Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,498 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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
148,517
shares
|
$66.7 Million
3.34% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
148,268
shares
|
$66.6 Million
1.84% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Nellore Capital Management LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
148,200
shares
|
$66.6 Million
8.31% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
147,989
shares
|
$66.5 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$66.4 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
147,562
shares
|
$66.3 Million
4.5% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
147,224
shares
|
$66.1 Million
3.29% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Waycross Partners, LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
146,143
shares
|
$65.7 Million
6.16% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
146,141
shares
|
$65.7 Million
4.51% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
146,131
shares
|
$65.7 Million
4.11% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
146,021
shares
|
$65.6 Million
11.54% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
145,921
shares
|
$65.6 Million
1.41% of portfolio
|
Q4 2024
Added 191.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
145,618
shares
|
$65.4 Million
1.42% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
145,565
shares
|
$65.4 Million
0.19% of portfolio
|
Q1 2025
Added 87.62%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
144,017
shares
|
$64.7 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
143,983
shares
|
$64.7 Million
9.34% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
143,662
shares
|
$64.5 Million
4.87% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
143,085
shares
|
$64.3 Million
6.29% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
142,637
shares
|
$64.1 Million
2.57% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
142,281
shares
|
$63.9 Million
3.11% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
142,196
shares
|
$63.9 Million
7.79% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
141,888
shares
|
$63.7 Million
4.66% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
141,578
shares
|
$63.6 Million
4.05% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
140,964
shares
|
$63.3 Million
1.99% of portfolio
|
Q4 2023
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
140,596
shares
|
$63.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.69%
|