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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
72,305
shares
|
$36.7 Million
1.44% of portfolio
|
Q3 2025
Added 140.66%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
72,253
shares
|
$36.7 Million
2.2% of portfolio
|
Q3 2025
Added 34.97%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
72,243
shares
|
$36.7 Million
2.67% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
72,235
shares
|
$36.7 Million
4.6% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
72,089
shares
|
$36.6 Million
4.49% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
71,967
shares
|
$36.5 Million
6.02% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
71,912
shares
|
$36.5 Million
5.25% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
71,896
shares
|
$36.5 Million
5.91% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
71,892
shares
|
$36.5 Million
12.99% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
71,850
shares
|
$36.5 Million
9.46% of portfolio
|
Q3 2025
Reduced 26.5%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
71,689
shares
|
$36.4 Million
5.32% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
71,689
shares
|
$36.4 Million
1.83% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
71,513
shares
|
$36.3 Million
3.68% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
71,323
shares
|
$36.2 Million
7.94% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
71,264
shares
|
$36.2 Million
0.62% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
71,223
shares
|
$36.1 Million
6.5% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
71,172
shares
|
$36.1 Million
6.05% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
71,113
shares
|
$36.1 Million
5.36% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
71,082
shares
|
$36.1 Million
13.22% of portfolio
|
Q4 2024
Added 19.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
70,992
shares
|
$36 Million
2.22% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
70,940
shares
|
$36 Million
2.23% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
70,907
shares
|
$36 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
70,893
shares
|
$36 Million
1.04% of portfolio
|
Q3 2022
Added 3.19%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
70,864
shares
|
$36 Million
2.15% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
70,832
shares
|
$35.9 Million
1.89% of portfolio
|
Q4 2024
Added 12.98%
|
|