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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
104,517
shares
|
$47.4 Million
1.99% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
104,447
shares
|
$47.3 Million
8.36% of portfolio
|
Q2 2024
Reduced 20.25%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
104,398
shares
|
$47.3 Million
0.73% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
104,258
shares
|
$47.2 Million
2.7% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
104,043
shares
|
$47.1 Million
7.88% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
104,000
shares
|
$47.1 Million
4.43% of portfolio
|
Q1 2025
Added 55.22%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
103,895
shares
|
$47.1 Million
2.94% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
103,856
shares
|
$47.1 Million
0.51% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
103,673
shares
|
$47 Million
6.39% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
103,663
shares
|
$47 Million
1.27% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
103,568
shares
|
$46.9 Million
3.26% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
103,217
shares
|
$46.8 Million
4.06% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
103,093
shares
|
$46.7 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
103,057
shares
|
$46.7 Million
4.2% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
102,965
shares
|
$46.7 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
102,860
shares
|
$46.6 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
102,327
shares
|
$46.4 Million
7.12% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Rheos Capital Works Inc.
|
Apr 14, 2025 Q1 2025 |
102,300
shares
|
$46.4 Million
3.13% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
102,192
shares
|
$46.3 Million
3.77% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
May 12, 2025 Q1 2025 |
102,097
shares
|
$46.3 Million
5.79% of portfolio
|
Q1 2025
Reduced 46.97%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
102,062
shares
|
$46.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
May 15, 2025 Q1 2025 |
102,000
shares
|
$46.2 Million
4.79% of portfolio
|
Q1 2023
Reduced 4.67%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
101,901
shares
|
$46.2 Million
6.03% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
|
Coalescence Partners Investment Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
101,892
shares
|
$46.2 Million
12.63% of portfolio
|
Q1 2025
Added 37.4%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
101,796
shares
|
$46.1 Million
2.18% of portfolio
|
Q1 2025
Reduced 9.81%
|