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 |
|---|---|---|---|---|---|
|
Atreides Management, LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
319,358
shares
|
$143 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
318,400
shares
|
$143 Million
5.21% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
317,775
shares
|
$143 Million
4.31% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
315,653
shares
|
$142 Million
10.37% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
314,831
shares
|
$141 Million
3.15% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
314,280
shares
|
$141 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
313,580
shares
|
$141 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
310,953
shares
|
$140 Million
0.38% of portfolio
|
Q1 2025
Reduced 46.16%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
309,763
shares
|
$139 Million
4.57% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
309,075
shares
|
$139 Million
1.84% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
308,479
shares
|
$139 Million
1.63% of portfolio
|
Q1 2025
Added 63.88%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
308,276
shares
|
$138 Million
3.07% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
307,770
shares
|
$138 Million
1.47% of portfolio
|
Q4 2022
Reduced 2.35%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
306,532
shares
|
$138 Million
4.4% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
305,714
shares
|
$137 Million
5.23% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
305,058
shares
|
$137 Million
3.12% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
304,904
shares
|
$137 Million
4.06% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
304,445
shares
|
$137 Million
3.92% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
301,259
shares
|
$135 Million
22.53% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
301,181
shares
|
$135 Million
5.1% of portfolio
|
Q1 2025
Reduced 23.25%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
300,791
shares
|
$135 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
299,969
shares
|
$135 Million
1.63% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
299,780
shares
|
$135 Million
3.28% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
299,253
shares
|
$134 Million
3.66% of portfolio
|
Q4 2023
Added 6.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
298,662
shares
|
$134 Million
1.71% of portfolio
|
Q1 2025
Reduced 7.52%
|