Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,782 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 $3.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
21,187
shares
|
$10.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
21,165
shares
|
$10.7 Million
2.64% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
21,145
shares
|
$10.7 Million
8.97% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
21,145
shares
|
$10.7 Million
3.76% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
21,143
shares
|
$10.7 Million
4.96% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
21,091
shares
|
$10.7 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
21,085
shares
|
$10.7 Million
1.48% of portfolio
|
Q1 2024
Added 98.95%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
21,057
shares
|
$10.7 Million
1.16% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
21,025
shares
|
$10.7 Million
1.33% of portfolio
|
Q3 2025
Added 38.6%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
21,019
shares
|
$10.7 Million
2.66% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
21,018
shares
|
$10.7 Million
2.17% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
21,002
shares
|
$10.7 Million
3.93% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,962
shares
|
$10.6 Million
2.11% of portfolio
|
Q2 2022
Added 30.34%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
20,925
shares
|
$10.6 Million
0.54% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
20,909
shares
|
$10.6 Million
5.43% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
20,908
shares
|
$10.6 Million
4.05% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
20,895
shares
|
$10.6 Million
1.99% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
20,891
shares
|
$10.6 Million
0.95% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
20,858
shares
|
$10.6 Million
5.94% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
20,835
shares
|
$10.6 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
20,804
shares
|
$10.6 Million
3.33% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
20,801
shares
|
$10.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
20,785
shares
|
$10.5 Million
3.78% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
20,723
shares
|
$10.5 Million
1.77% of portfolio
|
Q4 2024
Added 35.97%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,701
shares
|
$10.5 Million
1.16% of portfolio
|
Q3 2025
Reduced 9.74%
|
|