# MICROSOFT CORP (MSFT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MSFT/

- Reporting holders: 336
- Reported value: $7.3B
- Held through calls: 0.0%
- Held through puts: 0.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $497.2M | 969,392 | 5.9% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $411.0M | 801,234 | 2.7% | 32 |
| [ARMSTRONG HENRY H ASSOCIATES INC](https://holderbook.com/funds/1056827-armstrong-henry-h-associates-inc/) | $317.7M | 619,403 | 28.4% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $314.9M | 613,956 | 13.8% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $296.9M | 578,874 | 4.5% | 32 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $294.3M | 573,809 | 2.6% | 32 |
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $265.2M | 517,109 | 6.1% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $239.0M | 465,911 | 3.2% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $198.7M | 384,364 | 1.4% | 16 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $191.3M | 373,057 | 6.1% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $181.4M | 353,759 | 4.8% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $171.9M | 335,195 | 2.3% | 32 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $151.2M | 294,841 | 5.8% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $144.8M | 282,382 | 2.1% | 32 |
| [JIA INVESTMENT ALLIANCE PTE. LTD.](https://holderbook.com/funds/1966595-jia-investment-alliance-pte-ltd/) | $132.5M | 258,320 | 11.4% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $128.9M | 251,167 | 3.4% | 28 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $125.3M | 244,284 | 3.4% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $118.0M | 230,099 | 4.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $95.6M | 186,310 | 8.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $93.4M | 182,123 | 2.0% | 32 |
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $88.9M | 173,373 | 9.6% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $76.8M | 147,027 | 1.8% | 20 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $69.8M | 136,113 | 1.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $67.4M | 126,914 | 0.9% | 26 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $66.8M | 130,240 | 4.2% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 336 | $7.3B |
| Q2 2026 | 6,251 | $2.4T |
| Q1 2026 | 6,199 | $2.2T |
| Q4 2025 | 6,322 | $2.8T |
| Q3 2025 | 5,866 | $3.0T |
| Q2 2025 | 5,850 | $2.8T |
| Q1 2025 | 5,778 | $2.1T |
| Q4 2024 | 5,876 | $2.4T |
| Q3 2024 | 5,309 | $2.4T |
| Q2 2024 | 5,279 | $2.5T |
| Q1 2024 | 5,247 | $2.5T |
| Q4 2023 | 5,233 | $2.2T |