Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MICROSOFT CORP · CMN · quarter ended 2026-03-31 · 130 members disclosed MSFT ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 5,876 holders are listed, largest first: 5,876
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $1.9T
holders whose share count rose or who opened the position (new + add), by shares: 3,142
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 392

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MSFT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$220B	593,328,571	−8,568,924	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$179B	482,558,086	—	NO PRIOR
3	STATE STREET CORP	$114B	306,708,289	+557,681	ADD
4	FMR LLC	$70.4B	190,211,367	−10,737,378	TRIM
5	GEODE CAPITAL MANAGEMENT, LLC	$69.6B	188,501,918	+5,883,518	ADD
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$62.0B	167,490,848	—	NO PRIOR
7	MORGAN STANLEY	$46.2B	124,881,288	+3,660,727	ADD
8	JPMORGAN CHASE & CO	$45.6B	127,128,999	−20,630,851	TRIM
9	Capital Research Global Investors	$35.6B	96,093,061	+22,768,626	ADD
10	NORTHERN TRUST CORP	$29.5B	79,696,955	−82,975	TRIM
11	BANK OF AMERICA CORP /DE/	$26.2B	70,765,459	−2,355,912	TRIM
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$23.6B	63,832,188	+3,659,325	ADD
13	Capital World Investors	$22.8B	61,734,339	−2,731,828	TRIM
14	GOLDMAN SACHS GROUP INC	$22.7B	61,217,966	+9,817,298	ADD
15	Capital International Investors	$20.3B	54,837,522	−26,747,859	TRIM
16	WELLINGTON MANAGEMENT GROUP LLP	$19.5B	52,742,167	+3,832,724	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$19.4B	52,519,324	+1,587,748	ADD
18	Bank of New York Mellon Corp	$19.1B	51,657,016	−2,781,219	TRIM
19	Legal & General Group Plc	$18.6B	50,263,312	−829,309	TRIM
20	Nuveen, LLC	$16.3B	44,121,970	−4,038,876	TRIM
21	VANGUARD FIDUCIARY TRUST CO	$15.8B	42,631,844	—	NO PRIOR
22	Invesco Ltd.	$15.7B	42,295,292	−2,938,531	TRIM
23	Amundi	$15.4B	41,675,076	+9,814,598	ADD
24	ALLIANCEBERNSTEIN L.P.	$15.4B	31,797,302	−4,285,375	TRIM
25	FRANKLIN RESOURCES INC	$14.2B	38,405,107	−1,565,770	TRIM
26	ROYAL BANK OF CANADA	$13.7B	37,062,879	−394,457	TRIM
27	WELLS FARGO & COMPANY/MN	$12.3B	33,333,314	+183,994	ADD
28	UBS Group AG	$12.2B	33,034,656	+4,990,468	ADD
29	DEUTSCHE BANK AG\	$12.1B	32,615,124	+881,063	ADD
30	AMERIPRISE FINANCIAL INC	$11.5B	31,094,882	−1,726,757	TRIM
31	DIMENSIONAL FUND ADVISORS LP	$10.9B	29,323,744	+2,784,809	ADD
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$10.7B	25,473,981	−1,597,341	TRIM
33	Fisher Asset Management, LLC	$9.6B	25,941,594	+641,184	ADD
34	BARCLAYS PLC	$9.2B	24,964,429	+851,259	ADD
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$9.0B	24,264,779	+9,493,778	ADD
36	HSBC HOLDINGS PLC	$8.9B	23,968,571	−20,309,025	TRIM
37	Janus Henderson Group Ltd.	$8.8B	23,878,982	−2,919,517	TRIM
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$8.1B	21,906,086	+781,973	ADD
39	Swiss National Bank	$7.7B	20,721,690	+1,371,040	ADD
40	Mitsubishi UFJ Asset Management Co., Ltd.	$7.1B	19,158,356	+477,836	ADD
41	JENNISON ASSOCIATES LLC	$6.6B	17,883,560	−3,167,730	TRIM
42	RAYMOND JAMES FINANCIAL INC	$6.6B	17,738,222	+482,315	ADD
43	Sumitomo Mitsui Trust Group, Inc.	$6.5B	17,687,515	−933,958	TRIM
44	CITIGROUP INC	$6.2B	16,670,235	+4,825,072	ADD
45	Vanguard Global Advisers, LLC	$6.0B	16,245,489	—	NO PRIOR
46	AMERICAN CENTURY COMPANIES INC	$6.0B	16,151,639	+1,027,241	ADD
47	SCHRODER INVESTMENT MANAGEMENT GROUP	$5.7B	15,440,474	−440,914	TRIM
48	Swedbank AB	$5.6B	15,139,876	+355,297	ADD
49	PRINCIPAL FINANCIAL GROUP INC	$5.6B	15,016,976	+158,841	ADD
50	BANK OF MONTREAL /CAN/	$5.6B	15,016,936	+815,692	ADD
51	CANADA PENSION PLAN INVESTMENT BOARD	$5.6B	14,999,474	+2,384,430	ADD
52	National Pension Service	$5.5B	14,917,409	+14,917,409	NEW
53	Assenagon Asset Management S.A.	$5.1B	13,647,948	+2,891,005	ADD
54	NORDEA INVESTMENT MANAGEMENT AB	$4.9B	13,520,853	−673,649	TRIM
55	RHUMBLINE ADVISERS	$4.8B	12,999,925	−331,516	TRIM
56	BNP PARIBAS FINANCIAL MARKETS	$4.8B	12,842,350	−139,909	TRIM
57	VANGUARD ASSET MANAGEMENT, Ltd	$4.7B	12,753,462	—	NO PRIOR
58	Sanders Capital, LLC	$4.6B	12,393,692	+243,477	ADD
59	DODGE & COX	$4.4B	11,959,935	+4,518,185	ADD
60	NATIONAL BANK OF CANADA /FI/	$4.4B	11,902,573	+1,989,133	ADD
61	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.4B	11,816,820	−1,870,135	TRIM
62	ENVESTNET ASSET MANAGEMENT INC	$4.3B	11,645,986	+1,216,967	ADD
63	Neuberger Berman Group LLC	$4.2B	11,385,383	−367,606	TRIM
64	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$4.1B	11,164,853	+352,598	ADD
65	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$4.0B	10,715,663	−251,345	TRIM
66	VICTORY CAPITAL MANAGEMENT INC	$4.0B	10,712,913	−2,334,110	TRIM
67	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$3.8B	10,360,148	0	NO CHANGE
68	LPL Financial LLC	$3.8B	10,337,597	+329,577	ADD
69	FIL Ltd	$3.7B	9,991,460	+1,141,331	ADD
70	AQR CAPITAL MANAGEMENT LLC	$3.7B	10,035,598	+3,769,997	ADD
71	BROWN ADVISORY INC	$3.6B	9,717,825	−1,033,430	TRIM
72	BNP Paribas Asset Management Holding S.A.	$3.5B	9,405,928	−278,850	TRIM
73	Clearbridge Investments, LLC	$3.4B	9,270,237	−1,087,660	TRIM
74	Russell Investments Group, Ltd.	$3.4B	9,197,631	+490,058	ADD
75	NEW YORK STATE COMMON RETIREMENT FUND	$3.3B	8,872,181	+22,800	ADD
76	TD ASSET MANAGEMENT INC	$3.2B	8,755,159	−591,270	TRIM
77	Aberdeen Group plc	$3.2B	8,748,165	+187,691	ADD
78	CIBC Bancorp USA Inc.	$3.2B	8,645,671	—	NO PRIOR
79	FAYEZ SAROFIM & CO	$2.8B	7,698,013	+25,549	ADD
80	Allianz Asset Management GmbH	$2.8B	7,565,666	+113,285	ADD
81	Robeco Institutional Asset Management B.V.	$2.7B	7,308,123	−643,620	TRIM
82	PRIMECAP MANAGEMENT CO/CA/	$2.7B	7,264,560	−22,960	TRIM
83	AVIVA PLC	$2.6B	7,131,470	+206,160	ADD
84	SEI INVESTMENTS CO	$2.6B	7,000,712	−111,109	TRIM
85	PRUDENTIAL FINANCIAL INC	$2.6B	6,950,519	−185,480	TRIM
86	VOYA INVESTMENT MANAGEMENT LLC	$2.5B	6,887,010	−2,932,526	TRIM
87	Universal- Beteiligungs- und Servicegesellschaft mbH	$2.5B	6,797,181	−254,411	TRIM
88	Pictet Asset Management Holding SA	$2.5B	6,689,245	−670,578	TRIM
89	STIFEL FINANCIAL CORP	$2.5B	6,663,492	−354,414	TRIM
90	Ensign Peak Advisors, Inc	$2.5B	6,631,072	−157,672	TRIM
91	ADAGE CAPITAL PARTNERS GP, L.L.C.	$2.4B	6,575,643	−51,500	TRIM
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$2.4B	6,486,812	−73,737	TRIM
93	1832 Asset Management L.P.	$2.3B	6,323,428	+678,142	ADD
94	Grantham, Mayo, Van Otterloo & Co. LLC	$2.3B	6,176,138	+908,452	ADD
95	D. E. Shaw & Co., Inc.	$2.3B	6,167,970	−699,750	TRIM
96	LOOMIS SAYLES & CO L P	$2.2B	6,063,327	+66,645	ADD
97	Daiwa Securities Group Inc.	$2.2B	6,022,434	+2,858,722	ADD
98	Mariner, LLC	$2.1B	5,786,681	+412,037	ADD
99	Baird Financial Group, Inc.	$2.1B	5,782,718	+5,782,718	NEW
100	Corient Private Wealth LLC	$2.1B	5,668,485	−18,189,017	TRIM
101	ROYAL LONDON ASSET MANAGEMENT LTD	$2.1B	5,685,840	−273,372	TRIM
102	Pershing Square Capital Management, L.P.	$2.1B	5,654,078	+5,654,078	NEW
103	DANSKE BANK A/S	$2.1B	5,628,067	+324,747	ADD
104	DnB Asset Management AS	$2.1B	5,541,288	+444,860	ADD
105	CREDIT AGRICOLE S A	$2.0B	5,477,807	−430,694	TRIM
106	US BANCORP \DE\	$2.0B	5,452,330	+46,566	ADD
107	Ninety One UK Ltd	$2.0B	5,396,305	−1,196,588	TRIM
108	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.0B	5,373,605	+528,275	ADD
109	Focus Partners Wealth	$2.0B	5,318,401	+883,984	ADD
110	LAZARD ASSET MANAGEMENT LLC	$2.0B	5,298,695	+373,462	ADD
111	Korea Investment CORP	$1.9B	5,191,867	−205,958	TRIM
112	MACKENZIE FINANCIAL CORP	$1.9B	5,075,573	−454,098	TRIM
113	HighTower Advisors, LLC	$1.9B	5,058,749	+53,586	ADD
114	FRED ALGER MANAGEMENT, LLC	$1.8B	4,986,013	−7,117	TRIM
115	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$1.8B	4,974,037	−145,501	TRIM
116	APG Asset Management N.V.	$1.8B	5,656,313	−1,033,435	TRIM
117	JONES FINANCIAL COMPANIES LLLP	$1.8B	5,077,240	+3,399,542	ADD
118	BANK OF NOVA SCOTIA	$1.8B	4,769,771	−1,152,045	TRIM
119	ProShare Advisors LLC	$1.8B	4,728,436	−1,062,478	TRIM
120	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7B	4,664,080	+2,632,294	ADD
121	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.7B	4,631,277	−1,119,327	TRIM
122	FIFTH THIRD BANCORP	$1.7B	4,576,422	+1,700,110	ADD
123	Winslow Capital Management, LLC	$1.7B	4,488,492	−1,846,426	TRIM
124	GENERATION INVESTMENT MANAGEMENT LLP	$1.7B	4,469,019	+340,719	ADD
125	Chevy Chase Trust Holdings, LLC	$1.6B	4,386,215	−134,119	TRIM
126	FIRST MANHATTAN CO. LLC.	$1.6B	4,371,164	+13,149	ADD
127	Alecta Tjanstepension Omsesidigt	$1.6B	4,300,000	0	NO CHANGE
128	TRUIST FINANCIAL CORP	$1.6B	4,269,343	−7,478	TRIM
129	Bank Julius Baer & Co. Ltd, Zurich	$1.6B	4,266,097	−179,944	TRIM
130	PUBLIC SECTOR PENSION INVESTMENT BOARD	$1.6B	4,196,827	+696,671	ADD
131	PARNASSUS INVESTMENTS, LLC	$1.6B	4,192,164	−313,331	TRIM
132	Eurizon Capital SGR S.p.A.	$1.5B	4,205,014	−12,915	TRIM
133	FIRST TRUST ADVISORS LP	$1.5B	4,131,891	+501,498	ADD
134	PFA Pension, Forsikringsaktieselskab	$1.5B	4,119,349	−17,432	TRIM
135	Cerity Partners LLC	$1.5B	4,102,747	+298,889	ADD
136	Quantinno Capital Management LP	$1.5B	4,078,708	+502,980	ADD
137	STOREBRAND ASSET MANAGEMENT AS	$1.5B	4,069,363	—	NO PRIOR
138	Rockefeller Capital Management L.P.	$1.5B	4,033,392	+84,626	ADD
139	EAGLE CAPITAL MANAGEMENT LLC	$1.5B	4,005,305	+112,076	ADD
140	NOMURA ASSET MANAGEMENT CO LTD	$1.5B	3,998,974	+26,392	ADD
141	Union Bancaire Privee, UBP SA	$1.5B	1,021,503	−26,742	TRIM
142	BAILLIE GIFFORD & CO	$1.4B	3,878,029	−1,666,810	TRIM
143	Creative Planning	$1.4B	3,870,580	+352,849	ADD
144	Mirae Asset Global Investments Co., Ltd.	$1.4B	3,866,611	+134,033	ADD
145	Mitsubishi UFJ Trust & Banking Corp	$1.4B	3,842,451	+18,148	ADD
146	STATE OF WISCONSIN INVESTMENT BOARD	$1.4B	3,801,033	+131,406	ADD
147	Soroban Capital Partners LP	$1.3B	3,584,691	−302,444	TRIM
148	Vanguard Investments Australia, Ltd.	$1.3B	3,535,295	—	NO PRIOR
149	FLOSSBACH VON STORCH SE	$1.3B	3,524,051	+386,479	ADD
150	Allspring Global Investments Holdings, LLC	$1.3B	3,506,174	+63,967	ADD
151	BLAIR WILLIAM & CO/IL	$1.3B	3,498,110	−76,458	TRIM
152	Man Group plc	$1.3B	3,399,672	−2,687	TRIM
153	Aristotle Capital Management, LLC	$1.3B	3,377,893	−145,065	TRIM
154	MARSHALL WACE, LLP	$1.2B	3,370,398	−380,447	TRIM
155	Asset Management One Co., Ltd.	$1.2B	3,357,509	−48,064	TRIM
156	TORONTO DOMINION BANK	$1.2B	3,352,328	+184,871	ADD
157	CAPTRUST FINANCIAL ADVISORS	$1.2B	3,342,378	+571,770	ADD
158	LOS ANGELES CAPITAL MANAGEMENT LLC	$1.2B	3,325,321	−454,024	TRIM
159	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.2B	3,330,604	+263,544	ADD
160	Fiera Capital Corp	$1.2B	3,289,871	+40,175	ADD
161	Employees Provident Fund Board	$1.2B	3,278,441	+777,833	ADD
162	Vontobel Holding Ltd.	$1.2B	3,179,965	+108,956	ADD
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$1.1B	3,099,154	−6,625	TRIM
164	COMMONWEALTH EQUITY SERVICES, LLC	$1.1B	3,023,558	−117,464	TRIM
165	FEDERATED HERMES, INC.	$1.1B	2,992,907	−45,963	TRIM
166	PANAGORA ASSET MANAGEMENT INC	$1.1B	2,965,156	+11,879	ADD
167	KLP KAPITALFORVALTNING AS	$1.1B	2,928,568	+84,360	ADD
168	KING LUTHER CAPITAL MANAGEMENT CORP	$1.1B	2,907,004	−68,614	TRIM
169	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$1.1B	2,896,782	−593,520	TRIM
170	Clear Street Group Inc.	$1.1B	2,874,170	+27,015	ADD
171	Cetera Investment Advisers	$1.1B	2,878,640	+124,323	ADD
172	PineStone Asset Management Inc.	$1.1B	2,866,183	−65,331	TRIM
173	M&G Plc	$1.1B	2,861,372	+437,829	ADD
174	POLEN CAPITAL MANAGEMENT LLC	$1.1B	2,845,888	−1,064,097	TRIM
175	AMF Tjanstepension AB	$1.0B	2,827,825	+132,390	ADD
176	MILLENNIUM MANAGEMENT LLC	$1.0B	2,798,177	+506,939	ADD
177	Squarepoint Ops LLC	$1.0B	2,787,524	+1,232,796	ADD
178	CAPSTONE INVESTMENT ADVISORS, LLC	$1.0B	2,773,897	+2,051,565	ADD
179	KEYBANK NATIONAL ASSOCIATION/OH	$1.0B	2,771,373	−4,440	TRIM
180	CIBC Asset Management Inc	$1.0B	2,755,893	+2,942	ADD
181	WORLDQUANT MILLENNIUM ADVISORS LLC	$1.0B	2,754,390	+723,025	ADD
182	OSAIC HOLDINGS, INC.	$1.0B	2,750,658	+362,287	ADD
183	Swiss Life Asset Management Ltd	$1.0B	2,734,420	+174,778	ADD
184	TCI Fund Management Ltd	$1.0B	2,728,412	−14,053,541	TRIM
185	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.0B	2,726,343	+644,792	ADD
186	SEB Asset Management AB	$1.0B	2,712,669	—	NO PRIOR
187	Lansforsakringar Fondforvaltning AB (publ)	$998M	2,697,368	+15,951	ADD
188	Candriam S.C.A.	$991M	2,678,207	+85,937	ADD
189	Temasek Holdings (Private) Ltd	$987M	2,667,081	−36,907	TRIM
190	CITADEL ADVISORS LLC	$977M	2,638,124	−625,285	TRIM
191	Retirement Systems of Alabama	$958M	2,587,515	−39,742	TRIM
192	NATIXIS	$953M	2,574,534	+2,229,709	ADD
193	NEOS Investment Management LLC	$949M	2,563,011	+419,607	ADD
194	Capital Wealth Planning, LLC	$928M	2,507,605	+858,449	ADD
195	TIGER GLOBAL MANAGEMENT LLC	$925M	2,500,000	−2,977,747	TRIM
196	COATUE MANAGEMENT LLC	$918M	2,480,017	−2,691,959	TRIM
197	UniSuper Management Pty Ltd	$916M	2,473,661	−46,430	TRIM
198	Qube Research & Technologies Ltd	$893M	2,413,753	+716,454	ADD
199	State of New Jersey Common Pension Fund D	$893M	2,412,562	+2,341	ADD
200	Resona Asset Management Co.,Ltd.	$891M	2,420,953	+64,688	ADD
201	Calamos Advisors LLC	$879M	2,375,507	+247,258	ADD
202	FARALLON CAPITAL MANAGEMENT, L.L.C.	$868M	2,344,779	—	NO PRIOR
203	ING GROEP NV	$862M	2,328,786	+482,346	ADD
204	Mawer Investment Management Ltd.	$857M	2,315,228	−311,338	TRIM
205	VIKING GLOBAL INVESTORS LP	$855M	2,309,446	−908,196	TRIM
206	MENORA MIVTACHIM HOLDINGS LTD.	$846M	2,286,725	−570,600	TRIM
207	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$832M	2,247,277	+231,419	ADD
208	Life Cycle Investment Partners Ltd	$828M	2,236,542	+100,071	ADD
209	TEACHER RETIREMENT SYSTEM OF TEXAS	$827M	2,234,699	+20,203	ADD
210	SCOTIA CAPITAL INC.	$815M	2,201,821	+169,856	ADD
211	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$804M	2,172,672	+35,181	ADD
212	COMMERCE BANK	$800M	2,162,350	+232,229	ADD
213	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$799M	2,358,353	−657,837	TRIM
214	CI INVESTMENTS INC.	$799M	2,159,396	−508,758	TRIM
215	TD Waterhouse Canada Inc.	$795M	2,155,509	+1,192,675	ADD
216	Tredje AP-fonden	$781M	2,109,028	+401,384	ADD
217	Fundsmith LLP	$770M	2,079,737	−234	TRIM
218	Tidal Investments LLC	$770M	2,092,399	+659,838	ADD
219	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$767M	2,071,039	+803,530	ADD
220	Skandinaviska Enskilda Banken AB (publ)	$763M	2,061,272	−1,736,916	TRIM
221	XPONANCE LLC	$763M	2,061,291	+193,795	ADD
222	STATE OF MICHIGAN RETIREMENT SYSTEM	$762M	2,057,867	−176,000	TRIM
223	CIBC WORLD MARKET INC.	$757M	2,045,058	−458,686	TRIM
224	NISA INVESTMENT ADVISORS, LLC	$756M	2,041,368	−93,578	TRIM
225	ASSETMARK, INC	$749M	2,023,261	+116,547	ADD
226	Czech National Bank	$749M	2,022,338	+62,718	ADD
227	MetLife Investment Management, LLC	$748M	2,019,849	−47,744	TRIM
228	MERCER GLOBAL ADVISORS INC /ADV	$745M	2,018,956	+43,298	ADD
229	M&T BANK CORP	$731M	1,973,948	−53,363	TRIM
230	BROWN BROTHERS HARRIMAN & CO	$721M	1,947,381	+84,302	ADD
231	MAIRS & POWER INC	$719M	1,942,391	+29,495	ADD
232	Arizona State Retirement System	$716M	1,934,523	−59,108	TRIM
233	Lido Advisors, LLC	$710M	1,917,002	+64,348	ADD
234	BANQUE PICTET & CIE SA	$708M	1,921,942	+227,534	ADD
235	BAHL & GAYNOR INC	$693M	1,871,331	+34,908	ADD
236	WCM INVESTMENT MANAGEMENT, LLC	$691M	1,924,322	−18,644	TRIM
237	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	$683M	1,842,719	+1,448	ADD
238	Banco Santander, S.A.	$680M	1,836,327	+801,780	ADD
239	USS Investment Management Ltd	$679M	1,834,520	−59,639	TRIM
240	JUPITER ASSET MANAGEMENT LTD	$677M	1,857,842	+1,088,191	ADD
241	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$676M	1,827,507	+244,629	ADD
242	Unisphere Establishment	$667M	1,802,250	−85,200	TRIM
243	PINEBRIDGE INVESTMENTS LLC	$654M	1,767,650	−59,385	TRIM
244	Federation des caisses Desjardins du Quebec	$649M	1,752,915	+210,212	ADD
245	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	$648M	1,749,983	+388,691	ADD
246	Pathstone Holdings, LLC	$641M	1,732,145	−47,708	TRIM
247	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$640M	1,729,747	+934	ADD
248	AustralianSuper Pty Ltd	$636M	1,716,818	−944,043	TRIM
249	B. Metzler seel. Sohn & Co. AG	$619M	1,673,529	−1,983	TRIM
250	NISSAY ASSET MANAGEMENT CORP /JAPAN	$618M	1,668,720	−70,125	TRIM
251	ABN AMRO Bank N.V.	$611M	1,641,168	−143,799	TRIM
252	WESTFIELD CAPITAL MANAGEMENT CO LP	$611M	1,649,513	+28,294	ADD
253	JACOBS LEVY EQUITY MANAGEMENT, INC	$599M	1,616,923	−208,063	TRIM
254	NewEdge Advisors, LLC	$582M	1,572,845	+60,460	ADD
255	Sustainable Growth Advisers, LP	$581M	1,568,993	−486,084	TRIM
256	Sarasin & Partners LLP	$580M	1,567,085	−172,944	TRIM
257	Mirova US LLC	$576M	1,555,616	−65,447	TRIM
258	DSM CAPITAL PARTNERS LLC	$571M	1,541,875	−104,627	TRIM
259	GLENMEDE TRUST CO NA	$570M	1,541,064	−17,299	TRIM
260	Compagnie Lombard Odier SCmA	$568M	1,533,083	+20,528	ADD
261	SANDS CAPITAL MANAGEMENT, LLC	$566M	1,530,124	−940,645	TRIM
262	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$555M	1,500,000	0	NO CHANGE
263	Connor, Clark & Lunn Investment Management Ltd.	$541M	1,462,528	+310,927	ADD
264	Crake Asset Management LLP	$541M	1,461,424	+255,000	ADD
265	EVERETT HARRIS & CO /CA/	$539M	1,455,311	−9,873	TRIM
266	LGT Group Foundation	$538M	1,454,074	−71,214	TRIM
267	IFM Investors Pty Ltd	$538M	1,452,610	+53,379	ADD
268	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$536M	1,448,525	+483,004	ADD
269	Zurich Insurance Group Ltd/FI	$536M	1,448,223	−60,949	TRIM
270	OP Asset Management Ltd	$528M	1,426,567	—	NO PRIOR
271	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$523M	1,417,836	+223,795	ADD
272	&PARTNERS	$523M	1,410,984	+86,024	ADD
273	Woodline Partners LP	$523M	1,411,889	+109,256	ADD
274	Capital International, Inc./CA/	$513M	1,385,144	+76,237	ADD
275	Sumitomo Mitsui DS Asset Management Company, Ltd	$511M	1,381,678	+35,734	ADD
276	TWO SIGMA INVESTMENTS, LP	$511M	1,380,837	+842,603	ADD
277	OMERS ADMINISTRATION Corp	$511M	1,379,795	−223,249	TRIM
278	COLDSTREAM CAPITAL MANAGEMENT INC	$502M	1,356,446	+567,334	ADD
279	MML INVESTORS SERVICES, LLC	$499M	1,347,117	−88,846	TRIM
280	First Eagle Investment Management, LLC	$491M	1,325,098	+767,497	ADD
281	Voyager Global Management LP	$490M	1,325,000	+300,000	ADD
282	HUNTINGTON NATIONAL BANK	$490M	1,322,685	+140,430	ADD
283	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$487M	1,315,133	+128,552	ADD
284	Veritas Asset Management LLP	$481M	1,298,635	−787,359	TRIM
285	CAXTON ASSOCIATES LLP	$479M	1,294,540	+1,108,843	ADD
286	IEQ CAPITAL, LLC	$478M	1,291,717	+199,224	ADD
287	Rafferty Asset Management, LLC	$476M	1,286,837	−132,631	TRIM
288	AE Wealth Management LLC	$475M	1,284,331	+252,790	ADD
289	Meritage Group LP	$470M	1,270,530	+8,219	ADD
290	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$465M	1,256,499	−460,871	TRIM
291	INTECH INVESTMENT MANAGEMENT LLC	$465M	1,255,094	+195,139	ADD
292	London & Capital Asset Management Ltd	$458M	1,237,530	+23,205	ADD
293	GATEWAY INVESTMENT ADVISERS LLC	$457M	1,233,654	−205,592	TRIM
294	LBP AM SA	$456M	1,233,032	+38,028	ADD
295	MONTRUSCO BOLTON INVESTMENTS INC.	$450M	1,249,443	−364,081	TRIM
296	Utah Retirement Systems	$446M	1,205,806	−19,555	TRIM
297	Rakuten Investment Management, Inc.	$446M	1,242,866	+135,421	ADD
298	ALKEON CAPITAL MANAGEMENT LLC	$445M	1,201,176	−775,000	TRIM
299	Magellan Asset Management Ltd	$440M	1,189,155	−74,076	TRIM
300	Impax Asset Management Group plc	$440M	1,188,887	−402,656	TRIM
301	CWM, LLC	$439M	1,186,360	+115,406	ADD
302	Altimeter Capital Management, LP	$438M	1,183,632	−93,720	TRIM
303	QRG CAPITAL MANAGEMENT, INC.	$437M	1,181,669	+115,762	ADD
304	Haverford Trust Co	$436M	1,177,366	+9,906	ADD
305	Metropolis Capital Ltd	$436M	1,177,196	+338,932	ADD
306	JENSEN INVESTMENT MANAGEMENT INC	$433M	1,171,009	−155,831	TRIM
307	REGIONS FINANCIAL CORP	$433M	1,169,802	−33,064	TRIM
308	DDD Partners, LLC	$427M	1,152,737	+3,785	ADD
309	Quilter Plc	$426M	1,152,168	+72,259	ADD
310	Police & Firemen's Retirement System of New Jersey	$423M	1,142,043	+5,743	ADD
311	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$416M	1,122,992	+38,168	ADD
312	Empower Advisory Group, LLC	$415M	1,120,799	+185,200	ADD
313	Varma Mutual Pension Insurance Co	$414M	1,118,076	−21,600	TRIM
314	Holocene Advisors, LP	$414M	1,118,000	−189,913	TRIM
315	CANTILLON CAPITAL MANAGEMENT LLC	$412M	1,112,265	−149,754	TRIM
316	Vulcan Value Partners, LLC	$411M	1,108,991	−32,587	TRIM
317	Mediolanum International Funds Ltd	$409M	1,138,150	+89,082	ADD
318	ZACKS INVESTMENT MANAGEMENT	$409M	1,103,632	+86,548	ADD
319	Vanguard Personalized Indexing Management, LLC	$408M	1,101,572	−36,697	TRIM
320	BARTLETT & CO. WEALTH MANAGEMENT LLC	$407M	984,801	+9,918	ADD
321	MAI Capital Management	$404M	1,092,568	+88,409	ADD
322	Bridgewater Associates, LP	$402M	1,084,979	+100,888	ADD
323	Steward Partners Investment Advisory, LLC	$395M	1,067,474	+164,650	ADD
324	Kestra Advisory Services, LLC	$393M	1,061,804	+92,739	ADD
325	MACQUARIE GROUP LTD	$392M	1,059,868	−733,567	TRIM
326	Erste Asset Management GmbH	$392M	1,087,500	+14,057	ADD
327	Newlands Management Operations LLC	$389M	1,050,322	0	NO CHANGE
328	SATURNA CAPITAL CORP	$388M	1,047,266	−16,173	TRIM
329	Banque Transatlantique SA	$387M	1,045,916	−28,296	TRIM
330	GROUPAMA ASSET MANAGMENT	$387M	1,044,807	−12,357	TRIM
331	Andra AP-fonden	$382M	1,033,052	+470,798	ADD
332	ASR Vermogensbeheer N.V.	$381M	1,029,535	+27,844	ADD
333	DIAMOND HILL CAPITAL MANAGEMENT INC	$379M	1,023,723	+818,912	ADD
334	H&H International Investment, LLC	$376M	1,016,000	+157,000	ADD
335	DAVENPORT & Co LLC	$375M	1,019,079	+59,378	ADD
336	Railway Pension Investments Ltd	$375M	1,013,270	−108,240	TRIM
337	FIRST FOUNDATION ADVISORS	$370M	999,186	−425	TRIM
338	YACKTMAN ASSET MANAGEMENT LP	$368M	992,916	+29,091	ADD
339	ACR Alpine Capital Research, LLC	$363M	981,646	+286,267	ADD
340	WHITTIER TRUST CO	$363M	974,500	−15,628	TRIM
341	Alphinity Investment Management Pty Ltd	$363M	980,817	−469,245	TRIM
342	Sanctuary Advisors, LLC	$363M	980,298	+3,211	ADD
343	FACTORY MUTUAL INSURANCE CO	$360M	972,568	−36,250	TRIM
344	ABN AMRO INVESTMENT SOLUTIONS	$360M	971,990	+159,660	ADD
345	Boston Trust Walden Corp	$359M	969,161	−31,579	TRIM
346	Vinva Investment Management Ltd	$355M	989,866	+80,932	ADD
347	CHILTON INVESTMENT CO INC.	$352M	951,875	−30,520	TRIM
348	HM PAYSON & CO	$352M	951,315	+25,552	ADD
349	Groupe la Francaise	$351M	954,895	+30,526	ADD
350	MANNING & NAPIER ADVISORS LLC	$350M	945,896	+224,651	ADD
351	Clark Capital Management Group, Inc.	$342M	923,708	+157,523	ADD
352	Clearstead Advisors, LLC	$337M	909,557	+579,893	ADD
353	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$336M	908,381	−71,911	TRIM
354	BRIDGES INVESTMENT MANAGEMENT INC	$336M	907,119	+3,764	ADD
355	Local Pensions Partnership Investment Ltd	$334M	901,849	−85,800	TRIM
356	Beacon Pointe Advisors, LLC	$330M	891,062	+215,407	ADD
357	D.A. DAVIDSON & CO.	$328M	885,003	+40,941	ADD
358	WELCH & FORBES LLC	$326M	881,583	−5,877	TRIM
359	OFI INVEST ASSET MANAGEMENT	$324M	1,001,069	−297,426	TRIM
360	Bank Pictet & Cie (Europe) AG	$318M	862,862	−45,560	TRIM
361	Aware Super Pty Ltd as trustee of Aware Super	$316M	853,141	—	NO PRIOR
362	JOHNSON INVESTMENT COUNSEL INC	$316M	852,480	+24,250	ADD
363	COMGEST GLOBAL INVESTORS S.A.S.	$315M	851,927	−183,496	TRIM
364	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$315M	850,323	−854	TRIM
365	BRIGHTON JONES LLC	$312M	843,324	+105,471	ADD
366	Sequoia Financial Advisors, LLC	$308M	832,793	−19,596	TRIM
367	EP Wealth Advisors, LLC	$308M	831,319	+15,097	ADD
368	Longview Partners (Guernsey) LTD	$303M	818,886	−169,661	TRIM
369	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$303M	818,826	−9,099	TRIM
370	Vident Advisory, LLC	$303M	817,660	+86,777	ADD
371	EXCHANGE TRADED CONCEPTS, LLC	$300M	811,307	+183,645	ADD
372	Empowered Funds, LLC	$299M	806,973	+806,973	NEW
373	GUGGENHEIM CAPITAL LLC	$298M	803,701	−140,633	TRIM
374	YOUSIF CAPITAL MANAGEMENT, LLC	$295M	797,361	−30,492	TRIM
375	Epoch Investment Partners, Inc.	$292M	788,663	−38,574	TRIM
376	Investment Management Corp of Ontario	$291M	785,108	+1,976	ADD
377	Evercore Wealth Management, LLC	$290M	784,201	−27,332	TRIM
378	Wealthfront Advisers LLC	$290M	784,119	−60,247	TRIM
379	Midwest Trust Co	$289M	779,476	+39,281	ADD
380	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$287M	774,509	+18,881	ADD
381	NewEdge Wealth, LLC	$285M	768,837	−19,636	TRIM
382	Danica Pension, Livsforsikringsaktieselskab	$283M	765,413	−272,991	TRIM
383	SCGE MANAGEMENT, L.P.	$282M	762,900	−89,100	TRIM
384	OPPENHEIMER & CO INC	$280M	757,482	+57,446	ADD
385	Phoenix Financial Ltd.	$277M	749,341	+72,071	ADD
386	AGF MANAGEMENT LTD	$275M	742,682	+107,756	ADD
387	MILFORD FUNDS LTD	$274M	739,929	+63,022	ADD
388	E. Ohman J:or Asset Management AB	$272M	734,309	−37,139	TRIM
389	BRADLEY FOSTER & SARGENT INC/CT	$272M	733,631	−27,420	TRIM
390	Hudson Bay Capital Management LP	$270M	729,385	−105,585	TRIM
391	Laird Norton Wetherby Trust Company, LLC	$270M	728,596	−31,474	TRIM
392	MAVERICK CAPITAL LTD	$269M	725,649	−424,849	TRIM
393	BRISTOL JOHN W & CO INC /NY/	$268M	723,057	−10,684	TRIM
394	PRUDENTIAL PLC	$267M	720,811	+26,104	ADD
395	Pinnacle Financial Partners, Inc.	$267M	719,898	+2,926	ADD
396	Douglass Winthrop Advisors, LLC	$265M	715,013	+19,131	ADD
397	Ethic Inc.	$264M	713,147	+9,782	ADD
398	Evelyn Partners Investment Management LLP	$260M	703,648	+31,118	ADD
399	Capital International Sarl	$258M	695,912	−23,896	TRIM
400	FIRST FINANCIAL BANKSHARES INC	$257M	694,837	+63,236	ADD
401	Elo Mutual Pension Insurance Co	$256M	692,766	+51,660	ADD
402	Troy Asset Management Ltd	$254M	687,272	−24,628	TRIM
403	Raiffeisen Bank International AG	$254M	705,179	−23,686	TRIM
404	BSN Capital Partners Ltd	$253M	520,000	—	NO PRIOR
405	Consulta Ltd	$250M	675,000	+195,000	ADD
406	TUDOR INVESTMENT CORP ET AL	$250M	674,335	−44,346	TRIM
407	OPPENHEIMER ASSET MANAGEMENT INC.	$248M	669,205	+38,100	ADD
408	SHELTON CAPITAL MANAGEMENT	$246M	664,301	+101,780	ADD
409	FUNDSMITH INVESTMENT SERVICES LTD.	$246M	664,002	−4,547	TRIM
410	Polar Capital Holdings Plc	$244M	659,162	−405,687	TRIM
411	Cannell & Spears LLC	$243M	656,147	−91,039	TRIM
412	Silvant Capital Management LLC	$242M	654,356	+38,875	ADD
413	GF FUND MANAGEMENT CO. LTD.	$240M	649,109	−68,101	TRIM
414	SILVERCREST ASSET MANAGEMENT GROUP LLC	$240M	649,012	+18,498	ADD
415	WHITTIER TRUST CO OF NEVADA INC	$239M	642,285	+23,838	ADD
416	Navera Investment Management Ltd.	$239M	646,783	−31,025	TRIM
417	Trexquant Investment LP	$239M	644,851	+293,576	ADD
418	Badgley Phelps Wealth Managers, LLC	$238M	643,356	−42,776	TRIM
419	FIDUCIARY TRUST CO	$238M	642,279	−19,136	TRIM
420	LONDON CO OF VIRGINIA	$237M	638,980	−43,195	TRIM
421	CONGRESS ASSET MANAGEMENT CO	$236M	638,107	−4,999	TRIM
422	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$236M	637,850	−1,054,116	TRIM
423	Private Advisor Group, LLC	$236M	636,936	+7,693	ADD
424	Advisors Capital Management, LLC	$233M	630,113	+19,884	ADD
425	ARMSTRONG HENRY H ASSOCIATES INC	$233M	628,422	−5,715	TRIM
426	J. Safra Sarasin Holding AG	$232M	627,951	−35,415	TRIM
427	EASTERN BANK	$232M	626,922	−10,098	TRIM
428	Skye Global Management LP	$230M	621,800	+29,800	ADD
429	Alyeska Investment Group, L.P.	$230M	621,214	−689,361	TRIM
430	Standard Investments LLC	$230M	620,000	+216,000	ADD
431	Norinchukin Bank, The	$229M	617,893	+25,244	ADD
432	Guinness Asset Management LTD	$227M	614,520	+79,031	ADD
433	Cercano Management LLC	$225M	608,325	+65,589	ADD
434	Generali Asset Management SPA SGR	$225M	608,266	−9,967	TRIM
435	EDMOND DE ROTHSCHILD HOLDING S.A.	$223M	601,749	+97,607	ADD
436	NOMURA HOLDINGS INC	$222M	601,021	+241,002	ADD
437	Southpoint Capital Advisors LP	$222M	600,000	+100,000	ADD
438	FLPUTNAM INVESTMENT MANAGEMENT CO	$220M	593,660	−8,766	TRIM
439	CITIZENS FINANCIAL GROUP INC/RI	$218M	589,634	+6,776	ADD
440	BLI - Banque de Luxembourg Investments	$216M	449,519	+449,519	NEW
441	Concurrent Investment Advisors, LLC	$215M	580,993	+19,868	ADD
442	Cresset Asset Management, LLC	$215M	579,611	+31,451	ADD
443	Illinois Municipal Retirement Fund	$214M	577,976	+45,486	ADD
444	SRB CORP	$213M	575,549	+575,549	NEW
445	ATALANTA SOSNOFF CAPITAL, LLC	$211M	570,468	−191,257	TRIM
446	Waverly Advisors, LLC	$207M	560,491	+85,581	ADD
447	BECK MACK & OLIVER LLC	$206M	556,336	−11,240	TRIM
448	HARDING LOEVNER LP	$200M	540,564	−57,802	TRIM
449	HB Wealth Management, LLC	$200M	540,626	+10,316	ADD
450	KORNITZER CAPITAL MANAGEMENT INC /KS	$199M	538,638	+859	ADD
451	Equitable Holdings, Inc.	$199M	444,667	+169,273	ADD
452	MARKEL GROUP INC.	$199M	537,630	+1,950	ADD
453	Aptus Capital Advisors, LLC	$199M	536,754	−24,710	TRIM
454	Crestwood Advisors Group, LLC	$198M	535,920	−3,362	TRIM
455	Mizuho Markets Cayman LP	$197M	532,956	−28,299	TRIM
456	ANTIPODES PARTNERS Ltd	$197M	531,725	+114,810	ADD
457	Fisher Funds Management LTD	$195M	527,159	+81,500	ADD
458	Stockbridge Partners LLC	$195M	525,737	−222,837	TRIM
459	LOCUST WOOD CAPITAL ADVISERS, LLC	$194M	525,373	−35,317	TRIM
460	UMB Bank, n.a.	$191M	516,618	−4,629	TRIM
461	Americana Partners, LLC	$191M	515,180	+54,275	ADD
462	Canoe Financial LP	$190M	513,331	−9,150	TRIM
463	HARVARD MANAGEMENT CO INC	$190M	513,065	+23,387	ADD
464	EFG International AG	$188M	506,603	−101,629	TRIM
465	Generate Investment Management Ltd	$186M	501,263	+183,263	ADD
466	CAPITAL ADVISORS INC/OK	$185M	499,473	−36,922	TRIM
467	Glenview Trust Co	$184M	497,812	+24,808	ADD
468	Busey Bank	$184M	497,280	+9,644	ADD
469	COUNTRY TRUST BANK	$184M	496,002	+42,056	ADD
470	GABELLI FUNDS LLC	$183M	494,391	−33,212	TRIM
471	CAPITAL COUNSEL LLC/NY	$182M	491,604	+7,596	ADD
472	ODDO BHF ASSET MANAGEMENT SAS	$181M	489,634	+6,957	ADD
473	GREAT LAKES ADVISORS, LLC	$181M	488,328	+39,365	ADD
474	MUFG Securities EMEA plc	$180M	486,559	−266,280	TRIM
475	HANCOCK WHITNEY CORP	$180M	455,562	−10,338	TRIM
476	Avanza Fonder AB	$180M	485,952	−32,186	TRIM
477	Curi Capital, LLC	$179M	484,587	−37,061	TRIM
478	LGT CAPITAL PARTNERS LTD.	$178M	481,857	+23,289	ADD
479	Perpetual Ltd	$178M	480,573	−10,613	TRIM
480	Focused Investors LLC	$177M	479,400	+172,800	ADD
481	Cryder Capital Partners LLP	$177M	478,708	+64,040	ADD
482	SAPIENT CAPITAL LLC	$177M	478,616	−132,957	TRIM
483	DAVIS R M INC	$177M	476,890	+20,368	ADD
484	MEYER HANDELMAN CO	$176M	476,366	+684	ADD
485	Allworth Financial LP	$176M	475,497	+14,161	ADD
486	Harvest Portfolios Group Inc.	$175M	473,550	+142,967	ADD
487	Voleon Capital Management LP	$174M	470,995	−4,963	TRIM
488	Atlantic Union Bankshares Corp	$174M	470,335	+14,645	ADD
489	TOCQUEVILLE ASSET MANAGEMENT L.P.	$174M	470,285	+27,800	ADD
490	National Philanthropic Trust	$170M	460,379	—	NO PRIOR
491	RIVERBRIDGE PARTNERS LLC	$170M	459,806	−33,356	TRIM
492	Crossmark Global Holdings, Inc.	$170M	459,204	—	NO PRIOR
493	Mesirow Financial Investment Management, Inc.	$169M	456,761	+167,099	ADD
494	Performance Wealth Partners, LLC	$168M	455,098	−7,387	TRIM
495	OVERSEA-CHINESE BANKING Corp Ltd	$168M	455,714	+25,751	ADD
496	CRAWFORD INVESTMENT COUNSEL INC	$168M	453,926	−5,336	TRIM
497	NICHOLAS COMPANY, INC.	$167M	451,856	+9,429	ADD
498	Freestone Capital Holdings, LLC	$166M	449,738	−412	TRIM
499	MIZUHO SECURITIES USA LLC	$166M	448,912	−92,265	TRIM
500	Quintet Private Bank (Europe) S.A.	$164M	443,038	−6,432	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MSFT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 8 Alan Armstrong R–OK, David J. Taylor R–OH-2, Gilbert Ray Cisneros, Jr. D–CA-31, Jared Moskowitz D–FL-23, John Boozman R–AR, Josh Gottheimer D–NJ-5, Ro Khanna D–CA-17, Michael A. Rulli R–OH-6 $805K–$1.8M
Sellers: 9 Tommy Tuberville R–AL, David J. Taylor R–OH-2, Josh Gottheimer D–NJ-5, Michael A. Rulli R–OH-6, Thomas H. Kean, Jr. R–NJ-7, Kevin Hern R–OK-1, Michael T. McCaul R–TX-10, Richard McCormick R–GA-7 +1 $905K–$2.1M

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 6 Pershing Square Capital, Caxton Associates, Bridgewater Associates, Markel Group, Gotham Asset Management, Ruane Cunniff & Goldfarb $3.3B held
Trimming: 14 TCI Fund Management, Tiger Global Management, Coatue Management, Viking Global Investors, Fundsmith, Altimeter Capital, Tudor Investment Corp, Soros Fund Management +6 $5.3B held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MICROSOFT CORP

Merged timeline of congressional filings and notable-manager moves on MSFT
Date	Who	Change	Size
2026-09-14	Josh Gottheimer Congress	SELL	$250K–$500K
2026-09-14	Josh Gottheimer Congress	SELL	$500K–$1M
2026-09-14	Josh Gottheimer Congress	BUY	$500K–$1M
2026-09-14	Josh Gottheimer Congress	BUY	$250K–$500K
2026-09-12	Thomas H. Kean, Jr. Congress	SELL	$15K–$50K
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	BUY	$15K–$50K
2026-09-05	David J. Taylor Congress	SELL	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	BUY	$15K–$50K
2026-09-01	Kevin Hern Congress	SELL	$15K–$50K
2026-08-20	David J. Taylor Congress	SELL	$15K–$50K
2026-08-20	John Boozman Congress	BUY	$1K–$15K
2026-08-20	John Boozman Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-08-06	David J. Taylor Congress	BUY	$1K–$15K
2026-08-06	David J. Taylor Congress	BUY	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K

20 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

130 members of Congress disclosed MSFT — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).