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 |
|---|---|---|---|---|---|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
432,422
shares
|
$182 Million
1.58% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2024 Q2 2024 |
431,630
shares
|
$181 Million
0.74% of portfolio
|
Q2 2024
Reduced 18.01%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
431,227
shares
|
$181 Million
3.49% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2024 Q2 2024 |
430,730
shares
|
$181 Million
8.69% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
430,075
shares
|
$181 Million
6.01% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Crake Asset Management LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
429,073
shares
|
$180 Million
15.29% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
428,145
shares
|
$180 Million
4.13% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
427,365
shares
|
$180 Million
5.63% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
425,965
shares
|
$179 Million
4.6% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$177 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
419,853
shares
|
$176 Million
6.74% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
419,518
shares
|
$176 Million
2.32% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
418,669
shares
|
$176 Million
3.86% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
418,563
shares
|
$176 Million
5.71% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
412,723
shares
|
$173 Million
2.06% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
411,498
shares
|
$173 Million
2.45% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
410,902
shares
|
$173 Million
8.53% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
410,646
shares
|
$173 Million
0.36% of portfolio
|
Q2 2024
Added 130.21%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
408,229
shares
|
$172 Million
5.23% of portfolio
|
Q2 2024
New holding
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
406,703
shares
|
$171 Million
7.47% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
406,015
shares
|
$171 Million
5.39% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
405,134
shares
|
$170 Million
4.05% of portfolio
|
Q2 2024
Added 59.56%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
404,789
shares
|
$170 Million
5.24% of portfolio
|
Q3 2022
Added 1.3%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
404,124
shares
|
$170 Million
2.82% of portfolio
|
Q3 2022
Reduced 2.42%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
401,867
shares
|
$169 Million
4.25% of portfolio
|
Q2 2024
Reduced 0.04%
|