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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
472,040
shares
|
$198 Million
6.76% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
469,900
shares
|
$197 Million
7.51% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
467,770
shares
|
$197 Million
6.72% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
466,344
shares
|
$196 Million
6.95% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
462,487
shares
|
$194 Million
3.15% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
458,329
shares
|
$193 Million
0.46% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
454,055
shares
|
$191 Million
11.17% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Acr Alpine Capital Research, LLC
|
Nov 04, 2024 Q3 2024 |
451,237
shares
|
$190 Million
6.22% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
450,930
shares
|
$189 Million
5.97% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
450,043
shares
|
$189 Million
16.72% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
448,478
shares
|
$188 Million
2.79% of portfolio
|
Q2 2024
Added 7.89%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
447,143
shares
|
$188 Million
3.49% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
445,741
shares
|
$187 Million
5.58% of portfolio
|
Q2 2024
Added 11.57%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
445,256
shares
|
$187 Million
8.97% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
444,303
shares
|
$187 Million
2.1% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
443,390
shares
|
$186 Million
5.49% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
441,259
shares
|
$185 Million
5.18% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
438,846
shares
|
$184 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
438,455
shares
|
$184 Million
2.5% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
437,476
shares
|
$184 Million
1.42% of portfolio
|
Q2 2024
Added 52.6%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
436,564
shares
|
$183 Million
5.12% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
436,151
shares
|
$183 Million
4.03% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
435,764
shares
|
$183 Million
6.21% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
434,310
shares
|
$182 Million
4.92% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Close Asset Management LTD
|
Aug 07, 2024 Q2 2024 |
433,448
shares
|
$182 Million
6.59% of portfolio
|
Q2 2024
Added 3.05%
|