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 |
|---|---|---|---|---|---|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
440,500
shares
|
$198 Million
6.8% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
439,449
shares
|
$197 Million
4.55% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
439,103
shares
|
$197 Million
5.25% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
434,167
shares
|
$195 Million
4.38% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
433,787
shares
|
$195 Million
15.5% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
433,058
shares
|
$195 Million
4.28% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
432,422
shares
|
$194 Million
1.58% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
428,353
shares
|
$192 Million
1.94% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
428,145
shares
|
$192 Million
4.13% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
427,067
shares
|
$192 Million
3.86% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
422,124
shares
|
$190 Million
6.73% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$189 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
420,777
shares
|
$189 Million
5.94% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
420,623
shares
|
$189 Million
4.77% of portfolio
|
Q1 2025
Reduced 87.82%
|
|
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
Apr 28, 2025 Q1 2025 |
420,600
shares
|
$189 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
Apr 30, 2025 Q1 2025 |
420,600
shares
|
$189 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Harvard Management CO Inc
Boston, MA |
May 09, 2025 Q1 2025 |
420,000
shares
|
$189 Million
14.16% of portfolio
|
Q1 2025
Added 687.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
418,703
shares
|
$188 Million
2.15% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
417,520
shares
|
$188 Million
1.9% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
417,007
shares
|
$187 Million
5.33% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
Feb 14, 2025 Q4 2024 |
413,701
shares
|
$186 Million
5.6% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
411,620
shares
|
$185 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
408,014
shares
|
$183 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
406,461
shares
|
$183 Million
4.06% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
405,837
shares
|
$182 Million
5.25% of portfolio
|
Q1 2025
Reduced 26.47%
|