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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
250,768
shares
|
$128 Million
1.45% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
250,439
shares
|
$128 Million
5.78% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
250,367
shares
|
$128 Million
1.88% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
249,435
shares
|
$128 Million
8.4% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cypress Funds LLC
|
Jul 15, 2025 Q2 2025 |
249,049
shares
|
$127 Million
10.0% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
247,070
shares
|
$126 Million
1.57% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
246,832
shares
|
$126 Million
11.58% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
246,637
shares
|
$126 Million
2.48% of portfolio
|
Q1 2025
Added 53.08%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
246,444
shares
|
$126 Million
4.28% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
246,172
shares
|
$126 Million
4.86% of portfolio
|
Q1 2025
Added 210.76%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
245,391
shares
|
$126 Million
2.61% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
244,773
shares
|
$125 Million
2.26% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
244,294
shares
|
$125 Million
3.2% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
243,886
shares
|
$125 Million
7.28% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
243,482
shares
|
$125 Million
7.14% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
242,507
shares
|
$124 Million
2.73% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
242,140
shares
|
$124 Million
3.92% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
241,982
shares
|
$124 Million
2.29% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Jul 07, 2025 Q2 2025 |
240,900
shares
|
$123 Million
12.71% of portfolio
|
Q1 2024
Added 5.15%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
239,488
shares
|
$123 Million
6.73% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Stack Financial Management, Inc
|
May 02, 2025 Q1 2025 |
239,362
shares
|
$122 Million
7.97% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
239,345
shares
|
$122 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
238,926
shares
|
$122 Million
0.78% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
238,884
shares
|
$122 Million
1.8% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
237,574
shares
|
$122 Million
2.78% of portfolio
|
Q1 2025
Added 4.09%
|