Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,534 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 $2.66 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
191,968
shares
|
$98.1 Million
6.65% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Jul 21, 2025 Q2 2025 |
191,759
shares
|
$98 Million
5.92% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
191,321
shares
|
$97.7 Million
6.43% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
190,971
shares
|
$97.6 Million
13.78% of portfolio
|
Q3 2023
Added 12691.09%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
190,483
shares
|
$97.3 Million
1.23% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
190,447
shares
|
$97.3 Million
18.82% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
189,992
shares
|
$97.1 Million
8.17% of portfolio
|
Q2 2022
Reduced 1.08%
|
|
|
Sycomore Asset Management
|
May 14, 2025 Q1 2025 |
189,860
shares
|
$97 Million
11.62% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,262
shares
|
$96.7 Million
1.87% of portfolio
|
Q2 2020
Added 8.21%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
188,834
shares
|
$96.5 Million
3.4% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
May 15, 2025 Q1 2025 |
188,514
shares
|
$96.3 Million
9.7% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
188,169
shares
|
$96.1 Million
1.9% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
188,065
shares
|
$96.1 Million
2.25% of portfolio
|
Q1 2025
Added 61.56%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
187,447
shares
|
$95.8 Million
8.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
187,160
shares
|
$95.6 Million
3.14% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
186,586
shares
|
$95.3 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
May 13, 2025 Q1 2025 |
186,468
shares
|
$95.3 Million
5.19% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
186,286
shares
|
$95.2 Million
7.42% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Gladstone Capital Management LLP
London, X0 |
May 13, 2025 Q1 2025 |
186,191
shares
|
$95.1 Million
7.27% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Cornerstone Investment Partners, LLC
|
Apr 30, 2025 Q1 2025 |
185,581
shares
|
$94.8 Million
3.62% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
185,155
shares
|
$94.6 Million
9.38% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
184,969
shares
|
$94.5 Million
4.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
184,761
shares
|
$94.4 Million
4.94% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
183,259
shares
|
$93.6 Million
5.74% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
183,166
shares
|
$93.6 Million
10.2% of portfolio
|
Q2 2025
Reduced 15.55%
|