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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,338
shares
|
$4.23 Million
1.94% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,334
shares
|
$4.23 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
8,327
shares
|
$4.23 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
8,322
shares
|
$4.22 Million
3.01% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
8,320
shares
|
$4.22 Million
2.32% of portfolio
|
Q3 2025
Added 33.21%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
8,312
shares
|
$4.22 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,295
shares
|
$4.21 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
8,290
shares
|
$4.21 Million
2.37% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
8,289
shares
|
$4.21 Million
0.75% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
8,285
shares
|
$4.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
8,285
shares
|
$4.2 Million
0.42% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,280
shares
|
$4.2 Million
2.68% of portfolio
|
Q3 2021
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
8,273
shares
|
$4.2 Million
3.99% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,270
shares
|
$4.2 Million
1.28% of portfolio
|
Q3 2025
Reduced 45.35%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,252
shares
|
$4.19 Million
1.72% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
8,240
shares
|
$4.18 Million
1.96% of portfolio
|
Q3 2025
Added 58.52%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,233
shares
|
$4.18 Million
2.05% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
8,230
shares
|
$4.18 Million
2.72% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
8,227
shares
|
$4.18 Million
1.68% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
8,218
shares
|
$4.17 Million
0.3% of portfolio
|
Q3 2025
Added 697.86%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
8,215
shares
|
$4.17 Million
2.59% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
8,210
shares
|
$4.17 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
8,208
shares
|
$4.17 Million
0.96% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
8,195
shares
|
$4.16 Million
1.99% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Nov 12, 2025 Q3 2025 |
8,177
shares
|
$4.15 Million
3.77% of portfolio
|
Q3 2025
Reduced 2.52%
|
|