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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
58,115
shares
|
$29.5 Million
3.71% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
57,985
shares
|
$29.4 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
57,964
shares
|
$29.4 Million
3.84% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
57,812
shares
|
$29.3 Million
3.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
57,787
shares
|
$29.3 Million
3.05% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
57,783
shares
|
$29.3 Million
3.29% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
57,722
shares
|
$29.3 Million
1.86% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
57,628
shares
|
$29.2 Million
4.63% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
57,592
shares
|
$29.2 Million
3.38% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
57,579
shares
|
$29.2 Million
7.07% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
57,574
shares
|
$29.2 Million
4.47% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
57,492
shares
|
$29.2 Million
2.79% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
57,331
shares
|
$29.1 Million
5.18% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
57,107
shares
|
$29 Million
1.39% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
57,106
shares
|
$29 Million
4.11% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
57,100
shares
|
$29 Million
1.58% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
56,943
shares
|
$28.9 Million
6.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
56,926
shares
|
$28.9 Million
2.74% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
56,718
shares
|
$28.8 Million
6.19% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
56,566
shares
|
$28.7 Million
3.37% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
56,565
shares
|
$28.7 Million
5.15% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
56,563
shares
|
$28.7 Million
0.84% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Symmetry Investments LP
|
Nov 14, 2025 Q3 2025 |
56,533
shares
|
$28.7 Million
2.47% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Eulav Asset Management
|
Oct 28, 2025 Q3 2025 |
56,532
shares
|
$28.7 Million
0.69% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
56,531
shares
|
$28.7 Million
1.44% of portfolio
|
Q3 2025
Added 104.41%
|
|