Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
882,139
shares
|
$371 Million
3.38% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
872,277
shares
|
$367 Million
0.65% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
870,103
shares
|
$366 Million
1.27% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
868,684
shares
|
$365 Million
11.44% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
866,672
shares
|
$364 Million
3.56% of portfolio
|
Q2 2024
Added 38.73%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
862,097
shares
|
$362 Million
9.18% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 14, 2024 Q2 2024 |
860,416
shares
|
$362 Million
5.22% of portfolio
|
Q2 2024
Added 6.09%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2024 Q2 2024 |
851,946
shares
|
$358 Million
3.72% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
850,724
shares
|
$357 Million
9.34% of portfolio
|
Q2 2024
Added 9.76%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2024 Q2 2024 |
850,337
shares
|
$357 Million
2.15% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
843,804
shares
|
$355 Million
8.16% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
835,356
shares
|
$351 Million
0.97% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
829,883
shares
|
$349 Million
1.54% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Aug 13, 2024 Q2 2024 |
828,000
shares
|
$348 Million
19.18% of portfolio
|
Q2 2024
Reduced 29.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
818,913
shares
|
$344 Million
2.72% of portfolio
|
Q2 2024
Added 9.64%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 13, 2024 Q2 2024 |
809,392
shares
|
$340 Million
8.16% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
805,490
shares
|
$338 Million
4.96% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Bristol John W & CO Inc
|
Aug 14, 2024 Q2 2024 |
798,115
shares
|
$335 Million
5.87% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
795,207
shares
|
$334 Million
4.91% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
791,376
shares
|
$333 Million
3.86% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
791,058
shares
|
$332 Million
6.33% of portfolio
|
Q2 2024
Added 4.6%
|
|
|
Findlay Park Partners LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
789,810
shares
|
$332 Million
3.5% of portfolio
|
Q3 2024
Reduced 40.61%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
782,535
shares
|
$329 Million
9.67% of portfolio
|
Q3 2021
Added 6.85%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
781,964
shares
|
$329 Million
6.53% of portfolio
|
Q2 2024
Reduced 40.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
773,105
shares
|
$325 Million
6.56% of portfolio
|
Q2 2024
Added 10.89%
|