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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
75,816
shares
|
$38.5 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
75,698
shares
|
$38.4 Million
2.44% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
75,666
shares
|
$38.4 Million
1.71% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
75,628
shares
|
$38.4 Million
7.39% of portfolio
|
Q3 2025
Added 89.51%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
75,606
shares
|
$38.4 Million
3.64% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
75,406
shares
|
$38.3 Million
8.65% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
75,380
shares
|
$38.3 Million
2.84% of portfolio
|
Q3 2025
Added 80.55%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
75,362
shares
|
$38.2 Million
3.27% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
75,331
shares
|
$38.2 Million
3.65% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
75,267
shares
|
$38.2 Million
11.88% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Nov 10, 2025 Q3 2025 |
75,247
shares
|
$38.2 Million
1.33% of portfolio
|
Q3 2025
Added 2918.33%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
75,214
shares
|
$38.2 Million
2.61% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
75,169
shares
|
$38.1 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
Nov 12, 2025 Q3 2025 |
75,000
shares
|
$38.1 Million
5.26% of portfolio
|
Q3 2025
Reduced 38.92%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
74,870
shares
|
$38 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
74,867
shares
|
$38 Million
7.15% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
74,749
shares
|
$37.9 Million
1.58% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
74,672
shares
|
$37.9 Million
3.01% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
74,671
shares
|
$37.9 Million
2.56% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Nov 10, 2025 Q3 2025 |
74,517
shares
|
$37.8 Million
4.32% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
74,441
shares
|
$37.8 Million
5.08% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 08, 2025 Q3 2025 |
74,385
shares
|
$37.7 Million
16.82% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
74,372
shares
|
$37.7 Million
1.29% of portfolio
|
Q3 2025
Added 475.9%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
74,321
shares
|
$37.7 Million
3.09% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
74,254
shares
|
$37.7 Million
4.36% of portfolio
|
Q3 2025
Reduced 1.16%
|
|