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 |
|---|---|---|---|---|---|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
55,371
shares
|
$28.1 Million
6.76% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
55,286
shares
|
$28.1 Million
1.8% of portfolio
|
Q3 2025
Reduced 38.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
55,261
shares
|
$28 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
55,254
shares
|
$28 Million
1.18% of portfolio
|
Q3 2025
Reduced 38.43%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
55,178
shares
|
$28 Million
1.43% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
55,062
shares
|
$27.9 Million
8.68% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
55,034
shares
|
$27.9 Million
2.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
55,000
shares
|
$27.9 Million
7.65% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Hitchwood Capital Management LP
New York, NY |
May 12, 2023 Q1 2023 |
55,000
shares
|
$27.9 Million
8.63% of portfolio
|
Q1 2023
Reduced 62.07%
|
|
|
Nat West Group PLC
|
Oct 08, 2025 Q3 2025 |
54,934
shares
|
$27.9 Million
7.26% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
54,891
shares
|
$27.9 Million
15.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
54,832
shares
|
$27.8 Million
2.34% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
54,769
shares
|
$27.8 Million
6.64% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
54,763
shares
|
$27.8 Million
5.01% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
54,693
shares
|
$27.8 Million
4.67% of portfolio
|
Q1 2023
Added 80.44%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
54,583
shares
|
$27.7 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
54,583
shares
|
$27.7 Million
1.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
54,502
shares
|
$27.7 Million
0.88% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
54,456
shares
|
$27.6 Million
1.59% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
54,406
shares
|
$27.6 Million
3.32% of portfolio
|
Q4 2022
Reduced 7.88%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
54,314
shares
|
$27.6 Million
1.79% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
54,308
shares
|
$27.6 Million
3.26% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
54,300
shares
|
$27.6 Million
5.46% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
54,291
shares
|
$27.6 Million
8.26% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
54,215
shares
|
$27.5 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|