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 |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
237,549
shares
|
$122 Million
4.87% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
237,203
shares
|
$121 Million
4.63% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
236,998
shares
|
$121 Million
5.81% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Homestead Advisers Corp
|
May 06, 2025 Q1 2025 |
236,787
shares
|
$121 Million
2.3% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
236,438
shares
|
$121 Million
1.42% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
235,856
shares
|
$121 Million
2.11% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
235,432
shares
|
$120 Million
2.44% of portfolio
|
Q4 2023
Added 2.97%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
233,898
shares
|
$120 Million
1.53% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Marathon Asset Management LTD
|
Apr 24, 2025 Q1 2025 |
232,793
shares
|
$119 Million
3.28% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
231,664
shares
|
$119 Million
5.2% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
229,619
shares
|
$117 Million
4.74% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
229,007
shares
|
$117 Million
6.07% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
F
|
May 14, 2025 Q1 2025 |
227,893
shares
|
$117 Million
4.13% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
227,728
shares
|
$117 Million
5.45% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
227,547
shares
|
$116 Million
2.53% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
227,514
shares
|
$116 Million
8.43% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
227,254
shares
|
$116 Million
3.5% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
227,099
shares
|
$116 Million
2.87% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
226,692
shares
|
$116 Million
3.09% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
226,407
shares
|
$116 Million
6.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Apr 18, 2025 Q1 2025 |
226,250
shares
|
$116 Million
44.68% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
225,844
shares
|
$116 Million
6.83% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Insight Holdings Group, LLC
New York, NY |
May 15, 2025 Q1 2025 |
225,730
shares
|
$116 Million
6.66% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
225,534
shares
|
$115 Million
5.57% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
225,240
shares
|
$115 Million
3.02% of portfolio
|
Q1 2025
Added 1.39%
|