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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
95,462
shares
|
$48.4 Million
6.25% of portfolio
|
Q3 2025
Reduced 13.81%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
95,462
shares
|
$48.4 Million
3.47% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
95,364
shares
|
$48.4 Million
4.91% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
95,035
shares
|
$48.2 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
94,940
shares
|
$48.2 Million
1.97% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Pennant Investors, LP
Summit, NJ |
Nov 14, 2025 Q3 2025 |
94,600
shares
|
$48 Million
18.11% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
94,079
shares
|
$47.7 Million
6.38% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
93,835
shares
|
$47.6 Million
3.2% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
93,776
shares
|
$47.6 Million
3.58% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ten Core Partners, LP
New York, NY |
Nov 05, 2025 Q3 2025 |
93,541
shares
|
$47.5 Million
22.44% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
93,404
shares
|
$47.4 Million
6.97% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
93,191
shares
|
$47.3 Million
5.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
92,842
shares
|
$47.1 Million
2.9% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Rwwm, Inc.
Rocklin, CA |
Nov 03, 2025 Q3 2025 |
92,841
shares
|
$47.1 Million
3.43% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
92,710
shares
|
$47 Million
2.19% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
92,579
shares
|
$47 Million
3.35% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
92,533
shares
|
$47 Million
3.42% of portfolio
|
Q3 2025
Reduced 14.13%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
92,423
shares
|
$46.9 Million
3.36% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
92,313
shares
|
$46.8 Million
3.59% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
92,179
shares
|
$46.8 Million
1.69% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
92,163
shares
|
$46.8 Million
21.41% of portfolio
|
Q3 2025
Reduced 14.01%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
92,107
shares
|
$46.7 Million
3.48% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
91,939
shares
|
$46.7 Million
4.4% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
91,937
shares
|
$46.7 Million
6.95% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
91,935
shares
|
$46.7 Million
8.99% of portfolio
|
Q3 2025
Reduced 1.0%
|
|