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 |
|---|---|---|---|---|---|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
148,141
shares
|
$75.2 Million
4.3% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
148,114
shares
|
$75.2 Million
6.57% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$75 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
147,845
shares
|
$75 Million
8.33% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
147,574
shares
|
$74.9 Million
2.97% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
147,224
shares
|
$74.7 Million
3.29% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
147,158
shares
|
$74.7 Million
5.46% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
146,073
shares
|
$74.1 Million
6.46% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
145,625
shares
|
$73.9 Million
5.12% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Baskin Financial Services Inc.
|
Oct 09, 2025 Q3 2025 |
145,066
shares
|
$73.6 Million
5.52% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
144,731
shares
|
$73.4 Million
4.49% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
144,156
shares
|
$73.2 Million
5.07% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
144,006
shares
|
$73.1 Million
4.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
143,774
shares
|
$73 Million
5.49% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
143,341
shares
|
$72.7 Million
4.53% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
143,299
shares
|
$72.7 Million
2.79% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
142,833
shares
|
$72.5 Million
12.43% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
142,818
shares
|
$72.5 Million
7.3% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
141,930
shares
|
$72 Million
7.21% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
141,335
shares
|
$71.7 Million
3.42% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
141,291
shares
|
$71.7 Million
2.98% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
141,192
shares
|
$71.7 Million
5.36% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
140,964
shares
|
$71.5 Million
1.99% of portfolio
|
Q4 2023
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
140,701
shares
|
$71.4 Million
5.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
140,611
shares
|
$71.4 Million
2.75% of portfolio
|
Q3 2025
Added 28.43%
|
|