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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
167,642
shares
|
$85.1 Million
6.51% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
167,637
shares
|
$85.1 Million
5.31% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
167,329
shares
|
$84.9 Million
5.83% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
166,723
shares
|
$84.6 Million
4.1% of portfolio
|
Q3 2022
Added 61.57%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
166,226
shares
|
$84.4 Million
4.75% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
166,015
shares
|
$84.3 Million
4.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
165,930
shares
|
$84.2 Million
3.92% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
165,335
shares
|
$83.9 Million
2.91% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
165,198
shares
|
$83.8 Million
4.98% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
165,189
shares
|
$83.8 Million
2.22% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Atika Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
165,000
shares
|
$83.7 Million
8.77% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
164,837
shares
|
$83.7 Million
4.62% of portfolio
|
Q3 2021
Added 2.34%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
164,752
shares
|
$83.6 Million
5.12% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
164,157
shares
|
$83.3 Million
3.36% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
164,077
shares
|
$83.3 Million
2.22% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
163,691
shares
|
$83.1 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
163,474
shares
|
$83 Million
4.16% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
163,143
shares
|
$82.8 Million
3.11% of portfolio
|
Q3 2025
Added 25.49%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
162,455
shares
|
$82.4 Million
4.58% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
162,094
shares
|
$82.3 Million
4.3% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
First Long Island Investors, LLC
|
Nov 12, 2025 Q3 2025 |
162,087
shares
|
$82.3 Million
6.24% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
161,812
shares
|
$82.1 Million
2.94% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
161,782
shares
|
$82.1 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
161,749
shares
|
$82.1 Million
4.99% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Rit Capital Partners PLC
London, X0 |
Nov 04, 2025 Q3 2025 |
160,250
shares
|
$81.3 Million
11.72% of portfolio
|
Q3 2025
Reduced 24.41%
|
|