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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
3,810
shares
|
$1.93 Million
1.8% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
3,806
shares
|
$1.93 Million
0.73% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,801
shares
|
$1.93 Million
2.15% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
3,792
shares
|
$1.92 Million
1.27% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
3,791
shares
|
$1.92 Million
1.02% of portfolio
|
Q3 2025
Added 31.72%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
3,784
shares
|
$1.92 Million
1.39% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,779
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.91 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,771
shares
|
$1.91 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.91 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,765
shares
|
$1.91 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,759
shares
|
$1.91 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,758
shares
|
$1.91 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Oct 22, 2025 Q3 2025 |
3,755
shares
|
$1.91 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
3,752
shares
|
$1.9 Million
1.1% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
3,747
shares
|
$1.9 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,746
shares
|
$1.9 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
3,738
shares
|
$1.9 Million
0.33% of portfolio
|
Q3 2025
Reduced 65.77%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
3,736
shares
|
$1.9 Million
0.99% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
3,725
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2025
Reduced 18.31%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.88 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$1.88 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
3,701
shares
|
$1.88 Million
0.55% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
3,700
shares
|
$1.88 Million
1.44% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
3,697
shares
|
$1.88 Million
1.02% of portfolio
|
Q3 2025
Added 13.47%
|
|