Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,410 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
274,004
shares
|
$110 Million
5.32% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
273,872
shares
|
$109 Million
4.8% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Avenir Corp
Washington, DC |
Feb 13, 2025 Q4 2024 |
273,608
shares
|
$109 Million
12.17% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
272,855
shares
|
$109 Million
4.5% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
272,209
shares
|
$109 Million
7.73% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
270,549
shares
|
$108 Million
2.87% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
269,134
shares
|
$108 Million
3.8% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
269,019
shares
|
$108 Million
10.89% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Locust Wood Capital Advisers, LLC
|
Feb 13, 2025 Q4 2024 |
268,905
shares
|
$107 Million
4.64% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
268,885
shares
|
$107 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
268,847
shares
|
$107 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
268,429
shares
|
$107 Million
3.18% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
268,016
shares
|
$107 Million
5.18% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
267,277
shares
|
$107 Million
6.16% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
266,793
shares
|
$107 Million
17.77% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Xn LP
New York, NY |
Feb 14, 2025 Q4 2024 |
265,320
shares
|
$106 Million
5.22% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
264,271
shares
|
$106 Million
2.16% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
263,870
shares
|
$105 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
263,705
shares
|
$105 Million
3.91% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
263,561
shares
|
$105 Million
3.48% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
263,364
shares
|
$105 Million
4.14% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
263,271
shares
|
$105 Million
8.85% of portfolio
|
Q4 2024
Added 115.03%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
261,452
shares
|
$105 Million
4.63% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
261,089
shares
|
$104 Million
5.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
259,837
shares
|
$104 Million
5.84% of portfolio
|
Q3 2023
Added 202.19%
|