Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,477 institutions that hold shares in the stock, with a total of 5.22 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
916,446
shares
|
$412 Million
4.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
913,284
shares
|
$410 Million
4.38% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
911,495
shares
|
$409 Million
4.85% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
909,409
shares
|
$409 Million
1.36% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
908,778
shares
|
$408 Million
4.97% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
908,352
shares
|
$408 Million
7.95% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
904,386
shares
|
$406 Million
4.54% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
904,205
shares
|
$406 Million
2.75% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
897,432
shares
|
$403 Million
3.98% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
897,145
shares
|
$403 Million
1.11% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
894,858
shares
|
$402 Million
4.55% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
889,142
shares
|
$399 Million
8.03% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Guardcap Asset Management LTD
London, X0 |
Feb 11, 2025 Q4 2024 |
887,410
shares
|
$399 Million
6.04% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
887,406
shares
|
$399 Million
8.06% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
887,379
shares
|
$399 Million
5.97% of portfolio
|
Q4 2024
New holding
|
|
|
Carmignac Gestion
Paris, I0 |
Feb 13, 2025 Q4 2024 |
882,565
shares
|
$397 Million
6.02% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
882,459
shares
|
$396 Million
2.27% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
881,514
shares
|
$396 Million
4.57% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
878,490
shares
|
$395 Million
9.71% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
875,879
shares
|
$393 Million
5.72% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
870,960
shares
|
$391 Million
5.67% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
856,336
shares
|
$385 Million
3.35% of portfolio
|
Q4 2024
Added 36.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
848,018
shares
|
$381 Million
3.11% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Troy Asset Management LTD
|
Feb 12, 2025 Q4 2024 |
847,778
shares
|
$381 Million
12.16% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Stockbridge Partners LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
846,730
shares
|
$380 Million
7.57% of portfolio
|
Q4 2024
Added 11.52%
|