Free Trial

Microsoft (MSFT) Institutional Ownership

→ Biden replacement revealed? (From Paradigm Press) (Ad)
Free MSFT Stock Alerts
$406.32
+7.28 (+1.82%)
(As of 04/26/2024 05:45 PM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Microsoft (NASDAQ:MSFT)

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
2813
Total
Institutional Inflows
(last 12 months)
$97.52B
Number of
Institutional Sellers
(last 12 months)
2764
Total
Institutional Outflows
(last 12 months)
$125.98B
Get MSFT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Microsoft stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024James Hambro & Partners355,708$149.39M7.0%-2.7%0.005%
4/27/2024White Pine Investment CO29,757$12.52M3.7%-2.4%0.000%
4/27/2024Dougherty Wealth Advisers LLC3,252$1.37M1.2%-22.6%0.000%
4/27/2024Tenon Financial LLC3,617$1.52M1.3%N/A0.000%
4/27/2024Kellett Wealth Advisors LLC6,222$2.62M1.8%+0.6%0.000%
4/27/2024Glass Jacobson Investment Advisors llc7,852$3.30M1.2%-7.2%0.000%
4/27/2024Vigilare Wealth Management8,697$3.66M1.8%-23.3%0.000%
4/27/2024Phoenix Wealth Advisors21,509$9.05M5.5%+20.4%0.000%
4/27/2024Nadler Financial Group Inc.30,660$12.90M1.6%-0.5%0.000%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC31,310$13.17M3.2%-0.2%0.000%
4/27/2024Treasure Coast Financial Planning980$412K0.3%-13.0%0.000%
4/27/2024Conning Inc.59,623$25.09M0.8%-1.9%0.001%
4/27/2024Fonville Wealth Management LLC7,141$3.00M1.3%+77.6%0.000%
4/27/2024Finer Wealth Management Inc.27,866$11.72M7.7%+1.4%0.000%
4/27/2024Foster Victor Wealth Advisors LLC43,644$18.68M1.7%+2.8%0.001%
4/27/2024Signature Wealth Management Partners LLC8,995$3.78M3.1%-12.1%0.000%
4/27/2024K.J. Harrison & Partners Inc57,346$24.13M3.7%+3.4%0.001%
4/27/2024Capital Performance Advisors LLP13,516$5.69M2.2%+3.2%0.000%
4/27/2024Austin Asset Management Co Inc4,653$1.96M0.4%+46.1%0.000%
4/27/2024McCollum Christoferson Group LLC46,669$19.64M5.7%-1.2%0.001%
4/27/2024BayBridge Capital Group LLC4,538$1.82M1.6%+0.8%0.000%
4/26/2024Pinnacle Associates Ltd.488,393$205.48M3.2%-3.3%0.007%
4/26/2024Trueblood Wealth Management LLC13,834$5.82M3.3%+0.9%0.000%
4/26/2024Sterling Investment Counsel LLC14,815$6.23M2.9%+1.8%0.000%
4/26/2024Securian Asset Management Inc.437,651$184.13M5.4%-7.0%0.006%
4/26/2024Aspen Investment Management Inc18,735$7.88M4.0%-0.2%0.000%
4/26/2024Plan Group Financial LLC612$258K0.2%-67.7%0.000%
4/26/2024Triasima Portfolio Management inc.14,449$6.08M0.5%-12.6%0.000%
4/26/2024Harrington Investments INC29,444$12.39M7.1%-0.4%0.000%
4/26/2024McGuire Investment Group LLC49,200$20.70M3.0%-6.4%0.001%
4/26/2024BLB&B Advisors LLC164,656$69.27M3.9%+2.5%0.002%
4/26/2024Planned Solutions Inc.3,943$1.66M0.8%+0.9%0.000%
4/26/2024Pavion Blue Capital LLC56,791$23.89M11.8%-0.6%0.001%
4/26/2024Conestoga Capital Advisors LLC2,859$1.20M0.0%-7.7%0.000%
4/26/2024Acorn Wealth Advisors LLC15,186$6.39M3.3%-0.3%0.000%
4/26/2024UMB Bank n.a.581,348$244.59M3.9%-2.5%0.008%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC4,881$1.95M0.8%-3.0%0.000%
4/26/2024Prairiewood Capital LLC4,570$1.92M0.9%-1.7%0.000%
4/26/2024RCS Financial Planning LLC523$220K0.1%N/A0.000%
4/26/2024Advisors Management Group Inc. ADV24,723$10.40M2.6%+1.0%0.000%
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)

“Titan of Tech” Bets Big on Tiny AI Company He’s made as much as 3,250,000% in just three years on companies like Facebook, Airbnb, and PayPal… But our research shows his latest investment could be his most successful venture yet.

See how you can invest alongside him
4/26/2024Narwhal Capital Management156,544$65.86M6.4%+1.5%0.002%
4/26/2024MBA Advisors LLC9,495$4.00M2.1%-1.1%0.000%
4/26/2024Cottonwood Capital Advisors LLC6,404$2.65M2.1%-2.0%0.000%
4/26/2024Highview Capital Management LLC DE 16,844$7.09M3.2%+3.5%0.000%
4/26/2024Trevian Wealth Management LLC6,280$2.64M1.8%-2.6%0.000%
4/26/2024Prestige Wealth Management Group LLC28,291$11.90M2.6%-6.2%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.20,194$8.50M6.4%-91.6%0.000%
4/26/2024Riverbridge Partners LLC600,776$252.76M3.1%-4.0%0.008%
4/26/2024Bellevue Asset Management LLC146,543$61.65M35.0%+0.5%0.002%
4/26/2024Crestone Asset Management LLC4,292$1.81M0.4%-11.1%0.000%
4/26/2024Northwest Bancshares Inc.44,605$18.77M3.0%+1.8%0.001%
4/26/2024Renaissance Group LLC105,804$44.51M1.7%-4.2%0.001%
4/26/2024JNBA Financial Advisors26,971$11.35M1.2%-2.0%0.000%
4/26/2024Yousif Capital Management LLC978,542$411.69M4.6%-2.0%0.013%
4/26/2024Schmidt P J Investment Management Inc.86,426$36.36M6.9%-1.7%0.001%
4/26/2024Augustine Asset Management Inc.63,214$26.60M11.1%-0.8%0.001%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA13,730$5.78M2.4%-19.6%0.000%
4/26/2024Horizon Financial Services LLC190$80K0.1%N/A0.000%
4/26/2024YHB Investment Advisors Inc.156,474$65.83M5.7%-1.9%0.002%
4/26/2024SlateStone Wealth LLC89,229$37.54M3.8%+18.8%0.001%
4/26/2024ZWJ Investment Counsel Inc.199,067$83.75M3.8%-2.7%0.003%
4/26/2024Coastline Trust Co108,881$45.81M5.5%+3.7%0.001%
4/26/2024Opus Capital Group LLC2,725$1.15M0.2%+8.4%0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.46,050$19.37M1.2%-3.7%0.001%
4/26/2024First National Trust Co238,249$100.24M4.1%+0.6%0.003%
4/26/2024Barton Investment Management26,195$11.02M1.3%-1.7%0.000%
4/26/2024Sage Rhino Capital LLC15,678$6.60M1.6%-1.1%0.000%
4/26/2024Guild Investment Management Inc.6,129$2.58M3.3%+6.3%0.000%
4/26/2024McKinley Carter Wealth Services Inc.44,533$18.74M1.3%+2.2%0.001%
4/26/2024Mitchell & Pahl Private Wealth LLC14,779$6.22M3.3%-1.3%0.000%
4/26/2024Bond & Devick Financial Network Inc.13,793$5.80M3.1%-1.5%0.000%
4/26/2024Guardian Investment Management14,955$6.29M4.8%+6.6%0.000%
4/26/2024Clear Creek Financial Management LLC26,249$11.04M1.4%-5.0%0.000%
4/26/2024Quantum Financial Advisors LLC13,485$5.67M1.0%+0.2%0.000%
4/26/2024Members Trust Co27,897$11.74M0.4%+14.8%0.000%
4/26/2024CloudAlpha Capital Management Limited Hong Kong143,300$60.29M7.2%+365.1%0.002%
4/26/2024SYSTM Wealth Solutions LLC63,958$26.91M3.4%+0.3%0.001%
4/26/2024Investmentaktiengesellschaft Fuer Langfristige Investoren TGV773,500$325.43M22.0%-0.2%0.010%
4/26/2024Sumitomo Life Insurance Co.147,474$60.78M1.5%+19.7%0.002%
4/26/2024First Personal Financial Services34,461$14.50M3.4%-3.4%0.000%
4/26/2024Pioneer Trust Bank N A OR71,110$29.92M8.3%-0.8%0.001%
4/26/2024Chicago Partners Investment Group LLC91,404$37.25M1.6%+3.8%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.295,057$124.14M2.8%N/A0.004%
4/26/2024Carr Financial Group Corp12,689$5.34M1.8%+12.8%0.000%
4/26/2024Virginia Wealth Management Group Inc.11,098$4.67M3.8%-5.6%0.000%
4/26/2024MONECO Advisors LLC35,326$14.86M2.4%-0.4%0.000%
4/26/2024Sprinkle Financial Consultants LLC3,050$1.28M1.1%+1.9%0.000%
4/26/2024LifePro Asset Management1,440$606K0.4%+16.7%0.000%
4/26/2024TI Trust Inc.13,442$5.66M4.2%+49.4%0.000%
4/26/2024Sigma Investment Counselors Inc.52,815$22.22M1.2%-3.1%0.001%
Exposed: 10 CENT Crypto to Explode April 20th? (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
4/26/2024KG&L Capital Management LLC19,397$8.16M3.2%-1.9%0.000%
4/26/2024Verdence Capital Advisors LLC80,842$34.01M3.1%-3.8%0.001%
4/26/2024Petredis Investment Advisors LLC127,445$53.62M6.4%+1.4%0.002%
4/26/2024Pine Haven Investment Counsel Inc30,153$12.69M11.2%-0.2%0.000%
4/26/2024Robinson Smith Wealth Advisors LLC3,595$1.51M1.5%-27.3%0.000%
4/26/2024Davies Financial Advisors Inc.10,845$4.56M4.7%N/A0.000%
4/26/2024Emerald Advisors LLC11,542$4.86M0.9%-1.2%0.000%
4/26/2024Financial Insights Inc.76,336$32.12M9.2%+4.9%0.001%
4/26/2024Terra Nova Asset Management LLC12,098$5.09M4.1%+2.5%0.000%
4/26/2024AJ Advisors LLC3,654$1.54M0.8%+7.2%0.000%
(Data available from 1/1/2016 forward)

MSFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSFT shares?

During the previous two years, 4,773 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($250.03B), State Street Corp ($92.52B), FMR LLC ($68.16B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), Norges Bank ($35.92B), and Capital World Investors ($32.28B).Learn more on MSFT's institutional investors.

What percentage of Microsoft stock is owned by institutional investors?

71.13% of Microsoft stock is owned by institutional investors. Learn more on MSFT's institutional investor holdings.

Which institutional investors have been buying Microsoft stock?

Of the 3,957 institutional investors that purchased Microsoft stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($95.52M), International Assets Investment Management LLC ($28.45M), Providence Capital Advisors LLC ($16.53M), Vanguard Group Inc. ($15.70M), TCI Fund Management Ltd. ($11.22M), CIBC Private Wealth Group LLC ($7.54M), and California Public Employees Retirement System ($6.22M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 408,743,267 shares in the last 24 months. This purchase volume represents approximately $131.60B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,648 institutional investors that sold Microsoft stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($242.37M), Aaron Wealth Advisors LLC ($20.77M), TCI Fund Management Ltd. ($6.97M), Capital Research Global Investors ($6.44M), Magellan Asset Management Ltd ($5.42M), Sumitomo Mitsui Trust Holdings Inc. ($4.65M), and Swiss National Bank ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 509,126,554 shares in the last 24 months. This volume of shares sold represents approximately $162.31B in transactions.


Related Companies:
This page (NASDAQ:MSFT) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
They say it’s ‘unstoppable’ – How I made 43,509%
Investing Daily
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press