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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
175,591
shares
|
$70.2 Million
3.23% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
175,581
shares
|
$70.2 Million
5.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
175,471
shares
|
$70.1 Million
1.32% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
175,128
shares
|
$70 Million
4.8% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
174,759
shares
|
$69.9 Million
4.28% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
174,332
shares
|
$69.7 Million
7.81% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
174,061
shares
|
$69.6 Million
6.36% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
173,763
shares
|
$69.5 Million
3.54% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Corvex Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
173,661
shares
|
$69.4 Million
2.56% of portfolio
|
Q3 2023
Added 210.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
173,351
shares
|
$69.3 Million
2.34% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
172,984
shares
|
$69.1 Million
5.38% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
172,941
shares
|
$69.1 Million
5.32% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
172,477
shares
|
$68.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
172,387
shares
|
$68.9 Million
18.69% of portfolio
|
Q3 2022
Added 3.53%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
172,096
shares
|
$68.8 Million
5.77% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
171,841
shares
|
$68.7 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
171,436
shares
|
$68.5 Million
3.27% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
171,343
shares
|
$68.5 Million
4.59% of portfolio
|
Q4 2024
Added 627.35%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
171,200
shares
|
$68.4 Million
1.21% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
170,860
shares
|
$68.3 Million
1.48% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
170,482
shares
|
$68.1 Million
6.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Trb Advisors LP
New York, NY |
Feb 11, 2025 Q4 2024 |
170,000
shares
|
$68 Million
12.04% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
169,101
shares
|
$67.6 Million
6.26% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
168,943
shares
|
$67.5 Million
3.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
168,563
shares
|
$67.4 Million
2.07% of portfolio
|
Q4 2024
Added 0.24%
|