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 |
|---|---|---|---|---|---|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
294,069
shares
|
$118 Million
3.58% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
292,829
shares
|
$117 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
292,745
shares
|
$117 Million
2.14% of portfolio
|
Q4 2022
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
292,213
shares
|
$117 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
288,299
shares
|
$115 Million
5.31% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
288,121
shares
|
$115 Million
3.98% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
288,087
shares
|
$115 Million
3.25% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
287,654
shares
|
$115 Million
5.2% of portfolio
|
Q2 2022
Added 4.9%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
287,263
shares
|
$115 Million
7.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
286,446
shares
|
$115 Million
2.31% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
286,174
shares
|
$114 Million
2.3% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
285,500
shares
|
$114 Million
4.26% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
285,295
shares
|
$114 Million
2.85% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
284,454
shares
|
$114 Million
3.55% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
280,471
shares
|
$112 Million
3.28% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
279,468
shares
|
$112 Million
9.45% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
279,364
shares
|
$112 Million
1.44% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Triple Frond Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
278,458
shares
|
$111 Million
15.19% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
278,384
shares
|
$111 Million
5.67% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Feb 14, 2025 Q4 2024 |
277,400
shares
|
$111 Million
23.01% of portfolio
|
Q4 2024
Added 65.12%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
276,892
shares
|
$111 Million
6.3% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
275,970
shares
|
$110 Million
4.53% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
275,785
shares
|
$110 Million
3.69% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
275,511
shares
|
$110 Million
7.35% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
275,311
shares
|
$110 Million
6.86% of portfolio
|
Q2 2024
Reduced 0.41%
|