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 |
|---|---|---|---|---|---|
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
May 08, 2025 Q1 2025 |
224,519
shares
|
$115 Million
4.12% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
224,197
shares
|
$115 Million
6.59% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Avala Global LP
New York, NY |
May 15, 2025 Q1 2025 |
224,097
shares
|
$115 Million
5.74% of portfolio
|
Q1 2025
Added 90.89%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
224,053
shares
|
$115 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
223,533
shares
|
$114 Million
4.88% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Ycg, LLC
|
May 13, 2025 Q1 2025 |
222,809
shares
|
$114 Million
6.73% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
222,453
shares
|
$114 Million
6.98% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
221,329
shares
|
$113 Million
2.02% of portfolio
|
Q1 2025
Added 18.07%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
220,467
shares
|
$113 Million
2.96% of portfolio
|
Q1 2025
Added 51.09%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
218,547
shares
|
$112 Million
3.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
218,124
shares
|
$112 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
216,799
shares
|
$111 Million
2.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
216,358
shares
|
$111 Million
5.96% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
215,973
shares
|
$111 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
215,785
shares
|
$110 Million
3.36% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
215,756
shares
|
$110 Million
3.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
215,642
shares
|
$110 Million
7.65% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
215,516
shares
|
$110 Million
4.15% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
215,087
shares
|
$110 Million
1.71% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
214,909
shares
|
$110 Million
1.61% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
214,791
shares
|
$110 Million
0.81% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
214,497
shares
|
$110 Million
2.66% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
213,930
shares
|
$109 Million
6.72% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
212,644
shares
|
$109 Million
6.78% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
212,557
shares
|
$109 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.52%
|