MSFT Microsoft Corporation

NASDAQ
$529.30

Microsoft Corporation (MSFT) Institutional Ownership

What the institutions did with MSFT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
59
filed both this quarter and last
Managers holding
59
+0 on the quarter
Buyers
24
0 opened new
Sellers
30
0 sold out entirely
Buyer share
44.4%
of managers who traded it
Breadth
-11.1
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 969.4K 20.3%
EASTERN BANK 578.9K 12.1%
ARGENT CAPITAL MANAGEMENT LLC 373.1K 7.8%
MassMutual Private Wealth & Trust, FSB 353.8K 7.4%
ROCKLAND TRUST CO 294.8K 6.2%
JIA INVESTMENT ALLIANCE PTE. LTD. 258.3K 5.4%
PARK NATIONAL CORP /OH/ 244.3K 5.1%
Versant Capital Management, Inc 186.3K 3.9%
Violich Capital Management, Inc. 173.4K 3.6%
NEVILLE RODIE & SHAW INC 140.8K 3.0%
CONFLUENCE INVESTMENT MANAGEMENT LLC 136.1K 2.9%
CX Institutional 121.1K 2.5%
TOMPKINS FINANCIAL CORP 111.7K 2.3%
Coastline Trust Co 97.7K 2.0%
GoalVest Advisory LLC 89.3K 1.9%
CapWealth Advisors, LLC 84.1K 1.8%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 74.0K 1.6%
FIRST FINANCIAL BANK - TRUST DIVISION 71.3K 1.5%
Central Pacific Bank - Trust Division 40.9K 0.9%
Montecito Bank & Trust 40.5K 0.8%
Stonebridge Financial Group, LLC 35.6K 0.7%
Eastover Investment Advisors LLC 23.7K 0.5%
BAKER TILLY WEALTH MANAGEMENT, LLC 21.6K 0.5%
Boltwood Capital Management 20.6K 0.4%
Lakehouse Capital Pty Ltd 19.9K 0.4%

Largest changes

Manager Action Previous Current Change
GoalVest Advisory LLC Increased 12.4K 89.3K +77.0K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Increased 934.7K 969.4K +34.7K
ARGENT CAPITAL MANAGEMENT LLC Reduced 388.9K 373.1K -15.8K
EASTERN BANK Reduced 594.6K 578.9K -15.7K
PARK NATIONAL CORP /OH/ Reduced 257.5K 244.3K -13.2K
MassMutual Private Wealth & Trust, FSB Reduced 363.8K 353.8K -10.0K
NEVILLE RODIE & SHAW INC Reduced 149.2K 140.8K -8.3K
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced 142.9K 136.1K -6.8K
Central Pacific Bank - Trust Division Increased 34.3K 40.9K +6.6K
Coastline Trust Co Reduced 103.3K 97.7K -5.6K
Violich Capital Management, Inc. Reduced 177.1K 173.4K -3.7K
CX Institutional Increased 118.7K 121.1K +2.4K
Lakehouse Capital Pty Ltd Reduced 21.8K 19.9K -1.8K
BURKETT FINANCIAL SERVICES, LLC Increased 6.7K 8.4K +1.7K
ROCKLAND TRUST CO Increased 293.2K 294.8K +1.7K
Versant Capital Management, Inc Increased 184.8K 186.3K +1.5K
CapWealth Advisors, LLC Increased 82.7K 84.1K +1.4K
TOMPKINS FINANCIAL CORP Reduced 113.0K 111.7K -1.3K
General Partner, Inc. Reduced 18.4K 17.2K -1.2K
Adelphi Trust Co Reduced 19.0K 17.9K -1.1K
Stonebridge Financial Group, LLC Increased 34.7K 35.6K +925
Global Wealth Strategies & Associates Increased 3.7K 4.5K +789
FIRST FINANCIAL BANK - TRUST DIVISION Increased 70.7K 71.3K +674
Ridgewood Investments LLC Reduced 7.9K 7.4K -468
BAKER TILLY WEALTH MANAGEMENT, LLC Increased 21.1K 21.6K +466
Boltwood Capital Management Increased 20.2K 20.6K +401
Marotta Asset Management Reduced 4.0K 3.7K -347
Miller Global Investments, LLC Increased 1.9K 2.2K +326
Pacific Wealth Management Reduced 1.3K 963 -318
Ballew Advisors, Inc Reduced 2.9K 2.6K -316
PRIVATE CLIENT SERVICES, LLC Increased 8.1K 8.4K +312
Beacon Wealthcare LLC Increased 1.3K 1.6K +246
Montecito Bank & Trust Reduced 40.8K 40.5K -242
Sarver Vrooman Wealth Advisors Reduced 557 357 -200
COLLECTIVE FAMILY OFFICE LLC Reduced 5.9K 5.7K -197
First Citizens Financial Corp Reduced 7.8K 7.6K -173
Heartwood Wealth Advisors LLC Increased 10.0K 10.2K +172
Box Hill Private Wealth LLC Increased 4.3K 4.4K +137
Eastover Investment Advisors LLC Reduced 23.9K 23.7K -136
Norman Fields, Gottscho Capital Management, LLC Reduced 2.8K 2.7K -123
Roxbury Financial LLC Increased 14.0K 14.1K +119
Rosenberg Matthew Hamilton Reduced 7.4K 7.3K -102
CACTI ASSET MANAGEMENT LLC Reduced 11.0K 10.9K -100
Planning Strategies Inc. Increased 3.7K 3.8K +92
DOLIVER ADVISORS, LP Reduced 6.5K 6.4K -90
Hickory Point Bank & Trust Reduced 6.1K 6.0K -78
Partnership Wealth Management, LLC Reduced 6.1K 6.0K -77
Marathon Mission, Inc. Increased 1.7K 1.8K +42
Parrish Capital LLC Reduced 1.6K 1.6K -21
Noble Wealth Management PBC Increased 2.4K 2.4K +16
Silverleafe Capital Partners, LLC Reduced 7.9K 7.9K -16
Olistico Wealth, LLC Reduced 8.2K 8.2K -15
Kennon-Green & Company, LLC Increased 6.7K 6.7K +4
LBJ Family Wealth Advisors, Ltd. Increased 1.1K 1.1K +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.