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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
191,971
shares
|
$76.7 Million
5.24% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
191,793
shares
|
$76.7 Million
3.59% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
191,443
shares
|
$76.5 Million
2.21% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
191,337
shares
|
$76.5 Million
4.25% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
191,117
shares
|
$76.4 Million
1.22% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
190,971
shares
|
$76.3 Million
13.78% of portfolio
|
Q3 2023
Added 12691.09%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
190,944
shares
|
$76.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 37.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
190,212
shares
|
$76 Million
5.82% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
189,992
shares
|
$75.9 Million
8.17% of portfolio
|
Q2 2022
Reduced 1.08%
|
|
|
Sycomore Asset Management
|
Jan 29, 2025 Q4 2024 |
189,860
shares
|
$75.9 Million
11.68% of portfolio
|
Q4 2024
Added 37.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,262
shares
|
$75.7 Million
1.87% of portfolio
|
Q2 2020
Added 8.21%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
188,846
shares
|
$75.5 Million
1.83% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
188,378
shares
|
$75.3 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
188,361
shares
|
$75.3 Million
13.6% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
188,235
shares
|
$75.2 Million
1.14% of portfolio
|
Q4 2024
Reduced 38.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
187,463
shares
|
$74.9 Million
2.13% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
187,372
shares
|
$74.9 Million
9.07% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
186,586
shares
|
$74.6 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Feb 07, 2025 Q4 2024 |
186,468
shares
|
$74.5 Million
5.55% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
186,292
shares
|
$74.5 Million
1.35% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
185,404
shares
|
$74.1 Million
3.43% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
185,307
shares
|
$74.1 Million
3.9% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
185,144
shares
|
$74 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
185,126
shares
|
$74 Million
5.0% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
184,651
shares
|
$73.8 Million
10.12% of portfolio
|
Q4 2024
Reduced 1.78%
|