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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)
2867
Total
Institutional Inflows
(last 12 months)
$103.77B
Number of
Institutional Sellers
(last 12 months)
2867
Total
Institutional Outflows
(last 12 months)
$150.42B
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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
5/31/2024Granite Group Advisors LLC15,368$6.47M4.4%-1.1%0.000%
5/31/2024Maxwell Wealth Strategies Inc.21,458$8.90M4.5%+15.9%0.000%
5/31/2024First Citizens Financial Corp7,533$3.17M1.9%+1.2%0.000%
5/30/2024Cambridge Trust Co.395,403$166.35M6.3%-1.6%0.005%
5/30/2024Motiv8 Investments LLC1,992$838K0.7%+20.9%0.000%
5/30/2024EULAV Asset Management58,533$24.63M0.7%-1.6%0.001%
5/30/2024 Peninsula Wealth LLC10,366$4.36M0.5%+0.5%0.000%
5/30/2024 Spear Holdings RSC Ltd193,100$81.24M14.1%N/A0.003%
5/29/2024 Pathway Financial Advisers LLC9,195$3.87M1.4%N/A0.000%
5/29/2024 Birmingham Capital Management Co. Inc. AL3,102$1.31M0.5%-3.1%0.000%
5/29/2024 Instrumental Wealth LLC2,499$1.08M0.4%+5.7%0.000%
5/29/2024 Soltis Investment Advisors LLC130,175$54.77M6.1%+13.1%0.002%
5/29/2024 Alexander Labrunerie & CO. Inc.21,675$9.12M5.1%N/A0.000%
5/29/2024 Clean Yield Group13,000$5.47M2.1%-4.2%0.000%
5/29/2024 Garde Capital Inc.116,537$49.03M3.4%-0.8%0.002%
5/28/2024 Verity Asset Management Inc.8,415$3.54M2.0%+3.0%0.000%
5/28/2024 Teachers Retirement System of The State of Kentucky1,221,796$514.03M4.6%-6.8%0.016%
5/24/2024 Cetera Advisor Networks LLC1,026,801$432.00M2.1%+4.8%0.014%
5/24/2024 Cetera Advisors LLC623,084$262.14M2.1%+83.7%0.008%
5/24/2024 Cetera Investment Advisers1,935,518$814.31M1.9%+252.3%0.026%
5/24/2024 Farallon Capital Management LLC1,211,458$509.69M2.3%-9.5%0.016%
5/24/2024 Invst LLC13,458$5.71M0.7%-4.3%0.000%
5/24/2024 Dodds Wealth LLC1,617$680K0.3%+28.2%0.000%
5/24/2024 PGGM Investments470,679$198.02M2.9%+32.4%0.006%
5/24/2024 Northwest Bank & Trust Co18,214$7.09M6.4%-1.5%0.000%
5/23/2024 Dock Street Asset Management Inc.103,508$43.55M6.5%-5.0%0.001%
5/23/2024 Community Trust & Investment Co.207,448$87.28M6.1%-1.3%0.003%
5/23/2024 Raelipskie Partnership19,150$8.06M4.6%-2.0%0.000%
5/23/2024 Wellington Shields & Co. LLC69,215$29.12M10.1%-0.4%0.001%
5/23/2024 FSA Advisors Inc.8,321$3.50M3.8%+6.2%0.000%
5/23/2024 ARQ Wealth Advisors LLC6,914$2.91M1.3%+6.1%0.000%
5/23/2024 Austin Wealth Management LLC2,595$1.12M0.3%+26.6%0.000%
5/22/2024 Burney Co.153,288$64.49M2.5%+3.9%0.002%
5/22/2024 Beck Bode LLC29,104$12.25M2.5%+4,609.4%0.000%
5/22/2024 First City Capital Management Inc.25,526$10.74M5.9%-1.0%0.000%
5/22/2024 Orleans Capital Management Corp LA21,744$9.15M6.0%-14.2%0.000%
5/22/2024 Koesten Hirschmann & Crabtree INC.2,232$939K0.6%+1.4%0.000%
5/22/2024 Second Line Capital LLC11,054$4.65M1.5%+5.1%0.000%
5/22/2024 BigSur Wealth Management LLC6,673$2.81M0.9%+13.6%0.000%
5/21/2024 Atria Investments Inc443,736$186.63M2.6%+1.2%0.006%
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5/21/2024 Swedbank AB13,279,897$5.59B7.9%N/A0.179%
5/21/2024Sanibel Captiva Trust Company Inc.404,022$169.98M5.8%-2.3%0.005%
5/21/2024 LRI Investments LLC17,119$7.20M1.0%N/A0.000%
5/21/2024 Altarock Partners LP1,754,186$738.02M15.9%-11.9%0.024%
5/21/2024 Arrow Financial Corp59,053$24.85M2.5%-2.2%0.001%
5/20/2024 Independent Wealth Network Inc.10,685$4.50M2.1%+11.6%0.000%
5/20/2024 Adams Wealth Management17,527$7.37M1.8%+49.9%0.000%
5/20/2024 Milestones Administradora de Recursos Ltda.97,792$41.14M22.1%-17.2%0.001%
5/20/2024 Virtu Financial LLC14,874$6.26M0.5%+76.8%0.000%
5/20/2024Strategic Wealth Partners Ltd.68,273$28.72M3.2%+6.6%0.001%
5/20/2024 Pacific Center for Financial Services4,304$1.81M0.5%+3.3%0.000%
5/20/2024 Bullseye Investment Management LLC10,432$4.39M2.6%-3.4%0.000%
5/20/2024 Highlander Capital Management LLC33,443$14.07M4.8%-0.2%0.000%
5/20/2024 Continuum Wealth Advisors LLC4,993$2.10M1.2%+8.2%0.000%
5/20/2024 Cim LLC11,183$4.71M0.7%+0.4%0.000%
5/20/2024 Algebris UK Ltd2,561$999K0.4%+54.5%0.000%
5/17/2024 Wahed Invest LLC148,703$62.56M14.3%+17.3%0.002%
5/17/2024 Citizens Financial Group Inc. RI253,903$106.82M3.5%+0.5%0.003%
5/17/2024 Rokos Capital Management LLP433,928$182.43M0.9%+171.7%0.006%
5/17/2024 CCM Investment Advisers LLC66,807$28.11M3.4%-4.6%0.001%
5/17/2024 Vima LLC1,562$657K0.2%+7.4%0.000%
5/17/2024 Advisory Resource Group7,288$3.07M0.7%+1.1%0.000%
5/17/2024 Heartland Bank & Trust Co21,057$8.86M5.1%+1.9%0.000%
5/17/2024 National Wealth Management Group LLC3,843$1.62M1.3%+4.5%0.000%
5/17/2024 Kozak & Associates Inc.55,743$23.47M6.3%+2.5%0.001%
5/17/2024 Investmark Advisory Group LLC6,198$2.61M1.4%-0.8%0.000%
5/17/2024 Lummis Asset Management LP13,161$5.54M7.4%-57.0%0.000%
5/17/2024 Montchanin Asset Management LLC22,136$9.31M9.1%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.8,043$3.38M3.4%N/A0.000%
5/17/2024 Plato Investment Management Ltd150,863$63.47M6.6%+987.5%0.002%
5/17/2024 Western Pacific Wealth Management LP13,003$5.47M4.0%+2.9%0.000%
5/17/2024 XML Financial LLC65,495$27.56M2.8%-12.8%0.001%
5/17/2024 iA Global Asset Management Inc.1,087,455$457.51M5.4%-2.5%0.015%
5/17/2024 Lumbard & Kellner LLC9,680$4.07M2.0%-1.3%0.000%
5/17/2024 WealthPlan Investment Management LLC21,622$9.10M1.4%+0.4%0.000%
5/17/2024 Garner Asset Management Corp8,920$3.75M1.9%+4.0%0.000%
5/17/2024 KLCM Advisors Inc.16,079$6.77M0.9%+4.9%0.000%
5/17/2024 Wedgewood Partners Inc.70,615$29.88M6.6%-1.5%0.001%
5/17/2024 Brown Shipley& Co Ltd73,771$31.32M9.8%+9.6%0.001%
5/17/2024 Vista Investment Partners LLC15,778$6.64M2.3%+2.8%0.000%
5/17/2024 LBP AM SA475,268$199.96M8.0%-48.9%0.006%
5/17/2024 First Western Trust Bank69,291$29.15M1.3%-6.2%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC68,766$28.93M2.6%-0.9%0.001%
5/17/2024 Beacon Capital Management LLC8,984$3.78M0.8%+5.9%0.000%
5/17/2024 Semmax Financial Advisors Inc.14,480$5.99M2.0%+12.3%0.000%
5/17/2024 Pineridge Advisors LLC15,532$6.53M2.3%-7.9%0.000%
5/17/2024 Hancock Whitney Corp308,841$129.94M4.5%+1.2%0.004%
5/17/2024 Comerica Bank1,974,398$830.67M3.6%-1.1%0.027%
5/17/2024 SkyView Investment Advisors LLC9,429$3.97M0.7%+17.1%0.000%
5/17/2024 Adalta Capital Management LLC53,748$22.61M12.5%+1.7%0.001%
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5/17/2024 Coppell Advisory Solutions Corp.16,735$7.04M1.3%N/A0.000%
5/17/2024 Castleark Management LLC383,595$161.39M6.7%-6.8%0.005%
5/17/2024 Clear Point Advisors Inc.1,720$724K0.6%+11.9%0.000%
5/17/2024 DCM Advisors LLC42,876$18.04M7.4%-20.1%0.001%
5/17/2024 Creekmur Asset Management LLC6,501$2.74M0.9%+2.8%0.000%
5/17/2024 Wiser Advisor Group LLC3,444$1.45M2.3%+5.6%0.000%
5/17/2024 Motley Fool Asset Management LLC224,574$94.48M6.0%+8.1%0.003%
5/16/2024 Redwood Investment Management LLC31,074$13.07M1.2%+66.6%0.000%
5/16/2024 California State Teachers Retirement System11,462,919$4.82B6.1%+0.4%0.154%
5/16/2024 Sugar Maple Asset Management LLC3,252$1.37M1.3%N/A0.000%
(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, 4,886 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($281.04B), FMR LLC ($68.16B), Price T Rowe Associates Inc. MD ($59.83B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), Norges Bank ($35.92B), and Capital International Investors ($35.16B).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 4,011 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), Vanguard Group Inc. ($18.78M), Providence Capital Advisors LLC ($16.53M), Swedbank AB ($13.28M), TCI Fund Management Ltd. ($10.64M), and CIBC Private Wealth Group LLC ($7.54M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 434,223,745 shares in the last 24 months. This purchase volume represents approximately $144.01B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,734 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), Whalerock Point Partners LLC ($52.54M), Aaron Wealth Advisors LLC ($20.77M), Capital World Investors ($7.93M), TCI Fund Management Ltd. ($6.97M), Swiss National Bank ($5.49M), and Fisher Asset Management LLC ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 550,720,751 shares in the last 24 months. This volume of shares sold represents approximately $183.98B in transactions.


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This page (NASDAQ:MSFT) was last updated on 6/2/2024 by MarketBeat.com Staff

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