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 |
|---|---|---|---|---|---|
|
Seilern Investment Management LTD
London, X0 |
Jul 07, 2025 Q2 2025 |
321,256
shares
|
$164 Million
10.54% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
321,058
shares
|
$164 Million
6.36% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
320,844
shares
|
$164 Million
1.51% of portfolio
|
Q1 2025
Added 53.6%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
319,428
shares
|
$163 Million
3.2% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
318,400
shares
|
$163 Million
5.21% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
317,702
shares
|
$163 Million
3.98% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
315,973
shares
|
$162 Million
1.4% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
315,653
shares
|
$162 Million
10.37% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Daniel Loeb
Third Point LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
315,000
shares
|
$161 Million
2.55% of portfolio
|
Q1 2025
Reduced 47.5%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
314,831
shares
|
$161 Million
3.15% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
314,280
shares
|
$161 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
313,580
shares
|
$160 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
310,953
shares
|
$159 Million
0.38% of portfolio
|
Q1 2025
Reduced 46.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
309,075
shares
|
$158 Million
1.84% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
308,893
shares
|
$158 Million
2.92% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
308,479
shares
|
$158 Million
1.63% of portfolio
|
Q1 2025
Added 63.88%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
308,276
shares
|
$158 Million
3.07% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
307,770
shares
|
$157 Million
1.47% of portfolio
|
Q4 2022
Reduced 2.35%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
306,532
shares
|
$157 Million
4.4% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
305,714
shares
|
$156 Million
5.23% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
304,445
shares
|
$156 Million
3.92% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
304,213
shares
|
$156 Million
0.39% of portfolio
|
Q1 2025
Added 32.96%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
303,805
shares
|
$155 Million
4.16% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
301,259
shares
|
$154 Million
22.53% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
301,181
shares
|
$154 Million
5.1% of portfolio
|
Q1 2025
Reduced 23.25%
|