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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)
2812
Total
Institutional Inflows
(last 12 months)
$98.42B
Number of
Institutional Sellers
(last 12 months)
2764
Total
Institutional Outflows
(last 12 months)
$125.94B
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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
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%
4/26/2024KG&L Capital Management LLC19,397$8.16M3.2%-1.9%0.000%
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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%
4/26/2024Triton Wealth Management PLLC6,195$2.53M1.7%+5.6%0.000%
4/26/2024Caliber Wealth Management LLC8,961$3.77M2.0%-1.1%0.000%
4/26/2024Checchi Capital Advisers LLC85,821$36.11M2.8%+0.7%0.001%
4/26/2024Latitude Advisors LLC7,625$3.21M2.0%+5.9%0.000%
4/26/2024Focused Investors Fund L P482,150$202.85M6.4%N/A0.006%
4/26/2024Tritonpoint Wealth LLC74,421$31.31M3.1%-10.1%0.001%
4/26/2024Meridian Wealth Management LLC160,618$67.48M11.2%-0.3%0.002%
4/26/2024Oakwell Private Wealth Management LLC5,757$2.42M0.7%+5.6%0.000%
4/26/2024Bogart Wealth LLC63,575$26.75M1.4%+2.7%0.001%
4/25/2024Allworth Financial LP211,512$88.99M0.6%+5.8%0.003%
4/25/2024Alta Capital Management LLC174,343$73.35M4.5%-3.6%0.002%
4/25/2024Bear Mountain Capital Inc.2,313$953K0.4%-11.3%0.000%
4/25/2024Jacobsen Capital Management12,811$5.39M2.5%+2.4%0.000%
4/25/2024Lindbrook Capital LLC57,161$24.05M2.3%+1.1%0.001%
4/25/2024New York State Teachers Retirement System7,483,362$3.15B6.6%-2.9%0.101%
4/25/2024Cardinal Strategic Wealth Guidance9,068$3.82M1.4%-7.0%0.000%
4/25/2024WCM Investment Management LLC1,974,627$830.77M2.0%+0.6%0.027%
4/25/2024One Day In July LLC7,334$3.09M0.4%+21.5%0.000%
4/25/2024W Advisors LLC15,175$6.38M4.4%+0.3%0.000%
4/25/2024Values Added Financial LLC5,462$2.30M1.8%-4.1%0.000%
4/25/2024Lodestar Private Asset Management LLC9,223$3.88M0.6%+2.0%0.000%
4/25/2024Mendota Financial Group LLC2,123$893K0.5%-18.0%0.000%
4/25/2024Human Investing LLC7,321$3.08M0.6%+0.5%0.000%
4/25/2024Center for Financial Planning Inc.30,847$12.98M1.9%+0.9%0.000%
4/25/2024Inlet Private Wealth LLC39,028$16.42M4.6%-0.5%0.001%
4/25/2024TRUE Private Wealth Advisors43,742$18.40M2.1%-11.5%0.001%
4/25/2024Adell Harriman & Carpenter Inc.150,093$63.15M5.2%+1.0%0.002%
4/25/2024Ulland Investment Advisors LLC6,113$2.57M2.1%+44.3%0.000%
4/25/2024Villere ST Denis J & Co. LLC58,331$24.54M2.0%-1.6%0.001%
4/25/2024Bank of New York Mellon Corp65,873,421$27.71B5.3%-3.3%0.887%
4/25/2024Gainplan LLC1,428$601K0.3%-19.6%0.000%
4/25/2024Carmel Capital Partners LLC2,019$850K0.4%-9.8%0.000%
4/25/2024Strategy Asset Managers LLC54,084$22.75M4.9%+2.0%0.001%
4/25/2024Borer Denton & Associates Inc.66,627$28.03M9.9%+1.2%0.001%
4/25/2024Kinneret Advisory LLC206,270$86.78M8.7%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.410,247$172.60M5.4%-1.8%0.006%
4/25/2024Osborne Partners Capital Management LLC138,695$58.35M3.6%-0.7%0.002%
4/25/2024TNF LLC2,112$864K0.3%+1.5%0.000%
4/25/2024Equitable Trust Co.129,958$54.68M3.8%+5.4%0.002%
4/25/2024Schnieders Capital Management LLC111,411$46.87M9.7%-0.2%0.001%
4/25/2024Smith Chas P & Associates PA Cpas207,696$87.38M5.3%-13.3%0.003%
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4/25/2024Professional Financial Advisors LLC5,638$2.37M0.7%-4.5%0.000%
4/25/2024Oldfather Financial Services LLC2,356$991K0.4%-2.9%0.000%
4/25/2024Glassy Mountain Advisors Inc.33,777$14.21M5.3%-3.2%0.000%
4/25/2024Fielder Capital Group LLC5,712$2.40M1.1%-2.3%0.000%
4/25/2024BCM Advisors LLC1,584$648K0.2%+176.0%0.000%
4/25/2024Advocate Group LLC28,689$12.07M2.4%-6.3%0.000%
4/25/2024HTLF Bank54,316$22.85M2.6%-1.7%0.001%
4/25/2024Capital Investment Advisory Services LLC36,139$15.20M1.6%-4.5%0.000%
4/25/2024Triumph Capital Management6,488$2.76M1.1%-10.3%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 3,803,670$1.60B5.6%+0.2%0.051%
(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, 4,772 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 3,958 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 409,342,127 shares in the last 24 months. This purchase volume represents approximately $131.78B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,649 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 509,246,829 shares in the last 24 months. This volume of shares sold represents approximately $162.34B in transactions.


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

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