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Microsoft (MSFT) Institutional Ownership

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

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
2760
Total
Institutional Inflows
(last 12 months)
$97.77B
Number of
Institutional Sellers
(last 12 months)
2757
Total
Institutional Outflows
(last 12 months)
$123.98B
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MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Hemington Wealth Management13,515$5.69M2.1%-7.6%0.000%
5/4/2024Blue Square Asset Management LLC8,079$3.40M2.3%-2.6%0.000%
5/4/2024Chapman Investment Management LLC31,747$13.37M9.9%-1.5%0.000%
5/4/2024Howland Capital Management LLC320,385$134.79M6.5%-1.8%0.004%
5/4/2024SPC Financial Inc.25,137$10.58M1.0%-5.2%0.000%
5/4/2024R. W. Roge & Company Inc.3,591$1.51M0.9%+1.9%0.000%
5/4/2024Disciplined Equity Management Inc.430$181K0.1%-56.8%0.000%
5/4/2024PrairieView Partners LLC5,479$2.31M0.3%+3.0%0.000%
5/4/2024Geneva Capital Management LLC10,781$4.54M0.1%-4.7%0.000%
5/4/2024McClarren Financial Advisors Inc.2,946$1.34M0.3%-7.5%0.000%
5/4/2024Keener Financial Planning LLC3,263$1.37M0.9%+6.4%0.000%
5/4/2024Coulter & Justus Financial Services LLC15,314$6.44M1.4%-38.6%0.000%
5/4/2024Vista Capital Partners Inc.28,711$12.08M1.5%-8.9%0.000%
5/4/2024Geneos Wealth Management Inc.76,282$32.09M1.5%-1.4%0.001%
5/4/2024Essex LLC16,550$6.96M1.6%-3.2%0.000%
5/4/2024Riggs Asset Managment Co. Inc.18,611$7.83M2.3%+5.9%0.000%
5/4/20249258 Wealth Management LLC45,253$19.04M3.0%-0.5%0.001%
5/4/2024Lester Murray Antman dba SimplyRich26,299$11.07M3.6%-0.4%0.000%
5/4/2024Silver Oak Advisory Group Inc.4,848$2.04M1.1%-2.0%0.000%
5/4/2024Gould Asset Management LLC CA7,976$3.36M0.8%-9.8%0.000%
5/4/2024Valley Wealth Managers Inc.80,326$33.80M2.5%-5.6%0.001%
5/4/2024WBI Investments LLC14,797$6.23M1.3%-8.5%0.000%
5/4/2024Avalon Advisory Group1,381$581K0.3%N/A0.000%
5/4/2024Buck Wealth Strategies LLC11,004$4.63M1.6%-41.1%0.000%
5/4/2024Team Hewins LLC54,239$22.82M3.1%-0.3%0.001%
5/4/2024Ogorek Anthony Joseph NY ADV4,852$2.04M0.7%+42.0%0.000%
5/4/2024Affinity Investment Advisors LLC10,435$4.39M3.2%-29.7%0.000%
5/4/2024Commonwealth Retirement Investments LLC24,784$10.43M5.0%-1.0%0.000%
5/4/2024Paulson Wealth Management Inc.6,469$2.72M0.8%+0.6%0.000%
5/4/2024Csenge Advisory Group69,423$29.21M1.6%+2.6%0.001%
5/4/2024Joseph P. Lucia & Associates LLC2,248$946K0.5%+6.9%0.000%
5/4/2024Richardson Financial Services Inc.5,835$2.46M1.7%+3.3%0.000%
5/4/2024Capital Management Associates NY12,473$5.25M6.3%-2.7%0.000%
5/3/2024Signaturefd LLC176,382$74.21M1.6%+2.5%0.002%
5/3/2024FDx Advisors Inc.43,250$18.20M2.8%-43.1%0.001%
5/3/2024MontVue Capital Management Inc.1,337$563K0.5%-8.4%0.000%
5/3/2024Essex Investment Management Co. LLC25,569$10.76M2.1%-11.1%0.000%
5/3/2024Integris Wealth Management LLC14,724$6.20M1.7%-1.2%0.000%
5/3/2024Embree Financial Group48,179$20.27M4.0%-4.3%0.001%
5/3/2024VeraBank N.A.27,732$11.67M3.6%-1.8%0.000%
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5/3/2024Gold Investment Management Ltd.26,141$11.00M4.4%-7.4%0.000%
5/3/2024CV Advisors LLC22,886$9.63M5.4%+28.5%0.000%
5/3/2024STAR Financial Bank11,627$4.89M4.2%-3.7%0.000%
5/3/2024Clarity Capital Partners LLC18,587$7.82M5.1%-1.0%0.000%
5/3/2024Carson Advisory Inc.9,989$4.20M3.0%+1.4%0.000%
5/3/2024Catalina Capital Group LLC25,756$10.84M4.5%+102.4%0.000%
5/3/2024Avidian Wealth Solutions LLC34,118$14.35M0.7%+9.5%0.000%
5/3/2024Southern Capital Advisors LLC7,674$3.23M2.0%-0.7%0.000%
5/3/2024TFB Advisors LLC14,010$5.53M2.0%+19.9%0.000%
5/3/2024Mediolanum International Funds Ltd974,049$410.49M6.7%N/A0.013%
5/3/2024Smithbridge Asset Management Inc. DE56,013$23.57M4.9%-4.7%0.001%
5/3/2024RIA Advisory Group LLC4,570$1.92M0.8%N/A0.000%
5/3/2024Larson Financial Group LLC25,139$10.58M0.8%+5.6%0.000%
5/3/2024Callan Capital LLC25,562$10.76M0.9%+31.0%0.000%
5/3/2024MRA Advisory Group17,069$7.18M4.3%+2.4%0.000%
5/3/2024Coronation Fund Managers Ltd.82,262$34.61M0.9%-6.4%0.001%
5/3/2024Markel Group Inc.502,830$211.55M2.1%+0.9%0.007%
5/3/2024WealthTrust Asset Management LLC10,069$4.24M3.2%+34.6%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors28,506$11.99M1.4%+205.9%0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC15,611$6.57M1.8%-1.9%0.000%
5/3/2024Westchester Capital Management Inc.78,991$33.23M8.3%-1.6%0.001%
5/3/2024Rehmann Capital Advisory Group48,317$20.33M1.5%-0.3%0.001%
5/3/2024Chevy Chase Trust Holdings LLC5,046,743$2.12B6.9%-0.9%0.068%
5/3/2024Etfidea LLC2,066$869K0.3%+3.0%0.000%
5/3/2024Commerce Bank2,029,594$853.89M5.6%-1.1%0.027%
5/3/2024Wellington Shields Capital Management LLC109,805$46.20M8.7%-0.1%0.001%
5/3/2024BCU Wealth Advisors LLC532$224K0.2%N/A0.000%
5/3/2024Wellington Shields & Co. LLC67,458$28.38M9.5%-3.0%0.001%
5/3/2024Lutz Financial Services LLC3,096$1.30M0.1%+6.3%0.000%
5/3/2024AA Financial Advisors LLC12,912$5.43M2.2%+794.2%0.000%
5/3/2024GSA Capital Partners LLP5,583$2.35M0.2%-16.0%0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S690,277$290.41M5.5%+9.2%0.009%
5/3/2024Boomfish Wealth Group LLC8,755$3.68M2.5%-9.3%0.000%
5/3/2024Pictet North America Advisors SA82,410$34.53M3.9%-2.4%0.001%
5/3/2024United Community Bank19,035$8.01M3.1%-0.5%0.000%
5/3/2024CapWealth Advisors LLC101,530$42.72M4.8%-1.2%0.001%
5/3/2024Peoples Bank OH7,826$3.29M1.8%-3.6%0.000%
5/3/2024Proficio Capital Partners LLC57,508$24.20M2.7%+1.1%0.001%
5/3/2024Comprehensive Financial Consultants Institutional Inc.14,402$6.06M2.5%+2.4%0.000%
5/3/2024Liberty Wealth Management LLC17,752$7.47M1.5%+1.2%0.000%
5/3/2024Central Pacific Bank Trust Division69,286$29.42M3.7%N/A0.001%
5/3/2024Nikko Asset Management Americas Inc.39,476$16.58M0.2%-3.4%0.001%
5/3/2024Nicollet Investment Management Inc.54,552$22.95M8.5%-5.7%0.001%
5/3/2024Rinkey Investments3,959$1.67M0.6%+3.4%0.000%
5/3/2024Smith Salley Wealth Management196,883$82.83M6.4%-27.7%0.003%
5/3/2024Absolute Capital Management LLC1,066$449K0.3%N/A0.000%
5/3/2024Franklin Parlapiano Turner & Welch LLC27,429$11.54M3.2%-3.8%0.000%
5/3/2024Compass Financial Group Inc.1,764$742K0.4%+104.4%0.000%
5/3/2024Wulff Hansen & CO.10,222$4.30M4.3%-6.5%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.587,516$247.17M7.1%+1.9%0.008%
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5/3/2024Patron Partners LLC13,598$5.72M3.5%-2.0%0.000%
5/3/2024Whittier Trust Co.849,265$357.29M5.2%+2.4%0.011%
5/3/2024Integrity Financial Corp WA9,774$4.11M2.8%+1.1%0.000%
5/3/2024Hoertkorn Richard Charles48,150$20.26M8.7%-1.4%0.001%
5/2/2024Mutual Advisors LLC227,931$95.90M3.1%+4.8%0.003%
5/2/2024Diversified LLC12,500$5.26M0.7%-1.8%0.000%
5/2/2024Suncoast Equity Management182,975$76.98M9.0%+3.0%0.002%
5/2/2024Smart Money Group LLC3,585$1.40M0.5%+20.1%0.000%
5/2/2024Salomon & Ludwin LLC71,128$29.92M2.6%+1.0%0.001%
5/2/2024Boit C F David31,704$12.52M6.7%-3.1%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, 4,782 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 3,948 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 409,537,156 shares in the last 24 months. This purchase volume represents approximately $132.43B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,670 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), Swiss National Bank ($4.56M), and Fisher Asset Management LLC ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 506,742,546 shares in the last 24 months. This volume of shares sold represents approximately $161.96B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/5/2024 by MarketBeat.com Staff

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