Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
37,309
shares
|
$18.9 Million
1.74% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
37,251
shares
|
$18.9 Million
5.39% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
37,220
shares
|
$18.9 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
37,216
shares
|
$18.9 Million
1.46% of portfolio
|
Q2 2023
Added 2.61%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
37,145
shares
|
$18.9 Million
5.18% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
37,088
shares
|
$18.8 Million
5.61% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
37,068
shares
|
$18.8 Million
3.19% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,053
shares
|
$18.8 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
37,047
shares
|
$18.8 Million
7.6% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
37,000
shares
|
$18.8 Million
2.73% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
36,965
shares
|
$18.8 Million
5.28% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
36,960
shares
|
$18.8 Million
12.35% of portfolio
|
Q2 2023
Reduced 10.6%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
36,942
shares
|
$18.7 Million
4.73% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
36,856
shares
|
$18.7 Million
6.65% of portfolio
|
Q4 2023
Reduced 60.71%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
36,853
shares
|
$18.7 Million
3.97% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
36,819
shares
|
$18.7 Million
5.11% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
36,786
shares
|
$18.7 Million
4.42% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
36,760
shares
|
$18.7 Million
1.58% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
36,735
shares
|
$18.6 Million
4.12% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
36,680
shares
|
$18.6 Million
1.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,662
shares
|
$18.6 Million
7.57% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
36,558
shares
|
$18.6 Million
3.85% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
36,554
shares
|
$18.6 Million
5.75% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
36,514
shares
|
$18.5 Million
3.41% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Maytus Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,480
shares
|
$18.5 Million
4.33% of portfolio
|
Q3 2025
Reduced 38.92%
|
|