Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,523 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.67 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
343,166
shares
|
$176 Million
4.18% of portfolio
|
Q1 2023
Reduced 0.52%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
342,084
shares
|
$175 Million
4.64% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
341,242
shares
|
$175 Million
2.95% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
339,917
shares
|
$174 Million
1.97% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
338,701
shares
|
$173 Million
37.09% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
338,286
shares
|
$173 Million
7.42% of portfolio
|
Q3 2022
Reduced 5.31%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
337,824
shares
|
$173 Million
6.42% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
337,636
shares
|
$173 Million
0.98% of portfolio
|
Q1 2025
Added 46.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
335,097
shares
|
$171 Million
3.5% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
333,775
shares
|
$171 Million
3.57% of portfolio
|
Q1 2025
Added 45.12%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
328,304
shares
|
$168 Million
10.17% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
327,086
shares
|
$167 Million
13.11% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
326,812
shares
|
$167 Million
6.39% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
326,786
shares
|
$167 Million
2.65% of portfolio
|
Q1 2023
Added 19.21%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
326,290
shares
|
$167 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
325,271
shares
|
$166 Million
4.74% of portfolio
|
Q1 2025
Added 350.48%
|
|
|
Pensioenfonds Rail & Ov
|
Mar 07, 2025 Q3 2024 |
325,047
shares
|
$166 Million
9.7% of portfolio
|
Q3 2024
Added 140.69%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
324,854
shares
|
$166 Million
5.32% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
324,330
shares
|
$166 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
323,734
shares
|
$166 Million
1.92% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
323,518
shares
|
$166 Million
4.11% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Focused Investors LLC
|
May 01, 2025 Q1 2025 |
323,500
shares
|
$166 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
323,092
shares
|
$165 Million
7.64% of portfolio
|
Q2 2025
Added 510.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
322,488
shares
|
$165 Million
1.54% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
321,307
shares
|
$164 Million
4.86% of portfolio
|
Q2 2025
Added 5.38%
|