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 |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
91,442
shares
|
$46.4 Million
3.61% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
91,349
shares
|
$46.4 Million
4.26% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
91,276
shares
|
$46.3 Million
2.05% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
91,249
shares
|
$46.3 Million
1.85% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
91,127
shares
|
$46.2 Million
3.05% of portfolio
|
Q4 2023
Reduced 53.94%
|
|
|
Trybe Capital Management LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
91,107
shares
|
$46.2 Million
6.89% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
91,102
shares
|
$46.2 Million
4.25% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
91,100
shares
|
$46.2 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
91,095
shares
|
$46.2 Million
4.52% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
91,055
shares
|
$46.2 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Bwcp, LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
91,008
shares
|
$46.2 Million
10.2% of portfolio
|
Q3 2025
Added 81.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
90,908
shares
|
$46.1 Million
0.48% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
90,771
shares
|
$46.1 Million
2.94% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
90,727
shares
|
$46 Million
2.29% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 15, 2025 Q3 2025 |
90,721
shares
|
$46 Million
4.07% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
90,657
shares
|
$46 Million
0.73% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
90,453
shares
|
$45.9 Million
1.51% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
90,287
shares
|
$45.8 Million
2.24% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
90,062
shares
|
$45.7 Million
4.04% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
90,003
shares
|
$45.7 Million
5.33% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
89,961
shares
|
$45.7 Million
2.62% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
89,916
shares
|
$45.6 Million
2.89% of portfolio
|
Q3 2025
Reduced 42.44%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2025 Q3 2025 |
89,695
shares
|
$45.5 Million
6.14% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
89,650
shares
|
$45.5 Million
3.47% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
89,302
shares
|
$45.3 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.77%
|
|