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 |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
250,698
shares
|
$127 Million
3.23% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
250,603
shares
|
$127 Million
1.01% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
250,101
shares
|
$127 Million
8.62% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
249,028
shares
|
$126 Million
7.21% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 20, 2025 Q3 2025 |
248,931
shares
|
$126 Million
6.54% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
247,697
shares
|
$126 Million
5.39% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
247,662
shares
|
$126 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2025 Q3 2025 |
247,472
shares
|
$126 Million
10.85% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
245,624
shares
|
$125 Million
9.53% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
244,799
shares
|
$124 Million
8.25% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
243,041
shares
|
$123 Million
4.14% of portfolio
|
Q3 2025
Added 104.8%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
242,751
shares
|
$123 Million
4.17% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
242,034
shares
|
$123 Million
2.91% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Oct 07, 2025 Q3 2025 |
240,900
shares
|
$122 Million
12.43% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Mkp Capital Management, L.L.C.
New York, NY |
Nov 12, 2025 Q3 2025 |
240,800
shares
|
$122 Million
4.83% of portfolio
|
Q3 2025
Added 129.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
240,514
shares
|
$122 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
239,330
shares
|
$121 Million
4.23% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Empire Life Investments Inc.
|
Nov 12, 2025 Q3 2025 |
239,254
shares
|
$121 Million
7.53% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Select Equity Group, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
239,171
shares
|
$121 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
238,768
shares
|
$121 Million
4.74% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ami Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
238,643
shares
|
$121 Million
7.2% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
237,516
shares
|
$121 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
237,325
shares
|
$120 Million
2.72% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
236,910
shares
|
$120 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
236,723
shares
|
$120 Million
6.89% of portfolio
|
Q3 2025
Reduced 2.06%
|
|