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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
441,328
shares
|
$222 Million
3.37% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
440,500
shares
|
$222 Million
6.8% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
439,449
shares
|
$221 Million
4.55% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
439,103
shares
|
$221 Million
5.25% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
435,876
shares
|
$219 Million
1.76% of portfolio
|
Q1 2025
Added 554.22%
|
|
|
Dorsal Capital Management, LLC
Redwood City, CA |
May 15, 2025 Q1 2025 |
435,000
shares
|
$219 Million
5.45% of portfolio
|
Q1 2025
Reduced 12.12%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
433,787
shares
|
$218 Million
15.5% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
433,058
shares
|
$218 Million
4.28% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
432,422
shares
|
$218 Million
1.58% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
428,145
shares
|
$216 Million
4.13% of portfolio
|
Q1 2024
Reduced 43.75%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
422,124
shares
|
$213 Million
6.73% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
421,052
shares
|
$212 Million
5.36% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
420,777
shares
|
$212 Million
5.94% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
420,623
shares
|
$212 Million
4.77% of portfolio
|
Q1 2025
Reduced 87.82%
|
|
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
Apr 28, 2025 Q1 2025 |
420,600
shares
|
$212 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
Apr 30, 2025 Q1 2025 |
420,600
shares
|
$212 Million
12.16% of portfolio
|
Q1 2025
New holding
|
|
|
Atreides Management, LP
Boston, MA |
May 15, 2025 Q1 2025 |
420,136
shares
|
$212 Million
5.47% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Harvard Management CO Inc
Boston, MA |
May 09, 2025 Q1 2025 |
420,000
shares
|
$211 Million
14.16% of portfolio
|
Q1 2025
Added 687.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
418,703
shares
|
$211 Million
2.15% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
417,520
shares
|
$210 Million
1.9% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
417,007
shares
|
$210 Million
5.33% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
416,497
shares
|
$210 Million
3.08% of portfolio
|
Q1 2025
Reduced 33.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
411,872
shares
|
$207 Million
1.96% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
411,620
shares
|
$207 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
408,014
shares
|
$205 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.94%
|