Microsoft — Institutional Ownership

Which tracked institutions hold MSFT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

109
Funds holding
$758677919119
Total value held
Buying
67 added/new · 39 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $226588430065 607443113 +13987042 +2.36%
2 State Street Corp $117744958902 315653206 +8944917 +2.92%
3 Jpmorgan Chase & Co $51567704632 139912916 +7231217 +5.45%
4 Morgan Stanley $47625203346 127674661 +2793373 +2.24%
5 Invesco Ltd. $37394468009 100247890 +43795898 +77.58%
6 Barclays Plc $33056263975 88617940 -2100189 -2.32%
7 Northern Trust Corp $29343038628 78663446 -1033509 -1.30%
8 Goldman Sachs Group Inc $27645028199 74111383 +3777017 +5.37%
9 Bank Of America Corp /De/ $27338369560 73289286 +2523827 +3.57%
10 Bank Of New York Mellon Corp $19946950628 53474212 +1815196 +3.51%
11 Franklin Resources Inc $17814540403 47757602 +9352495 +24.35%
12 Ubs Group Ag $16949671185 45439041 +45439041 NEW BUY
13 Royal Bank Of Canada $13623024000 36520899 -1295280 -3.43%
14 Wells Fargo & Company/Mn $12812709267 34348586 +521372 +1.54%
15 Ameriprise Financial Inc $10870514578 29143857 +29143857 NEW BUY
16 Citigroup Inc $9669179756 25921344 +8471381 +48.55%
17 Janus Henderson Group Plc $8807009187 23878982 +23878982 NEW BUY
18 Raymond James Financial Inc $6884702753 18457317 +706895 +3.98%
19 Bank Of Montreal /Can/ $5640766592 15121888 -1653948 -9.86%
20 Principal Financial Group Inc $5125609142 13740829 -1276147 -8.50%
21 Pnc Financial Services Group, Inc. $3443882722 9232435 +108329 +1.19%
22 Prudential Financial Inc $2466061332 6611070 -339449 -4.88%
23 Stifel Financial Corp $2399831867 6433235 +6433235 NEW BUY
24 Bank Of Nova Scotia $2384842833 6393343 +1611082 +33.69%
25 Pershing Square Inc. $2315234425 6206730 +6206730 NEW BUY
26 Sei Investments Co $2205652580 5912948 -1087764 -15.54%
27 Us Bancorp \De\ $2059547765 5520783 +68426 +1.25%
28 Toronto Dominion Bank $2019276516 5413392 +112594 +2.12%
29 Fifth Third Bancorp $1668047678 4471738 -104684 -2.29%
30 Truist Financial Corp $1583539871 4245187 -24856 -0.58%
31 Federated Hermes, Inc. $975717875 2615725 +2615725 NEW BUY
32 Banco Santander, S.A. $932559325 2500025 +2500025 NEW BUY
33 Marex Group Ltd $901167081 2415868 +558181 +30.05%
34 Ing Groep Nv $767623683 2057862 +2057862 NEW BUY
35 M&T Bank Corp $730112171 1957300 -70011 -3.45%
36 Banco Bilbao Vizcaya Argentaria, S.A. $550689500 1477964 +60128 +4.24%
37 Nomura Holdings Inc $522975532 1402004 -545717 -28.02%
38 Regions Financial Corp $429562372 1151580 -18222 -1.56%
39 Cullen/Frost Bankers, Inc. $336416983 901874 +901874 NEW BUY
40 First Financial Bankshares Inc $269496879 722473 +90872 +14.39%
41 Pinnacle Financial Partners, Inc. $267960860 718355 -1543 -0.21%
42 Citizens Financial Group Inc/Ri $224012738 600539 +10905 +1.85%
43 Allstate Corp $208875906 559959 +21375 +3.97%
44 Markel Group Inc. $200546744 537630 +537630 NEW BUY
45 Cincinnati Financial Corp $183208773 491150 Held
46 Atlantic Union Bankshares Corp $177718519 476432 +20742 +4.55%
47 Hancock Whitney Corp $170034453 455832 +270 +0.06%
48 Associated Banc-Corp $160413520 430040 -5511 -1.27%
49 Adams Diversified Equity Fund, Inc. $150886590 404500 +404500 NEW BUY
50 Equitable Holdings, Inc. $146430429 392554 -52113 -11.72%
51 Blackstone Inc. $137302694 368084 +368084 NEW BUY
52 Old National Bancorp /In/ $118481223 317627 -17776 -5.30%
53 Westwood Holdings Group Inc $113118764 303251 -12937 -4.09%
54 Park National Corp /Oh/ $96035053 257453 +5910 +2.35%
55 Southstate Bank Corp $95330111 255563 +255563 NEW BUY
56 Univest Financial Corp $68370273 183288 +7239 +4.11%
57 General American Investors Co Inc $49014828 131400 +131400 NEW BUY
58 First Horizon Corp $48265058 129390 +129390 NEW BUY
59 Sumitomo Mitsui Financial Group, Inc. $46981869 125950 -1035 -0.82%
60 Jefferies Financial Group Inc. $46868118 125660 +125660 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.