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Microsoft (MSFT) Institutional Ownership

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$526.27 -2.30 (-0.43%)
As of 10:30 AM Eastern
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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)
4611
Total
Institutional Inflows
(last 12 months)
$352.09B
Number of
Institutional Sellers
(last 12 months)
3981
Total
Institutional Outflows
(last 12 months)
$111.06B
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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
10/6/2025WealthBridge Investment Counsel Inc.17,781$9.21M2.8%-2.7%0.000%
10/6/2025Destiny Wealth Partners LLC35,756$18.52M2.3%+3.6%0.000%
10/6/2025ARS Wealth Advisors Group LLC81,953$42.45M4.2%+0.2%0.001%
10/6/2025Keb Asset Management LLC3,386$1.75M0.4%+13.1%0.000%
10/6/2025Exeter Financial LLC18,517$9.59M4.1%-4.3%0.000%
10/6/2025Moody National Bank Trust Division82,701$42.84M3.6%-0.3%0.001%
10/6/2025Old Port Advisors30,819$15.96M4.0%-1.0%0.000%
10/6/2025Steph & Co.1,238$641K0.2%+23.8%0.000%
10/6/2025Fragasso Financial Advisors Inc49,450$25.58M1.6%-5.1%0.001%
10/6/2025PMV Capital Advisers LLC89$46K0.1%-75.2%0.000%
10/6/2025Collective Family Office LLC5,664$2.93M0.7%-1.9%0.000%
10/6/2025Puff Wealth Management LLC1,921$995K1.5%-1.1%0.000%
10/6/2025ACT Wealth Management LLC2,596$1.35M0.5%-5.2%0.000%
10/6/2025SMI Advisory Services LLC480$248K0.0%N/A0.000%
10/6/2025Gradient Investments LLC285,163$147.70M2.5%+4.3%0.004%
10/6/2025Wisconsin Wealth Advisors LLC4,994$2.59M2.5%-0.4%0.000%
10/6/2025AssuredPartners Investment Advisors LLC23,240$12.04M2.7%+1.3%0.000%
10/6/2025HF Advisory Group LLC12,799$6.63M2.4%-8.6%0.000%
10/6/2025TruWealth Advisors LLC95,580$49.51M2.5%+0.5%0.001%
10/6/2025Sterling Group Wealth Management LLC5,415$2.80M1.4%-0.9%0.000%
10/6/2025Inspirion Wealth Advisors LLC5,620$2.91M0.4%+9.2%0.000%
10/6/2025Insight Wealth Strategies LLC15,772$8.17M1.0%+0.4%0.000%
10/6/2025PPS&V Asset Management Consultants Inc.816$423K0.2%-2.9%0.000%
10/6/2025Ables Iannone Moore & Associates Inc.15,211$7.88M4.5%-1.8%0.000%
10/6/2025Boltwood Capital Management18,133$9.39M2.5%+0.8%0.000%
10/6/2025Grove Bank & Trust36,333$18.82M2.2%-3.4%0.000%
10/6/2025Overbrook Management Corp85,151$44.10M7.9%-1.7%0.001%
10/6/2025Baring Financial LLC9,189$4.76M3.2%-1.6%0.000%
10/6/2025Clarus Wealth Advisors5,512$2.85M1.3%+14.3%0.000%
10/6/2025Red Spruce Capital LLC14,586$7.56M3.1%-1.3%0.000%
10/6/2025Hickory Point Bank & Trust6,339$3.28M2.5%-1.0%0.000%
10/6/2025Greenfield Savings Bank26,755$13.86M5.8%-1.5%0.000%
10/6/2025Bank & Trust Co16,127$8.35M6.2%-0.3%0.000%
10/6/2025Strathmore Capital Advisors Inc.6,107$3.16M1.3%+2.9%0.000%
10/6/2025Nilsine Partners LLC39,804$20.62M1.9%+15.2%0.001%
10/6/2025Cambridge Financial Group LLC3,511$1.82M0.6%-3.0%0.000%
10/6/2025Martin Capital Partners LLC15,834$8.20M3.2%-1.2%0.000%
10/3/2025 KFA Private Wealth Group LLC5,643$2.92M0.8%-6.9%0.000%
10/3/2025 HCR Wealth Advisors46,831$24.15M2.5%-0.2%0.001%
10/3/2025 Cardinal Capital Management Inc.930$482K0.0%+10.1%0.000%
10/3/2025 Jackson Wealth Management LLC133,767$69.29M6.9%+1.0%0.002%
10/3/2025 Dominguez Wealth Management Solutions Inc.2,301$1.19M0.8%+2.1%0.000%
10/3/2025 Iowa State Bank40,410$20.93M4.0%-1.0%0.001%
10/3/2025 Summit Financial Wealth Advisors LLC11,963$6.22M1.0%+17.8%0.000%
10/3/2025 Morangie Management LLC7,763$4.02M3.5%+0.3%0.000%
10/3/2025 Aaron Wealth Advisors LLC99,617$51.60M3.1%+51.7%0.001%
10/3/2025 First Citizens Financial Corp8,562$4.44M2.2%+5.2%0.000%
10/3/2025 St. Clair Advisors LLC53,612$27.77M7.4%-0.9%0.001%
10/3/2025 West Oak Capital LLC12,502$6.48M2.6%-3.0%0.000%
10/3/2025 Shorepoint Capital Partners LLC31,574$16.35M3.3%N/A0.000%
10/3/2025 Breakwater Investment Management27,617$14.30M5.3%+0.2%0.000%
10/2/2025 InvesTrust25,343$13.13M4.8%-0.8%0.000%
10/2/2025 Central Pacific Bank Trust Division52,087$26.98M3.3%-0.5%0.001%
10/2/2025 GAMMA Investing LLC166,226$86.10M4.7%+6.8%0.002%
10/2/2025 Bank of New Hampshire32,174$16.67M3.8%-2.0%0.000%
10/2/2025 AHL Investment Management Inc.17,306$8.96M6.1%-9.3%0.000%
10/2/2025 Trust Co of the South19,203$9.95M1.7%-0.6%0.000%
10/2/2025 Helen Stephens Group LLC4,652$2.41M0.5%+1.7%0.000%
10/2/2025 Investors Research Corp13,332$6.91M1.3%+0.4%0.000%
10/2/2025 Capital Asset Advisory Services LLC59,136$30.63M1.3%+0.7%0.001%
10/2/2025 Armstrong Henry H Associates Inc.645,997$334.59M30.3%-1.1%0.009%
10/2/2025 Global Wealth Strategies & Associates3,207$1.66M0.4%+14.3%0.000%
10/2/2025 Hiley Hunt Wealth Management2,690$1.39M0.7%-13.3%0.000%
10/1/2025 Park National Corp OH242,751$125.73M3.9%-1.5%0.003%
10/1/2025 Jacobs & Co. CA86,813$44.97M4.3%-1.3%0.001%
10/1/2025 American National Bank of Texas4,525$2.34M2.2%N/A0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV48,045$24.89M4.9%-5.7%0.001%
10/1/2025 First Financial Bank Trust Division63,576$32.93M2.8%-3.4%0.001%
10/1/2025 Cacti Asset Management LLC10,930$5.59M0.4%-1.8%0.000%
10/1/2025 Vigilare Wealth Management9,014$4.67M1.6%+0.4%0.000%
10/1/2025 BancFirst Trust & Investment Management1,655$852K0.3%+57.3%0.000%
10/1/2025 Beacon Wealthcare LLC1,431$741K0.3%+7.6%0.000%
10/1/2025 Farmers Trust Co.53,259$27.59M4.8%-1.1%0.001%
10/1/2025 Neville Rodie & Shaw Inc.151,659$78.55M5.7%-10.1%0.002%
10/1/2025 Hobart Private Capital LLC9,648$5.00M1.0%+14.1%0.000%
9/30/2025Rydar Equities Inc.11,253$5.60M4.4%N/A0.000%
9/30/2025Cullen Capital Management LLC217,237$108.06M1.2%-3.0%0.003%
9/29/2025 Summit Financial Wealth Advisors LLC10,156$5.05M0.9%+15.8%0.000%
9/26/2025Capital A Wealth Management LLC753$375K3.8%-78.0%0.000%
9/25/2025TradeWell Securities LLC.6,968$3.47M1.7%+5.4%0.000%
9/25/2025National Wealth Management Group LLC5,148$2.56M1.4%+1.6%0.000%
9/25/2025CacheTech Inc.18,430$9.17M1.7%-14.2%0.000%
9/25/2025Adams Wealth Management16,022$7.97M1.5%-17.8%0.000%
9/24/2025Fortitude Financial LLC35,254$17.54M11.2%N/A0.000%
9/24/2025Momentum Wealth Planning LLC477$237K0.2%N/A0.000%
9/24/2025Texas Permanent School Fund Corp585,663$291.32M3.0%-32.6%0.008%
9/23/2025RS Crum Inc.5,408$2.69M0.6%+1.1%0.000%
9/23/2025Dakota Community Bank & Trust NA3,005$1.50M6.7%+8.4%0.000%
9/22/2025GatePass Capital LLC1,349$671K0.4%+30.7%0.000%
9/22/2025Caldwell Trust Co74,659$37.14M3.7%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC53,744$27.33M4.7%+11.8%0.001%
9/19/2025Canal Capital Management LLC52,696$26.21M4.1%+3.1%0.001%
9/19/2025Base Wealth Management LLC1,656$824K0.5%-2.2%0.000%
9/15/2025Amiral Gestion62,170$30.92M13.3%+71.2%0.001%
9/11/2025Milestones Private Investment Advisors LLC6,044$3.01M2.2%N/A0.000%
9/11/2025Silicon Valley Capital Partners97,080$48.29M5.0%-6.4%0.001%
9/10/2025WT Wealth Management19,411$9.66M2.9%-7.9%0.000%
9/10/2025Troy Asset Management Ltd853,554$424.57M11.5%+0.7%0.011%
9/9/2025Cambridge Financial Group LLC3,620$1.80M0.7%-15.1%0.000%
9/9/2025NWF Advisory Services Inc.19,773$9.84M1.2%+14.3%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, 6,160 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($350.71B), State Street Corp ($148.82B), Geode Capital Management LLC ($88.71B), FMR LLC ($83.25B), Norges Bank ($50.49B), Price T Rowe Associates Inc. MD ($49.37B), and Kingstone Capital Partners Texas LLC ($45.04B).Learn more on Microsoft's institutional investors.

What percentage of Microsoft's stock is owned by institutional investors?

71.13% of Microsoft's stock is owned by institutional investors. Learn more on MSFT's institutional investor holdings.

Which institutional investors have been buying Microsoft's stock?

Of the 5,364 institutional investors that purchased Microsoft's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($302.24M), Kingstone Capital Partners Texas LLC ($90.55M), International Assets Investment Management LLC ($64.10M), Vanguard Group Inc. ($50.22M), Nuveen LLC ($49.90M), GAMMA Investing LLC ($46.75M), and Laurel Wealth Advisors LLC ($29.91M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 797,028,503 shares in the last 24 months. This purchase volume represents approximately $352.09B in transactions.

Which of Microsoft's major shareholders have been selling company stock?

Of the 3,978 institutional investors that sold Microsoft's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($38.42M), FMR LLC ($19.17M), Legal & General Group Plc ($16.68M), State Street Corp ($10.53M), Massachusetts Financial Services Co. MA ($7.45M), Amundi ($7.23M), and Arrowstreet Capital Limited Partnership ($5.39M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 259,701,040 shares in the last 24 months. This volume of shares sold represents approximately $111.06B in transactions.


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This page (NASDAQ:MSFT) was last updated on 10/7/2025 by MarketBeat.com Staff
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