Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,455 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
924,536
shares
|
$347 Million
2.44% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
920,479
shares
|
$346 Million
2.32% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
916,446
shares
|
$344 Million
4.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
909,060
shares
|
$341 Million
5.13% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
905,642
shares
|
$340 Million
5.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
894,858
shares
|
$336 Million
4.55% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Guardcap Asset Management LTD
London, X0 |
Feb 11, 2025 Q4 2024 |
887,410
shares
|
$333 Million
6.04% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
887,406
shares
|
$333 Million
8.06% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
887,379
shares
|
$333 Million
5.97% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
887,052
shares
|
$333 Million
1.26% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Carmignac Gestion
Paris, I0 |
Feb 13, 2025 Q4 2024 |
882,565
shares
|
$331 Million
6.02% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
882,459
shares
|
$331 Million
2.27% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
881,514
shares
|
$331 Million
4.57% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
878,490
shares
|
$330 Million
9.71% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
875,879
shares
|
$329 Million
5.72% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
873,838
shares
|
$328 Million
4.57% of portfolio
|
Q4 2024
Added 12.45%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
870,960
shares
|
$327 Million
5.67% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
865,480
shares
|
$325 Million
1.51% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
862,865
shares
|
$324 Million
8.76% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
856,336
shares
|
$321 Million
3.35% of portfolio
|
Q4 2024
Added 36.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
848,018
shares
|
$318 Million
3.11% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Troy Asset Management LTD
|
Feb 12, 2025 Q4 2024 |
847,778
shares
|
$318 Million
12.16% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Stockbridge Partners LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
846,730
shares
|
$318 Million
7.57% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
846,015
shares
|
$318 Million
10.0% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
845,979
shares
|
$318 Million
3.55% of portfolio
|
Q4 2024
Reduced 10.91%
|