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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,047
shares
|
$60.4 Million
0.77% of portfolio
|
Q3 2022
Added 157.67%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
118,905
shares
|
$60.3 Million
6.93% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
118,530
shares
|
$60.2 Million
13.07% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
118,404
shares
|
$60.1 Million
2.67% of portfolio
|
Q3 2025
Reduced 60.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
118,075
shares
|
$59.9 Million
3.09% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
117,599
shares
|
$59.7 Million
2.85% of portfolio
|
Q3 2023
Added 22.07%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
117,403
shares
|
$59.6 Million
5.2% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
117,333
shares
|
$59.5 Million
4.08% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
117,331
shares
|
$59.5 Million
2.87% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
117,213
shares
|
$59.5 Million
4.55% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,164
shares
|
$59.5 Million
5.98% of portfolio
|
Q3 2024
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
117,025
shares
|
$59.4 Million
4.31% of portfolio
|
Q3 2025
Added 88.78%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
116,120
shares
|
$58.9 Million
0.3% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
116,004
shares
|
$58.9 Million
5.53% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
115,907
shares
|
$58.8 Million
2.16% of portfolio
|
Q2 2024
Added 22.47%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
115,887
shares
|
$58.8 Million
5.79% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
115,880
shares
|
$58.8 Million
10.43% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
115,694
shares
|
$58.7 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
115,655
shares
|
$58.7 Million
7.95% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
115,594
shares
|
$58.7 Million
5.04% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
115,447
shares
|
$58.6 Million
5.18% of portfolio
|
Q3 2025
Reduced 43.64%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
115,263
shares
|
$58.5 Million
4.15% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
115,225
shares
|
$58.5 Million
5.48% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
115,060
shares
|
$58.4 Million
5.98% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
114,906
shares
|
$58.3 Million
5.23% of portfolio
|
Q3 2025
Reduced 0.94%
|
|