Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 institutions that hold shares in the stock, with a total of 5.98 Billion shares, which have been reported (via 13F filing form) to have a value of $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
982,883
shares
|
$499 Million
5.99% of portfolio
|
Q4 2023
Reduced 0.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
982,867
shares
|
$499 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
980,965
shares
|
$498 Million
6.92% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
974,271
shares
|
$494 Million
5.85% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
970,302
shares
|
$492 Million
8.49% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
960,205
shares
|
$487 Million
8.91% of portfolio
|
Q3 2025
Added 21.95%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
957,255
shares
|
$486 Million
10.25% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
949,901
shares
|
$482 Million
3.22% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Achmea Investment Management B.V.
|
Nov 21, 2025 Q3 2025 |
949,310
shares
|
$482 Million
6.11% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
Nov 13, 2025 Q3 2025 |
947,631
shares
|
$481 Million
7.57% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
943,282
shares
|
$479 Million
1.36% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
942,670
shares
|
$478 Million
4.69% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
938,675
shares
|
$476 Million
6.5% of portfolio
|
Q3 2025
Added 30.99%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
936,543
shares
|
$475 Million
3.1% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Railway Pension Investments LTD
London, X0 |
Oct 22, 2025 Q3 2025 |
935,800
shares
|
$475 Million
6.57% of portfolio
|
Q3 2025
Added 199.17%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
934,401
shares
|
$474 Million
5.66% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
931,856
shares
|
$473 Million
7.12% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Stockbridge Partners LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
930,812
shares
|
$472 Million
9.33% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
927,393
shares
|
$471 Million
5.7% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
927,061
shares
|
$470 Million
9.75% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
924,757
shares
|
$469 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
923,990
shares
|
$469 Million
7.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
923,628
shares
|
$469 Million
10.64% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
919,347
shares
|
$467 Million
6.24% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
907,643
shares
|
$461 Million
6.47% of portfolio
|
Q3 2025
Added 2.08%
|
|