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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
175,581
shares
|
$78.9 Million
5.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
175,267
shares
|
$78.7 Million
5.55% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Senator Investment Group LP
New York, NY |
May 13, 2025 Q1 2025 |
175,000
shares
|
$78.6 Million
4.0% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
174,436
shares
|
$78.4 Million
4.41% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
174,392
shares
|
$78.3 Million
6.93% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
174,183
shares
|
$78.3 Million
3.99% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
174,061
shares
|
$78.2 Million
6.36% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Corvex Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
173,661
shares
|
$78 Million
2.56% of portfolio
|
Q3 2023
Added 210.33%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
173,594
shares
|
$78 Million
3.07% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
173,485
shares
|
$77.9 Million
5.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
172,984
shares
|
$77.7 Million
5.38% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
172,946
shares
|
$77.7 Million
3.69% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
172,387
shares
|
$77.4 Million
18.69% of portfolio
|
Q3 2022
Added 3.53%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
172,096
shares
|
$77.3 Million
5.77% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
171,841
shares
|
$77.2 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
170,319
shares
|
$76.5 Million
6.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trb Advisors LP
New York, NY |
Apr 22, 2025 Q1 2025 |
170,000
shares
|
$76.4 Million
31.32% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
169,101
shares
|
$76 Million
6.26% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
168,994
shares
|
$75.9 Million
2.69% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
168,421
shares
|
$75.7 Million
2.39% of portfolio
|
Q1 2025
Added 92.29%
|
|
|
Berkley W R Corp
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
168,400
shares
|
$75.7 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
168,336
shares
|
$75.6 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
168,303
shares
|
$75.6 Million
6.49% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
168,253
shares
|
$75.6 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
167,756
shares
|
$75.4 Million
11.06% of portfolio
|
Q4 2024
New holding
|