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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
191,730
shares
|
$97.3 Million
3.66% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
191,661
shares
|
$97.3 Million
1.64% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Oct 14, 2025 Q3 2025 |
191,461
shares
|
$97.2 Million
7.68% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
190,971
shares
|
$96.9 Million
13.78% of portfolio
|
Q3 2023
Added 12691.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
190,249
shares
|
$96.5 Million
3.3% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
190,033
shares
|
$96.4 Million
0.65% of portfolio
|
Q3 2025
Added 99.57%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
189,992
shares
|
$96.4 Million
8.17% of portfolio
|
Q2 2022
Reduced 1.08%
|
|
|
Sycomore Asset Management
|
Nov 21, 2025 Q3 2025 |
189,860
shares
|
$96.4 Million
13.63% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,262
shares
|
$96 Million
1.87% of portfolio
|
Q2 2020
Added 8.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
188,938
shares
|
$95.9 Million
0.8% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
188,938
shares
|
$95.9 Million
16.36% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
188,923
shares
|
$95.9 Million
2.89% of portfolio
|
Q3 2025
Reduced 32.38%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 06, 2025 Q3 2025 |
186,952
shares
|
$94.9 Million
4.2% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
186,927
shares
|
$94.9 Million
4.24% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
186,586
shares
|
$94.7 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Nov 13, 2025 Q3 2025 |
186,468
shares
|
$94.6 Million
6.87% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
186,307
shares
|
$94.5 Million
4.6% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
186,286
shares
|
$94.5 Million
7.42% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
186,271
shares
|
$94.5 Million
8.58% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
185,609
shares
|
$94.2 Million
4.56% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
185,179
shares
|
$94 Million
1.12% of portfolio
|
Q3 2025
Added 499.27%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
184,903
shares
|
$93.8 Million
5.69% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Marathon Asset Management LTD
|
Oct 17, 2025 Q3 2025 |
184,741
shares
|
$93.8 Million
3.84% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
183,782
shares
|
$93.3 Million
10.61% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
183,358
shares
|
$93.1 Million
6.13% of portfolio
|
Q3 2025
Reduced 1.09%
|
|