Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,792 institutions that hold shares in the stock, with a total of 5.12 Billion shares, which have been reported (via 13F filing form) to have a value of $2.15 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
214,663
shares
|
$91.3 Million
3.98% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
214,642
shares
|
$91.3 Million
3.24% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
214,340
shares
|
$91.2 Million
3.38% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
214,279
shares
|
$91.2 Million
5.32% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
213,392
shares
|
$90.8 Million
1.26% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
213,326
shares
|
$90.8 Million
4.63% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
211,914
shares
|
$90.2 Million
2.61% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
211,622
shares
|
$90 Million
7.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
211,618
shares
|
$90 Million
4.62% of portfolio
|
Q2 2024
Added 9.87%
|
|
|
Styrax Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
210,543
shares
|
$89.6 Million
7.2% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Oakmont Corp
|
Aug 01, 2024 Q2 2024 |
210,413
shares
|
$89.5 Million
20.69% of portfolio
|
Q2 2024
Added 17.87%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
210,208
shares
|
$89.4 Million
2.4% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
209,856
shares
|
$89.3 Million
3.77% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
209,388
shares
|
$89.1 Million
4.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
208,644
shares
|
$88.8 Million
4.01% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
208,634
shares
|
$88.8 Million
2.35% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
207,279
shares
|
$88.2 Million
4.84% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
206,981
shares
|
$88.1 Million
2.33% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
206,640
shares
|
$87.9 Million
10.82% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
205,736
shares
|
$87.5 Million
6.41% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
205,054
shares
|
$87.2 Million
5.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
204,859
shares
|
$87.2 Million
2.05% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
204,772
shares
|
$87.1 Million
4.97% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
202,902
shares
|
$86.3 Million
5.15% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
202,641
shares
|
$86.2 Million
6.95% of portfolio
|
Q3 2024
Reduced 0.54%
|