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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
122,258
shares
|
$62 Million
5.13% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
122,238
shares
|
$62 Million
4.94% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
121,970
shares
|
$61.9 Million
3.37% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
121,766
shares
|
$61.8 Million
2.39% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
121,589
shares
|
$61.7 Million
8.58% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
United American Securities Inc. (D
New York, NY |
Nov 12, 2025 Q3 2025 |
121,588
shares
|
$61.7 Million
13.33% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
121,516
shares
|
$61.7 Million
9.92% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
121,410
shares
|
$61.6 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
121,408
shares
|
$61.6 Million
1.8% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
121,306
shares
|
$61.6 Million
1.78% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
121,281
shares
|
$61.5 Million
4.52% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
121,252
shares
|
$61.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
121,174
shares
|
$61.5 Million
29.59% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
121,153
shares
|
$61.5 Million
1.83% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
121,054
shares
|
$61.4 Million
2.1% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
121,033
shares
|
$61.4 Million
4.1% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Chescapmanager LLC
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
120,892
shares
|
$61.4 Million
6.47% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
120,501
shares
|
$61.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
120,400
shares
|
$61.1 Million
4.91% of portfolio
|
Q4 2023
Reduced 19.46%
|
|
|
Trb Advisors LP
New York, NY |
Oct 31, 2025 Q3 2025 |
120,000
shares
|
$60.9 Million
12.99% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Greenbrier Partners Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
119,843
shares
|
$60.8 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
119,818
shares
|
$60.8 Million
14.08% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
119,678
shares
|
$60.7 Million
4.79% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
119,188
shares
|
$60.5 Million
4.14% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
119,084
shares
|
$60.4 Million
7.33% of portfolio
|
Q3 2025
Reduced 0.98%
|
|