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Microsoft (MSFT) Institutional Ownership

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(As of 05/13/2024 ET)
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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)
2814
Total
Institutional Inflows
(last 12 months)
$99.59B
Number of
Institutional Sellers
(last 12 months)
2816
Total
Institutional Outflows
(last 12 months)
$125.37B
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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
5/13/2024Financial Gravity Asset Management Inc.12,874$5.42M1.4%-93.0%0.000%
5/13/2024Bessemer Group Inc.7,930,923$3.34B6.0%-3.0%0.107%
5/13/2024Thornburg Investment Management Inc.14,016$5.90M0.1%-4.1%0.000%
5/13/2024Windham Capital Management LLC1,397$588K0.5%-64.5%0.000%
5/13/2024Atlanta Consulting Group Advisors LLC21,020$8.84M3.0%N/A0.000%
5/13/2024Capitolis Liquid Global Markets LLC589,200$247.89M4.0%+119.9%0.008%
5/13/2024Hilltop Partners LLC6,789$2.86M1.0%-16.1%0.000%
5/13/2024Evolutionary Tree Capital Management LLC21,517$9.05M9.1%-1.2%0.000%
5/13/2024Delta Asset Management LLC TN468,223$196.99M17.4%-2.9%0.006%
5/13/2024Safeguard Investment Advisory Group LLC7,676$3.23M1.1%-4.3%0.000%
5/13/2024Mirova54,391$22.88M4.1%+45.4%0.001%
5/13/2024Index Fund Advisors Inc.5,793$2.44M0.1%+15.7%0.000%
5/13/2024Paragon Capital Management LLC46,550$19.59M10.5%-1.2%0.001%
5/13/2024Goepper Burkhardt LLC8,853$3.67M1.7%+11.3%0.000%
5/13/2024UniSuper Management Pty Ltd2,153,939$906.21M8.7%+2.4%0.029%
5/13/2024Clearbridge Investments LLC14,293,084$6.01B4.8%-2.4%0.192%
5/13/2024Cedar Wealth Management LLC5,766$2.43M0.8%+15.3%0.000%
5/13/2024Seven Eight Capital LP16,578$6.98M0.7%N/A0.000%
5/13/2024Promethos Capital LLC8,000$3.37M2.0%+35.6%0.000%
5/13/2024Texas Capital Bank Wealth Management Services Inc25,861$10.88M1.2%-17.2%0.000%
5/13/2024Balanced Rock Investment Advisors LLC1,087$457K0.4%-2.7%0.000%
5/13/2024Invesco LLC13,424$5.65M2.4%+4.9%0.000%
5/13/2024Texas Capital Bancshares Inc TX5,211$2.19M1.0%-19.4%0.000%
5/13/2024O Shaughnessy Asset Management LLC671,978$282.71M3.1%+15.4%0.009%
5/13/2024Ameritas Investment Partners Inc.215,919$90.84M3.1%-1.4%0.003%
5/13/2024Alerus Financial NA127,724$53.74M4.1%-1.7%0.002%
5/13/2024 Rockport Wealth LLC14,446$6.08M2.1%N/A0.000%
5/13/2024PAX Financial Group LLC5,891$2.48M0.5%+4.6%0.000%
5/13/2024Penobscot Investment Management Company Inc.122,584$51.57M5.4%+2.3%0.002%
5/13/2024Secured Retirement Advisors LLC6,772$2.85M2.4%-14.4%0.000%
5/13/2024Signature Estate & Investment Advisors LLC137,688$57.93M1.6%-4.8%0.002%
5/11/2024 Brogan Financial Inc.3,055$1.29M0.8%+11.1%0.000%
5/11/2024 Spreng Capital Management Inc.32,094$13.50M7.3%+3.3%0.000%
5/11/2024 Bahl & Gaynor Inc.1,452,889$611.26M3.4%-1.8%0.020%
5/11/2024 Lcnb Corp25,718$10.82M3.9%-2.8%0.000%
5/11/2024 Gifford Fong Associates34,302$14.43M4.0%-35.2%0.000%
5/11/2024 Trustmark National Bank Trust Department40,617$17.09M1.4%+3.9%0.001%
5/11/2024 Davis R M Inc.412,541$173.56M3.6%-0.7%0.006%
5/11/2024 Resurgent Financial Advisors LLC23,564$9.91M5.3%+2.9%0.000%
5/11/2024 Alley Investment Management Company LLC62,359$26.24M3.6%-1.0%0.001%
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5/11/2024 Covestor Ltd3,721$1.57M1.0%+39.0%0.000%
5/11/2024 Elevatus Welath Management53,065$22.33M8.8%+1.4%0.001%
5/11/2024 United American Securities Inc. d b a UAS Asset Management 199,715$84.02M22.5%-2.9%0.003%
5/11/2024 Peak Asset Management LLC68,016$28.62M5.7%-0.4%0.001%
5/11/2024 Vista Finance LLC835$351K0.9%+35.1%0.000%
5/11/2024 Aufman Associates Inc2,214$931K0.7%-4.9%0.000%
5/11/2024 Beaumont Financial Advisors LLC136,291$57.34M4.7%+0.1%0.002%
5/11/2024 Exencial Wealth Advisors LLC215,603$90.71M3.4%-3.6%0.003%
5/11/2024 Cynosure Group LLC13,347$5.62M1.0%-17.6%0.000%
5/11/2024 Hillsdale Investment Management Inc.10,179$4.28M0.3%+1.3%0.000%
5/11/2024 Orion Capital Management LLC12,020$5.06M2.7%-1.6%0.000%
5/11/2024 NWK Group Inc.18,727$7.88M3.7%+0.9%0.000%
5/11/2024 Capital Wealth Alliance LLC4,190$1.76M1.0%+33.7%0.000%
5/11/2024 Continental Investors Services Inc.2,895$1.23M2.9%+2.3%0.000%
5/11/2024 Ironwood Investment Counsel LLC92,001$38.71M6.8%-2.4%0.001%
5/11/2024 Catalytic Wealth RIA LLC70,837$29.80M6.0%+289.7%0.001%
5/11/2024 Northern Capital Management Inc.6,780$2.85M2.0%+8.8%0.000%
5/11/2024 Mark Sheptoff Financial Planning LLC52,327$22.02M12.2%-0.9%0.001%
5/11/2024 Edgestream Partners L.P.52,247$21.98M1.1%+162.1%0.001%
5/11/2024 Hirtle Callaghan & Co LLC33,457$14.08M0.6%+0.4%0.000%
5/11/2024 Strait & Sound Wealth Management LLC33,079$14.16M7.9%+4.1%0.000%
5/11/2024 Ironsides Asset Advisors LLC3,156$1.33M0.5%-12.2%0.000%
5/11/2024 Retirement Financial Solutions LLC993$418K0.2%-7.4%0.000%
5/11/2024 Cercano Management LLC1,370,955$576.79M16.0%-2.0%0.018%
5/11/2024 Chiron Capital Management LLC2,231$939K0.9%-15.3%0.000%
5/11/2024 Patten & Patten Inc. TN162,057$68.18M4.9%+6.0%0.002%
5/10/2024 Allstate Corp22,920$9.64M0.7%-2.8%0.000%
5/10/2024 Ontario Teachers Pension Plan Board2,490,183$1.05B9.1%-1.0%0.034%
5/10/2024 Blue Barn Wealth LLC4,758$2.00M1.1%-2.0%0.000%
5/10/2024 Connors Investor Services Inc.101,556$42.73M4.5%+0.6%0.001%
5/10/2024 Acadian Asset Management LLC1,736,290$730.45M2.5%+0.8%0.023%
5/10/2024 Rodgers & Associates LTD4,083$1.72M0.2%-6.7%0.000%
5/10/2024 Bristol Gate Capital Partners Inc.239,453$100.74M4.7%-0.4%0.003%
5/10/2024 South Street Advisors LLC82,491$34.71M5.5%+21.8%0.001%
5/10/2024 Fiducient Advisors LLC9,117$3.84M0.8%+34.4%0.000%
5/10/2024 TIAA Trust National Association734,838$309.16M0.9%+1.3%0.010%
5/10/2024 Vanguard Group Inc.667,987,038$281.04B5.6%+0.5%8.988%
5/10/2024 Alera Investment Advisors LLC14,828$6.24M0.8%-4.3%0.000%
5/10/2024 Cornerstone Advisors LLC339,100$142.67M5.9%-12.4%0.005%
5/10/2024 Viawealth LLC14,936$6.28M3.9%+0.7%0.000%
5/10/2024 City of London Investment Management Co. Ltd.12,589$5.30M0.4%-48.9%0.000%
5/10/2024 Spirepoint Private Client LLC64,475$27.13M4.1%N/A0.001%
5/10/2024 Westfield Capital Management Co. LP1,522,930$640.73M3.4%-2.2%0.020%
5/10/2024 Intech Investment Management LLC949,224$399.36M5.6%-7.8%0.013%
5/10/2024 Garrison Asset Management LLC3,669$1.54M0.8%-1.1%0.000%
5/10/2024 Cooper Haims Advisors LLC8,938$3.76M2.2%+43.1%0.000%
5/10/2024 Magnolia Wealth Management LLC1,904$805K0.3%+79.1%0.000%
5/10/2024 Clearstead Trust LLC49,535$20.84M5.5%-10.3%0.001%
5/10/2024 Hoey Investments Inc.139,498$58.69M12.9%+4.0%0.002%
5/10/2024 Nicolet Advisory Services LLC42,443$18.09M1.8%+4.1%0.001%
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5/10/2024 Mitsubishi UFJ Trust & Banking Corp4,998,720$2.11B4.8%-5.4%0.067%
5/10/2024 Jupiter Asset Management Ltd.810,386$340.95M3.3%+1.8%0.011%
5/10/2024 Pinnacle Wealth Planning Services Inc.43,271$18.21M2.7%+0.7%0.001%
5/10/2024 Te Ahumairangi Investment Management Ltd92,139$38.77M6.7%-1.0%0.001%
5/10/2024 Councilmark Asset Management LLC28,148$11.84M8.5%N/A0.000%
5/10/2024 Towercrest Capital Management11,828$4.98M0.8%+10.3%0.000%
5/10/2024 Pinkerton Retirement Specialists LLC10,717$4.51M0.7%+15.6%0.000%
5/10/2024 First Foundation Advisors1,066,315$448.62M18.0%-1.2%0.014%
5/10/2024 Prevail Innovative Wealth Advisors LLC2,005$844K0.3%-80.3%0.000%
5/10/2024 Poehling Capital Management INC.23,572$9.92M2.6%-0.5%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, 4,828 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), 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 3,980 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 415,147,872 shares in the last 24 months. This purchase volume represents approximately $135.34B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,695 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), Swiss National Bank ($5.49M), Magellan Asset Management Ltd ($5.42M), and Fisher Asset Management LLC ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 506,083,352 shares in the last 24 months. This volume of shares sold represents approximately $162.33B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/14/2024 by MarketBeat.com Staff

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