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 |
|---|---|---|---|---|---|
|
Mig Capital, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
70,815
shares
|
$35.9 Million
5.95% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
70,811
shares
|
$35.9 Million
8.69% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
70,734
shares
|
$35.9 Million
3.14% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
70,694
shares
|
$35.9 Million
6.46% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
70,660
shares
|
$35.9 Million
2.67% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
70,583
shares
|
$35.8 Million
2.67% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
70,491
shares
|
$35.8 Million
8.43% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
70,453
shares
|
$35.8 Million
0.48% of portfolio
|
Q3 2025
Added 36.47%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
70,452
shares
|
$35.8 Million
3.3% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
70,450
shares
|
$35.8 Million
1.72% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
70,430
shares
|
$35.7 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
70,289
shares
|
$35.7 Million
2.38% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
70,250
shares
|
$35.7 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
70,185
shares
|
$35.6 Million
3.58% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
70,175
shares
|
$35.6 Million
5.53% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
70,084
shares
|
$35.6 Million
4.37% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
70,044
shares
|
$35.5 Million
1.25% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Proem Advisors LLC
|
Oct 30, 2025 Q3 2025 |
70,000
shares
|
$35.5 Million
4.23% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
70,000
shares
|
$35.5 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
69,984
shares
|
$35.5 Million
2.1% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
69,949
shares
|
$35.5 Million
5.51% of portfolio
|
Q2 2023
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
69,886
shares
|
$35.5 Million
3.64% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
69,856
shares
|
$35.5 Million
6.63% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
69,650
shares
|
$35.3 Million
0.83% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
69,632
shares
|
$35.3 Million
4.26% of portfolio
|
Q3 2025
Reduced 26.4%
|
|