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 |
|---|---|---|---|---|---|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
347,447
shares
|
$184 Million
5.64% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
346,573
shares
|
$183 Million
8.38% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
344,200
shares
|
$182 Million
2.07% of portfolio
|
Q2 2025
Reduced 77.89%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
343,166
shares
|
$182 Million
4.18% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
342,309
shares
|
$181 Million
2.41% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
340,227
shares
|
$180 Million
10.13% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
340,134
shares
|
$180 Million
2.44% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
338,488
shares
|
$179 Million
5.55% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
338,286
shares
|
$179 Million
7.42% of portfolio
|
Q3 2022
Reduced 5.31%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
335,792
shares
|
$178 Million
0.17% of portfolio
|
Q2 2025
Added 338.97%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
335,097
shares
|
$177 Million
3.5% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
334,758
shares
|
$177 Million
0.47% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
334,260
shares
|
$177 Million
6.23% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Aug 12, 2025 Q2 2025 |
332,849
shares
|
$176 Million
6.82% of portfolio
|
Q2 2025
Added 23.36%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
332,825
shares
|
$176 Million
2.1% of portfolio
|
Q2 2025
Added 494.07%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
332,258
shares
|
$176 Million
2.97% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
332,197
shares
|
$176 Million
6.56% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
331,900
shares
|
$176 Million
5.77% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
330,735
shares
|
$175 Million
3.4% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
326,812
shares
|
$173 Million
6.39% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
326,786
shares
|
$173 Million
2.65% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
326,326
shares
|
$173 Million
1.83% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
325,882
shares
|
$172 Million
3.86% of portfolio
|
Q2 2025
Added 141.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
325,731
shares
|
$172 Million
2.21% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
Pensioenfonds Rail & Ov
|
Mar 07, 2025 Q3 2024 |
325,047
shares
|
$172 Million
9.7% of portfolio
|
Q3 2024
Added 140.69%
|