Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,415 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 $2.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
411,078
shares
|
$161 Million
2.16% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
409,856
shares
|
$161 Million
1.98% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
409,373
shares
|
$161 Million
5.41% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
409,063
shares
|
$161 Million
3.14% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
404,789
shares
|
$159 Million
5.24% of portfolio
|
Q3 2022
Added 1.3%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
404,252
shares
|
$159 Million
7.74% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
404,124
shares
|
$159 Million
2.82% of portfolio
|
Q3 2022
Reduced 2.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
403,427
shares
|
$158 Million
5.69% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
402,792
shares
|
$158 Million
3.81% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
401,965
shares
|
$158 Million
3.76% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
399,593
shares
|
$157 Million
4.97% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
395,403
shares
|
$155 Million
6.41% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
393,888
shares
|
$155 Million
2.13% of portfolio
|
Q4 2024
Reduced 11.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
393,473
shares
|
$154 Million
5.67% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
389,662
shares
|
$153 Million
2.38% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Feb 14, 2025 Q4 2024 |
389,630
shares
|
$153 Million
7.75% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
388,936
shares
|
$153 Million
0.63% of portfolio
|
Q4 2024
Added 93.42%
|
|
|
Cryder Capital Partners LLP
|
Jan 29, 2025 Q4 2024 |
388,432
shares
|
$152 Million
11.9% of portfolio
|
Q4 2024
Reduced 27.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
384,474
shares
|
$151 Million
5.1% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
383,789
shares
|
$151 Million
4.88% of portfolio
|
Q4 2024
Added 247.28%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
381,170
shares
|
$150 Million
5.89% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
377,308
shares
|
$148 Million
4.54% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
376,490
shares
|
$148 Million
3.74% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Consulta LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
375,000
shares
|
$147 Million
12.32% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
374,820
shares
|
$147 Million
5.05% of portfolio
|
Q4 2024
Reduced 1.41%
|