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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
292,811
shares
|
$149 Million
1.39% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
292,745
shares
|
$149 Million
2.14% of portfolio
|
Q4 2022
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
292,491
shares
|
$148 Million
4.53% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
292,419
shares
|
$148 Million
4.19% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
292,213
shares
|
$148 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
292,145
shares
|
$148 Million
2.63% of portfolio
|
Q3 2025
Added 36.61%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
291,960
shares
|
$148 Million
5.29% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
291,361
shares
|
$148 Million
7.69% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
291,061
shares
|
$148 Million
4.8% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
289,614
shares
|
$147 Million
2.98% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
288,736
shares
|
$147 Million
3.75% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
288,546
shares
|
$146 Million
3.66% of portfolio
|
Q3 2025
Reduced 30.92%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
287,654
shares
|
$146 Million
5.2% of portfolio
|
Q2 2022
Added 4.9%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
287,192
shares
|
$146 Million
3.72% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
286,941
shares
|
$146 Million
5.85% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
286,835
shares
|
$146 Million
8.22% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
285,672
shares
|
$145 Million
8.49% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
285,500
shares
|
$145 Million
4.81% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
285,306
shares
|
$145 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
285,163
shares
|
$145 Million
3.15% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
285,060
shares
|
$145 Million
3.19% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
285,055
shares
|
$145 Million
3.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
284,877
shares
|
$145 Million
5.25% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
284,203
shares
|
$144 Million
6.33% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
282,470
shares
|
$143 Million
2.68% of portfolio
|
Q3 2025
Added 9.47%
|
|