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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
263,474
shares
|
$118 Million
7.06% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
261,517
shares
|
$117 Million
4.32% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
260,212
shares
|
$117 Million
1.22% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
259,915
shares
|
$117 Million
4.68% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
259,837
shares
|
$117 Million
5.84% of portfolio
|
Q3 2023
Added 202.19%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
259,590
shares
|
$117 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
257,589
shares
|
$116 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Ami Asset Management Corp
|
Apr 23, 2025 Q1 2025 |
256,563
shares
|
$115 Million
5.8% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
256,523
shares
|
$115 Million
0.57% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
256,396
shares
|
$115 Million
4.64% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
256,189
shares
|
$115 Million
4.29% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
255,762
shares
|
$115 Million
6.44% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
253,782
shares
|
$114 Million
7.87% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
253,408
shares
|
$114 Million
5.98% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Caledonia Investments PLC
|
Apr 11, 2025 Q1 2025 |
253,317
shares
|
$114 Million
10.97% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
253,061
shares
|
$114 Million
1.99% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
251,402
shares
|
$113 Million
3.93% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
250,768
shares
|
$113 Million
1.45% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
250,439
shares
|
$113 Million
5.78% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
249,435
shares
|
$112 Million
8.4% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cypress Funds LLC
|
May 13, 2025 Q1 2025 |
249,049
shares
|
$112 Million
8.54% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
Scge Management, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
249,000
shares
|
$112 Million
2.12% of portfolio
|
Q4 2024
Reduced 77.26%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
247,070
shares
|
$111 Million
1.57% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
247,059
shares
|
$111 Million
6.15% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Investments LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
247,000
shares
|
$111 Million
5.83% of portfolio
|
Q4 2024
New holding
|