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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
317,775
shares
|
$127 Million
4.31% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
317,346
shares
|
$127 Million
32.97% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
315,952
shares
|
$126 Million
2.78% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
315,594
shares
|
$126 Million
10.91% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
315,443
shares
|
$126 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
314,559
shares
|
$126 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Saratoga Research & Investment Management
|
Feb 12, 2025 Q4 2024 |
313,457
shares
|
$125 Million
6.66% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
313,283
shares
|
$125 Million
9.19% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
311,047
shares
|
$124 Million
4.91% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
309,763
shares
|
$124 Million
4.57% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
307,770
shares
|
$123 Million
1.47% of portfolio
|
Q4 2022
Reduced 2.35%
|
|
|
Capital International LTD
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
307,156
shares
|
$123 Million
5.5% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
305,058
shares
|
$122 Million
3.12% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
303,488
shares
|
$121 Million
2.9% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
303,135
shares
|
$121 Million
4.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
303,081
shares
|
$121 Million
23.98% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
302,261
shares
|
$121 Million
5.71% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
301,958
shares
|
$121 Million
4.77% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
301,265
shares
|
$120 Million
3.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
301,176
shares
|
$120 Million
1.97% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
300,517
shares
|
$120 Million
8.88% of portfolio
|
Q4 2024
Added 55.28%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
299,590
shares
|
$120 Million
4.4% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
299,253
shares
|
$120 Million
3.66% of portfolio
|
Q4 2023
Added 6.23%
|
|
|
Palestra Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
298,553
shares
|
$119 Million
4.1% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
297,898
shares
|
$119 Million
1.81% of portfolio
|
Q4 2024
Reduced 6.94%
|