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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)
2852
Total
Institutional Inflows
(last 12 months)
$102.62B
Number of
Institutional Sellers
(last 12 months)
2864
Total
Institutional Outflows
(last 12 months)
$130.93B
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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
5/15/2024Godshalk Welsh Capital Management Inc.24,032$10.11M6.8%-1.4%0.000%
5/15/2024CoreFirst Bank & Trust9,871$4.15M2.6%-2.7%0.000%
5/15/2024Price T Rowe Associates Inc. MD142,200,683$59.83B7.3%-1.5%1.913%
5/15/2024BOKF NA434,800$184.60M3.4%-5.1%0.006%
5/15/2024Kestra Advisory Services LLC771,182$324.45M2.2%+10.6%0.010%
5/15/2024Beck Capital Management LLC30,562$12.86M3.7%+3.9%0.000%
5/15/2024Steel Grove Capital Advisors LLC15,522$6.53M0.2%+14.4%0.000%
5/15/2024Brown Capital Management LLC20,989$8.83M0.2%-2.6%0.000%
5/15/2024Lazard Asset Management LLC10,997,452$4.63B5.6%-3.6%0.148%
5/15/2024GUARDCAP ASSET MANAGEMENT Ltd1,214,053$510.78M6.3%+1.1%0.016%
5/15/2024Bank of Nova Scotia Trust Co.93,147$39.19M4.2%-1.7%0.001%
5/15/2024Epoch Investment Partners Inc.1,418,645$596.85M2.7%-31.9%0.019%
5/15/2024LRI Investments LLC25,527$10.56M1.4%N/A0.000%
5/15/20241832 Asset Management L.P.6,271,859$2.64B1.6%-1.9%0.084%
5/15/2024Linscomb Wealth Inc.108,599$45.69M2.4%-2.4%0.001%
5/15/2024Truvestments Capital LLC9,048$3.81M1.5%-12.4%0.000%
5/15/2024Quadrature Capital Ltd368,980$154.98M2.6%-37.6%0.005%
5/15/2024Hhlr Advisors LTD.692,100$291.18M6.3%-5.1%0.009%
5/15/2024Guardian Capital Advisors LP68,552$28.23M3.1%-3.6%0.001%
5/15/2024Huber Capital Management LLC36,693$15.44M3.5%-2.9%0.000%
5/15/2024Cloverfields Capital Group LP16,671$7.01M2.4%+18.2%0.000%
5/15/2024GABELLI & Co INVESTMENT ADVISERS INC.2,200$926K0.2%+1.9%0.000%
5/15/2024Gabelli Funds LLC573,841$241.43M1.8%-0.9%0.008%
5/15/2024Gamco Investors INC. ET AL129,449$54.46M0.6%-3.6%0.002%
5/15/2024Stonebridge Capital Advisors LLC124,771$52.49M4.7%+1.5%0.002%
5/15/2024Longview Partners Guernsey LTD1,728,529$727.23M4.7%-3.1%0.023%
5/15/2024Senator Investment Group LP150,000$63.11M2.9%-6.3%0.002%
5/15/2024Envoi LLC3,800$1.60M3.8%N/A0.000%
5/14/2024Canada Pension Plan Investment Board6,281,925$2.64B2.8%+77.6%0.085%
5/14/2024Guardian Capital LP134,085$56.41M2.0%+0.1%0.002%
5/14/2024Biltmore Family Office LLC29,557$12.44M2.5%-1.4%0.000%
5/14/2024Westwood Holdings Group Inc.540,969$227.60M1.8%-11.8%0.007%
5/14/2024JT Stratford LLC26,538$11.17M2.2%+2.4%0.000%
5/14/2024Capital World Investors82,589,226$34.75B5.8%-8.8%1.111%
5/14/2024Capital Research Global Investors78,207,088$32.90B7.4%+0.0%1.052%
5/14/2024Capital International Sarl439,591$184.95M6.1%-18.5%0.006%
5/14/2024Toronto Dominion Bank5,472,778$2.30B3.6%+6.0%0.074%
5/14/2024Capital International Ltd. CA330,730$139.15M6.7%-23.0%0.004%
5/14/2024Capital International Inc. CA 813,598$342.30M4.6%-4.4%0.011%
5/14/2024Capital International Investors83,571,070$35.16B7.1%+1.0%1.124%
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5/14/2024Capital Group Private Client Services Inc.1,052,365$442.75M4.5%-11.6%0.014%
5/14/2024Capital Group Investment Management PTE. LTD.83,440$35.11M6.3%-48.6%0.001%
5/14/2024Atalanta Sosnoff Capital LLC814,185$342.54M7.9%-0.9%0.011%
5/14/2024Sheaff Brock Investment Advisors LLC61,303$25.79M1.6%-15.2%0.001%
5/14/2024Cadence Bank128,393$54.02M3.9%+0.4%0.002%
5/14/2024Stamos Capital Partners L.P.6,400$2.69M0.6%-20.6%0.000%
5/14/2024Rodgers Brothers Inc.44,495$18.72M2.6%+0.9%0.001%
5/14/2024Pinnbrook Capital Management LP59,373$24.98M2.1%-74.5%0.001%
5/14/2024First Commonwealth Financial Corp PA 22,386$9.42M2.5%+26.4%0.000%
5/14/2024Ariel Investments LLC365,791$153.90M1.5%-0.5%0.005%
5/14/2024Heron Bay Capital Management45,811$19.27M4.1%+0.4%0.001%
5/14/2024Advisors Asset Management Inc.290,793$122.34M2.4%-3.3%0.004%
5/14/2024Axxcess Wealth Management LLC194,384$81.78M2.2%+4.7%0.003%
5/14/2024EP Wealth Advisors LLC633,850$266.67M3.1%+1.2%0.009%
5/14/2024Carlson Capital L P42,067$17.70M1.4%-29.9%0.001%
5/14/2024Wellington Wealth Strategies LLC.15,272$6.43M3.1%N/A0.000%
5/14/2024Element Pointe Advisors LLC6,890$2.90M0.7%-12.5%0.000%
5/14/2024Freestone Capital Holdings LLC408,867$172.02M6.4%-1.2%0.006%
5/14/2024Covington Investment Advisors Inc.90,678$38.15M6.5%+2.6%0.001%
5/14/2024CreativeOne Wealth LLC78,155$32.88M1.3%+59.6%0.001%
5/14/2024Delta Global Management LP277,205$116.63M8.9%+78.3%0.004%
5/14/2024Delap Wealth Advisory LLC31,332$13.18M5.3%-51.8%0.000%
5/14/2024EntryPoint Capital LLC166$70K0.1%-28.1%0.000%
5/14/2024Vident Advisory LLC151,756$63.85M1.3%+21.8%0.002%
5/14/2024Sculati Wealth Management LLC21,599$9.09M3.9%-0.5%0.000%
5/14/2024Forte Capital LLC ADV22,686$9.54M1.2%-2.5%0.000%
5/14/2024Fayez Sarofim & Co7,073,555$2.98B8.9%-1.2%0.095%
5/14/2024LGT Group Foundation848,348$356.92M8.3%-13.6%0.011%
5/14/2024Shell Asset Management Co.355,252$149.46M6.6%-3.9%0.005%
5/14/2024Maren Capital LLC4,634$1.95M0.2%-9.7%0.000%
5/14/2024TFO Wealth Partners LLC119$50K0.0%-99.8%0.000%
5/14/2024Sentinel Pension Advisors Inc.3,971$1.67M0.4%-0.8%0.000%
5/14/2024Sax Wealth Advisors LLC18,956$7.98M0.9%+1.5%0.000%
5/14/2024Northwest Wealth Management LLC7,948$3.34M0.9%+9.7%0.000%
5/14/2024Mattern Wealth Management LLC62,169$26.16M6.4%-2.3%0.001%
5/14/2024Mattern Capital Management LLC38,785$16.32M2.2%-7.6%0.001%
5/14/2024Kraft Asset Management LLC996$419K0.3%+43.1%0.000%
5/14/2024Payden & Rygel Investment Group85,530$35.98M1.7%N/A0.001%
5/14/2024Crewe Advisors LLC50,584$21.28M2.5%N/A0.001%
5/14/2024Elgethun Capital Management24,261$10.30M2.6%+1.2%0.000%
5/14/2024Leelyn Smith LLC18,993$7.99M1.6%-1.3%0.000%
5/14/2024Evermay Wealth Management LLC19,077$8.03M1.2%+0.8%0.000%
5/14/2024Front Street Capital Management Inc.10,908$4.58M0.9%-1.7%0.000%
5/14/2024Titan Global Capital Management USA LLC73,102$30.76M4.9%-1.2%0.001%
5/14/2024Burns Matteson Capital Management LLC8,225$3.46M2.0%+6.5%0.000%
5/14/2024MQS Management LLC2,320$976K0.6%+33.3%0.000%
5/14/2024Boulder Hill Capital Management LP9,300$3.91M1.6%+55.0%0.000%
5/14/2024 Ossiam366,360$154.14M2.7%-1.2%0.005%
5/14/2024 Castle Hook Partners LP145,424$61.18M1.7%-46.5%0.002%
5/14/2024 Natixis Investment Managers International183,205$77.08M5.3%-7.5%0.002%
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5/14/2024 Natixis4,175,296$1.76B9.1%+47.2%0.056%
5/14/2024 Platinum Investment Management Ltd.8,589$3.61M0.1%-67.0%0.000%
5/14/2024 Herr Investment Group LLC9,787$4.12M1.1%+1.3%0.000%
5/14/2024 InterOcean Capital Group LLC335,097$140.98M3.4%-10.7%0.005%
5/14/2024 Tiemann Investment Advisors LLC30,545$12.85M5.7%-1.1%0.000%
5/14/2024 GQG Partners LLC7,172,003$3.02B4.9%+3.1%0.096%
5/14/2024 Pitcairn Co.105,554$44.41M2.9%+2.7%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,773,409$1.59B5.4%+39.8%0.051%
5/14/2024 Puzo Michael J39,955$16.81M4.7%+3.9%0.001%
5/14/2024 Owen LaRue LLC17,235$7.25M4.5%+20.6%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, 4,871 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($281.04B), State Street Corp ($92.52B), FMR LLC ($68.16B), Price T Rowe Associates Inc. MD ($59.83B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), and Norges Bank ($35.92B).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 4,006 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), 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 421,687,930 shares in the last 24 months. This purchase volume represents approximately $138.20B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,729 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), Capital World Investors ($10.94M), TCI Fund Management Ltd. ($6.97M), Capital Research Global Investors ($6.44M), 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 514,276,306 shares in the last 24 months. This volume of shares sold represents approximately $166.39B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/15/2024 by MarketBeat.com Staff

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