Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,471 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
131,586
shares
|
$59.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
131,323
shares
|
$59.5 Million
6.92% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
130,845
shares
|
$59.3 Million
5.92% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
129,910
shares
|
$58.9 Million
9.2% of portfolio
|
Q1 2024
Added 373.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
129,867
shares
|
$58.8 Million
3.17% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
129,794
shares
|
$58.8 Million
2.12% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
129,669
shares
|
$58.8 Million
1.97% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
129,538
shares
|
$58.7 Million
2.8% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
129,230
shares
|
$58.6 Million
12.1% of portfolio
|
Q3 2023
Added 5.3%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
129,081
shares
|
$58.5 Million
5.97% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
129,063
shares
|
$58.5 Million
0.45% of portfolio
|
Q2 2022
Added 5.73%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
128,299
shares
|
$58.1 Million
4.1% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
127,828
shares
|
$57.9 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
127,226
shares
|
$57.6 Million
3.97% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
126,907
shares
|
$57.5 Million
3.83% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
126,800
shares
|
$57.5 Million
5.6% of portfolio
|
Q1 2025
Added 203.7%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
126,561
shares
|
$57.3 Million
5.55% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
126,524
shares
|
$57.3 Million
4.04% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
126,495
shares
|
$57.3 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
126,183
shares
|
$57.2 Million
1.55% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
126,174
shares
|
$57.2 Million
2.63% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
126,173
shares
|
$57.2 Million
2.74% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
125,934
shares
|
$57.1 Million
5.42% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
125,372
shares
|
$56.8 Million
4.92% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
124,708
shares
|
$56.5 Million
2.67% of portfolio
|
Q1 2025
Added 0.28%
|