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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
300,791
shares
|
$154 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
299,969
shares
|
$153 Million
1.63% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
299,780
shares
|
$153 Million
3.28% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
299,253
shares
|
$153 Million
3.66% of portfolio
|
Q4 2023
Added 6.23%
|
|
|
H&H International Investment, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
299,200
shares
|
$153 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
298,662
shares
|
$153 Million
1.71% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
297,062
shares
|
$152 Million
7.56% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
296,859
shares
|
$152 Million
3.03% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
296,785
shares
|
$152 Million
2.61% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
294,069
shares
|
$150 Million
3.58% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
293,887
shares
|
$150 Million
9.37% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
292,745
shares
|
$150 Million
2.14% of portfolio
|
Q4 2022
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
292,419
shares
|
$150 Million
4.19% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
292,213
shares
|
$150 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
289,951
shares
|
$148 Million
2.13% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
289,503
shares
|
$148 Million
1.99% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
288,455
shares
|
$148 Million
6.58% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
287,654
shares
|
$147 Million
5.2% of portfolio
|
Q2 2022
Added 4.9%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
287,073
shares
|
$147 Million
8.32% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
286,614
shares
|
$147 Million
1.41% of portfolio
|
Q1 2025
Added 5456.69%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
286,079
shares
|
$146 Million
4.89% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
285,500
shares
|
$146 Million
4.91% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
284,425
shares
|
$146 Million
1.33% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
283,380
shares
|
$145 Million
5.26% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
May 19, 2025 Q1 2025 |
283,274
shares
|
$145 Million
12.25% of portfolio
|
Q1 2025
Added 25.37%
|