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 |
|---|---|---|---|---|---|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
259,497
shares
|
$104 Million
7.09% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
259,139
shares
|
$104 Million
6.44% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
258,985
shares
|
$104 Million
5.89% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
257,504
shares
|
$103 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
256,396
shares
|
$102 Million
4.64% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
256,253
shares
|
$102 Million
7.72% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
256,189
shares
|
$102 Million
4.29% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
255,292
shares
|
$102 Million
6.86% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Feb 07, 2025 Q4 2024 |
254,991
shares
|
$102 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
253,782
shares
|
$101 Million
7.87% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Caledonia Investments PLC
|
Jan 10, 2025 Q4 2024 |
253,317
shares
|
$101 Million
12.72% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
253,061
shares
|
$101 Million
1.99% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Feb 12, 2025 Q4 2024 |
252,058
shares
|
$101 Million
4.18% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
251,402
shares
|
$100 Million
3.93% of portfolio
|
Q1 2023
Added 2.32%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
250,996
shares
|
$100 Million
8.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
250,764
shares
|
$100 Million
7.81% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Cypress Funds LLC
|
Feb 11, 2025 Q4 2024 |
249,049
shares
|
$99.6 Million
14.11% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
Scge Management, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
249,000
shares
|
$99.5 Million
2.12% of portfolio
|
Q4 2024
Reduced 77.26%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
247,681
shares
|
$99 Million
6.41% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
247,059
shares
|
$98.8 Million
6.15% of portfolio
|
Q4 2024
New holding
|
|
|
Standard Investments LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
247,000
shares
|
$98.7 Million
5.83% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
246,844
shares
|
$98.7 Million
2.6% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
246,515
shares
|
$98.5 Million
12.77% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Gladstone Capital Management LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
244,635
shares
|
$97.8 Million
8.62% of portfolio
|
Q4 2024
Reduced 26.17%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
243,682
shares
|
$97.4 Million
17.96% of portfolio
|
Q4 2024
Added 7.06%
|