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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
78,920
shares
|
$40.1 Million
6.51% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Trinity Street Asset Management LLP
|
Oct 28, 2025 Q3 2025 |
78,840
shares
|
$40 Million
2.79% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
78,613
shares
|
$39.9 Million
1.14% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
78,442
shares
|
$39.8 Million
4.6% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Abner Herrman & Brock LLC
|
Oct 14, 2025 Q3 2025 |
78,437
shares
|
$39.8 Million
4.19% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Professional Advisory Services Inc
|
Oct 29, 2025 Q3 2025 |
78,154
shares
|
$39.7 Million
5.27% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
77,954
shares
|
$39.6 Million
4.91% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
77,795
shares
|
$39.5 Million
4.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Two Creeks Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
77,514
shares
|
$39.3 Million
3.44% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
77,437
shares
|
$39.3 Million
12.49% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
77,222
shares
|
$39.2 Million
15.55% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2025 Q3 2025 |
77,080
shares
|
$39.1 Million
0.98% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
77,063
shares
|
$39.1 Million
5.17% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
76,818
shares
|
$39 Million
6.57% of portfolio
|
Q1 2024
Added 199.84%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
76,677
shares
|
$38.9 Million
5.82% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
76,677
shares
|
$38.9 Million
2.57% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Amiral Gestion
Paris, I0 |
Oct 09, 2025 Q3 2025 |
76,650
shares
|
$38.9 Million
14.68% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
76,538
shares
|
$38.8 Million
2.48% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
76,530
shares
|
$38.8 Million
2.76% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
76,429
shares
|
$38.8 Million
7.71% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
76,130
shares
|
$38.6 Million
8.42% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
76,091
shares
|
$38.6 Million
0.89% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
76,013
shares
|
$38.6 Million
5.46% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
76,010
shares
|
$38.6 Million
4.44% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
75,920
shares
|
$38.5 Million
2.18% of portfolio
|
Q3 2025
Added 0.42%
|
|