MICROSOFT CORP (MSFT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 5,342,756,023 shares against 7,425,545,491 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $226.6B | 607,367,113 | 3.37% | 8q | +2.4%+$5.2B |
| VANGUARD CAPITAL MANAGEMENT LLC | $181.0B | 485,192,007 | 3.87% | 2q | +0.5%+$982.5M |
| STATE STREET CORP | $117.7B | 315,653,206 | 3.49% | 31q | +2.9%+$3.3B |
| GEODE CAPITAL MANAGEMENT, LLC | $70.6B | 189,632,090 | 3.76% | 31q | +0.6%+$420.6M |
| FMR LLC | $69.4B | 185,960,066 | 3.01% | 31q | -2.2%-$1.6B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62.8B | 168,407,641 | 2.83% | 2q | +0.5%+$342.0M |
| JPMORGAN CHASE & CO | $51.6B | 135,173,516 | 2.85% | 31q | +6.3%+$3.1B |
| MORGAN STANLEY | $47.6B | 127,674,661 | 2.52% | 35q | +2.2%+$1.0B |
| NORGES BANK | $38.3B | 102,732,956 | 3.82% | 32q | -1.9%-$756.6M |
| Invesco Ltd. | $37.4B | 100,247,890 | 2.96% | 31q | +1.5%+$559.8M |
| Capital Research Global Investors | $35.3B | 94,750,369 | 4.93% | 31q | -1.4%-$500.8M |
| BARCLAYS PLC | $33.1B | 23,507,840 | 6.35% | 31q | -5.8%-$2.0B |
| NORTHERN TRUST CORP | $29.3B | 78,663,446 | 3.41% | 31q | -1.3%-$385.5M |
| GOLDMAN SACHS GROUP INC | $27.6B | 63,933,083 | 2.40% | 31q | +4.4%+$1.2B |
| BANK OF AMERICA CORP /DE/ | $27.3B | 73,289,286 | 1.76% | 31q | +3.6%+$941.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26.4B | 7,932,406 | 2.05% | 31q | +70.1%+$10.9B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.0B | 64,375,360 | 4.37% | 31q | +0.9%+$202.6M |
| Soroban Capital Partners LP | $23.6B | 3,147,241 | 49.28% | 26q | -12.2%-$3.3B |
| Capital World Investors | $20.6B | 55,139,128 | 2.43% | 31q | -10.7%-$2.5B |
| Capital International Investors | $20.1B | 53,774,299 | 4.15% | 31q | -1.9%-$396.6M |
| Bank of New York Mellon Corp | $19.9B | 53,472,212 | 3.27% | 31q | +3.5%+$677.1M |
| JANE STREET GROUP, LLC | $19.9B | 4,452,909 | 1.65% | 31q | +3318.2%+$19.3B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.5B | 52,298,999 | 2.60% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $19.5B | 52,298,999 | 2.59% | new | NEW |
| Legal & General Group Plc | $18.3B | 49,076,304 | 3.82% | 31q | -2.4%-$442.8M |
| FRANKLIN RESOURCES INC | $17.8B | 47,757,602 | 3.86% | 31q | +24.4%+$3.5B |
| WELLINGTON MANAGEMENT GROUP LLP | $17.8B | 47,603,820 | 3.06% | 31q | -9.7%-$1.9B |
| CITADEL ADVISORS LLC | $17.4B | 3,770,405 | 1.99% | 31q | +42.9%+$5.2B |
| Amundi | $17.4B | 46,694,778 | 4.22% | 21q | +12.0%+$1.9B |
| UBS Group AG | $16.9B | 35,883,844 | 2.16% | 31q | +8.6%+$1.3B |
| VANGUARD FIDUCIARY TRUST CO | $15.7B | 42,199,414 | 3.46% | 2q | -1.0%-$161.3M |
| Nuveen, LLC | $15.1B | 40,389,150 | 3.59% | 6q | -8.5%-$1.4B |
| ROYAL BANK OF CANADA | $13.6B | 35,375,499 | 2.03% | 31q | -4.6%-$649.8M |
| HSBC HOLDINGS PLC | $12.9B | 27,403,554 | 5.41% | 31q | +14.3%+$1.6B |
| WELLS FARGO & COMPANY/MN | $12.8B | 33,423,086 | 2.08% | 31q | -49.9%-$12.7B |
| DEUTSCHE BANK AG\ | $12.1B | 32,564,249 | 3.53% | 34q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $11.4B | 30,610,857 | 2.07% | 31q | +4.4%+$480.1M |
| AMERIPRISE FINANCIAL INC | $10.9B | 28,993,857 | 2.20% | 31q | -53.4%-$12.4B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $10.3B | 27,659,541 | 4.58% | 31q | +14.0%+$1.3B |
| Fisher Asset Management, LLC | $9.9B | 26,611,728 | 2.96% | 31q | +2.6%+$250.0M |
| CITIGROUP INC | $9.7B | 19,050,444 | 3.19% | 31q | +14.3%+$1.2B |
| ALLIANCEBERNSTEIN L.P. | $9.6B | 25,998,459 | 3.18% | 31q | -18.2%-$2.1B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $8.8B | 20,441,967 | 2.78% | 31q | -19.8%-$2.2B |
| IMC-Chicago, LLC | $8.7B | 303,034 | 2.08% | 19q | HELD |
| Assenagon Asset Management S.A. | $7.9B | 20,889,312 | 4.91% | 31q | +53.1%+$2.7B |
| CTC LLC | $7.6B | options only | 2.42% | 12q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $7.5B | 20,161,916 | 4.17% | 31q | +5.2%+$374.4M |
| Swiss National Bank | $7.4B | 19,896,530 | 3.88% | 31q | -4.0%-$307.8M |
| Jupiter Topco LLC | $6.9B | 18,575,933 | 2.82% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $6.9B | 18,447,917 | 1.87% | 7q | +4.0%+$264.9M |
| Sumitomo Mitsui Trust Group, Inc. | $6.5B | 17,488,121 | 3.73% | 31q | -1.1%-$74.4M |
| JENNISON ASSOCIATES LLC | $6.1B | 16,326,489 | 3.65% | 31q | -8.7%-$580.8M |
| Sanders Capital, LLC | $6.0B | 16,102,026 | 6.02% | 63q | +29.9%+$1.4B |
| Vanguard Global Advisers, LLC | $6.0B | 16,025,402 | 2.79% | 2q | -1.4%-$82.1M |
| California Public Employees Retirement System | $5.9B | 15,795,039 | 3.32% | 31q | -27.9%-$2.3B |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $5.9B | 15,714,701 | 4.15% | 31q | +1.8%+$102.3M |
| National Pension Service | $5.7B | 15,239,745 | 3.67% | 31q | +2.2%+$120.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $5.7B | 15,156,859 | 3.13% | 31q | +1.0%+$58.7M |
| BANK OF MONTREAL /CAN/ | $5.6B | 14,621,788 | 1.86% | 31q | -2.6%-$152.4M |
| NATIONAL BANK OF CANADA /FI/ | $5.6B | 11,471,101 | 3.98% | 19q | -3.6%-$209.5M |
| Swedbank AB | $5.5B | 14,862,365 | 4.78% | 21q | -1.8%-$103.5M |
| AMERICAN CENTURY COMPANIES INC | $5.4B | 14,512,326 | 2.39% | 31q | -10.1%-$611.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.4B | 14,348,502 | 3.62% | 2q | +12.5%+$595.0M |
| Daiwa Securities Group Inc. | $5.2B | 9,026,988 | 10.13% | 31q | +49.9%+$1.7B |
| PRINCIPAL FINANCIAL GROUP INC | $5.1B | 13,740,829 | 2.52% | 31q | -8.5%-$476.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $5.0B | 13,417,667 | 4.05% | 31q | -0.8%-$38.2M |
| MILLENNIUM MANAGEMENT LLC | $4.9B | 4,240,904 | 1.79% | 31q | +51.6%+$1.7B |
| Dodge & Cox | $4.8B | 12,836,229 | 2.51% | 31q | +7.3%+$326.9M |
| RHUMBLINE ADVISERS | $4.7B | 12,613,358 | 3.55% | 31q | -3.0%-$144.2M |
| BNP PARIBAS FINANCIAL MARKETS | $4.5B | 7,319,367 | 1.56% | 31q | -43.0%-$3.4B |
| Optiver Holding B.V. | $4.5B | 469,873 | 1.20% | 17q | +640.3%+$3.9B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $4.4B | 11,615,164 | 3.35% | 32q | -1.7%-$75.7M |
| ENVESTNET ASSET MANAGEMENT INC | $4.3B | 11,497,807 | 1.01% | 31q | -1.3%-$55.3M |
| AQR CAPITAL MANAGEMENT LLC | $4.3B | 11,473,057 | 1.49% | 31q | +14.3%+$534.1M |
| VICTORY CAPITAL MANAGEMENT INC | $4.2B | 11,231,028 | 2.35% | 31q | +4.8%+$193.3M |
| Corient Private Wealth LP | $4.1B | 11,006,431 | 2.63% | 15q | +94.2%+$2.0B |
| LPL Financial LLC | $4.0B | 10,760,740 | 0.90% | 31q | +4.1%+$158.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.0B | 10,725,305 | 3.12% | 31q | -3.9%-$164.0M |
| NEUBERGER BERMAN GROUP LLC | $4.0B | 10,608,282 | 2.63% | 31q | -6.8%-$290.1M |
| FIL Ltd | $3.9B | 10,507,891 | 2.81% | 31q | +5.2%+$192.6M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $3.9B | 10,360,148 | 2.64% | 31q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.8B | 10,194,443 | 3.81% | 3q | +8.4%+$294.1M |
| 1832 Asset Management L.P. | $3.7B | 6,586,763 | 1.87% | 31q | +4.2%+$148.9M |
| CAPSTONE INVESTMENT ADVISORS, LLC | $3.6B | 4,303,251 | 6.58% | 31q | +55.1%+$1.3B |
| PNC Financial Services Group, Inc. | $3.4B | 9,232,435 | 1.71% | 31q | +1.2%+$40.4M |
| Allianz Asset Management GmbH | $3.4B | 7,970,754 | 3.06% | 40q | +5.4%+$174.6M |
| Russell Investments Group, Ltd. | $3.4B | 9,197,996 | 3.01% | 31q | HELD |
| Aberdeen Group plc | $3.4B | 9,019,337 | 4.72% | 31q | +3.1%+$101.2M |
| BROWN ADVISORY INC | $3.2B | 8,508,949 | 4.92% | 31q | -12.4%-$450.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.2B | 8,484,853 | 3.99% | 31q | -4.4%-$144.5M |
| Fayez Sarofim & Co | $3.1B | 8,269,855 | 7.25% | 31q | +7.4%+$213.3M |
| CIBC Bancorp USA Inc. | $3.0B | 7,759,778 | 3.64% | 3q | -10.2%-$342.3M |
| LOOMIS SAYLES & CO L P | $2.9B | 7,779,696 | 3.64% | 31q | +28.3%+$640.2M |
| Robeco Institutional Asset Management B.V. | $2.8B | 7,446,791 | 3.41% | 38q | +1.9%+$51.7M |
| SIMPLEX TRADING, LLC | $2.7B | 197,528 | 1.59% | 31q | +44.5%+$835.8M |
| AVIVA PLC | $2.7B | 7,196,309 | 3.95% | 31q | +0.9%+$24.2M |
| PRIMECAP MANAGEMENT CO/CA/ | $2.7B | 7,140,870 | 1.58% | 31q | -1.7%-$46.1M |
| Polar Capital Holdings Plc | $2.6B | 863,720 | 6.17% | 23q | +31.0%+$618.7M |
| PeakShares LLC | $2.6B | 7,000 | 1.94% | 3q | +58.7%+$965.4M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $2.5B | 6,816,326 | 5.73% | 31q | +10.4%+$238.8M |
Showing the largest 100 of 6,223 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5,965 | $2.2T | 5,342,756,023 | 158 | 2,763 | 2,014 | 8.1% |
| Q1 2026 | 5,920 | $2.1T | 5,215,935,156 | 131 | 2,819 | 2,097 | 7.0% |
| Q4 2025 | 6,024 | $2.7T | 5,303,878,395 | 89 | 2,218 | 2,104 | 3.6% |
| Q3 2025 | 5,576 | $2.8T | 6,042,587,075 | 112 | 2,146 | 2,071 | 3.9% |
| Q2 2025 | 5,506 | $2.7T | 5,923,077,668 | 172 | 2,137 | 2,130 | 3.8% |
| Q1 2025 | 5,421 | $2.0T | 5,096,933,390 | 89 | 2,176 | 2,155 | 3.3% |
| Q4 2024 | 5,487 | $2.2T | 5,083,216,444 | 95 | 2,082 | 1,756 | 3.9% |
| Q3 2024 | 4,914 | $2.3T | 5,122,847,588 | 84 | 1,984 | 1,757 | 3.7% |
| Q2 2024 | 4,883 | $2.4T | 5,118,114,925 | 97 | 1,961 | 1,768 | 3.8% |
| Q1 2024 | 4,826 | $2.3T | 5,327,698,000 | 96 | 1,809 | 1,984 | 3.7% |
| Q4 2023 | 4,801 | $2.1T | 5,220,842,093 | 94 | 1,628 | 1,869 | 4.4% |
| Q3 2023 | 4,401 | $1.6T | 4,918,265,832 | 108 | 1,743 | 1,637 | 4.4% |
| Q2 2023 | 4,337 | $1.7T | 4,899,990,689 | 133 | 1,407 | 1,998 | 4.2% |
| Q1 2023 | 4,187 | $1.5T | 5,017,404,205 | 154 | 1,569 | 1,646 | 3.6% |
| Q4 2022 | 3,906 | $1.1T | 4,469,497,213 | 73 | 1,394 | 1,454 | 3.3% |
| Q3 2022 | 4,509 | $1.3T | 5,315,732,524 | 112 | 1,844 | 1,530 | 4.5% |
| Q2 2022 | 4,516 | $1.4T | 5,229,218,535 | 96 | 1,787 | 1,710 | 4.4% |
| Q1 2022 | 4,551 | $1.7T | 5,247,210,649 | 92 | 1,942 | 1,698 | 4.1% |
| Q4 2021 | 4,556 | $1.9T | 5,301,279,282 | 116 | 1,431 | 1,744 | 5.1% |
| Q3 2021 | 4,038 | $1.6T | 5,279,205,385 | 106 | 1,379 | 1,616 | 4.5% |
| Q2 2021 | 3,999 | $1.5T | 5,293,780,019 | 80 | 1,556 | 1,503 | 4.4% |
| Q1 2021 | 4,003 | $1.3T | 5,330,867,603 | 98 | 1,630 | 1,535 | 3.4% |
| Q4 2020 | 3,984 | $1.3T | 5,351,336,199 | 98 | 1,438 | 1,443 | 4.7% |
| Q3 2020 | 3,610 | $1.2T | 5,325,622,662 | 111 | 1,196 | 1,676 | 3.8% |
| Q2 2020 | 3,577 | $1.1T | 5,401,788,883 | 126 | 1,334 | 1,570 | 2.5% |
| Q1 2020 | 3,537 | $885.9B | 5,460,432,650 | 178 | 1,355 | 1,580 | 2.8% |
| Q4 2019 | 3,451 | $912.6B | 5,631,477,233 | 76 | 1,069 | 1,364 | 2.6% |
| Q3 2019 | 3,151 | $798.4B | 5,584,154,279 | 65 | 1,141 | 1,350 | 2.5% |
| Q2 2019 | 3,144 | $779.9B | 5,626,253,794 | 98 | 1,080 | 1,387 | 3.2% |
| Q1 2019 | 3,134 | $676.5B | 5,621,755,026 | 121 | 1,171 | 1,248 | 2.0% |
| Q4 2018 | 3,105 | $598.2B | 5,761,202,228 | 21 | 54 | 44 | 2.2% |