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 |
|---|---|---|---|---|---|
|
Greenbrier Partners Capital Management, LLC
|
May 15, 2025 Q1 2025 |
119,843
shares
|
$54.3 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
119,440
shares
|
$54.1 Million
5.19% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
119,047
shares
|
$53.9 Million
0.77% of portfolio
|
Q3 2022
Added 157.67%
|
|
|
C Partners Holding Gmb H
Zurich, V8 |
May 15, 2025 Q1 2025 |
118,883
shares
|
$53.9 Million
12.54% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
118,650
shares
|
$53.8 Million
4.22% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
118,351
shares
|
$53.6 Million
1.44% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
United American Securities Inc. (D
New York, NY |
May 15, 2025 Q1 2025 |
118,324
shares
|
$53.6 Million
10.68% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
118,285
shares
|
$53.6 Million
12.5% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
117,898
shares
|
$53.4 Million
8.25% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
117,788
shares
|
$53.4 Million
1.96% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
117,599
shares
|
$53.3 Million
2.85% of portfolio
|
Q3 2023
Added 22.07%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
117,313
shares
|
$53.2 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
117,164
shares
|
$53.1 Million
5.98% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
116,893
shares
|
$53 Million
0.52% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
116,714
shares
|
$52.9 Million
1.14% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
115,907
shares
|
$52.5 Million
2.16% of portfolio
|
Q2 2024
Added 22.47%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
115,300
shares
|
$52.2 Million
5.69% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
115,204
shares
|
$52.2 Million
4.7% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
114,669
shares
|
$52 Million
11.9% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
114,393
shares
|
$51.8 Million
6.18% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
114,241
shares
|
$51.8 Million
1.37% of portfolio
|
Q2 2023
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
114,167
shares
|
$51.7 Million
4.48% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
114,114
shares
|
$51.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.97%
|
|
|
Strategy Capital LLC
Los Altos, CA |
May 13, 2025 Q1 2025 |
113,999
shares
|
$51.7 Million
4.08% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
113,936
shares
|
$51.6 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.82%
|