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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
74,129
shares
|
$37.6 Million
2.38% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
74,120
shares
|
$37.6 Million
4.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
74,092
shares
|
$37.6 Million
0.93% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Nzs Capital, LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
74,048
shares
|
$37.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
73,971
shares
|
$37.5 Million
3.95% of portfolio
|
Q4 2020
Reduced 1.83%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
73,682
shares
|
$37.4 Million
6.67% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bourne Lent Asset Management Inc
|
Dec 15, 2025 Q3 2025 |
73,586
shares
|
$37.3 Million
13.55% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
73,550
shares
|
$37.3 Million
6.81% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
73,490
shares
|
$37.3 Million
2.54% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
73,380
shares
|
$37.2 Million
3.3% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
73,375
shares
|
$37.2 Million
6.72% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
73,237
shares
|
$37.2 Million
3.19% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
73,164
shares
|
$37.1 Million
4.33% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
73,144
shares
|
$37.1 Million
4.59% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
Nov 06, 2025 Q3 2025 |
73,086
shares
|
$37.1 Million
9.09% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
73,023
shares
|
$37.1 Million
2.15% of portfolio
|
Q3 2025
New holding
|
|
|
Exor Capital LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
73,023
shares
|
$37.1 Million
0.93% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
72,992
shares
|
$37 Million
2.61% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
72,984
shares
|
$37 Million
3.25% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
72,679
shares
|
$36.9 Million
5.47% of portfolio
|
Q3 2023
Reduced 16.51%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
72,658
shares
|
$36.9 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
72,574
shares
|
$36.8 Million
1.88% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
72,546
shares
|
$36.8 Million
1.37% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
72,416
shares
|
$36.8 Million
7.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
72,394
shares
|
$36.7 Million
3.7% of portfolio
|
Q3 2025
Added 2.1%
|
|