Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,528 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 $2.63 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
Jul 23, 2025 Q2 2025 |
174,500
shares
|
$88.2 Million
6.35% of portfolio
|
Q2 2025
Reduced 58.51%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
174,436
shares
|
$88.1 Million
4.41% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
174,183
shares
|
$88 Million
3.99% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Corvex Management LP
New York, NY |
May 15, 2025 Q1 2025 |
173,661
shares
|
$87.7 Million
3.04% of portfolio
|
Q3 2023
Added 210.33%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
May 15, 2025 Q1 2025 |
173,029
shares
|
$87.4 Million
0.93% of portfolio
|
Q1 2025
Reduced 27.75%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
172,946
shares
|
$87.4 Million
3.69% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
172,387
shares
|
$87.1 Million
18.69% of portfolio
|
Q3 2022
Added 3.53%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
172,255
shares
|
$87 Million
2.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
171,774
shares
|
$86.8 Million
8.52% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
170,319
shares
|
$86.1 Million
6.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trb Advisors LP
New York, NY |
Apr 22, 2025 Q1 2025 |
170,000
shares
|
$85.9 Million
31.32% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
169,827
shares
|
$85.8 Million
5.65% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
169,101
shares
|
$85.4 Million
6.26% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
168,756
shares
|
$85.3 Million
6.23% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
168,421
shares
|
$85.1 Million
2.39% of portfolio
|
Q1 2025
Added 92.29%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
168,303
shares
|
$85 Million
6.49% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
167,603
shares
|
$84.7 Million
2.62% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
167,444
shares
|
$84.6 Million
4.92% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
166,813
shares
|
$84.3 Million
0.88% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
166,723
shares
|
$84.2 Million
4.1% of portfolio
|
Q3 2022
Added 61.57%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
166,497
shares
|
$84.1 Million
4.21% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
166,266
shares
|
$84 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
165,918
shares
|
$83.8 Million
3.49% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
165,764
shares
|
$83.8 Million
2.24% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
165,602
shares
|
$83.7 Million
1.76% of portfolio
|
Q1 2025
Added 26.97%
|