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 |
---|---|---|---|---|---|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
638,000
shares
|
$268 Million
5.15% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
637,095
shares
|
$268 Million
7.26% of portfolio
|
Q2 2024
Added 0.15%
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
636,492
shares
|
$267 Million
5.39% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
635,153
shares
|
$267 Million
6.43% of portfolio
|
Q3 2024
Added 0.39%
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
626,225
shares
|
$263 Million
5.47% of portfolio
|
Q3 2024
Added 0.19%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
626,119
shares
|
$263 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
625,401
shares
|
$263 Million
5.85% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
624,875
shares
|
$263 Million
3.01% of portfolio
|
Q3 2024
Added 10.47%
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
621,354
shares
|
$261 Million
1.95% of portfolio
|
Q2 2024
Added 3.18%
|
|
Bamco Inc
New York, NY |
Aug 14, 2024 Q2 2024 |
620,929
shares
|
$261 Million
0.81% of portfolio
|
Q2 2024
Added 5.8%
|
|
Foxhaven Asset Management, LP
Charlottesville, VA |
Aug 14, 2024 Q2 2024 |
619,560
shares
|
$260 Million
8.68% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
618,084
shares
|
$260 Million
3.06% of portfolio
|
Q2 2024
Added 19.27%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
608,990
shares
|
$256 Million
2.36% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
603,146
shares
|
$253 Million
6.78% of portfolio
|
Q3 2024
Added 1.21%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
601,639
shares
|
$253 Million
2.56% of portfolio
|
Q2 2024
Added 131.12%
|
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
Aug 14, 2024 Q2 2024 |
600,646
shares
|
$252 Million
11.08% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Aug 14, 2024 Q2 2024 |
600,004
shares
|
$252 Million
5.29% of portfolio
|
Q2 2024
Added 226.39%
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
598,682
shares
|
$252 Million
1.8% of portfolio
|
Q3 2024
Added 0.24%
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
595,309
shares
|
$250 Million
4.92% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
594,644
shares
|
$250 Million
0.65% of portfolio
|
Q2 2024
Added 42.63%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
591,503
shares
|
$249 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
590,823
shares
|
$248 Million
3.16% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
590,666
shares
|
$248 Million
5.84% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 05, 2024 Q3 2024 |
588,702
shares
|
$247 Million
10.87% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
581,398
shares
|
$244 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.54%
|