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 |
|---|---|---|---|---|---|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
335,747
shares
|
$170 Million
5.4% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
335,547
shares
|
$170 Million
0.49% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
335,097
shares
|
$170 Million
3.5% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
334,756
shares
|
$170 Million
1.8% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
333,855
shares
|
$169 Million
2.99% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
332,849
shares
|
$169 Million
6.82% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
332,575
shares
|
$169 Million
29.59% of portfolio
|
Q3 2025
Reduced 49.95%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
331,900
shares
|
$168 Million
5.75% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
330,554
shares
|
$168 Million
3.27% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
330,434
shares
|
$168 Million
4.61% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Oak Ridge Investments LLC
|
Oct 29, 2025 Q3 2025 |
330,184
shares
|
$168 Million
11.41% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
328,572
shares
|
$167 Million
6.6% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
326,812
shares
|
$166 Million
6.39% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
326,786
shares
|
$166 Million
2.65% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
326,592
shares
|
$166 Million
7.19% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Pensioenfonds Rail & Ov
|
Mar 07, 2025 Q3 2024 |
325,047
shares
|
$165 Million
9.7% of portfolio
|
Q3 2024
Added 140.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
324,959
shares
|
$165 Million
1.66% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
324,930
shares
|
$165 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
324,861
shares
|
$165 Million
3.71% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
324,723
shares
|
$165 Million
6.38% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
324,027
shares
|
$164 Million
10.21% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
323,714
shares
|
$164 Million
0.7% of portfolio
|
Q3 2025
Reduced 65.08%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
322,656
shares
|
$164 Million
3.93% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
321,516
shares
|
$163 Million
3.74% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
320,138
shares
|
$162 Million
4.74% of portfolio
|
Q3 2025
Reduced 0.36%
|
|