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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
200,865
shares
|
$102 Million
1.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200,569
shares
|
$102 Million
3.23% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
200,498
shares
|
$102 Million
1.19% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
200,474
shares
|
$102 Million
6.52% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
200,445
shares
|
$102 Million
6.7% of portfolio
|
Q3 2025
Added 21.68%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
200,331
shares
|
$102 Million
6.86% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Paralel Advisors LLC
|
Nov 03, 2025 Q3 2025 |
200,000
shares
|
$101 Million
4.14% of portfolio
|
Q3 2022
New holding
|
|
|
Senator Investment Group LP
New York, NY |
Nov 14, 2025 Q3 2025 |
200,000
shares
|
$101 Million
4.69% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
199,978
shares
|
$101 Million
2.05% of portfolio
|
Q3 2025
Added 34.53%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
199,841
shares
|
$101 Million
8.04% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
199,358
shares
|
$101 Million
1.11% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
199,000
shares
|
$101 Million
9.89% of portfolio
|
Q2 2023
Added 1374.07%
|
|
|
Cypress Funds LLC
|
Nov 07, 2025 Q3 2025 |
197,799
shares
|
$100 Million
13.42% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
196,720
shares
|
$99.8 Million
7.37% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
195,881
shares
|
$99.4 Million
1.43% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
195,179
shares
|
$99.1 Million
6.87% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
194,150
shares
|
$98.5 Million
2.61% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
194,134
shares
|
$98.5 Million
1.23% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
193,964
shares
|
$98.4 Million
3.29% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
193,857
shares
|
$98.4 Million
5.7% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
193,824
shares
|
$98.4 Million
4.25% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
193,141
shares
|
$98 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
192,848
shares
|
$97.9 Million
6.34% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
192,040
shares
|
$97.5 Million
4.66% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
191,764
shares
|
$97.3 Million
6.26% of portfolio
|
Q3 2025
Reduced 16.01%
|
|