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Microsoft (MSFT) Institutional Ownership

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$506.69 -2.95 (-0.58%)
Closing price 08/29/2025 04:00 PM Eastern
Extended Trading
$506.72 +0.02 (+0.00%)
As of 08/29/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
4610
Total
Institutional Inflows
(last 12 months)
$352.89B
Number of
Institutional Sellers
(last 12 months)
3982
Total
Institutional Outflows
(last 12 months)
$111.05B
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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
8/29/2025Evolution Wealth Management Inc.1,930$960K1.2%N/A0.000%
8/29/2025Total Investment Management Inc.1,741$866K0.1%+1.8%0.000%
8/28/2025 Prospera Capital Management LLC84,945$42.25M10.2%+0.4%0.001%
8/28/2025 Lavaca Capital LLC6,354$3.16M1.2%+12.4%0.000%
8/28/2025 Stark Wealth Management LLC697$347K0.5%N/A0.000%
8/28/2025 Midwestern Financial LLC IA1,181$587K0.6%N/A0.000%
8/28/2025 China Universal Asset Management Co. Ltd.140,995$70.13M6.6%-14.1%0.002%
8/27/2025 Stonebridge Wealth Management LLC1,041$518K0.5%N/A0.000%
8/27/2025 Cypress Capital Advisors LLC1,873$932K0.6%+3.1%0.000%
8/27/2025 Tribridge Partners Financial LLC6,901$3.43M2.0%N/A0.000%
8/27/2025 Barnes Wealth Management Group Inc4,692$2.33M1.4%+3.1%0.000%
8/27/2025 Orion Porfolio Solutions LLC474,791$236.17M2.0%+8.9%0.006%
8/27/2025 Munro Partners434,223$215.99M6.8%N/A0.006%
8/26/2025 Provident Investment Management Inc.168,267$83.70M7.2%0.0%0.002%
8/26/2025 Zeit Capital LLC3,665$1.82M1.3%-2.2%0.000%
8/26/2025 Thrivent Financial for Lutherans3,703,759$1.84B4.0%+14.4%0.050%
8/26/2025 Claris Financial LLC10,129$5.04M3.8%-25.7%0.000%
8/26/2025 MASTERINVEST Kapitalanlage GmbH125,718$62.53M6.6%N/A0.002%
8/26/2025 Nautilus Advisors LLC5,017$2.50M1.8%+2.6%0.000%
8/25/2025 Promus Capital LLC6,435$3.20M2.1%+8.8%0.000%
8/25/2025 Silverlake Wealth Management LLC48,779$24.26M7.1%+6.6%0.001%
8/25/2025 Hilltop Partners LLC9,475$4.71M1.4%+3.4%0.000%
8/25/2025 Fulcrum Equity Management836$416K0.4%+23.1%0.000%
8/25/2025 BLVD Private Wealth LLC3,150$1.57M1.5%N/A0.000%
8/22/2025 Carter Financial Group INC.6,677$3.32M2.2%N/A0.000%
8/22/2025 TT Capital Management LLC1,833$912K0.3%+17.7%0.000%
8/22/2025 Cim Investment Management Inc.47,686$21.89M4.2%+101.8%0.001%
8/21/2025 Pathway Financial Advisers LLC10,227$5.09M1.6%+4.7%0.000%
8/21/2025 Clarion Wealth Managment Partners LLC3,858$1.92M2.1%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.2,099$1.04M0.5%-1.1%0.000%
8/20/2025 Kentucky Retirement Systems476,729$237.13M6.9%-6.2%0.006%
8/20/2025 Saratoga Research & Investment Management318,079$158.22M8.5%-0.9%0.004%
8/20/2025 Tull Financial Group Inc.1,846$918K0.4%+15.4%0.000%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund202,333$100.64M6.9%-6.5%0.003%
8/20/2025 Monarch Capital Management Inc.49,183$24.46M6.6%-2.0%0.001%
8/20/2025 North Dallas Bank & Trust Co.14,450$7.19M5.4%N/A0.000%
8/20/2025 Forefront Wealth Partners LLC10,246$5.10M3.4%+7.0%0.000%
8/20/2025 Coppell Advisory Solutions LLC34,049$16.89M2.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.33,916$16.87M2.7%+2.8%0.000%
8/19/2025 Cape Investment Advisory Inc.14,687$7.31M2.7%+2.5%0.000%
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8/19/2025 MRP Capital Investments LLC8,442$4.20M2.9%+11.1%0.000%
8/19/2025 Advisory Services Network LLC276,784$147.66M2.4%+10.6%0.004%
8/19/2025 Cim LLC12,452$6.19M0.8%-3.3%0.000%
8/19/2025 Anchor Investment Management LLC102,679$51.07M4.5%-2.2%0.001%
8/19/2025 State of Wyoming14,204$7.07M0.9%-19.6%0.000%
8/19/2025 Delos Wealth Advisors LLC13,739$6.83M5.3%-1.6%0.000%
8/19/2025 Asset Dedication LLC38,381$19.09M1.4%-0.4%0.001%
8/19/2025 Liontrust Investment Partners LLP515,470$256.40M3.7%-3.8%0.007%
8/19/2025 Element Pointe Advisors LLC4,356$2.17M0.5%-22.3%0.000%
8/19/2025 Hohimer Wealth Management LLC88,527$44.03M7.8%-0.2%0.001%
8/19/2025 Campbell Capital Management Inc.52,034$25.88M10.1%-1.6%0.001%
8/19/2025 Pitcairn Co.88,192$43.87M2.9%-10.9%0.001%
8/18/2025 Brick & Kyle Associates27,882$13.71M6.1%-0.2%0.000%
8/18/2025 Finward Bancorp17,406$8.66M6.8%-0.7%0.000%
8/18/2025 Old North State Trust LLC14,537$7.23M4.9%+3.8%0.000%
8/18/2025 Tyler Stone Wealth Management23,497$11.69M1.9%+2.7%0.000%
8/18/2025 Tactive Advisors LLC7,308$3.64M1.2%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC6,607$3.29M0.3%-27.0%0.000%
8/18/2025 Geneos Wealth Management Inc.121,719$60.54M1.5%+32.7%0.002%
8/18/2025 V2 Financial group LLC2,468$1.23M0.7%+1.0%0.000%
8/18/2025 Westwood Holdings Group Inc.445,453$221.57M1.6%-20.5%0.006%
8/18/2025 Hershey Financial Advisers LLC862$429K0.4%N/A0.000%
8/18/2025 SPG Advisors LLC3,852$1.92M23.0%N/A0.000%
8/18/2025 Kestra Investment Management LLC51,115$25.43M0.8%+6.3%0.001%
8/18/2025 Ashford Capital Management Inc.18,015$8.96M1.1%-1.2%0.000%
8/18/2025 Caxton Associates LLP697,926$347.16M8.8%+2,752.6%0.009%
8/18/2025 Castleark Management LLC371,994$185.03M5.6%+35.0%0.005%
8/18/2025 Wellington Capital Management Inc.19,987$9.94M13.9%N/A0.000%
8/18/2025 CYBER HORNET ETFs LLC19,630$9.76M7.0%-1.1%0.000%
8/18/2025 Second Line Capital LLC17,656$8.78M2.0%+10.6%0.000%
8/18/2025 1248 Management LLC32,873$16.35M6.0%-0.7%0.000%
8/18/2025 Rexford Capital Inc.2,556$1.27M1.1%N/A0.000%
8/18/2025 Front Row Advisors LLC27,806$13.83M4.8%-1.5%0.000%
8/18/2025 Goodman Advisory Group LLC23,525$11.70M4.0%-2.7%0.000%
8/16/2025 AMS Capital Ltda84,223$41.89M15.8%-13.0%0.001%
8/16/2025 Nikko Asset Management Americas Inc.1,634$812K0.0%-95.8%0.000%
8/16/2025 Mcintyre Freedman & Flynn Investment Advisers Inc.31,183$15.51M10.9%-0.1%0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC66,899$33.28M4.6%-8.2%0.001%
8/16/2025 Teachers Insurance & Annuity Association of America480$239K0.3%N/A0.000%
8/16/2025 Public Sector Pension Investment Board2,760,349$1.37B5.9%-19.7%0.037%
8/16/2025 FORA Capital LLC16,567$8.24M0.9%-63.9%0.000%
8/16/2025 Winslow Asset Management Inc.2,728$1.36M0.3%-6.0%0.000%
8/16/2025 Headlands Technologies LLC21,379$10.63M1.3%N/A0.000%
8/15/2025 Strategic Investment Advisors MI33,814$16.77M1.6%-5.2%0.000%
8/15/2025 MayTech Global Investments LLC448$223K0.0%N/A0.000%
8/15/2025 CANADA LIFE ASSURANCE Co7,727,974$3.85B6.1%-1.1%0.104%
8/15/2025 44 Wealth Management LLC39,650$19.72M7.0%+2.4%0.001%
8/15/2025 Nikulski Financial Inc.22,786$11.33M3.1%+8.3%0.000%
8/15/2025 Tower Research Capital LLC TRC 279,391$138.97M3.7%-19.7%0.004%
8/15/2025 Front Street Capital Management Inc.9,469$4.71M0.9%-10.8%0.000%
“HELIOS”: My No. 1 Investment of the 2020s (Ad)

A mysterious new energy technology — backed by Nvidia, Google, and even legendary investors like Stanley Druckenmiller — just raised nearly $1 billion in funding. Early backers believe it could be one of the most impactful breakthroughs of our lifetime. Whitney Tilson calls it “Helios” — and says a tiny Massachusetts firm sits at the center of what could become a global investment megatrend. If he’s right, this could mark the start of a seismic shift in how the world powers its future.tc pixel

Click here to see Whitney’s full Helios briefing
8/15/2025 Duquesne Family Office LLC200,930$99.95M2.5%N/A0.003%
8/15/2025 First Heartland Consultants Inc.13,919$6.92M0.6%-1.8%0.000%
8/15/2025 Security National Bank of Sioux City Iowa IA16,132$8.02M5.6%+2.3%0.000%
8/15/2025 Howland Capital Management LLC289,689$144.09M5.9%+1.3%0.004%
8/15/2025 Brooks Moore & Associates Inc.19,327$10.31M5.5%-2.7%0.000%
8/15/2025 Synergy Financial Group LTD18,972$9.44M6.9%+1.5%0.000%
8/15/2025 Security National Bank of SO Dak21,301$10.60M5.8%-0.6%0.000%
8/15/2025 Sugar Maple Asset Management LLC1,133$563K0.4%-16.9%0.000%
8/15/2025 SkyView Investment Advisors LLC13,792$6.84M1.0%+2.6%0.000%
8/15/2025 North Ridge Wealth Advisors Inc.12,252$6.09M3.7%-9.6%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, 6,153 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 5,357 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 ($46.74M), and Laurel Wealth Advisors LLC ($29.91M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 798,886,722 shares in the last 24 months. This purchase volume represents approximately $352.89B in transactions.

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

Of the 3,982 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 259,736,965 shares in the last 24 months. This volume of shares sold represents approximately $111.05B in transactions.


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This page (NASDAQ:MSFT) was last updated on 8/30/2025 by MarketBeat.com Staff
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