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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,630
shares
|
$23.2 Million
2.96% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
45,594
shares
|
$23.1 Million
1.73% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
45,568
shares
|
$23.1 Million
6.18% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
45,532
shares
|
$23.1 Million
1.34% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
45,531
shares
|
$23.1 Million
12.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
45,515
shares
|
$23.1 Million
2.95% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
45,498
shares
|
$23.1 Million
4.16% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
45,488
shares
|
$23.1 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
45,417
shares
|
$23 Million
0.94% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
45,337
shares
|
$23 Million
9.85% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
45,333
shares
|
$23 Million
5.3% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
45,323
shares
|
$23 Million
1.83% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
45,286
shares
|
$23 Million
1.74% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
45,273
shares
|
$23 Million
6.12% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
45,227
shares
|
$23 Million
2.83% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
45,176
shares
|
$22.9 Million
2.87% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
45,126
shares
|
$22.9 Million
5.63% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Barrier Capital Management, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
45,078
shares
|
$22.9 Million
21.82% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
45,075
shares
|
$22.9 Million
12.61% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
45,023
shares
|
$22.8 Million
4.75% of portfolio
|
Q4 2025
Added 4.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
44,994
shares
|
$22.8 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
44,951
shares
|
$22.8 Million
5.24% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Palo Ds Manager LLC
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
44,826
shares
|
$22.7 Million
8.33% of portfolio
|
Q3 2025
Added 26.12%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Jan 09, 2026 Q4 2025 |
44,814
shares
|
$22.7 Million
6.96% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
44,661
shares
|
$22.7 Million
2.72% of portfolio
|
Q3 2025
Reduced 1.66%
|
|