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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
428,064
shares
|
$217 Million
4.92% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
426,693
shares
|
$217 Million
2.71% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Scharf Investments, LLC
|
Nov 13, 2025 Q3 2025 |
426,605
shares
|
$216 Million
6.57% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
426,026
shares
|
$216 Million
6.85% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Consulta LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
425,000
shares
|
$216 Million
15.88% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
424,627
shares
|
$215 Million
18.71% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 22, 2025 Q3 2025 |
424,300
shares
|
$215 Million
7.74% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
421,458
shares
|
$214 Million
5.33% of portfolio
|
Q3 2025
Added 65.89%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$214 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
Apr 28, 2025 Q1 2025 |
420,600
shares
|
$213 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
418,323
shares
|
$212 Million
6.65% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
415,393
shares
|
$211 Million
12.62% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
415,381
shares
|
$211 Million
3.52% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Cryder Capital Partners LLP
|
Nov 05, 2025 Q3 2025 |
414,668
shares
|
$210 Million
11.86% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
412,112
shares
|
$209 Million
2.47% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
409,227
shares
|
$208 Million
4.28% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Oct 30, 2025 Q3 2025 |
408,867
shares
|
$207 Million
4.93% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Joho Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
408,700
shares
|
$207 Million
37.6% of portfolio
|
Q3 2025
Reduced 26.52%
|
|
|
Locust Wood Capital Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
408,678
shares
|
$207 Million
6.25% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
406,888
shares
|
$206 Million
7.48% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
406,705
shares
|
$206 Million
5.08% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
406,136
shares
|
$206 Million
4.16% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
404,789
shares
|
$205 Million
5.24% of portfolio
|
Q3 2022
Added 1.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
404,124
shares
|
$205 Million
2.82% of portfolio
|
Q3 2022
Reduced 2.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
402,792
shares
|
$204 Million
3.81% of portfolio
|
Q3 2024
Added 0.23%
|
|