Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 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 $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
101,796
shares
|
$46.2 Million
2.18% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
101,592
shares
|
$46.2 Million
3.62% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
101,566
shares
|
$46.1 Million
0.83% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
101,376
shares
|
$46.1 Million
5.71% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
101,333
shares
|
$46 Million
1.87% of portfolio
|
Q2 2022
Added 6.6%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
100,992
shares
|
$45.9 Million
6.4% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
100,981
shares
|
$45.9 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
May 05, 2025 Q1 2025 |
100,922
shares
|
$45.8 Million
19.34% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
100,738
shares
|
$45.8 Million
7.13% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
100,479
shares
|
$45.6 Million
1.87% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
100,371
shares
|
$45.6 Million
4.18% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
100,224
shares
|
$45.5 Million
4.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
100,195
shares
|
$45.5 Million
3.69% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Capco Asset Management, LLC
|
May 12, 2025 Q1 2025 |
99,783
shares
|
$45.3 Million
9.29% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
99,671
shares
|
$45.3 Million
1.35% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Berkley W R Corp
Greenwich, CT |
May 15, 2025 Q1 2025 |
99,500
shares
|
$45.2 Million
2.77% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
99,279
shares
|
$45.1 Million
3.29% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
May 14, 2025 Q1 2025 |
99,200
shares
|
$45.1 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
99,061
shares
|
$45 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
98,947
shares
|
$44.9 Million
4.05% of portfolio
|
Q4 2024
Added 33.25%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
98,934
shares
|
$44.9 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
98,870
shares
|
$44.9 Million
0.99% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Untitled Investments LP
New York, NY |
May 15, 2025 Q1 2025 |
98,811
shares
|
$44.9 Million
12.06% of portfolio
|
Q1 2025
Added 29.58%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
98,810
shares
|
$44.9 Million
5.28% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
98,782
shares
|
$44.9 Million
3.77% of portfolio
|
Q3 2023
Reduced 0.11%
|