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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
490,591
shares
|
$249 Million
2.5% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Argent Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
486,428
shares
|
$247 Million
6.99% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
485,260
shares
|
$246 Million
10.93% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
484,061
shares
|
$246 Million
5.91% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
482,507
shares
|
$245 Million
7.11% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Focused Investors Fund L P
Los Angeles, CA |
Apr 25, 2024 Q1 2024 |
482,150
shares
|
$245 Million
6.35% of portfolio
|
Q1 2024
New holding
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
481,108
shares
|
$244 Million
3.97% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
479,939
shares
|
$244 Million
2.19% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
479,542
shares
|
$243 Million
4.63% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
478,749
shares
|
$243 Million
3.81% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
478,085
shares
|
$243 Million
3.23% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
475,851
shares
|
$241 Million
7.92% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Anomaly Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
471,435
shares
|
$239 Million
7.74% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
470,772
shares
|
$239 Million
4.74% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
469,821
shares
|
$238 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
469,180
shares
|
$238 Million
6.92% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
467,248
shares
|
$237 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
466,147
shares
|
$237 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
465,647
shares
|
$236 Million
6.86% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
463,843
shares
|
$235 Million
4.21% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
Nov 13, 2025 Q3 2025 |
462,500
shares
|
$235 Million
3.27% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
460,701
shares
|
$234 Million
13.37% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
459,206
shares
|
$233 Million
3.58% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
458,329
shares
|
$233 Million
0.46% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
458,309
shares
|
$233 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|