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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
373,258
shares
|
$149 Million
4.77% of portfolio
|
Q3 2023
Added 4.56%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
370,218
shares
|
$148 Million
2.74% of portfolio
|
Q4 2024
Added 75.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
368,878
shares
|
$147 Million
3.29% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
367,855
shares
|
$147 Million
1.77% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
365,500
shares
|
$146 Million
6.39% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
365,000
shares
|
$146 Million
7.56% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
364,277
shares
|
$146 Million
6.62% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
363,776
shares
|
$145 Million
5.15% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
363,301
shares
|
$145 Million
3.62% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
360,474
shares
|
$144 Million
3.2% of portfolio
|
Q4 2024
Added 108.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
357,507
shares
|
$143 Million
5.18% of portfolio
|
Q3 2022
Reduced 1.49%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
354,760
shares
|
$142 Million
2.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
354,347
shares
|
$142 Million
5.02% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
352,478
shares
|
$141 Million
5.24% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Point State Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
351,997
shares
|
$141 Million
3.35% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
345,682
shares
|
$138 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
343,166
shares
|
$137 Million
4.18% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
342,868
shares
|
$137 Million
5.32% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
342,347
shares
|
$137 Million
1.48% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
339,924
shares
|
$136 Million
5.24% of portfolio
|
Q4 2024
Reduced 12.3%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
339,592
shares
|
$136 Million
3.75% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
338,643
shares
|
$135 Million
0.82% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
338,433
shares
|
$135 Million
2.13% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
338,286
shares
|
$135 Million
7.42% of portfolio
|
Q3 2022
Reduced 5.31%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
337,739
shares
|
$135 Million
2.01% of portfolio
|
Q4 2024
Reduced 3.82%
|