Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,632 institutions that hold shares in the stock, with a total of 6.11 Billion shares, which have been reported (via 13F filing form) to have a value of $3.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
445,256
shares
|
$236 Million
8.97% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
444,957
shares
|
$235 Million
6.83% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
444,374
shares
|
$235 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
443,456
shares
|
$235 Million
3.67% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
442,371
shares
|
$234 Million
5.7% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Locust Wood Capital Advisers, LLC
|
Aug 13, 2025 Q2 2025 |
441,957
shares
|
$234 Million
6.9% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
439,635
shares
|
$233 Million
3.32% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
435,876
shares
|
$231 Million
1.76% of portfolio
|
Q1 2025
Added 554.22%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
435,572
shares
|
$231 Million
5.15% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
434,400
shares
|
$230 Million
8.12% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
434,241
shares
|
$230 Million
6.4% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
433,952
shares
|
$230 Million
6.28% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
432,422
shares
|
$229 Million
1.58% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
428,976
shares
|
$227 Million
1.06% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
428,145
shares
|
$227 Million
4.13% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
427,102
shares
|
$226 Million
18.52% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
425,967
shares
|
$225 Million
5.59% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
425,183
shares
|
$225 Million
3.84% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
424,749
shares
|
$225 Million
2.67% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$223 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
Apr 28, 2025 Q1 2025 |
420,600
shares
|
$223 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
418,522
shares
|
$221 Million
7.88% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
417,770
shares
|
$221 Million
4.52% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
417,304
shares
|
$221 Million
3.65% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
414,977
shares
|
$220 Million
7.06% of portfolio
|
Q2 2025
Reduced 1.38%
|