
shares
|
$16.9 Million
6.42% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
33,261
shares
|
$16.9 Million
1.11% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
33,250
shares
|
$16.9 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
33,223
shares
|
$16.9 Million
1.42% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
33,218
shares
|
$16.9 Million
4.65% of portfolio
|
Q4 2025
Reduced 9.63%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
33,201
shares
|
$16.8 Million
1.13% of portfolio
|
Q3 2025
Added 2.81%
|
|