Public record / Tickers / MSFT

MSFT — MICROSOFT CORP

Both disclosure regimes on one name: who in Congress filed about MSFT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1,051
all PTR rows naming MSFT
Members · 12m
29
47 buys · 38 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $5.0M–$25.0M

Sale · traded 2023-11-14 → filed 2023-12-08. Ranked over every MSFT row by the provable lower bound, never a point estimate.

29 members · 47 buys / 38 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

174 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

219 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 219 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MSFT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MSFT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$15K–$50K
2026-09-05David J. Taylor R–OH-2SaleTraded 08-26 +10d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-17 LATE·49d$15K–$50K
2026-09-01Kevin Hern R–OK-1Sale · partial · JT (partial sale, jointly owned)Traded 08-21 +11d$15K–$50K
2026-08-20David J. Taylor R–OH-2SaleTraded 08-11 +9d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1,051 ↗

Members active in MSFT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MSFT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3111−$53.0K to $320K2
David J. Taylor R–OH-210−$57.0K to $104K2
Josh Gottheimer D–NJ-57−$215K to $1.8M2
Cleo Fields D–LA-66$6.0K to $90.0K1
Richard McCormick R–GA-75−$27.0K to $43.0K3
Shelley Moore Capito R–WV5−$180K to −$47.0K4
John Boozman R–AR3$3.0K to $45.0K6
John J. McGuire III R–VA-53−$13.0K to $29.0K2

29 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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, Cleo Fields D–LA-6, David J. Taylor R–OH-2, Gilbert Ray Cisneros, Jr. D–CA-31, Jared Moskowitz D–FL-23, John Boozman R–AR, Ro Khanna D–CA-17, Michael A. Rulli R–OH-6 $57K–$330K
Sellers
11 Tommy Tuberville R–AL, David J. Taylor R–OH-2, Michael A. Rulli R–OH-6, Gilbert Ray Cisneros, Jr. D–CA-31, Jonathan L. Jackson D–IL-1, Kevin Hern R–OK-1, Matt Van Epps R–TN-7, Michael T. McCaul R–TX-10 +3 $171K–$640K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-09-05David J. Taylor CongressSale$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-09-01Kevin Hern CongressSale$15K–$50K
2026-08-20David J. Taylor CongressSale$15K–$50K
2026-08-20John Boozman CongressPurchase$1K–$15K
2026-08-20John Boozman CongressPurchase$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressPurchase$1K–$15K
2026-08-06David J. Taylor CongressPurchase$1K–$15K
2026-08-06David J. Taylor CongressPurchase$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-04Shelley Moore Capito CongressSale$15K–$50K
2026-07-26Jared Moskowitz CongressPurchase$1K–$15K

20 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MSFT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$220B1
2VANGUARD CAPITAL MANAGEMENT LLC$179B1
3STATE STREET CORP$114B1
4FMR LLC$70.4B1
5GEODE CAPITAL MANAGEMENT, LLC$69.6B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$62.0B1
7MORGAN STANLEY$46.2B1
8JPMORGAN CHASE & CO$45.6B1
9Capital Research Global Investors$35.6B1
10NORTHERN TRUST CORP$29.5B1
11BANK OF AMERICA CORP /DE/$26.2B1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$23.6B1
13Capital World Investors$22.8B1
14GOLDMAN SACHS GROUP INC$22.7B1
15Capital International Investors$20.3B1
16WELLINGTON MANAGEMENT GROUP LLP$19.5B1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$19.4B1
18Bank of New York Mellon Corp$19.1B1
19Legal & General Group Plc$18.6B1
20Nuveen, LLC$16.3B1
21VANGUARD FIDUCIARY TRUST CO$15.8B1
22Invesco Ltd.$15.7B1
23Amundi$15.4B1
24ALLIANCEBERNSTEIN L.P.$15.4B1
25FRANKLIN RESOURCES INC$14.2B1
26ROYAL BANK OF CANADA$13.7B1
27WELLS FARGO & COMPANY/MN$12.3B1
28UBS Group AG$12.2B1
29DEUTSCHE BANK AG\$12.1B1
30AMERIPRISE FINANCIAL INC$11.5B1
31DIMENSIONAL FUND ADVISORS LP$10.9B1
32MASSACHUSETTS FINANCIAL SERVICES CO /MA/$10.7B1
33Fisher Asset Management, LLC$9.6B1
34BARCLAYS PLC$9.2B1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.0B1
36HSBC HOLDINGS PLC$8.9B1
37Janus Henderson Group Ltd.$8.8B1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.1B1
39Swiss National Bank$7.7B1
40Mitsubishi UFJ Asset Management Co., Ltd.$7.1B1
41JENNISON ASSOCIATES LLC$6.6B1
42RAYMOND JAMES FINANCIAL INC$6.6B1
43Sumitomo Mitsui Trust Group, Inc.$6.5B1
44CITIGROUP INC$6.2B1
45Vanguard Global Advisers, LLC$6.0B1
46AMERICAN CENTURY COMPANIES INC$6.0B1
47SCHRODER INVESTMENT MANAGEMENT GROUP$5.7B1
48Swedbank AB$5.6B1
49PRINCIPAL FINANCIAL GROUP INC$5.6B1
50BANK OF MONTREAL /CAN/$5.6B1
51CANADA PENSION PLAN INVESTMENT BOARD$5.6B1
52National Pension Service$5.5B1
53Assenagon Asset Management S.A.$5.1B1
54NORDEA INVESTMENT MANAGEMENT AB$4.9B1
55RHUMBLINE ADVISERS$4.8B1
56BNP PARIBAS FINANCIAL MARKETS$4.8B1
57VANGUARD ASSET MANAGEMENT, Ltd$4.7B1
58Sanders Capital, LLC$4.6B1
59DODGE & COX$4.4B1
60NATIONAL BANK OF CANADA /FI/$4.4B1
61DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.4B1
62ENVESTNET ASSET MANAGEMENT INC$4.3B1
63Neuberger Berman Group LLC$4.2B1
64MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.1B1
65CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$4.0B1
66VICTORY CAPITAL MANAGEMENT INC$4.0B1
67STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$3.8B1
68LPL Financial LLC$3.8B1
69FIL Ltd$3.7B1
70AQR CAPITAL MANAGEMENT LLC$3.7B1
71BROWN ADVISORY INC$3.6B1
72BNP Paribas Asset Management Holding S.A.$3.5B1
73Clearbridge Investments, LLC$3.4B1
74Russell Investments Group, Ltd.$3.4B1
75NEW YORK STATE COMMON RETIREMENT FUND$3.3B1
76TD ASSET MANAGEMENT INC$3.2B1
77Aberdeen Group plc$3.2B1
78CIBC Bancorp USA Inc.$3.2B1
79FAYEZ SAROFIM & CO$2.8B1
80Allianz Asset Management GmbH$2.8B1
81Robeco Institutional Asset Management B.V.$2.7B1
82PRIMECAP MANAGEMENT CO/CA/$2.7B1
83AVIVA PLC$2.6B1
84SEI INVESTMENTS CO$2.6B1
85PRUDENTIAL FINANCIAL INC$2.6B1
86VOYA INVESTMENT MANAGEMENT LLC$2.5B1
87Universal- Beteiligungs- und Servicegesellschaft mbH$2.5B1
88Pictet Asset Management Holding SA$2.5B1
89STIFEL FINANCIAL CORP$2.5B1
90Ensign Peak Advisors, Inc$2.5B1
91ADAGE CAPITAL PARTNERS GP, L.L.C.$2.4B1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.4B1
931832 Asset Management L.P.$2.3B1
94Grantham, Mayo, Van Otterloo & Co. LLC$2.3B1
95D. E. Shaw & Co., Inc.$2.3B1
96LOOMIS SAYLES & CO L P$2.2B1
97Daiwa Securities Group Inc.$2.2B1
98Mariner, LLC$2.1B1
99Baird Financial Group, Inc.$2.1B1
100Corient Private Wealth LLC$2.1B1
101ROYAL LONDON ASSET MANAGEMENT LTD$2.1B1
102Pershing Square Capital Management, L.P.$2.1B1
103DANSKE BANK A/S$2.1B1
104DnB Asset Management AS$2.1B1
105CREDIT AGRICOLE S A$2.0B1
106US BANCORP \DE\$2.0B1
107Ninety One UK Ltd$2.0B1
108Zurcher Kantonalbank (Zurich Cantonalbank)$2.0B1
109Focus Partners Wealth$2.0B1
110LAZARD ASSET MANAGEMENT LLC$2.0B1
111Korea Investment CORP$1.9B1
112MACKENZIE FINANCIAL CORP$1.9B1
113HighTower Advisors, LLC$1.9B1
114FRED ALGER MANAGEMENT, LLC$1.8B1
115CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$1.8B1
116APG Asset Management N.V.$1.8B1
117JONES FINANCIAL COMPANIES LLLP$1.8B1
118BANK OF NOVA SCOTIA$1.8B1
119ProShare Advisors LLC$1.8B1
120SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.7B1
121NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.7B1
122FIFTH THIRD BANCORP$1.7B1
123Winslow Capital Management, LLC$1.7B1
124GENERATION INVESTMENT MANAGEMENT LLP$1.7B1
125Chevy Chase Trust Holdings, LLC$1.6B1
126FIRST MANHATTAN CO. LLC.$1.6B1
127Alecta Tjanstepension Omsesidigt$1.6B1
128TRUIST FINANCIAL CORP$1.6B1
129Bank Julius Baer & Co. Ltd, Zurich$1.6B1
130PUBLIC SECTOR PENSION INVESTMENT BOARD$1.6B1
131PARNASSUS INVESTMENTS, LLC$1.6B1
132Eurizon Capital SGR S.p.A.$1.5B1
133FIRST TRUST ADVISORS LP$1.5B1
134PFA Pension, Forsikringsaktieselskab$1.5B1
135Cerity Partners LLC$1.5B1
136Quantinno Capital Management LP$1.5B1
137STOREBRAND ASSET MANAGEMENT AS$1.5B1
138Rockefeller Capital Management L.P.$1.5B1
139EAGLE CAPITAL MANAGEMENT LLC$1.5B1
140NOMURA ASSET MANAGEMENT CO LTD$1.5B1
141Union Bancaire Privee, UBP SA$1.5B1
142BAILLIE GIFFORD & CO$1.4B1
143Creative Planning$1.4B1
144Mirae Asset Global Investments Co., Ltd.$1.4B1
145Mitsubishi UFJ Trust & Banking Corp$1.4B1
146STATE OF WISCONSIN INVESTMENT BOARD$1.4B1
147Soroban Capital Partners LP$1.3B1
148Vanguard Investments Australia, Ltd.$1.3B1
149FLOSSBACH VON STORCH SE$1.3B1
150Allspring Global Investments Holdings, LLC$1.3B1
151BLAIR WILLIAM & CO/IL$1.3B1
152Man Group plc$1.3B1
153Aristotle Capital Management, LLC$1.3B1
154MARSHALL WACE, LLP$1.2B1
155Asset Management One Co., Ltd.$1.2B1
156TORONTO DOMINION BANK$1.2B1
157CAPTRUST FINANCIAL ADVISORS$1.2B1
158LOS ANGELES CAPITAL MANAGEMENT LLC$1.2B1
159MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2B1
160Fiera Capital Corp$1.2B1
161Employees Provident Fund Board$1.2B1
162Vontobel Holding Ltd.$1.2B1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.1B1
164COMMONWEALTH EQUITY SERVICES, LLC$1.1B1
165FEDERATED HERMES, INC.$1.1B1
166PANAGORA ASSET MANAGEMENT INC$1.1B1
167KLP KAPITALFORVALTNING AS$1.1B1
168KING LUTHER CAPITAL MANAGEMENT CORP$1.1B1
169WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$1.1B1
170Clear Street Group Inc.$1.1B1
171Cetera Investment Advisers$1.1B1
172PineStone Asset Management Inc.$1.1B1
173M&G Plc$1.1B1
174POLEN CAPITAL MANAGEMENT LLC$1.1B1
175AMF Tjanstepension AB$1.0B1
176MILLENNIUM MANAGEMENT LLC$1.0B1
177Squarepoint Ops LLC$1.0B1
178CAPSTONE INVESTMENT ADVISORS, LLC$1.0B1
179KEYBANK NATIONAL ASSOCIATION/OH$1.0B1
180CIBC Asset Management Inc$1.0B1
181WORLDQUANT MILLENNIUM ADVISORS LLC$1.0B1
182OSAIC HOLDINGS, INC.$1.0B1
183Swiss Life Asset Management Ltd$1.0B1
184TCI Fund Management Ltd$1.0B1
185HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.0B1
186SEB Asset Management AB$1.0B1
187Lansforsakringar Fondforvaltning AB (publ)$998M1
188Candriam S.C.A.$991M1
189Temasek Holdings (Private) Ltd$987M1
190CITADEL ADVISORS LLC$977M1
191Retirement Systems of Alabama$958M1
192NATIXIS$953M1
193NEOS Investment Management LLC$949M1
194Capital Wealth Planning, LLC$928M1
195TIGER GLOBAL MANAGEMENT LLC$925M1
196COATUE MANAGEMENT LLC$918M1
197UniSuper Management Pty Ltd$916M1
198Qube Research & Technologies Ltd$893M1
199State of New Jersey Common Pension Fund D$893M1
200Resona Asset Management Co.,Ltd.$891M1
201Calamos Advisors LLC$879M1
202FARALLON CAPITAL MANAGEMENT, L.L.C.$868M1
203ING GROEP NV$862M1
204Mawer Investment Management Ltd.$857M1
205VIKING GLOBAL INVESTORS LP$855M1
206MENORA MIVTACHIM HOLDINGS LTD.$846M1
207NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$832M1
208Life Cycle Investment Partners Ltd$828M1
209TEACHER RETIREMENT SYSTEM OF TEXAS$827M1
210SCOTIA CAPITAL INC.$815M1
211FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$804M1
212COMMERCE BANK$800M1
213WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$799M1
214CI INVESTMENTS INC.$799M1
215TD Waterhouse Canada Inc.$795M1
216Tredje AP-fonden$781M1
217Fundsmith LLP$770M1
218Tidal Investments LLC$770M1
219FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$767M1
220Skandinaviska Enskilda Banken AB (publ)$763M1
221XPONANCE LLC$763M1
222STATE OF MICHIGAN RETIREMENT SYSTEM$762M1
223CIBC WORLD MARKET INC.$757M1
224NISA INVESTMENT ADVISORS, LLC$756M1
225ASSETMARK, INC$749M1
226Czech National Bank$749M1
227MetLife Investment Management, LLC$748M1
228MERCER GLOBAL ADVISORS INC /ADV$745M1
229M&T BANK CORP$731M1
230BROWN BROTHERS HARRIMAN & CO$721M1
231MAIRS & POWER INC$719M1
232Arizona State Retirement System$716M1
233Lido Advisors, LLC$710M1
234BANQUE PICTET & CIE SA$708M1
235BAHL & GAYNOR INC$693M1
236WCM INVESTMENT MANAGEMENT, LLC$691M1
237LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$683M1
238Banco Santander, S.A.$680M1
239USS Investment Management Ltd$679M1
240JUPITER ASSET MANAGEMENT LTD$677M1
241CAPITOLIS LIQUID GLOBAL MARKETS LLC$676M1
242Unisphere Establishment$667M1
243PINEBRIDGE INVESTMENTS LLC$654M1
244Federation des caisses Desjardins du Quebec$649M1
245VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$648M1
246Pathstone Holdings, LLC$641M1
247COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$640M1
248AustralianSuper Pty Ltd$636M1
249B. Metzler seel. Sohn & Co. AG$619M1
250NISSAY ASSET MANAGEMENT CORP /JAPAN$618M1
251ABN AMRO Bank N.V.$611M1
252WESTFIELD CAPITAL MANAGEMENT CO LP$611M1
253JACOBS LEVY EQUITY MANAGEMENT, INC$599M1
254NewEdge Advisors, LLC$582M1
255Sustainable Growth Advisers, LP$581M1
256Sarasin & Partners LLP$580M1
257Mirova US LLC$576M1
258DSM CAPITAL PARTNERS LLC$571M1
259GLENMEDE TRUST CO NA$570M1
260Compagnie Lombard Odier SCmA$568M1
261SANDS CAPITAL MANAGEMENT, LLC$566M1
262WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$555M1
263Connor, Clark & Lunn Investment Management Ltd.$541M1
264Crake Asset Management LLP$541M1
265EVERETT HARRIS & CO /CA/$539M1
266LGT Group Foundation$538M1
267IFM Investors Pty Ltd$538M1
268VOLORIDGE INVESTMENT MANAGEMENT, LLC$536M1
269Zurich Insurance Group Ltd/FI$536M1
270OP Asset Management Ltd$528M1
271BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$523M1
272&PARTNERS$523M1
273Woodline Partners LP$523M1
274Capital International, Inc./CA/$513M1
275Sumitomo Mitsui DS Asset Management Company, Ltd$511M1
276TWO SIGMA INVESTMENTS, LP$511M1
277OMERS ADMINISTRATION Corp$511M1
278COLDSTREAM CAPITAL MANAGEMENT INC$502M1
279MML INVESTORS SERVICES, LLC$499M1
280First Eagle Investment Management, LLC$491M1
281Voyager Global Management LP$490M1
282HUNTINGTON NATIONAL BANK$490M1
283O'SHAUGHNESSY ASSET MANAGEMENT, LLC$487M1
284Veritas Asset Management LLP$481M1
285CAXTON ASSOCIATES LLP$479M1
286IEQ CAPITAL, LLC$478M1
287Rafferty Asset Management, LLC$476M1
288AE Wealth Management LLC$475M1
289Meritage Group LP$470M1
290BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$465M1
291INTECH INVESTMENT MANAGEMENT LLC$465M1
292London & Capital Asset Management Ltd$458M1
293GATEWAY INVESTMENT ADVISERS LLC$457M1
294LBP AM SA$456M1
295MONTRUSCO BOLTON INVESTMENTS INC.$450M1
296Utah Retirement Systems$446M1
297Rakuten Investment Management, Inc.$446M1
298ALKEON CAPITAL MANAGEMENT LLC$445M1
299Magellan Asset Management Ltd$440M1
300Impax Asset Management Group plc$440M1
301CWM, LLC$439M1
302Altimeter Capital Management, LP$438M1
303QRG CAPITAL MANAGEMENT, INC.$437M1
304Haverford Trust Co$436M1
305Metropolis Capital Ltd$436M1
306JENSEN INVESTMENT MANAGEMENT INC$433M1
307REGIONS FINANCIAL CORP$433M1
308DDD Partners, LLC$427M1
309Quilter Plc$426M1
310Police & Firemen's Retirement System of New Jersey$423M1
311NEW YORK LIFE INVESTMENT MANAGEMENT LLC$416M1
312Empower Advisory Group, LLC$415M1
313Varma Mutual Pension Insurance Co$414M1
314Holocene Advisors, LP$414M1
315CANTILLON CAPITAL MANAGEMENT LLC$412M1
316Vulcan Value Partners, LLC$411M1
317Mediolanum International Funds Ltd$409M1
318ZACKS INVESTMENT MANAGEMENT$409M1
319Vanguard Personalized Indexing Management, LLC$408M1
320BARTLETT & CO. WEALTH MANAGEMENT LLC$407M1
321MAI Capital Management$404M1
322Bridgewater Associates, LP$402M1
323Steward Partners Investment Advisory, LLC$395M1
324Kestra Advisory Services, LLC$393M1
325MACQUARIE GROUP LTD$392M1
326Erste Asset Management GmbH$392M1
327Newlands Management Operations LLC$389M1
328SATURNA CAPITAL CORP$388M1
329Banque Transatlantique SA$387M1
330GROUPAMA ASSET MANAGMENT$387M1
331Andra AP-fonden$382M1
332ASR Vermogensbeheer N.V.$381M1
333DIAMOND HILL CAPITAL MANAGEMENT INC$379M1
334H&H International Investment, LLC$376M1
335DAVENPORT & Co LLC$375M1
336Railway Pension Investments Ltd$375M1
337FIRST FOUNDATION ADVISORS$370M1
338YACKTMAN ASSET MANAGEMENT LP$368M1
339ACR Alpine Capital Research, LLC$363M1
340WHITTIER TRUST CO$363M1
341Alphinity Investment Management Pty Ltd$363M1
342Sanctuary Advisors, LLC$363M1
343FACTORY MUTUAL INSURANCE CO$360M1
344ABN AMRO INVESTMENT SOLUTIONS$360M1
345Boston Trust Walden Corp$359M1
346Vinva Investment Management Ltd$355M1
347CHILTON INVESTMENT CO INC.$352M1
348HM PAYSON & CO$352M1
349Groupe la Francaise$351M1
350MANNING & NAPIER ADVISORS LLC$350M1
351Clark Capital Management Group, Inc.$342M1
352Clearstead Advisors, LLC$337M1
353FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$336M1
354BRIDGES INVESTMENT MANAGEMENT INC$336M1
355Local Pensions Partnership Investment Ltd$334M1
356Beacon Pointe Advisors, LLC$330M1
357D.A. DAVIDSON & CO.$328M1
358WELCH & FORBES LLC$326M1
359OFI INVEST ASSET MANAGEMENT$324M1
360Bank Pictet & Cie (Europe) AG$318M1
361Aware Super Pty Ltd as trustee of Aware Super$316M1
362JOHNSON INVESTMENT COUNSEL INC$316M1
363COMGEST GLOBAL INVESTORS S.A.S.$315M1
364OREGON PUBLIC EMPLOYEES RETIREMENT FUND$315M1
365BRIGHTON JONES LLC$312M1
366Sequoia Financial Advisors, LLC$308M1
367EP Wealth Advisors, LLC$308M1
368Longview Partners (Guernsey) LTD$303M1
369MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$303M1
370Vident Advisory, LLC$303M1
371EXCHANGE TRADED CONCEPTS, LLC$300M1
372Empowered Funds, LLC$299M1
373GUGGENHEIM CAPITAL LLC$298M1
374YOUSIF CAPITAL MANAGEMENT, LLC$295M1
375Epoch Investment Partners, Inc.$292M1
376Investment Management Corp of Ontario$291M1
377Evercore Wealth Management, LLC$290M1
378Wealthfront Advisers LLC$290M1
379Midwest Trust Co$289M1
380UNITED CAPITAL FINANCIAL ADVISORS, LLC$287M1
381NewEdge Wealth, LLC$285M1
382Danica Pension, Livsforsikringsaktieselskab$283M1
383SCGE MANAGEMENT, L.P.$282M1
384OPPENHEIMER & CO INC$280M1
385Phoenix Financial Ltd.$277M1
386AGF MANAGEMENT LTD$275M1
387MILFORD FUNDS LTD$274M1
388E. Ohman J:or Asset Management AB$272M1
389BRADLEY FOSTER & SARGENT INC/CT$272M1
390Hudson Bay Capital Management LP$270M1
391Laird Norton Wetherby Trust Company, LLC$270M1
392MAVERICK CAPITAL LTD$269M1
393BRISTOL JOHN W & CO INC /NY/$268M1
394PRUDENTIAL PLC$267M1
395Pinnacle Financial Partners, Inc.$267M1
396Douglass Winthrop Advisors, LLC$265M1
397Ethic Inc.$264M1
398Evelyn Partners Investment Management LLP$260M1
399Capital International Sarl$258M1
400FIRST FINANCIAL BANKSHARES INC$257M1
401Elo Mutual Pension Insurance Co$256M1
402Troy Asset Management Ltd$254M1
403Raiffeisen Bank International AG$254M1
404BSN Capital Partners Ltd$253M1
405Consulta Ltd$250M1
406TUDOR INVESTMENT CORP ET AL$250M1
407OPPENHEIMER ASSET MANAGEMENT INC.$248M1
408SHELTON CAPITAL MANAGEMENT$246M1
409FUNDSMITH INVESTMENT SERVICES LTD.$246M1
410Polar Capital Holdings Plc$244M1
411Cannell & Spears LLC$243M1
412Silvant Capital Management LLC$242M1
413GF FUND MANAGEMENT CO. LTD.$240M1
414SILVERCREST ASSET MANAGEMENT GROUP LLC$240M1
415WHITTIER TRUST CO OF NEVADA INC$239M1
416Navera Investment Management Ltd.$239M1
417Trexquant Investment LP$239M1
418Badgley Phelps Wealth Managers, LLC$238M1
419FIDUCIARY TRUST CO$238M1
420LONDON CO OF VIRGINIA$237M1
421CONGRESS ASSET MANAGEMENT CO$236M1
422United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$236M1
423Private Advisor Group, LLC$236M1
424Advisors Capital Management, LLC$233M1
425ARMSTRONG HENRY H ASSOCIATES INC$233M1
426J. Safra Sarasin Holding AG$232M1
427EASTERN BANK$232M1
428Skye Global Management LP$230M1
429Alyeska Investment Group, L.P.$230M1
430Standard Investments LLC$230M1
431Norinchukin Bank, The$229M1
432Guinness Asset Management LTD$227M1
433Cercano Management LLC$225M1
434Generali Asset Management SPA SGR$225M1
435EDMOND DE ROTHSCHILD HOLDING S.A.$223M1
436NOMURA HOLDINGS INC$222M1
437Southpoint Capital Advisors LP$222M1
438FLPUTNAM INVESTMENT MANAGEMENT CO$220M1
439CITIZENS FINANCIAL GROUP INC/RI$218M1
440BLI - Banque de Luxembourg Investments$216M1
441Concurrent Investment Advisors, LLC$215M1
442Cresset Asset Management, LLC$215M1
443Illinois Municipal Retirement Fund$214M1
444SRB CORP$213M1
445ATALANTA SOSNOFF CAPITAL, LLC$211M1
446Waverly Advisors, LLC$207M1
447BECK MACK & OLIVER LLC$206M1
448HARDING LOEVNER LP$200M1
449HB Wealth Management, LLC$200M1
450KORNITZER CAPITAL MANAGEMENT INC /KS$199M1
451Equitable Holdings, Inc.$199M1
452MARKEL GROUP INC.$199M1
453Aptus Capital Advisors, LLC$199M1
454Crestwood Advisors Group, LLC$198M1
455Mizuho Markets Cayman LP$197M1
456ANTIPODES PARTNERS Ltd$197M1
457Fisher Funds Management LTD$195M1
458Stockbridge Partners LLC$195M1
459LOCUST WOOD CAPITAL ADVISERS, LLC$194M1
460UMB Bank, n.a.$191M1
461Americana Partners, LLC$191M1
462Canoe Financial LP$190M1
463HARVARD MANAGEMENT CO INC$190M1
464EFG International AG$188M1
465Generate Investment Management Ltd$186M1
466CAPITAL ADVISORS INC/OK$185M1
467Glenview Trust Co$184M1
468Busey Bank$184M1
469COUNTRY TRUST BANK$184M1
470GABELLI FUNDS LLC$183M1
471CAPITAL COUNSEL LLC/NY$182M1
472ODDO BHF ASSET MANAGEMENT SAS$181M1
473GREAT LAKES ADVISORS, LLC$181M1
474MUFG Securities EMEA plc$180M1
475HANCOCK WHITNEY CORP$180M1
476Avanza Fonder AB$180M1
477Curi Capital, LLC$179M1
478LGT CAPITAL PARTNERS LTD.$178M1
479Perpetual Ltd$178M1
480Focused Investors LLC$177M1
481Cryder Capital Partners LLP$177M1
482SAPIENT CAPITAL LLC$177M1
483DAVIS R M INC$177M1
484MEYER HANDELMAN CO$176M1
485Allworth Financial LP$176M1
486Harvest Portfolios Group Inc.$175M1
487Voleon Capital Management LP$174M1
488Atlantic Union Bankshares Corp$174M1
489TOCQUEVILLE ASSET MANAGEMENT L.P.$174M1
490National Philanthropic Trust$170M1
491RIVERBRIDGE PARTNERS LLC$170M1
492Crossmark Global Holdings, Inc.$170M1
493Mesirow Financial Investment Management, Inc.$169M1
494Performance Wealth Partners, LLC$168M1
495OVERSEA-CHINESE BANKING Corp Ltd$168M1
496CRAWFORD INVESTMENT COUNSEL INC$168M1
497NICHOLAS COMPANY, INC.$167M1
498Freestone Capital Holdings, LLC$166M1
499MIZUHO SECURITIES USA LLC$166M1
500Quintet Private Bank (Europe) S.A.$164M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)47 buy / 38 sell
Congress net ($ bound)−$762K to $3.3M
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MSFT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MSFT
KindRuleHits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window4 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against4 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for MSFT · financials and macro

Financials — as filed PLANNED

MSFT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MSFT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing