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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
687,532
shares
|
$309 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
684,738
shares
|
$308 Million
7.38% of portfolio
|
Q1 2025
Added 56.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
682,974
shares
|
$307 Million
2.22% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
682,389
shares
|
$307 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
681,515
shares
|
$306 Million
39.29% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
676,201
shares
|
$304 Million
4.74% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Burgundy Asset Management Ltd.
Toronto, A6 |
Feb 18, 2025 Q4 2024 |
675,708
shares
|
$304 Million
2.97% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
672,000
shares
|
$302 Million
6.26% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
671,373
shares
|
$302 Million
3.84% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
667,036
shares
|
$300 Million
1.33% of portfolio
|
Q4 2024
Reduced 23.34%
|
|
|
Armstrong Henry H Associates Inc
|
Apr 08, 2025 Q1 2025 |
665,373
shares
|
$299 Million
24.39% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
661,318
shares
|
$297 Million
3.19% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
661,117
shares
|
$297 Million
5.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
660,927
shares
|
$297 Million
8.81% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
659,693
shares
|
$296 Million
0.52% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
659,451
shares
|
$296 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
655,665
shares
|
$295 Million
1.6% of portfolio
|
Q4 2024
Reduced 44.63%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
650,985
shares
|
$292 Million
5.92% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Voyager Global Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
650,000
shares
|
$292 Million
11.05% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
646,720
shares
|
$291 Million
3.07% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
645,237
shares
|
$290 Million
5.96% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
644,698
shares
|
$290 Million
4.38% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
643,203
shares
|
$289 Million
5.86% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Crake Asset Management LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
641,473
shares
|
$288 Million
29.17% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
638,382
shares
|
$287 Million
4.75% of portfolio
|
Q1 2025
Added 0.16%
|