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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
846,015
shares
|
$380 Million
10.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
845,979
shares
|
$380 Million
3.55% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
835,356
shares
|
$375 Million
0.97% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
833,386
shares
|
$374 Million
5.59% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
830,878
shares
|
$373 Million
5.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
824,734
shares
|
$371 Million
0.08% of portfolio
|
Q4 2024
Reduced 56.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
823,027
shares
|
$370 Million
2.02% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
818,188
shares
|
$368 Million
0.33% of portfolio
|
Q4 2024
Added 38.26%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
818,083
shares
|
$368 Million
2.94% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
816,331
shares
|
$367 Million
7.5% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Apr 11, 2025 Q1 2025 |
809,388
shares
|
$364 Million
8.07% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
805,490
shares
|
$362 Million
4.96% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
805,082
shares
|
$362 Million
7.35% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
801,439
shares
|
$360 Million
2.96% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
794,107
shares
|
$357 Million
2.98% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
788,622
shares
|
$354 Million
9.99% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Bristol John W & CO Inc
|
Feb 26, 2025 Q4 2024 |
784,197
shares
|
$352 Million
5.83% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
784,164
shares
|
$352 Million
3.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Findlay Park Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
783,410
shares
|
$352 Million
3.6% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
782,535
shares
|
$352 Million
9.67% of portfolio
|
Q3 2021
Added 6.85%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
780,126
shares
|
$350 Million
8.1% of portfolio
|
Q4 2024
New holding
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
779,461
shares
|
$350 Million
5.85% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
779,299
shares
|
$350 Million
7.56% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
778,127
shares
|
$350 Million
3.24% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
767,392
shares
|
$345 Million
5.61% of portfolio
|
Q4 2024
Added 0.54%
|