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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
86,133
shares
|
$43.7 Million
3.41% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
86,130
shares
|
$43.7 Million
4.56% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
85,906
shares
|
$43.6 Million
4.84% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
85,849
shares
|
$43.6 Million
6.08% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
85,782
shares
|
$43.5 Million
28.86% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
85,697
shares
|
$43.5 Million
6.76% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
85,614
shares
|
$43.4 Million
3.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
85,479
shares
|
$43.4 Million
0.23% of portfolio
|
Q3 2025
Added 173.89%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
85,432
shares
|
$43.4 Million
4.03% of portfolio
|
Q3 2025
Added 1486.78%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
85,313
shares
|
$43.3 Million
1.93% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
85,292
shares
|
$43.3 Million
3.95% of portfolio
|
Q3 2025
Added 37.58%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
85,291
shares
|
$43.3 Million
3.99% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
85,153
shares
|
$43.2 Million
7.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Overbrook Management Corp
New York, NY |
Oct 06, 2025 Q3 2025 |
85,151
shares
|
$43.2 Million
8.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
84,803
shares
|
$43 Million
1.88% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
84,541
shares
|
$42.9 Million
5.38% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
84,499
shares
|
$42.9 Million
2.69% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
84,352
shares
|
$42.8 Million
3.37% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
84,011
shares
|
$42.6 Million
1.87% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
83,957
shares
|
$42.6 Million
6.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
83,774
shares
|
$42.5 Million
3.07% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
83,743
shares
|
$42.5 Million
1.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
83,716
shares
|
$42.5 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
83,662
shares
|
$42.5 Million
4.52% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
83,620
shares
|
$42.4 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.16%
|
|