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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
281,944
shares
|
$144 Million
4.74% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
281,828
shares
|
$144 Million
3.86% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
281,035
shares
|
$144 Million
2.77% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cat Rock Capital Management LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
280,089
shares
|
$143 Million
16.75% of portfolio
|
Q1 2025
Added 188.38%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
280,052
shares
|
$143 Million
6.47% of portfolio
|
Q1 2025
Added 44.04%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
279,710
shares
|
$143 Million
3.93% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
279,631
shares
|
$143 Million
4.04% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
277,534
shares
|
$142 Million
3.25% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
277,517
shares
|
$142 Million
4.95% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
276,405
shares
|
$141 Million
6.07% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
275,771
shares
|
$141 Million
4.63% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
275,602
shares
|
$141 Million
4.18% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
275,311
shares
|
$141 Million
6.86% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
275,263
shares
|
$141 Million
6.91% of portfolio
|
Q2 2025
Added 49.15%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
274,143
shares
|
$140 Million
4.8% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
274,004
shares
|
$140 Million
5.32% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
273,939
shares
|
$140 Million
2.37% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
273,393
shares
|
$140 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
273,085
shares
|
$140 Million
4.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
272,410
shares
|
$139 Million
5.92% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
271,831
shares
|
$139 Million
4.61% of portfolio
|
Q1 2025
Added 33.88%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
271,516
shares
|
$139 Million
6.58% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Avenir Corp
Washington, DC |
May 14, 2025 Q1 2025 |
270,350
shares
|
$138 Million
11.14% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
269,948
shares
|
$138 Million
4.25% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
269,822
shares
|
$138 Million
4.4% of portfolio
|
Q1 2025
Added 7.05%
|