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 |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
167,603
shares
|
$75.3 Million
2.62% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
167,479
shares
|
$75.2 Million
0.94% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
167,444
shares
|
$75.2 Million
4.92% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Rdst Capital LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
167,220
shares
|
$75.1 Million
10.07% of portfolio
|
Q4 2024
Added 66.02%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
166,723
shares
|
$74.9 Million
4.1% of portfolio
|
Q3 2022
Added 61.57%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
166,497
shares
|
$74.8 Million
4.21% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
166,266
shares
|
$74.7 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
165,764
shares
|
$74.5 Million
2.24% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
165,602
shares
|
$74.4 Million
1.76% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Nzs Capital, LLC
Denver, CO |
May 14, 2025 Q1 2025 |
164,906
shares
|
$74.1 Million
3.17% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
164,837
shares
|
$74.1 Million
4.62% of portfolio
|
Q3 2021
Added 2.34%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
164,493
shares
|
$73.9 Million
4.31% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
164,088
shares
|
$73.7 Million
5.89% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
163,885
shares
|
$73.6 Million
4.18% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
163,867
shares
|
$73.6 Million
4.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
163,713
shares
|
$73.5 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
163,474
shares
|
$73.4 Million
4.16% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Ulysses Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,754
shares
|
$73.1 Million
11.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Soma Equity Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
162,644
shares
|
$73.1 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
162,642
shares
|
$73.1 Million
0.76% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
162,606
shares
|
$73.1 Million
9.86% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
162,589
shares
|
$73 Million
0.97% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
162,455
shares
|
$73 Million
4.58% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
162,012
shares
|
$72.8 Million
4.08% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
161,601
shares
|
$72.6 Million
6.07% of portfolio
|
Q1 2025
Reduced 0.96%
|