Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,410 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
444,598
shares
|
$178 Million
15.23% of portfolio
|
Q4 2024
Added 298.32%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
442,707
shares
|
$177 Million
16.74% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Feb 10, 2025 Q4 2024 |
440,815
shares
|
$176 Million
6.53% of portfolio
|
Q4 2024
Added 81.35%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
437,066
shares
|
$175 Million
5.19% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
436,797
shares
|
$175 Million
4.78% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
434,559
shares
|
$174 Million
3.63% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
434,167
shares
|
$174 Million
4.75% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
433,798
shares
|
$173 Million
5.29% of portfolio
|
Q4 2024
Added 256.31%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
433,788
shares
|
$173 Million
5.39% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
432,422
shares
|
$173 Million
1.58% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
432,342
shares
|
$173 Million
5.01% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
432,235
shares
|
$173 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
428,145
shares
|
$171 Million
4.13% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
427,067
shares
|
$171 Million
3.86% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
426,231
shares
|
$170 Million
5.53% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
424,895
shares
|
$170 Million
6.06% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
424,807
shares
|
$170 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
423,437
shares
|
$169 Million
3.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
422,231
shares
|
$169 Million
6.2% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Railway Pension Investments LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
422,000
shares
|
$169 Million
2.4% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$168 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
416,782
shares
|
$167 Million
7.6% of portfolio
|
Q4 2024
Added 284.65%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
416,107
shares
|
$166 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
Feb 14, 2025 Q4 2024 |
413,701
shares
|
$165 Million
5.6% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Seilern Investment Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
413,458
shares
|
$165 Million
9.93% of portfolio
|
Q4 2024
New holding
|