MSFT · Company research
Microsoft Corp (MSFT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21135 | 10840142000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238090 | 122116361000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11969 | 6138900 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14149 | 7257022 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11969 | 6138900 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Concord Investment Counsel Inc. | 2022154 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30114 | 10741973 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5527 | 2061788 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Estuary Capital Management LP | 1965005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100472 | 37478065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hopwood Nicholas Hunter | 2091827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2691 | 1003642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayesian Capital Management, LP | 1632551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16196 | 6041432 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6814 | 2542135 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Forefront Wealth Partners, LLC | 2068112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12430 | 4636662 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14923 | 5566529 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 37302 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148766 | 55492693 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FWG Holdings, LLC | 1862067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7947 | 3033223 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospect Capital Advisors, LLC | 1632368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14500 | 5408790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLEN OPERATIONS LLC | 1389544 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88383 | 32968627 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| McKinney Capital Management, LLC | 2133532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19266 | 7186631 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286312 | 106800121 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Knott David M Jr | 1892770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1600 | 596832 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105487 | 39348761 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Provident Fund Board | 1600177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3736259 | 1393699332 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FAIRFIELD, BUSH & CO. | 1116247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23686 | 8835362 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25410 | 9478438 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Forum Private Client Group LLC | 1910636 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1595 | 595144 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6062 | 2261247 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sherman Asset Management, Inc. | 1736535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5097 | 1901610 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6586763 | 2456994334 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 588 | 219336 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1551564 | 578764403 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28378 | 10585562 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62543 | 23329624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4277000 | 1595406540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legend Capital Advisors LLC | 2111719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6029 | 2249000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Visionary Horizons, LLC | 2003615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3898 | 1454343 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4153146 | 1549206423 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTH DALLAS BANK & TRUST CO | 2035144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12846 | 4791815 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 968 | 361083 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 869367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260345 | 97113944 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85839 | 32020 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45465 | 16959354 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4320933 | 1611794253 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 1909570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14105 | 5261471 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413524 | 154252769 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| 10Elms LLP | 2056650 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1019 | 380262 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Guardian Wealth Management, Inc. | 1910205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 566 | 211408 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cohen Capital Management, Inc. | 1508120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74681 | 27857511 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Holowesko Partners Ltd. | 1428569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62680 | 23380894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Optivise Advisory Services LLC | 2042876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6453 | 2407206 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RHS Financial, LLC | 1766514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2698 | 1006381 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 451971 | 168594222 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Hikari Tsushin, Inc. | 1423673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9794 | 3653358 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parallax Volatility Advisers, L.P. | 1521001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222900 | 83146158 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 355668 | 132671277 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19466 | 7261289 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Merrion Investment Management Co, LLC | 1383782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6165 | 2299670 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Delaney Capital Management Ltd. | 2140766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1084 | 404354 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1477964 | 550689500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 643 | 239852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135787 | 50650644 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONWAY CAPITAL MANAGEMENT, INC. | 2044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10445 | 3896322 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| K.J. Harrison & Partners Inc | 1418359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42540 | 15868271 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1674836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 687 | 256111 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SATOVSKY ASSET MANAGEMENT LLC | 1807288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9738 | 3632421 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Auxano Advisors, LLC | 1811491 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131823 | 49172634 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clarity Wealth Development LLC | 2048774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3527 | 1315508 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18438 | 6877743 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Opulen Financial Group LLC | 2055099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2557 | 953880 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TKG Advisors, LLC | 1843275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10225 | 3814059 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Breachway Investments LLC | 2106661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1865 | 695682 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Rempart Asset Management Inc. | 1844571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54466 | 20316907 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271136 | 101139213 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FOCUSED ALPHA, LLC | 2105062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34522 | 12877497 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Align Financial, LLC | 2089183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1477 | 550951 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| FFT WEALTH MANAGEMENT LLC | 1653199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3831 | 1428856 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Topel & Distasi Wealth Management, LLC | 1880087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1889 | 704623 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1965760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32363 | 12072136 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28723 | 10963571 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3623332 | 1351575303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.