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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
135,402
shares
|
$68.7 Million
2.44% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
135,363
shares
|
$68.7 Million
0.75% of portfolio
|
Q2 2023
Reduced 2.8%
|
|
|
Oribel Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
135,100
shares
|
$68.6 Million
2.51% of portfolio
|
Q3 2025
Reduced 45.96%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
134,971
shares
|
$68.5 Million
2.8% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
134,853
shares
|
$68.4 Million
1.99% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
134,671
shares
|
$68.3 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
134,456
shares
|
$68.2 Million
3.19% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
133,919
shares
|
$68 Million
0.66% of portfolio
|
Q3 2022
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
133,767
shares
|
$67.9 Million
9.55% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
133,594
shares
|
$67.8 Million
6.83% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
133,161
shares
|
$67.6 Million
8.09% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
132,251
shares
|
$67.1 Million
3.78% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Academy Capital Management Inc
Waco, TX |
Dec 12, 2025 Q3 2025 |
132,135
shares
|
$67.1 Million
9.77% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
132,104
shares
|
$67 Million
6.47% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
132,059
shares
|
$67 Million
0.38% of portfolio
|
Q3 2025
Added 534.78%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
132,010
shares
|
$67 Million
3.29% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
131,644
shares
|
$66.8 Million
5.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Stony Point Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
131,047
shares
|
$66.5 Million
4.95% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
130,940
shares
|
$66.5 Million
2.7% of portfolio
|
Q3 2025
Added 32.22%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
130,555
shares
|
$66.3 Million
0.17% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
130,160
shares
|
$66.1 Million
4.64% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
129,957
shares
|
$66 Million
3.95% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
129,910
shares
|
$65.9 Million
9.2% of portfolio
|
Q1 2024
Added 373.36%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
129,887
shares
|
$65.9 Million
5.01% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
129,794
shares
|
$65.9 Million
2.13% of portfolio
|
Q2 2023
Reduced 1.17%
|
|