Purchases and Sales Made in Q4 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
25.9K+ 6.05% |
$12.9M - $14M
|
454K
$230M
|
|
|
Jan 23, 2026
Q4 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
25.8K+ 356.42% |
$12.8M - $14M
|
33.1K
$16.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.7K+ 9.37% |
$12.8M - $13.9M
|
300K
$152M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
24.4KNew |
$12.1M - $13.2M
|
24.4K
$12.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
24.1K+ 5.66% |
$12M - $13.1M
|
450K
$228M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23.8K+ 143.55% |
$11.8M - $12.9M
|
40.4K
$20.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
23.6K+ 7.15% |
$11.7M - $12.8M
|
354K
$180M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
23.5K+ 0.81% |
$11.7M - $12.7M
|
2.93M
$1.49B
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
23.3KNew |
$11.6M - $12.6M
|
23.3K
$11.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Imc Chicago, LLC
|
BUY
|
- |
22.8KNew |
$11.3M - $12.3M
|
22.8K
$11.6M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 31.25% |
$11M - $12M
|
93.2K
$47.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21.3K+ 594.14% |
$10.6M - $11.5M
|
24.9K
$12.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.2K+ 23.47% |
$10.5M - $11.5M
|
111K
$56.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Eagle Wealth Advisors LLC
Westport, CT |
BUY
|
- |
20.6KNew |
$10.2M - $11.2M
|
20.6K
$10.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
20.6KNew |
$10.2M - $11.2M
|
20.6K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Luma Capital S.A. Spf
Luxembourg, |
BUY
|
- |
20.5KNew |
$10.2M - $11.1M
|
20.5K
$10.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
BUY
|
- |
20.3KNew |
$10.1M - $11M
|
20.3K
$10.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
20.1K+ 0.57% |
$9.98M - $10.9M
|
3.51M
$1.78B
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
19.7K+ 79.06% |
$9.76M - $10.7M
|
44.5K
$22.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
19.7K+ 42.64% |
$9.76M - $10.7M
|
65.8K
$33.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
19.6KNew |
$9.74M - $10.6M
|
19.6K
$9.95M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 13.39% |
$9.53M - $10.4M
|
162K
$82.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
18.9K+ 22.55% |
$9.38M - $10.2M
|
103K
$52.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
18.1KNew |
$8.99M - $9.81M
|
18.1K
$9.18M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18K+ 3.51% |
$8.94M - $9.76M
|
530K
$269M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.7K+ 12.65% |
$8.81M - $9.61M
|
158K
$80.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
17.2K+ 8.57% |
$8.54M - $9.32M
|
218K
$110M
|
|
|
Jan 27, 2026
Q4 2025
|
Jones Kertz & Associates, Inc.
Blaine, MN |
BUY
|
- |
16.9KNew |
$8.38M - $9.14M
|
16.9K
$8.56M
|
|
|
Jan 26, 2026
Q4 2025
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
16.4K+ 30.27% |
$8.14M - $8.88M
|
70.5K
$35.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
Warsaw, |
BUY
|
- |
16.2KNew |
$8.07M - $8.8M
|
16.2K
$8.24M
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.2K+ 2.73% |
$8.07M - $8.8M
|
610K
$310M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
15.9K+ 1.63% |
$7.88M - $8.6M
|
990K
$502M
|
|
|
Jan 26, 2026
Q4 2025
|
Adelphi Trust CO
Saint Petersburg, FL |
BUY
|
- |
15.7KNew |
$7.79M - $8.5M
|
15.7K
$7.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.6K+ 6.93% |
$7.77M - $8.48M
|
241K
$123M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.6K+ 4.46% |
$7.74M - $8.45M
|
365K
$185M
|
|
|
Jan 29, 2026
Q4 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15.3K+ 772.99% |
$7.61M - $8.3M
|
17.3K
$8.78M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
15KNew |
$7.47M - $8.15M
|
15K
$7.63M
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.7K+ 174.18% |
$7.29M - $7.95M
|
23.1K
$11.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 8.63% |
$7.2M - $7.86M
|
183K
$92.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 69.6% |
$7.05M - $7.69M
|
34.6K
$17.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Quilter PLC
|
BUY
|
- |
14.1K+ 1.32% |
$6.99M - $7.63M
|
1.08M
$548M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
14K+ 4.91% |
$6.95M - $7.59M
|
299K
$152M
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
13.9K+ 434.97% |
$6.92M - $7.55M
|
17.1K
$8.69M
|
|
|
Jan 28, 2026
Q4 2025
|
Juno Financial Group LLC
Richmond, VA |
BUY
|
- |
13.9KNew |
$6.91M - $7.54M
|
13.9K
$7.06M
|
|
|
Jan 27, 2026
Q4 2025
|
55 North Private Wealth, LLC
Winter Park, FL |
BUY
|
- |
13.8KNew |
$6.87M - $7.5M
|
13.8K
$7.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
13.1KNew |
$6.53M - $7.12M
|
13.1K
$6.67M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.9K+ 1.36% |
$6.43M - $7.01M
|
963K
$489M
|
|
|
Jan 28, 2026
Q4 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
12.5K+ 36.39% |
$6.23M - $6.8M
|
47K
$23.9M
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
BUY
|
- |
12K+ 2.95% |
$5.97M - $6.51M
|
419K
$213M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
11.7K+ 1853.42% |
$5.79M - $6.32M
|
12.3K
$6.24M
|
|