Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,779 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
53,012
shares
|
$26.9 Million
4.86% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
52,957
shares
|
$26.9 Million
6.32% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
52,955
shares
|
$26.9 Million
5.88% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
52,907
shares
|
$26.8 Million
2.23% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
52,890
shares
|
$26.8 Million
1.87% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
52,887
shares
|
$26.8 Million
1.11% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
52,828
shares
|
$26.8 Million
4.71% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
52,811
shares
|
$26.8 Million
6.38% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
52,794
shares
|
$26.8 Million
1.9% of portfolio
|
Q3 2025
Added 74.55%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
52,785
shares
|
$26.8 Million
2.83% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
52,764
shares
|
$26.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 80.78%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
52,610
shares
|
$26.7 Million
3.59% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
52,606
shares
|
$26.7 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Canal Insurance CO
|
Oct 27, 2025 Q3 2025 |
52,500
shares
|
$26.6 Million
5.79% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
Dec 05, 2025 Q3 2025 |
52,500
shares
|
$26.6 Million
13.62% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
52,423
shares
|
$26.6 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 13, 2025 Q3 2025 |
52,334
shares
|
$26.6 Million
10.76% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
52,324
shares
|
$26.6 Million
5.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Dec 29, 2025 Q3 2025 |
52,306
shares
|
$26.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 78.91%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
52,258
shares
|
$26.5 Million
1.75% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 06, 2026 Q4 2025 |
52,194
shares
|
$26.5 Million
15.05% of portfolio
|
Q4 2025
Reduced 29.83%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
52,172
shares
|
$26.5 Million
6.74% of portfolio
|
Q4 2025
Added 12.43%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
52,144
shares
|
$26.5 Million
3.06% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
52,108
shares
|
$26.4 Million
1.05% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
52,037
shares
|
$26.4 Million
3.05% of portfolio
|
Q3 2025
Added 3.52%
|
|