Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,632 institutions that hold shares in the stock, with a total of 6.11 Billion shares, which have been reported (via 13F filing form) to have a value of $3.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
701,295
shares
|
$371 Million
6.6% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
700,470
shares
|
$371 Million
4.82% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
699,923
shares
|
$370 Million
4.88% of portfolio
|
Q3 2024
Added 13.95%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
697,926
shares
|
$369 Million
8.81% of portfolio
|
Q2 2025
Added 2752.64%
|
|
|
Srb Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
692,923
shares
|
$367 Million
20.68% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
692,369
shares
|
$366 Million
5.77% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
684,901
shares
|
$362 Million
6.24% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
675,603
shares
|
$358 Million
2.45% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
672,222
shares
|
$356 Million
3.98% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
666,134
shares
|
$353 Million
4.21% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
664,529
shares
|
$352 Million
45.44% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ccla Investment Management LTD
London, X0 |
Aug 01, 2025 Q2 2025 |
664,212
shares
|
$352 Million
0.26% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
662,102
shares
|
$350 Million
2.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
659,548
shares
|
$349 Million
2.71% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
654,496
shares
|
$346 Million
3.88% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
653,037
shares
|
$346 Million
30.83% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
652,480
shares
|
$345 Million
6.39% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
651,507
shares
|
$345 Million
7.3% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
649,632
shares
|
$344 Million
5.58% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
646,907
shares
|
$342 Million
7.15% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
646,720
shares
|
$342 Million
3.07% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
644,587
shares
|
$341 Million
2.19% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
642,282
shares
|
$340 Million
5.78% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
639,230
shares
|
$338 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
637,198
shares
|
$337 Million
5.88% of portfolio
|
Q2 2025
Added 1.83%
|