Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
851,360
shares
|
$429 Million
2.6% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Troy Asset Management LTD
|
May 14, 2025 Q1 2025 |
847,363
shares
|
$427 Million
10.42% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
843,242
shares
|
$425 Million
2.99% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
839,603
shares
|
$423 Million
6.92% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
835,356
shares
|
$421 Million
0.97% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Bsn Capital Partners LTD
|
May 13, 2025 Q1 2025 |
834,000
shares
|
$420 Million
15.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
833,386
shares
|
$420 Million
5.59% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
830,878
shares
|
$418 Million
5.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
818,083
shares
|
$412 Million
2.94% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
814,484
shares
|
$410 Million
2.93% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
809,435
shares
|
$408 Million
1.47% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
805,490
shares
|
$406 Million
4.96% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
805,082
shares
|
$405 Million
7.35% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
801,439
shares
|
$404 Million
2.96% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
794,107
shares
|
$400 Million
2.98% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
791,390
shares
|
$398 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
788,991
shares
|
$397 Million
2.71% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
788,622
shares
|
$397 Million
9.99% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
787,148
shares
|
$396 Million
3.15% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
784,556
shares
|
$395 Million
9.69% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
783,453
shares
|
$394 Million
5.58% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
783,110
shares
|
$394 Million
3.22% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
782,535
shares
|
$394 Million
9.67% of portfolio
|
Q3 2021
Added 6.85%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
779,682
shares
|
$393 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
779,550
shares
|
$393 Million
7.11% of portfolio
|
Q1 2025
Added 0.03%
|