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Microsoft (MSFT) Institutional Ownership

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$389.71 -4.33 (-1.10%)
As of 02:40 PM Eastern

Institutional Ownership Changes (13F Filings) for Microsoft (NASDAQ:MSFT)

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
4259
Total
Institutional Inflows
(last 12 months)
$191.38B
Number of
Institutional Sellers
(last 12 months)
3453
Total
Institutional Outflows
(last 12 months)
$115.16B
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MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Bank Hapoalim BM26,203$9.85M1.4%-27.9%0.000%
4/30/2025Ninety One SA PTY Ltd94,579$35.21M6.5%+87.6%0.001%
4/30/2025Ninety One UK Ltd6,986,974$2.62B7.3%+6.6%0.094%
4/30/2025Ninety One North America Inc.184,550$69.28M4.7%-7.9%0.002%
4/30/2025China Universal Asset Management Co. Ltd.164,088$61.60M5.7%+11.8%0.002%
4/30/2025Harbour Investment Management LLC60,546$22.73M10.3%-1.6%0.001%
4/30/2025Alpha Cubed Investments LLC281,944$105.84M4.7%+5.2%0.004%
4/30/2025Horst & Graben Wealth Management LLC6,561$2.46M0.4%+5.1%0.000%
4/30/2025Artemis Wealth Advisors LLC32,605$12.24M2.6%-21.6%0.000%
4/30/2025Davidson Investment Advisors215,516$80.90M4.0%+0.9%0.003%
4/30/2025Jessup Wealth Management Inc8,345$3.13M1.3%+19.9%0.000%
4/30/2025Gibraltar Capital Management Inc.38,730$14.54M3.1%+29.3%0.001%
4/30/2025Pekin Hardy Strauss Inc.20,619$7.74M0.9%-10.8%0.000%
4/30/2025Family Capital Management Inc.6,531$2.45M1.5%+4.8%0.000%
4/30/2025Planning Directions Inc.3,648$1.37M0.6%+28.7%0.000%
4/30/2025Dupree Financial Group LLC1,620$608K0.2%-12.0%0.000%
4/30/2025Capital Management Associates Inc8,448$3.17M0.7%+2.1%0.000%
4/30/2025Beverly Hills Private Wealth LLC46,051$17.29M3.4%+1.1%0.001%
4/30/2025Interchange Capital Partners LLC26,234$9.85M2.8%+37.8%0.000%
4/30/2025Abound Financial LLC6,199$2.33M1.2%-3.4%0.000%
4/30/2025Crossmark Global Holdings Inc.461,553$173.26M3.1%+12.8%0.006%
4/30/2025J Hagan Capital Inc.5,118$1.92M1.7%N/A0.000%
4/30/2025Gilliland Jeter Wealth Management LLC21,289$7.99M2.8%-7.8%0.000%
4/30/2025Washington Trust Bank107,439$40.33M4.0%-4.3%0.001%
4/30/2025Core Wealth Management Inc.1,590$597K0.2%+4.3%0.000%
4/30/2025Fullcircle Wealth LLC15,606$6.10M2.5%+6.6%0.000%
4/29/2025Centennial Bank AR 13,814$5.19M2.5%-2.2%0.000%
4/29/2025Fairway Wealth LLC447$168K0.1%+202.0%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC132,228$49.64M1.5%+7.7%0.002%
4/29/2025Pacific Point Advisors LLC11,020$4.14M2.3%-14.7%0.000%
4/29/2025Richard Bernstein Advisors LLC133,755$50.21M1.2%-4.9%0.002%
4/29/2025Brass Tax Wealth Management Inc.14,159$5.32M1.1%+2.0%0.000%
4/29/2025Security National Bank of SO Dak21,426$8.04M4.6%+4.3%0.000%
4/29/2025Financial Counselors Inc.725,833$272.47M4.1%+2.6%0.010%
4/29/2025Raleigh Capital Management Inc.9,921$3.72M1.7%-23.9%0.000%
4/29/2025Cooksen Wealth LLC229$86K0.1%N/A0.000%
4/29/2025Liberty Square Wealth Partners LLC12,454$4.68M1.8%-2.5%0.000%
4/29/2025Byrne Financial Freedom LLC18,748$7.04M4.0%-0.9%0.000%
4/29/2025Wood Tarver Financial Group LLC6,237$2.34M0.8%+1.3%0.000%
4/29/2025YANKCOM Partnership14,024$5.26M2.9%+3.0%0.000%
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4/29/2025TD Private Client Wealth LLC124,650$46.79M1.3%+5.0%0.002%
4/29/2025BOCHK Asset Management Ltd1,000$375K0.2%-95.9%0.000%
4/29/2025Capital Advisors Inc. OK512,969$192.56M3.8%-0.4%0.007%
4/29/2025Apex Wealth Management LLC5,723$2.15M1.9%+5.0%0.000%
4/29/2025Heritage Wealth Management Inc.37,539$14.09M4.8%-2.9%0.001%
4/29/2025Envestnet Asset Management Inc.10,552,235$3.96B1.3%+2.3%0.142%
4/29/2025Roffman Miller Associates Inc. PA253,408$95.13M6.0%+2.3%0.003%
4/29/2025Hexagon Capital Partners LLC6,397$2.40M0.5%-1.4%0.000%
4/29/2025Drake & Associates LLC7,994$3.00M0.8%+21.2%0.000%
4/29/2025Penserra Capital Management LLC48,130$18.07M0.3%+1.7%0.001%
4/29/2025Crew Capital Management Ltd.11,031$4.14M3.4%+2.3%0.000%
4/29/2025Investor s Fiduciary Advisor Network LLC18,465$6.93M3.3%-50.4%0.000%
4/29/2025Hendley & Co. Inc.48,856$18.34M6.4%-0.3%0.001%
4/29/2025Chilton Capital Management LLC324,330$121.75M5.3%-1.7%0.004%
4/29/2025Ifrah Financial Services Inc.8,460$3.18M0.9%-2.1%0.000%
4/29/2025US Asset Management LLC16,733$6.28M6.0%-2.5%0.000%
4/29/2025Financiere des Professionnels Fonds d investissement inc.104,528$39.24M2.5%-29.0%0.001%
4/29/2025Traveka Wealth LLC14,079$5.29M3.0%-10.2%0.000%
4/29/2025Pure Portfolios Holdings LLC5,749$2.16M0.8%-9.8%0.000%
4/29/2025Rice Partnership LLC73,583$27.62M5.7%-7.0%0.001%
4/29/2025Tradewinds LLC.39,678$14.90M4.2%-0.9%0.001%
4/29/2025Cloud Capital Management LLC9,479$3.25M2.3%N/A0.000%
4/29/2025Forte Asset Management LLC12,254$4.60M2.3%+1.9%0.000%
4/29/2025Argentarii LLC31,480$11.82M5.9%+4.2%0.000%
4/29/2025Jackson Wealth Management LLC134,267$50.40M6.1%-0.5%0.002%
4/29/2025Meridian Investment Counsel Inc.27,024$10.14M3.0%-0.2%0.000%
4/29/2025Atlantic Edge Private Wealth Management LLC13,527$5.08M1.6%+1.5%0.000%
4/29/2025SwitchPoint Financial Planning LLC2,323$872K0.8%-10.6%0.000%
4/29/2025McGlone Suttner Wealth Management Inc.16,094$6.04M1.0%+1.5%0.000%
4/29/2025Capital Planning LLC68,260$25.62M7.2%+4.5%0.001%
4/29/2025Compass Wealth Management LLC14,202$5.33M1.4%+7.5%0.000%
4/29/2025CoreFirst Bank & Trust8,493$3.19M2.0%-6.7%0.000%
4/29/2025Sierra Ocean LLC4,332$1.63M1.3%-2.9%0.000%
4/29/2025Lee Danner & Bass Inc.97,065$36.44M2.9%-4.8%0.001%
4/29/2025Bolthouse Investments LLC12,497$4.69M4.9%+1.0%0.000%
4/29/2025Riggs Asset Managment Co. Inc.13,337$5.01M1.4%-29.2%0.000%
4/29/2025One Day In July LLC9,977$3.75M0.4%+12.4%0.000%
4/29/2025Proffitt & Goodson Inc.10,880$4.08M0.7%-0.9%0.000%
4/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC31,059$11.66M2.8%+0.3%0.000%
4/29/2025Vickerman Investment Advisors Inc.14,950$5.61M1.3%+23.8%0.000%
4/29/2025Core Alternative Capital55,442$20.81M5.0%-11.4%0.001%
4/29/2025Olistico Wealth LLC7,492$2.81M1.7%+12.5%0.000%
4/29/2025Summit Financial Consulting LLC2,240$841K0.8%N/A0.000%
4/29/2025Compton Wealth Advisory Group LLC23,365$8.77M2.4%-5.1%0.000%
4/29/2025REDW Wealth LLC3,214$1.21M0.4%-58.6%0.000%
4/29/2025Whelan Financial8,184$3.07M1.2%+20.5%0.000%
4/29/2025Burke & Herbert Bank & Trust Co.45,072$16.92M4.1%-2.4%0.001%
4/29/2025Sutton Place Investors LLC6,669$2.50M1.7%-14.7%0.000%
4/29/2025Sharp Financial Services LLC3,929$1.48M1.1%+53.1%0.000%
4/29/2025Novare Capital Management LLC120,349$45.18M3.9%+0.6%0.002%
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4/29/2025Stage Harbor Financial LLC2,129$799K0.7%-11.3%0.000%
4/29/2025Quattro Financial Advisors LLC51,518$19.34M6.6%-50.9%0.001%
4/29/2025Adell Harriman & Carpenter Inc.154,457$57.98M4.4%+0.5%0.002%
4/29/2025Acorn Financial Advisory Services Inc. ADV10,685$4.01M0.7%-15.1%0.000%
4/29/2025Concurrent Investment Advisors LLC221,329$83.09M2.0%+18.3%0.003%
4/29/2025Braun Stacey Associates Inc.324,854$121.95M5.0%-0.9%0.004%
4/29/2025Wheelhouse Advisory Group LLC1,914$719K0.4%-21.0%0.000%
4/29/2025Simmons Bank98,074$36.82M2.8%-1.1%0.001%
4/29/2025HM Payson & Co.833,386$312.85M5.5%+6.7%0.011%
4/29/2025DT Investment Partners LLC58,878$22.10M2.1%-5.0%0.001%
(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, 5,937 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($288.34B), State Street Corp ($124.57B), FMR LLC ($83.25B), Geode Capital Management LLC ($70.72B), Price T Rowe Associates Inc. MD ($56.97B), Norges Bank ($44.34B), and Morgan Stanley ($38.88B).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 5,052 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 ($200.72M), International Assets Investment Management LLC ($64.10M), GAMMA Investing LLC ($46.70M), Vanguard Group Inc. ($29.21M), Proficio Capital Partners LLC ($16.81M), Providence Capital Advisors LLC ($16.52M), and Swedbank AB ($14.09M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 730,935,102 shares in the last 24 months. This purchase volume represents approximately $288.83B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 4,294 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 ($242.44M), Whalerock Point Partners LLC ($52.54M), International Assets Investment Management LLC ($38.41M), FMR LLC ($19.17M), Legal & General Group Plc ($16.07M), State Street Corp ($10.53M), and Capital World Investors ($8.55M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 644,176,670 shares in the last 24 months. This volume of shares sold represents approximately $241.13B in transactions.



This page (NASDAQ:MSFT) was last updated on 4/30/2025 by MarketBeat.com Staff
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