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 |
|---|---|---|---|---|---|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
246,832
shares
|
$111 Million
11.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
244,294
shares
|
$110 Million
3.2% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
243,886
shares
|
$110 Million
7.28% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
243,682
shares
|
$109 Million
17.96% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Nzs Capital, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
242,302
shares
|
$109 Million
4.92% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
242,140
shares
|
$109 Million
3.92% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
242,057
shares
|
$109 Million
2.5% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
241,982
shares
|
$109 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Apr 08, 2025 Q1 2025 |
240,900
shares
|
$108 Million
9.57% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
240,352
shares
|
$108 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
239,639
shares
|
$108 Million
4.47% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
239,488
shares
|
$108 Million
6.73% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
239,475
shares
|
$108 Million
1.18% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
239,362
shares
|
$108 Million
7.97% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
237,568
shares
|
$107 Million
5.84% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
237,549
shares
|
$107 Million
4.87% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
237,203
shares
|
$107 Million
4.63% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
236,998
shares
|
$106 Million
5.81% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Homestead Advisers Corp
|
May 06, 2025 Q1 2025 |
236,787
shares
|
$106 Million
2.3% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
236,066
shares
|
$106 Million
2.22% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
235,432
shares
|
$106 Million
2.44% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
234,888
shares
|
$106 Million
4.31% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
234,375
shares
|
$105 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Marathon Asset Management LTD
|
Apr 24, 2025 Q1 2025 |
232,793
shares
|
$105 Million
3.28% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Feb 13, 2025 Q4 2024 |
230,000
shares
|
$103 Million
2.77% of portfolio
|
Q4 2024
New holding
|