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 |
|---|---|---|---|---|---|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$74.7 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
147,846
shares
|
$74.7 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
147,562
shares
|
$74.6 Million
4.5% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
147,224
shares
|
$74.4 Million
3.29% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
146,131
shares
|
$73.8 Million
4.11% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Palestra Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
146,047
shares
|
$73.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 51.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
146,038
shares
|
$73.8 Million
5.53% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
145,565
shares
|
$73.5 Million
0.19% of portfolio
|
Q1 2025
Added 87.62%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
145,476
shares
|
$73.5 Million
6.64% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
144,852
shares
|
$73.2 Million
1.79% of portfolio
|
Q1 2025
Added 22.39%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
144,683
shares
|
$73.1 Million
10.85% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
144,017
shares
|
$72.8 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
143,983
shares
|
$72.8 Million
9.34% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ulysses Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
143,774
shares
|
$72.6 Million
7.84% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
143,662
shares
|
$72.6 Million
4.87% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
143,533
shares
|
$72.5 Million
1.71% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
143,085
shares
|
$72.3 Million
6.29% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
142,545
shares
|
$72 Million
1.32% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
142,281
shares
|
$71.9 Million
3.11% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
142,174
shares
|
$71.8 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
141,840
shares
|
$71.7 Million
5.83% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
141,578
shares
|
$71.5 Million
4.05% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
141,388
shares
|
$71.4 Million
9.42% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
140,964
shares
|
$71.2 Million
1.99% of portfolio
|
Q4 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
140,391
shares
|
$70.9 Million
2.8% of portfolio
|
Q2 2025
Reduced 16.93%
|