Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,783 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
35,063
shares
|
$17.8 Million
1.72% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
35,041
shares
|
$17.8 Million
2.67% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 14, 2025 Q3 2025 |
35,035
shares
|
$17.8 Million
6.83% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
35,030
shares
|
$17.8 Million
2.08% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
First Sabrepoint Capital Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
35,000
shares
|
$17.8 Million
7.77% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
3 G Capital Partners LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35,000
shares
|
$17.8 Million
4.99% of portfolio
|
Q3 2025
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
34,995
shares
|
$17.8 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
34,890
shares
|
$17.7 Million
1.57% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Hound Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,888
shares
|
$17.7 Million
2.4% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 05, 2025 Q3 2025 |
34,840
shares
|
$17.7 Million
7.66% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
34,839
shares
|
$17.7 Million
2.92% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
34,741
shares
|
$17.6 Million
4.38% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
34,677
shares
|
$17.6 Million
3.23% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
34,607
shares
|
$17.6 Million
4.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
34,592
shares
|
$17.6 Million
2.65% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
34,588
shares
|
$17.6 Million
2.25% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
34,562
shares
|
$17.5 Million
2.9% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
34,547
shares
|
$17.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
34,536
shares
|
$17.5 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
34,488
shares
|
$17.5 Million
4.8% of portfolio
|
Q3 2025
Added 47.11%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
34,468
shares
|
$17.5 Million
8.13% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
34,466
shares
|
$17.5 Million
1.72% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
34,466
shares
|
$17.5 Million
3.63% of portfolio
|
Q3 2025
Added 311.78%
|
|
|
North Point Portfolio Managers Corp
|
Oct 23, 2025 Q3 2025 |
34,459
shares
|
$17.5 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
34,450
shares
|
$17.5 Million
5.88% of portfolio
|
Q4 2023
Added 6.06%
|
|