Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,777 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 $3.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,094
shares
|
$4.62 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
9,091
shares
|
$4.61 Million
1.28% of portfolio
|
Q3 2025
Added 131.32%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
9,084
shares
|
$4.61 Million
2.55% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,074
shares
|
$4.6 Million
3.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Provident Trust CO
|
Oct 31, 2025 Q3 2025 |
9,072
shares
|
$4.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
9,070
shares
|
$4.6 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,060
shares
|
$4.6 Million
0.74% of portfolio
|
Q2 2023
Reduced 21.05%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
9,058
shares
|
$4.6 Million
1.73% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
9,052
shares
|
$4.59 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
9,043
shares
|
$4.59 Million
1.33% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
9,039
shares
|
$4.59 Million
2.06% of portfolio
|
Q3 2025
Reduced 86.06%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
9,038
shares
|
$4.59 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
Nov 14, 2025 Q3 2025 |
9,036
shares
|
$4.59 Million
4.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
9,035
shares
|
$4.59 Million
2.52% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
9,028
shares
|
$4.58 Million
3.21% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
9,025
shares
|
$4.58 Million
3.47% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
9,014
shares
|
$4.57 Million
1.99% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,013
shares
|
$4.57 Million
0.32% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
9,009
shares
|
$4.57 Million
3.88% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9,005
shares
|
$4.57 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,002
shares
|
$4.57 Million
0.82% of portfolio
|
Q4 2023
Reduced 3.17%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
8,995
shares
|
$4.56 Million
0.61% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,989
shares
|
$4.56 Million
0.5% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
8,985
shares
|
$4.56 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
8,977
shares
|
$4.56 Million
3.31% of portfolio
|
Q4 2022
Added 10.39%
|
|