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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
263,705
shares
|
$134 Million
3.91% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
263,387
shares
|
$134 Million
8.95% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
262,989
shares
|
$133 Million
2.46% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
262,690
shares
|
$133 Million
5.09% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Gladstone Capital Management LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
260,496
shares
|
$132 Million
15.06% of portfolio
|
Q3 2025
Added 41.24%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
260,414
shares
|
$132 Million
8.46% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
259,837
shares
|
$132 Million
5.84% of portfolio
|
Q3 2023
Added 202.19%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
259,399
shares
|
$132 Million
3.85% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
258,982
shares
|
$131 Million
2.66% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
256,954
shares
|
$130 Million
5.75% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
256,810
shares
|
$130 Million
6.51% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
256,790
shares
|
$130 Million
3.14% of portfolio
|
Q3 2025
Added 1721.46%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
256,692
shares
|
$130 Million
6.26% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
256,396
shares
|
$130 Million
4.64% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
256,189
shares
|
$130 Million
4.29% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 12, 2025 Q3 2025 |
256,189
shares
|
$130 Million
5.86% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
255,207
shares
|
$130 Million
5.51% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Seilern Investment Management LTD
London, X0 |
Oct 14, 2025 Q3 2025 |
254,544
shares
|
$129 Million
9.53% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
254,384
shares
|
$129 Million
2.56% of portfolio
|
Q3 2025
Reduced 74.67%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
254,333
shares
|
$129 Million
4.86% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
253,702
shares
|
$129 Million
1.55% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Caledonia Investments PLC
|
Nov 06, 2025 Q3 2025 |
253,317
shares
|
$129 Million
12.83% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
253,061
shares
|
$128 Million
1.99% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
252,418
shares
|
$128 Million
14.39% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
251,402
shares
|
$128 Million
4.34% of portfolio
|
Q1 2023
Added 2.32%
|
|