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 |
|---|---|---|---|---|---|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
83,456
shares
|
$42.4 Million
7.52% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Oct 16, 2025 Q3 2025 |
83,227
shares
|
$42.2 Million
13.56% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
83,208
shares
|
$42.2 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Value Partners Investments Inc.
|
Oct 15, 2025 Q3 2025 |
83,161
shares
|
$42.2 Million
3.64% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
83,077
shares
|
$42.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
83,046
shares
|
$42.1 Million
5.51% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
83,045
shares
|
$42.1 Million
3.45% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
83,029
shares
|
$42.1 Million
1.79% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Rings Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
83,000
shares
|
$42.1 Million
20.18% of portfolio
|
Q4 2018
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
82,858
shares
|
$42 Million
8.12% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
82,701
shares
|
$42 Million
3.74% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
82,491
shares
|
$41.9 Million
2.37% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
82,443
shares
|
$41.8 Million
3.66% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
82,180
shares
|
$41.7 Million
6.13% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
82,176
shares
|
$41.7 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
82,126
shares
|
$41.7 Million
1.94% of portfolio
|
Q4 2022
Reduced 3.83%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
82,067
shares
|
$41.6 Million
6.23% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
81,970
shares
|
$41.6 Million
8.59% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
81,953
shares
|
$41.6 Million
4.32% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
81,911
shares
|
$41.6 Million
5.17% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
81,880
shares
|
$41.6 Million
4.2% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
81,876
shares
|
$41.6 Million
2.92% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
81,869
shares
|
$41.5 Million
2.24% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
81,681
shares
|
$41.5 Million
2.84% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2025 Q3 2025 |
81,656
shares
|
$41.4 Million
7.41% of portfolio
|
Q3 2025
Reduced 0.24%
|
|