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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
165,187
shares
|
$83.5 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
165,170
shares
|
$83.5 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
164,941
shares
|
$83.3 Million
3.73% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Nzs Capital, LLC
Denver, CO |
May 14, 2025 Q1 2025 |
164,906
shares
|
$83.3 Million
3.17% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
164,837
shares
|
$83.3 Million
4.62% of portfolio
|
Q3 2021
Added 2.34%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
164,493
shares
|
$83.1 Million
4.31% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
164,088
shares
|
$82.9 Million
5.89% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
163,885
shares
|
$82.8 Million
4.18% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
163,713
shares
|
$82.7 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
163,474
shares
|
$82.6 Million
4.16% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
163,367
shares
|
$82.5 Million
0.63% of portfolio
|
Q1 2025
Added 27.81%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
162,727
shares
|
$82.2 Million
3.93% of portfolio
|
Q1 2025
Reduced 64.98%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
162,642
shares
|
$82.2 Million
0.76% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
162,606
shares
|
$82.2 Million
9.86% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
162,455
shares
|
$82.1 Million
4.58% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
162,012
shares
|
$81.9 Million
4.08% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
161,344
shares
|
$81.5 Million
1.19% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
161,314
shares
|
$81.5 Million
2.99% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
161,134
shares
|
$81.4 Million
6.15% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
161,034
shares
|
$81.4 Million
1.66% of portfolio
|
Q1 2025
Reduced 58.04%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
160,832
shares
|
$81.3 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
160,705
shares
|
$81.2 Million
5.58% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
160,181
shares
|
$80.9 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
First Long Island Investors, LLC
|
Jun 06, 2025 Q1 2025 |
160,179
shares
|
$80.9 Million
4.95% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
160,035
shares
|
$80.9 Million
7.38% of portfolio
|
Q2 2025
Reduced 0.97%
|