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 |
|---|---|---|---|---|---|
|
Srb Corp
Boston, MA |
May 13, 2025 Q1 2025 |
693,012
shares
|
$349 Million
16.97% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
688,107
shares
|
$346 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
684,738
shares
|
$345 Million
7.38% of portfolio
|
Q1 2025
Added 56.67%
|
|
|
Viking Global Investors LP
|
May 15, 2025 Q1 2025 |
683,918
shares
|
$344 Million
0.86% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
682,974
shares
|
$344 Million
2.22% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
682,389
shares
|
$344 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
677,956
shares
|
$341 Million
3.45% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
676,201
shares
|
$340 Million
4.74% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
667,215
shares
|
$336 Million
40.31% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
661,318
shares
|
$333 Million
3.19% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
661,117
shares
|
$333 Million
5.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
659,693
shares
|
$332 Million
0.52% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
659,451
shares
|
$332 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
657,754
shares
|
$331 Million
8.39% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
653,037
shares
|
$329 Million
30.83% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
650,338
shares
|
$327 Million
2.12% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
649,197
shares
|
$327 Million
1.79% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
646,720
shares
|
$326 Million
3.07% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
645,237
shares
|
$325 Million
5.96% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
644,698
shares
|
$325 Million
4.38% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
643,203
shares
|
$324 Million
5.86% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Findlay Park Partners LLP
London, X0 |
May 14, 2025 Q1 2025 |
642,810
shares
|
$324 Million
2.73% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
641,684
shares
|
$323 Million
5.02% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
638,382
shares
|
$321 Million
4.75% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
634,195
shares
|
$319 Million
5.87% of portfolio
|
Q4 2024
Reduced 0.52%
|