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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
103,673
shares
|
$52.6 Million
6.39% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
103,568
shares
|
$52.6 Million
3.26% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
103,554
shares
|
$52.6 Million
5.89% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
103,350
shares
|
$52.4 Million
7.19% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
103,065
shares
|
$52.3 Million
0.95% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
103,060
shares
|
$52.3 Million
4.42% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
103,057
shares
|
$52.3 Million
4.2% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
102,965
shares
|
$52.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
102,890
shares
|
$52.2 Million
4.31% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
102,724
shares
|
$52.1 Million
6.55% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
102,689
shares
|
$52.1 Million
9.37% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
102,568
shares
|
$52.1 Million
3.72% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
102,091
shares
|
$51.8 Million
10.41% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2025 Q3 2025 |
102,000
shares
|
$51.8 Million
5.75% of portfolio
|
Q1 2023
Reduced 4.67%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
101,901
shares
|
$51.7 Million
6.03% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
101,743
shares
|
$51.6 Million
1.38% of portfolio
|
Q3 2025
Added 204.53%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
101,673
shares
|
$51.6 Million
3.09% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
101,592
shares
|
$51.6 Million
3.62% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
101,406
shares
|
$51.5 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
101,333
shares
|
$51.4 Million
1.87% of portfolio
|
Q2 2022
Added 6.6%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
101,273
shares
|
$51.4 Million
3.42% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
100,992
shares
|
$51.3 Million
6.4% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
100,605
shares
|
$51.1 Million
7.38% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
100,584
shares
|
$51 Million
1.63% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100,406
shares
|
$51 Million
1.38% of portfolio
|
Q3 2025
Reduced 17.51%
|
|