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 |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
100,210
shares
|
$50.9 Million
4.11% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
100,093
shares
|
$50.8 Million
4.34% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
99,617
shares
|
$50.6 Million
3.12% of portfolio
|
Q3 2025
Added 51.65%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
99,607
shares
|
$50.5 Million
4.6% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
99,347
shares
|
$50.4 Million
5.17% of portfolio
|
Q3 2025
Reduced 71.57%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Nov 14, 2025 Q3 2025 |
99,000
shares
|
$50.2 Million
1.67% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
98,904
shares
|
$50.2 Million
5.27% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
98,782
shares
|
$50.1 Million
3.77% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
98,583
shares
|
$50 Million
4.25% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
98,581
shares
|
$50 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
98,515
shares
|
$50 Million
2.29% of portfolio
|
Q4 2022
Added 77.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
98,353
shares
|
$49.9 Million
4.16% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
98,256
shares
|
$49.9 Million
5.69% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
98,213
shares
|
$49.8 Million
3.43% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Meridiem Capital Partners LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
98,161
shares
|
$49.8 Million
3.25% of portfolio
|
Q3 2025
Added 624.92%
|
|
|
Steadfast Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
98,000
shares
|
$49.7 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
97,657
shares
|
$49.6 Million
8.71% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
97,637
shares
|
$49.5 Million
3.11% of portfolio
|
Q3 2025
Added 39.05%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
97,011
shares
|
$49.2 Million
8.1% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Coalescence Partners Investment Management, LP
New York, NY |
Oct 29, 2025 Q3 2025 |
96,374
shares
|
$48.9 Million
13.0% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
96,095
shares
|
$48.8 Million
4.19% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
96,001
shares
|
$48.7 Million
1.09% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
95,726
shares
|
$48.6 Million
5.35% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
95,580
shares
|
$48.5 Million
2.75% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
95,528
shares
|
$48.5 Million
1.8% of portfolio
|
Q3 2025
Added 90.78%
|
|