Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkley W R Corp
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
168,400
shares
|
$67.3 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
167,756
shares
|
$67.1 Million
11.06% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
167,535
shares
|
$67 Million
7.36% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
167,444
shares
|
$66.9 Million
4.92% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
167,422
shares
|
$66.9 Million
2.92% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Rdst Capital LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
167,220
shares
|
$66.8 Million
10.07% of portfolio
|
Q4 2024
Added 66.02%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
167,087
shares
|
$66.8 Million
10.86% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
166,723
shares
|
$66.6 Million
4.1% of portfolio
|
Q3 2022
Added 61.57%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
165,024
shares
|
$66 Million
8.43% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
164,837
shares
|
$65.9 Million
4.62% of portfolio
|
Q3 2021
Added 2.34%
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
164,768
shares
|
$65.9 Million
3.7% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
164,753
shares
|
$65.9 Million
3.56% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
164,300
shares
|
$65.7 Million
6.7% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
163,867
shares
|
$65.5 Million
4.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
163,474
shares
|
$65.3 Million
4.16% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
163,172
shares
|
$65.2 Million
6.71% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ulysses Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,754
shares
|
$65.1 Million
11.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Soma Equity Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
162,644
shares
|
$65 Million
3.79% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
162,589
shares
|
$65 Million
0.97% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
162,455
shares
|
$64.9 Million
4.58% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
Compass Capital Management, Inc
|
Jan 24, 2025 Q4 2024 |
162,443
shares
|
$64.9 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
162,300
shares
|
$64.9 Million
3.79% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
161,701
shares
|
$64.6 Million
1.29% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
161,607
shares
|
$64.6 Million
5.81% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
161,559
shares
|
$64.6 Million
1.92% of portfolio
|
Q4 2024
Added 0.25%
|