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 |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
129,222
shares
|
$65.6 Million
7.63% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
129,063
shares
|
$65.5 Million
0.45% of portfolio
|
Q2 2022
Added 5.73%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
128,796
shares
|
$65.4 Million
1.35% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
128,772
shares
|
$65.4 Million
0.22% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Nellore Capital Management LLC
Palo Alto, CA |
Nov 14, 2025 Q3 2025 |
126,700
shares
|
$64.3 Million
7.23% of portfolio
|
Q3 2025
Reduced 6.98%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
126,546
shares
|
$64.2 Million
4.61% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
126,015
shares
|
$64 Million
4.58% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
125,934
shares
|
$63.9 Million
5.42% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Manchester Global Management (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
125,845
shares
|
$63.9 Million
8.57% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
125,801
shares
|
$63.8 Million
3.27% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
125,605
shares
|
$63.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
125,228
shares
|
$63.6 Million
6.79% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
125,225
shares
|
$63.6 Million
5.2% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
125,189
shares
|
$63.5 Million
2.3% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
125,035
shares
|
$63.5 Million
3.36% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
125,000
shares
|
$63.4 Million
1.89% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
124,703
shares
|
$63.3 Million
5.74% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
124,244
shares
|
$63.1 Million
9.1% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
124,227
shares
|
$63 Million
6.7% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
124,190
shares
|
$63 Million
1.36% of portfolio
|
Q3 2025
Added 23.19%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
123,966
shares
|
$62.9 Million
6.75% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
123,686
shares
|
$62.8 Million
0.86% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
123,135
shares
|
$62.5 Million
6.22% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122,853
shares
|
$62.3 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Summit Partners Public Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
122,733
shares
|
$62.3 Million
1.68% of portfolio
|
Q3 2025
Added 6.72%
|
|