MSFT Microsoft Corporation
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.
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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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.
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.