Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,489 institutions that hold shares in the stock, with a total of 5.16 Billion shares, which have been reported (via 13F filing form) to have a value of $2.32 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
338,286
shares
|
$152 Million
7.42% of portfolio
|
Q3 2022
Reduced 5.31%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
337,824
shares
|
$152 Million
6.42% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
337,636
shares
|
$152 Million
0.98% of portfolio
|
Q1 2025
Added 46.78%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
336,206
shares
|
$151 Million
3.45% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
335,097
shares
|
$151 Million
3.5% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
334,137
shares
|
$150 Million
2.31% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
332,408
shares
|
$149 Million
5.38% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
331,078
shares
|
$149 Million
2.63% of portfolio
|
Q4 2024
New holding
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
330,432
shares
|
$148 Million
3.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
329,248
shares
|
$148 Million
5.63% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
329,216
shares
|
$148 Million
1.13% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
328,304
shares
|
$147 Million
10.17% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
327,086
shares
|
$147 Million
13.11% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
326,812
shares
|
$147 Million
6.39% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
326,786
shares
|
$147 Million
2.65% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
326,290
shares
|
$147 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
325,271
shares
|
$146 Million
4.74% of portfolio
|
Q1 2025
Added 350.48%
|
|
|
Pensioenfonds Rail & Ov
|
Mar 07, 2025 Q3 2024 |
325,047
shares
|
$146 Million
9.7% of portfolio
|
Q3 2024
Added 140.69%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
324,854
shares
|
$146 Million
5.32% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
324,330
shares
|
$146 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
323,734
shares
|
$145 Million
1.92% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
323,518
shares
|
$145 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Focused Investors LLC
|
May 01, 2025 Q1 2025 |
323,500
shares
|
$145 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
322,488
shares
|
$145 Million
1.54% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
321,058
shares
|
$144 Million
6.36% of portfolio
|
Q1 2025
Added 2.42%
|