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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
50,847
shares
|
$25.8 Million
3.03% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
50,818
shares
|
$25.8 Million
1.34% of portfolio
|
Q3 2023
Reduced 15.17%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
50,796
shares
|
$25.8 Million
2.23% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
50,785
shares
|
$25.8 Million
1.18% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
50,783
shares
|
$25.8 Million
7.73% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
50,759
shares
|
$25.8 Million
2.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
50,725
shares
|
$25.7 Million
5.01% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
50,678
shares
|
$25.7 Million
6.23% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
50,586
shares
|
$25.7 Million
1.64% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
50,526
shares
|
$25.6 Million
1.39% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
50,421
shares
|
$25.6 Million
1.21% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
50,418
shares
|
$25.6 Million
7.9% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
50,362
shares
|
$25.6 Million
2.9% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
50,269
shares
|
$25.5 Million
10.32% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
50,208
shares
|
$25.5 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
50,195
shares
|
$25.5 Million
3.67% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
50,108
shares
|
$25.4 Million
10.87% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Nov 12, 2025 Q3 2025 |
50,100
shares
|
$25.4 Million
3.04% of portfolio
|
Q3 2025
Added 206.35%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
50,089
shares
|
$25.4 Million
9.74% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
50,014
shares
|
$25.4 Million
7.56% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$25.4 Million
1.2% of portfolio
|
Q3 2023
Reduced 9.09%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$25.4 Million
6.2% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
49,958
shares
|
$25.4 Million
3.21% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
49,940
shares
|
$25.3 Million
5.44% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
49,928
shares
|
$25.3 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.01%
|
|