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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
192,183
shares
|
$86.3 Million
3.56% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
192,081
shares
|
$86.3 Million
2.58% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
191,793
shares
|
$86.2 Million
3.59% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
191,117
shares
|
$85.9 Million
1.22% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
190,971
shares
|
$85.8 Million
13.78% of portfolio
|
Q3 2023
Added 12691.09%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
190,483
shares
|
$85.6 Million
1.23% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
189,992
shares
|
$85.4 Million
8.17% of portfolio
|
Q2 2022
Reduced 1.08%
|
|
|
Sycomore Asset Management
|
May 14, 2025 Q1 2025 |
189,860
shares
|
$85.3 Million
11.62% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,262
shares
|
$85 Million
1.87% of portfolio
|
Q2 2020
Added 8.21%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
188,834
shares
|
$84.8 Million
3.4% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
188,169
shares
|
$84.5 Million
1.9% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
188,065
shares
|
$84.5 Million
2.25% of portfolio
|
Q1 2025
Added 61.56%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
187,447
shares
|
$84.2 Million
8.66% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
187,160
shares
|
$84.1 Million
3.14% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
186,586
shares
|
$83.8 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
186,468
shares
|
$83.8 Million
5.19% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
186,286
shares
|
$83.7 Million
7.42% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
186,266
shares
|
$83.7 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
186,191
shares
|
$83.6 Million
7.27% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
185,841
shares
|
$83.5 Million
4.73% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Campbell Newman Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
185,745
shares
|
$83.4 Million
6.27% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
185,581
shares
|
$83.4 Million
3.62% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
185,404
shares
|
$83.3 Million
3.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
185,155
shares
|
$83.2 Million
9.38% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
184,969
shares
|
$83.1 Million
4.11% of portfolio
|
Q1 2025
Added 4.59%
|