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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Palestra Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
298,553
shares
|
$134 Million
4.1% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
297,898
shares
|
$134 Million
1.81% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
297,062
shares
|
$133 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
296,785
shares
|
$133 Million
2.61% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
294,069
shares
|
$132 Million
3.58% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
293,887
shares
|
$132 Million
9.37% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
292,745
shares
|
$132 Million
2.14% of portfolio
|
Q4 2022
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
292,213
shares
|
$131 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
289,503
shares
|
$130 Million
1.99% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
288,455
shares
|
$130 Million
6.58% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
288,299
shares
|
$130 Million
5.31% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
287,654
shares
|
$129 Million
5.2% of portfolio
|
Q2 2022
Added 4.9%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
287,022
shares
|
$129 Million
7.01% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
286,614
shares
|
$129 Million
1.41% of portfolio
|
Q1 2025
Added 5456.69%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
286,446
shares
|
$129 Million
2.31% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
286,079
shares
|
$129 Million
4.89% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
285,518
shares
|
$128 Million
2.49% of portfolio
|
Q1 2025
Added 51.19%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
285,500
shares
|
$128 Million
4.0% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
283,380
shares
|
$127 Million
5.26% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
281,944
shares
|
$127 Million
4.74% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
280,471
shares
|
$126 Million
3.28% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
279,631
shares
|
$126 Million
4.04% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
279,364
shares
|
$126 Million
1.44% of portfolio
|
Q4 2024
Added 9.09%
|