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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
107,733
shares
|
$54.7 Million
1.55% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Point State Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
107,665
shares
|
$54.6 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
107,591
shares
|
$54.6 Million
4.69% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
107,551
shares
|
$54.6 Million
8.43% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
107,203
shares
|
$54.4 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
107,161
shares
|
$54.4 Million
5.77% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
107,011
shares
|
$54.3 Million
2.45% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
106,853
shares
|
$54.2 Million
1.45% of portfolio
|
Q3 2025
Added 281.62%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
106,505
shares
|
$54.1 Million
3.67% of portfolio
|
Q3 2022
Added 2.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
106,367
shares
|
$54 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
106,239
shares
|
$53.9 Million
3.55% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
106,199
shares
|
$53.9 Million
2.06% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
105,822
shares
|
$53.7 Million
9.98% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
105,512
shares
|
$53.5 Million
17.37% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
105,295
shares
|
$53.4 Million
7.03% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
105,223
shares
|
$53.4 Million
0.61% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
104,916
shares
|
$53.2 Million
8.72% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
104,880
shares
|
$53.2 Million
0.57% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
104,872
shares
|
$53.2 Million
2.97% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
104,568
shares
|
$53.1 Million
8.15% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
104,447
shares
|
$53 Million
8.36% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
104,131
shares
|
$52.8 Million
2.05% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
104,057
shares
|
$52.8 Million
3.33% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
103,842
shares
|
$52.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
103,738
shares
|
$52.6 Million
5.29% of portfolio
|
Q3 2025
Reduced 1.08%
|
|