Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,530 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 |
|---|---|---|---|---|---|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
159,643
shares
|
$80.7 Million
6.32% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
159,588
shares
|
$80.6 Million
3.21% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
159,451
shares
|
$80.6 Million
1.9% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
159,355
shares
|
$80.5 Million
5.26% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Select Equity Group, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
158,907
shares
|
$80.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
158,416
shares
|
$80 Million
9.26% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
158,050
shares
|
$79.9 Million
3.49% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
157,617
shares
|
$79.6 Million
0.61% of portfolio
|
Q1 2025
Reduced 74.95%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
157,386
shares
|
$79.5 Million
5.03% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
157,248
shares
|
$79.5 Million
6.52% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
157,234
shares
|
$79.4 Million
0.95% of portfolio
|
Q1 2025
Added 39.21%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
156,353
shares
|
$79 Million
7.38% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
156,258
shares
|
$79 Million
2.82% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
156,214
shares
|
$78.9 Million
4.42% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
155,584
shares
|
$78.6 Million
4.89% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
155,478
shares
|
$78.6 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
154,742
shares
|
$78.2 Million
1.76% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
154,457
shares
|
$78 Million
4.37% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
154,124
shares
|
$77.9 Million
5.25% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Jul 15, 2025 Q2 2025 |
153,700
shares
|
$77.7 Million
9.0% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
153,384
shares
|
$77.5 Million
3.26% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
153,069
shares
|
$77.3 Million
3.14% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
152,764
shares
|
$77.2 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
152,612
shares
|
$77.1 Million
7.53% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
152,502
shares
|
$77.1 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.0%
|