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 |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
210,562
shares
|
$107 Million
1.21% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
209,955
shares
|
$107 Million
5.32% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
208,644
shares
|
$106 Million
4.01% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
208,061
shares
|
$106 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
207,049
shares
|
$105 Million
4.19% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
207,004
shares
|
$105 Million
5.32% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
206,635
shares
|
$105 Million
5.23% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
206,411
shares
|
$105 Million
2.45% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
205,471
shares
|
$104 Million
7.79% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
205,099
shares
|
$104 Million
7.66% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
204,859
shares
|
$104 Million
2.05% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
204,767
shares
|
$104 Million
3.53% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
204,701
shares
|
$104 Million
3.57% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
204,071
shares
|
$104 Million
7.37% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
203,786
shares
|
$103 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
203,728
shares
|
$103 Million
4.09% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
203,059
shares
|
$103 Million
3.55% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
202,996
shares
|
$103 Million
8.16% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
202,790
shares
|
$103 Million
3.8% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
202,356
shares
|
$103 Million
4.84% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
202,350
shares
|
$103 Million
4.26% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
201,663
shares
|
$102 Million
2.67% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
201,586
shares
|
$102 Million
14.91% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
201,302
shares
|
$102 Million
5.43% of portfolio
|
Q1 2023
Reduced 0.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
201,264
shares
|
$102 Million
2.57% of portfolio
|
Q3 2025
Added 39.47%
|
|