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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
235,980
shares
|
$120 Million
2.53% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
235,516
shares
|
$120 Million
0.91% of portfolio
|
Q3 2025
Added 21.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
235,432
shares
|
$119 Million
2.44% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
235,362
shares
|
$119 Million
8.14% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
234,981
shares
|
$119 Million
6.6% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
234,594
shares
|
$119 Million
2.69% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
233,639
shares
|
$119 Million
5.39% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Homestead Advisers Corp
|
Nov 05, 2025 Q3 2025 |
232,987
shares
|
$118 Million
3.05% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
232,456
shares
|
$118 Million
13.58% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
232,325
shares
|
$118 Million
3.06% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
232,005
shares
|
$118 Million
3.07% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Stack Financial Management, Inc
|
Nov 03, 2025 Q3 2025 |
231,165
shares
|
$117 Million
10.11% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
230,596
shares
|
$117 Million
7.19% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
230,210
shares
|
$117 Million
7.74% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
230,043
shares
|
$117 Million
7.62% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
229,949
shares
|
$117 Million
8.83% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
229,780
shares
|
$117 Million
1.44% of portfolio
|
Q3 2025
Added 43.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
227,352
shares
|
$115 Million
2.4% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
226,601
shares
|
$115 Million
3.0% of portfolio
|
Q3 2025
Reduced 42.65%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
226,511
shares
|
$115 Million
6.45% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
226,320
shares
|
$115 Million
10.05% of portfolio
|
Q3 2025
Reduced 28.42%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
225,772
shares
|
$115 Million
5.0% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Cat Rock Capital Management LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
225,423
shares
|
$114 Million
17.12% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
223,053
shares
|
$113 Million
2.47% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
222,438
shares
|
$113 Million
4.85% of portfolio
|
Q3 2025
Added 0.26%
|
|