MICROSOFT CORP (MSFT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
336
Reporting holders
$7.3B
Reported value
0.0%
Calls
0.1%
Puts
-5,915
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $497.2M | 969,392 | 5.93% | 32q | +3.7%+$17.8M |
| CONGRESS ASSET MANAGEMENT CO | $411.0M | 801,234 | 2.66% | 32q | -1.7%-$7.2M |
| ARMSTRONG HENRY H ASSOCIATES INC | $317.7M | 619,403 | 28.41% | 32q | HELD |
| Quintet Private Bank (Europe) S.A. | $314.9M | 613,956 | 13.84% | 16q | +39.7%+$89.6M |
| EASTERN BANK | $296.9M | 578,874 | 4.51% | 32q | -2.6%-$8.0M |
| Artemis Investment Management LLP | $294.3M | 573,809 | 2.57% | 32q | +2550.8%+$283.2M |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $265.2M | 517,109 | 6.07% | 32q | +65.5%+$105.0M |
| SAPIENT CAPITAL LLC | $239.0M | 465,911 | 3.21% | 12q | -46.9%-$210.7M |
| Farther Finance Advisors, LLC | $198.7M | 384,364 | 1.40% | 16q | +12.0%+$21.2M |
| ARGENT CAPITAL MANAGEMENT LLC | $191.3M | 373,057 | 6.10% | 32q | -4.1%-$8.1M |
| MassMutual Private Wealth & Trust, FSB | $181.4M | 353,759 | 4.79% | 32q | -2.8%-$5.2M |
| Douglas Lane & Associates, LLC | $171.9M | 335,195 | 2.30% | 32q | -2.1%-$3.7M |
| ROCKLAND TRUST CO | $151.2M | 294,841 | 5.79% | 32q | +0.6%+$864.7K |
| Gradient Investments LLC | $144.8M | 282,382 | 2.07% | 32q | -7.4%-$11.6M |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $132.5M | 258,320 | 11.41% | 15q | HELD |
| Venture Visionary Partners LLC | $128.9M | 251,167 | 3.37% | 28q | +4.5%+$5.6M |
| PARK NATIONAL CORP /OH/ | $125.3M | 244,284 | 3.40% | 32q | -5.1%-$6.8M |
| GAMMA Investing LLC | $118.0M | 230,099 | 3.99% | 12q | +15.6%+$15.9M |
| Versant Capital Management, Inc | $95.6M | 186,310 | 8.17% | 32q | +0.8%+$749.3K |
| Valeo Financial Advisors, LLC | $93.4M | 182,123 | 1.97% | 32q | +1.6%+$1.5M |
| Violich Capital Management, Inc. | $88.9M | 173,373 | 9.60% | 32q | -2.1%-$1.9M |
| Wedmont Private Capital | $76.8M | 147,027 | 1.84% | 20q | +44.2%+$23.6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $69.8M | 136,113 | 1.17% | 32q | -4.7%-$3.5M |
| Apella Capital, LLC | $67.4M | 126,914 | 0.86% | 26q | +4.6%+$3.0M |
| AVITY INVESTMENT MANAGEMENT INC. | $66.8M | 130,240 | 4.18% | 32q | +3.1%+$2.0M |
| YHB Investment Advisors, Inc. | $63.9M | 124,622 | 4.03% | 32q | -2.6%-$1.7M |
| TOMPKINS FINANCIAL CORP | $57.3M | 111,714 | 4.04% | 31q | -1.1%-$664.7K |
| Coastline Trust Co | $50.1M | 97,699 | 4.67% | 32q | -5.4%-$2.9M |
| AMERICAN NATIONAL BANK & TRUST | $48.2M | 93,988 | 4.42% | 32q | -4.0%-$2.0M |
| Bath Savings Trust Co | $48.0M | 93,601 | 4.97% | 32q | -0.7%-$360.6K |
| Overbrook Management Corp | $44.7M | 87,234 | 6.96% | 32q | -1.5%-$676.5K |
| CapWealth Advisors, LLC | $43.1M | 84,108 | 3.26% | 32q | +1.7%+$707.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $41.4M | 80,667 | 3.59% | 20q | +2.3%+$920.1K |
| VALLEY WEALTH MANAGERS, INC. | $38.8M | 75,742 | 2.21% | 32q | +0.7%+$257.0K |
| Avidian Wealth Enterprises, LLC | $38.0M | 74,090 | 1.06% | 32q | +3.5%+$1.3M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $38.0M | 74,000 | 7.17% | 32q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $36.6M | 71,338 | 2.64% | 32q | +1.0%+$345.7K |
| Galvin, Gaustad & Stein, LLC | $36.2M | 70,581 | 2.72% | 24q | -2.2%-$805.3K |
| Legacy Private Trust Co. | $36.1M | 69,722 | 1.97% | 32q | -0.6%-$232.8K |
| Cooper Financial Group | $33.2M | 64,731 | 2.64% | 32q | +9.1%+$2.8M |
| Everhart Financial Group, Inc. | $32.1M | 62,525 | 1.98% | 24q | +8.1%+$2.4M |
| Private Capital Advisors, Inc. | $31.6M | 61,547 | 2.74% | 32q | -4.0%-$1.3M |
| TOTH FINANCIAL ADVISORY CORP | $30.2M | 58,789 | 3.01% | 32q | +3.8%+$1.1M |
| MOODY NATIONAL BANK TRUST DIVISION | $28.9M | 56,353 | 2.39% | 32q | -4.5%-$1.4M |
| Paragon Capital Management Ltd | $28.7M | 56,014 | 5.29% | 32q | -0.9%-$262.6K |
| Brown Shipley& Co Ltd | $28.4M | 55,366 | 13.66% | 15q | +1.0%+$292.4K |
| Capital Planning LLC | $28.2M | 54,930 | 7.49% | 24q | +1.6%+$442.6K |
| Wealth Enhancement Trust Services, Inc. | $28.1M | 54,706 | 3.00% | 4q | -51.7%-$30.1M |
| HALL LAURIE J TRUSTEE | $27.0M | 52,624 | 8.60% | 30q | -1.2%-$325.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $25.3M | 49,296 | 1.67% | 32q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $25.0M | 48,657 | 4.93% | 32q | -2.0%-$506.2K |
| Stokes Capital Advisors, LLC | $23.3M | 45,488 | 5.12% | 32q | +1.7%+$379.0K |
| Allen Mooney & Barnes Investment Advisors LLC | $23.0M | 44,771 | 3.41% | 19q | -0.9%-$208.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $22.9M | 44,597 | 3.84% | 32q | -0.9%-$205.2K |
| Iowa State Bank | $22.3M | 43,399 | 3.76% | 32q | +8.0%+$1.7M |
| Lincoln Capital LLC | $21.3M | 41,571 | 3.73% | 32q | HELD |
| Central Pacific Bank - Trust Division | $21.0M | 40,886 | 2.20% | 11q | +19.3%+$3.4M |
| Montecito Bank & Trust | $20.8M | 40,538 | 3.15% | 31q | -0.6%-$124.1K |
| Bill Few Associates, Inc. | $20.5M | 39,974 | 4.23% | 20q | -1.0%-$203.6K |
| Grove Bank & Trust | $20.3M | 39,661 | 2.02% | 32q | +6.6%+$1.3M |
| Bell Asset Management Ltd | $20.1M | 39,176 | 7.26% | 27q | -32.9%-$9.9M |
| DAVIDSON TRUST CO | $19.8M | 38,598 | 7.82% | 28q | -3.7%-$754.5K |
| Sound Income Strategies, LLC | $19.6M | 37,456 | 0.87% | 32q | +2.5%+$469.3K |
| BONNESS ENTERPRISES INC | $19.5M | 37,990 | 6.34% | 32q | HELD |
| CENTRAL BANK & TRUST CO | $19.5M | 37,923 | 2.77% | 32q | +2.9%+$539.6K |
| Acropolis Investment Management, LLC | $19.4M | 37,814 | 0.78% | 32q | -52.3%-$21.3M |
| CoreCap Advisors, LLC | $19.3M | 37,670 | 0.56% | 9q | +2.1%+$404.2K |
| Mirador Capital Partners LP | $18.3M | 35,622 | 2.13% | 32q | +0.8%+$152.3K |
| Stonebridge Financial Group, LLC | $18.3M | 35,613 | 1.35% | 8q | +2.7%+$474.4K |
| BENEDICT FINANCIAL ADVISORS INC | $18.2M | 35,544 | 3.62% | 32q | -3.0%-$567.8K |
| DLK Investment Management, LLC | $18.1M | 35,341 | 6.60% | 12q | +3.9%+$677.1K |
| S.E.E.D. Planning Group LLC | $17.5M | 34,125 | 4.29% | 28q | +4.2%+$698.1K |
| Monument Capital Management | $16.2M | 31,647 | 3.38% | 32q | +1.3%+$213.4K |
| Capital Advisors Wealth Management, LLC | $15.7M | 30,616 | 1.77% | 23q | +3.2%+$492.9K |
| HWG Holdings LP | $15.4M | 30,046 | 3.55% | 28q | +2.1%+$317.5K |
| CHAPIN DAVIS, INC. | $15.0M | 29,234 | 2.88% | 16q | +10.4%+$1.4M |
| STABLEFORD CAPITAL II LLC | $14.8M | 28,797 | 5.12% | 40q | -4.7%-$720.6K |
| Pacifica Partners Inc. | $14.5M | 28,295 | 4.37% | 28q | HELD |
| Bank of New Hampshire | $14.5M | 28,243 | 3.13% | 22q | -3.0%-$450.8K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $14.1M | 27,493 | 0.51% | 32q | -3.2%-$460.1K |
| Keystone Financial Planning, Inc. | $14.1M | 27,488 | 3.49% | 32q | +2.3%+$318.0K |
| TILIA FIDUCIARY PARTNERS, INC. | $14.1M | 27,484 | 3.25% | 20q | +99.2%+$7.0M |
| ARMSTRONG ADVISORY GROUP, INC | $13.6M | 26,473 | 0.82% | 16q | -0.8%-$111.8K |
| Greenfield Savings Bank | $13.5M | 26,355 | 5.11% | 18q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $13.3M | 25,966 | 0.86% | 15q | +5.7%+$723.2K |
| Decker Wealth Management LLC | $13.1M | 25,488 | 2.65% | 4q | +6.7%+$825.8K |
| Breakwater Capital Group | $12.4M | 23,504 | 1.46% | 16q | +1.4%+$172.0K |
| Eastover Investment Advisors LLC | $12.2M | 23,734 | 4.73% | 27q | -0.6%-$69.8K |
| Atlas Brown,Inc. | $12.0M | 23,338 | 3.16% | 32q | HELD |
| David J Yvars Group | $11.8M | 23,032 | 5.43% | 24q | HELD |
| Cox Capital Mgt LLC | $11.5M | 22,448 | 6.45% | 32q | -0.7%-$83.1K |
| KWMG, LLC | $11.5M | 22,385 | 0.83% | 27q | +4.0%+$438.0K |
| Eleva Capital SAS | $11.2M | 21,817 | 9.89% | new | NEW |
| Red Spruce Capital, LLC | $11.1M | 21,668 | 3.93% | 28q | +2.2%+$240.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $11.1M | 21,586 | 2.17% | 24q | +2.2%+$239.0K |
| Castle Rock Wealth Management, LLC | $10.7M | 20,277 | 2.02% | 31q | -7.7%-$891.9K |
| ALKEME WEALTH, LLC | $10.6M | 20,684 | 4.00% | 32q | HELD |
| FIRST COMMUNITY TRUST NA | $10.6M | 20,642 | 3.53% | 20q | +4.3%+$440.1K |
| Boltwood Capital Management | $10.6M | 20,630 | 2.39% | 32q | +2.0%+$205.7K |
| Balefire, LLC | $10.5M | 20,479 | 1.65% | 32q | +6.2%+$608.8K |
Showing the largest 100 of 350 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | Nadella Satya | Chief Executive Officer | Sold | 86,525 | $43.4M ×8 |
| 2026-09-14 | Hood Amy | EVP, Chief Financial Officer | Sold | 41,674 | $20.8M ×6 |
| 2026-06-01 | Althoff Judson | CEO Microsoft Commercial | Sold | 15,500 | $7.1M |
| 2026-08-05 | Althoff Judson | CEO Microsoft Commercial | Sold | 10,000 | $4.9M |
| 2026-08-04 | Numoto Takeshi | EVP, Chief Marketing Officer | Sold | 4,810 | $2.4M |
| 2026-06-10 | Numoto Takeshi | EVP, Chief Marketing Officer | Sold | 4,500 | $1.8M |
| 2026-06-08 | Numoto Takeshi | EVP, Chief Marketing Officer | Sold | 2,500 | $1.0M |
| 2026-05-14 | Coleman Amy | EVP, Chief Human Resources Off | Sold | 1,262 | $519.2K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 336 | $7.3B | 14,230,193 | 9 | 128 | 135 | 0.1% |
| Q2 2026 | 6,251 | $2.4T | 5,927,346,942 | 163 | 2,884 | 2,122 | 8.1% |
| Q1 2026 | 6,199 | $2.2T | 5,460,103,009 | 137 | 2,946 | 2,191 | 6.8% |
| Q4 2025 | 6,322 | $2.8T | 5,570,656,473 | 91 | 2,303 | 2,232 | 3.5% |
| Q3 2025 | 5,866 | $3.0T | 6,302,439,719 | 118 | 2,242 | 2,192 | 3.9% |
| Q2 2025 | 5,850 | $2.8T | 6,221,152,253 | 177 | 2,257 | 2,275 | 3.7% |
| Q1 2025 | 5,778 | $2.1T | 5,376,636,425 | 92 | 2,303 | 2,307 | 3.3% |
| Q4 2024 | 5,876 | $2.4T | 5,406,270,409 | 110 | 2,216 | 1,905 | 3.9% |
| Q3 2024 | 5,309 | $2.4T | 5,441,078,245 | 101 | 2,117 | 1,914 | 3.6% |
| Q2 2024 | 5,279 | $2.5T | 5,463,433,033 | 114 | 2,094 | 1,923 | 3.7% |
| Q1 2024 | 5,247 | $2.5T | 5,668,029,674 | 105 | 1,946 | 2,179 | 3.6% |
| Q4 2023 | 5,233 | $2.2T | 5,556,888,627 | 101 | 1,761 | 2,084 | 4.3% |
| Q3 2023 | 4,867 | $1.8T | 5,345,218,686 | 130 | 1,909 | 1,807 | 4.3% |
| Q2 2023 | 4,830 | $1.9T | 5,274,595,680 | 151 | 1,535 | 2,247 | 4.4% |
| Q1 2023 | 4,734 | $1.6T | 5,485,484,674 | 169 | 1,734 | 1,886 | 3.8% |
| Q4 2022 | 4,690 | $1.3T | 5,334,577,371 | 80 | 1,643 | 1,793 | 3.8% |
| Q3 2022 | 4,511 | $1.3T | 5,315,753,985 | 112 | 1,844 | 1,532 | 4.5% |
| Q2 2022 | 4,518 | $1.4T | 5,229,241,454 | 96 | 1,788 | 1,711 | 4.4% |
| Q1 2022 | 4,555 | $1.7T | 5,392,460,446 | 92 | 1,944 | 1,699 | 4.0% |
| Q4 2021 | 4,559 | $1.9T | 5,301,303,276 | 116 | 1,431 | 1,744 | 5.1% |
| Q3 2021 | 4,040 | $1.6T | 5,453,888,997 | 106 | 1,380 | 1,617 | 4.3% |
| Q2 2021 | 4,001 | $1.5T | 5,472,168,296 | 80 | 1,558 | 1,503 | 4.3% |
| Q1 2021 | 4,004 | $1.3T | 5,330,885,404 | 98 | 1,631 | 1,535 | 3.4% |
| Q4 2020 | 3,985 | $1.3T | 5,351,352,713 | 98 | 1,438 | 1,444 | 4.7% |
| Q3 2020 | 3,611 | $1.2T | 5,325,639,581 | 111 | 1,197 | 1,676 | 3.8% |
| Q2 2020 | 3,578 | $1.1T | 5,401,805,344 | 126 | 1,334 | 1,571 | 2.5% |
| Q1 2020 | 3,538 | $886.0B | 5,460,587,972 | 179 | 1,356 | 1,580 | 2.8% |
| Q4 2019 | 3,452 | $912.6B | 5,631,486,253 | 76 | 1,069 | 1,365 | 2.6% |
| Q3 2019 | 3,152 | $798.4B | 5,584,163,650 | 65 | 1,141 | 1,350 | 2.5% |
| Q2 2019 | 3,144 | $780.1B | 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% |