Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
530,838
shares
|
$269 Million
4.69% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
528,244
shares
|
$268 Million
7.38% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
524,006
shares
|
$266 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
523,996
shares
|
$266 Million
7.57% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
523,662
shares
|
$266 Million
5.14% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
523,266
shares
|
$266 Million
6.53% of portfolio
|
Q4 2023
Reduced 1.55%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
520,739
shares
|
$264 Million
2.08% of portfolio
|
Q2 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
519,005
shares
|
$263 Million
1.47% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Ns Partners LTD
|
Nov 13, 2025 Q3 2025 |
518,184
shares
|
$263 Million
10.44% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
516,182
shares
|
$262 Million
4.69% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
516,047
shares
|
$262 Million
3.52% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
515,829
shares
|
$262 Million
0.41% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
515,209
shares
|
$261 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
512,592
shares
|
$260 Million
3.7% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
512,306
shares
|
$260 Million
1.83% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
508,169
shares
|
$258 Million
5.34% of portfolio
|
Q1 2021
Reduced 26.59%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
507,964
shares
|
$258 Million
2.8% of portfolio
|
Q3 2025
Added 40.35%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
503,612
shares
|
$256 Million
3.24% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Foxhaven Asset Management, LP
Charlottesville, VA |
Nov 14, 2025 Q3 2025 |
503,424
shares
|
$255 Million
6.54% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
501,861
shares
|
$255 Million
4.09% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
501,569
shares
|
$255 Million
3.53% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
499,779
shares
|
$254 Million
3.46% of portfolio
|
Q3 2025
Reduced 60.35%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
496,829
shares
|
$252 Million
3.89% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Cincinnati Financial Corp
|
Nov 06, 2025 Q3 2025 |
491,150
shares
|
$249 Million
5.11% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
490,700
shares
|
$249 Million
8.33% of portfolio
|
Q3 2025
Added 881.4%
|
|