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Microsoft (MSFT) Institutional Ownership

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$513.58 +1.97 (+0.39%)
Closing price 10/17/2025 04:00 PM Eastern
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As of 10/17/2025 07:59 PM 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)
4597
Total
Institutional Inflows
(last 12 months)
$352.40B
Number of
Institutional Sellers
(last 12 months)
4013
Total
Institutional Outflows
(last 12 months)
$111.04B
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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
10/17/2025Oak Harvest Investment Services24,861$12.88M1.5%+81.9%0.000%
10/17/2025Fortitude Family Office LLC6,938$3.59M1.0%-1.0%0.000%
10/17/2025Chemung Canal Trust Co.48,941$25.35M5.1%-1.2%0.001%
10/17/2025Farmers & Merchants Investments Inc.259,399$134.36M3.8%-5.0%0.003%
10/17/2025Range Financial Group LLC3,250$1.68M0.6%-2.4%0.000%
10/17/2025Copeland Capital Management LLC52,423$27.15M0.6%-4.5%0.001%
10/17/2025Fort Washington Investment Advisors Inc. OH2,131,519$1.10B6.0%+0.4%0.029%
10/17/2025Boston Trust Walden Corp1,054,523$546.19M4.0%-7.2%0.014%
10/17/2025Plimoth Trust Co. LLC52,957$27.43M6.2%-2.6%0.001%
10/17/2025Constitution Capital LLC121,174$62.76M29.3%+7.6%0.002%
10/17/2025Nixon Peabody Trust Co.157,174$81.41M6.0%-0.4%0.002%
10/17/2025Atlas Brown Inc.23,919$12.39M3.7%-0.1%0.000%
10/17/2025Petros Family Wealth LLC9,334$4.83M4.0%+3.7%0.000%
10/17/2025HM Payson & Co.923,990$478.58M6.9%-0.6%0.012%
10/17/2025Old North State Wealth Management LLC8,195$4.26M2.0%+5.1%0.000%
10/17/20251900 Wealth Management LLC12,965$6.72M0.5%+26.8%0.000%
10/17/2025Annex Advisory Services LLC121,306$62.83M1.3%+4.1%0.002%
10/17/2025Lakeshore Capital Group Inc.4,288$2.22M1.8%+3.6%0.000%
10/17/2025Goldstone Financial Group LLC10,743$5.57M0.7%+8.3%0.000%
10/17/2025Carderock Capital Management Inc.24,976$12.94M3.1%+2.1%0.000%
10/17/2025SS&H Financial Advisors Inc.42,398$21.96M6.7%-0.1%0.001%
10/17/2025WorthPointe LLC2,539$1.32M0.5%+2.5%0.000%
10/17/2025Norris Perne & French LLP MI229,949$119.10M8.2%+1.1%0.003%
10/17/2025Ullmann Wealth Partners Group LLC13,897$7.20M0.8%+2.9%0.000%
10/17/2025FLC Capital Advisors20,191$10.46M2.0%-0.2%0.000%
10/17/2025FFG Partners LLC2,734$1.42M0.4%+2.3%0.000%
10/17/2025Ethic Inc.665,975$344.94M5.7%-2.8%0.009%
10/17/2025Encompass More Asset Management5,595$2.90M0.6%+2.7%0.000%
10/17/2025Slocum Gordon & Co LLP3,441$1.78M1.4%+6.2%0.000%
10/17/2025SRH Advisors LLC5,423$2.81M0.8%-1.8%0.000%
10/17/2025Mattson Financial Services LLC26,033$13.48M3.2%+1.4%0.000%
10/17/2025Dumont & Blake Investment Advisors LLC29,354$15.20M3.7%-1.6%0.000%
10/17/2025Financial Partners Group Inc43,820$22.70M2.8%+2.1%0.001%
10/17/2025Aquire Wealth Advisors LLC807$418K0.1%+11.8%0.000%
10/17/2025Traveka Wealth LLC12,922$6.69M3.0%+0.7%0.000%
10/17/2025Chesapeake Asset Management LLC22,874$11.85M10.5%-0.3%0.000%
10/17/2025Trademark Financial Management LLC4,190$2.17M1.3%-4.4%0.000%
10/17/2025Institute for Wealth Management LLC.48,168$24.95M2.6%-1.3%0.001%
10/17/2025Kavar Capital Partners Group LLC40,868$21.17M2.8%+0.5%0.001%
10/17/2025Fruth Investment Management18,455$9.56M2.6%-7.4%0.000%
10/17/2025Three Seasons Wealth LLC88,881$46.04M4.6%+0.3%0.001%
10/17/2025Westend Capital Management LLC125$65K0.0%+71.2%0.000%
10/17/2025Burr Financial Services LLC5,442$2.82M2.1%+84.0%0.000%
10/17/2025Optivise Advisory Services LLC7,566$3.92M2.3%+9.8%0.000%
10/17/2025Live Oak Private Wealth LLC41,973$21.74M3.0%-0.3%0.001%
10/17/20255T Wealth LLC1,327$687K0.3%-2.3%0.000%
10/17/2025KW Wealth Management LLC7,448$3.86M6.6%N/A0.000%
10/17/2025Warren Street Wealth Advisors LLC10,243$5.31M1.6%+3.5%0.000%
10/17/2025Archford Capital Strategies LLC62,792$32.52M3.9%+1.5%0.001%
10/17/2025Marathon Asset Management Ltd184,741$95.69M3.5%-19.6%0.002%
10/17/2025Coastwise Capital Group LLC11,058$5.73M4.0%+0.8%0.000%
10/17/2025Regatta Capital Group LLC24,546$12.71M2.0%+1.6%0.000%
10/17/2025Panoramic Capital Partners LLC17,355$8.99M5.8%+2.9%0.000%
10/17/2025Schulz Wealth LTD.651$337K0.2%+18.1%0.000%
10/17/2025Permanent Capital Management LP72,416$37.51M7.0%N/A0.001%
10/17/2025Sard Wealth Management Group LLC4,182$2.17M1.2%+13.0%0.000%
10/17/2025Everpar Advisors LLC21,548$11.16M4.4%+5.2%0.000%
10/17/2025Henrickson Nauta Wealth Advisors Inc.3,461$1.79M0.6%+8.2%0.000%
10/17/2025Total Wealth Planning LLC1,490$772K0.1%+25.3%0.000%
10/17/2025Maryland Capital Advisors Inc.2,201$1.14M0.4%+71.6%0.000%
10/17/2025FSC Wealth Advisors LLC3,765$1.95M1.1%-0.6%0.000%
10/17/2025Tealwood Asset Management Inc.7,756$4.02M1.6%+35.5%0.000%
10/17/2025Clune & Associates LTD.5,185$2.69M0.7%+4.0%0.000%
10/17/2025PineStone Asset Management Inc.2,908,036$1.51B9.4%-6.6%0.039%
10/17/2025Indiana Trust & Investment Management Co10,767$5.58M1.7%+4.1%0.000%
10/17/2025Fire Capital Management LLC13,741$7.12M4.1%+0.8%0.000%
10/17/2025Valley National Advisers Inc.38,029$19.70M3.1%-14.8%0.001%
10/17/2025Worth Asset Management LLC4,875$2.53M1.1%-32.2%0.000%
10/17/2025J. L. Bainbridge & Co. Inc.318,281$164.85M13.7%-1.0%0.004%
10/17/2025Enzi Wealth1,804$923K0.3%+1.9%0.000%
10/17/2025Sunburst Financial Group LLC8,410$4.36M0.9%+0.4%0.000%
10/17/2025Kaydan Wealth Management Inc.5,124$2.65M0.8%-2.0%0.000%
10/17/2025Cahaba Wealth Management Inc.11,366$5.89M0.4%-1.7%0.000%
10/17/2025Perigon Wealth Management LLC168,021$87.03M1.8%+5.4%0.002%
10/17/2025Parisi Gray Wealth Management26,032$13.48M3.5%+0.3%0.000%
10/17/2025Client 1ST Advisory Group LLC3,910$2.03M0.7%+14.3%0.000%
10/17/2025Peddock Capital Advisors LLC12,616$6.54M1.4%-3.3%0.000%
10/17/2025Sandbox Financial Partners LLC39,982$20.71M5.9%+0.3%0.001%
10/17/2025Montgomery Investment Management Inc.12,055$6.24M2.2%+0.8%0.000%
10/17/2025Sowell Financial Services LLC141,291$73.18M2.8%-7.9%0.002%
10/17/2025Great Oak Capital Partners LLC2,442$1.27M0.3%+6.3%0.000%
10/17/2025Sapient Capital LLC609,000$313.49M4.8%-2.3%0.008%
10/17/2025Thompson Investment Management Inc.65,374$33.86M4.5%-2.7%0.001%
10/17/2025Lakeridge Wealth Management LLC11,474$5.94M2.6%-8.5%0.000%
10/17/2025Sovereign Financial Group Inc.15,670$8.12M1.5%+3.6%0.000%
10/17/2025MKT Advisors LLC8,706$4.52M1.7%-7.0%0.000%
10/17/2025Mayflower Financial Advisors LLC44,555$23.08M2.2%+5.2%0.001%
10/17/2025Eagle Bay Advisors LLC10,465$5.42M4.3%-10.1%0.000%
10/17/2025BankPlus Trust Department36,819$19.07M5.1%+8.9%0.000%
10/17/2025NovaPoint Capital LLC27,910$14.46M3.5%+6.0%0.000%
10/17/2025Alterna Wealth Management Inc.1,952$1.01M0.8%-36.7%0.000%
10/17/2025Founders Grove Wealth Partners LLC15,579$8.07M1.9%+6.4%0.000%
10/17/2025Valicenti Advisory Services Inc.52,955$27.43M5.9%-2.2%0.001%
10/17/2025Bard Financial Services Inc.153,584$79.55M8.7%+0.9%0.002%
10/17/2025FSM Wealth Advisors LLC31,417$16.27M2.3%+7.1%0.000%
10/17/2025Apella Capital LLC83,743$42.84M1.0%+4.9%0.001%
10/17/2025Shaker Investments LLC OH16,384$8.49M3.4%+103.8%0.000%
10/17/2025Valley Forge Investment Consultants Inc. ADV1,349$699K0.2%-12.9%0.000%
10/17/2025Banque de Luxembourg S.A.40,615$21.04M10.9%-4.9%0.001%
10/17/2025Bedrijfstakpensioenfonds Voor DE Media PNO140,000$72.51M8.1%-8.9%0.002%
(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, 6,156 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 ($46.75M), and Laurel Wealth Advisors LLC ($29.91M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 797,411,145 shares in the last 24 months. This purchase volume represents approximately $352.40B in transactions.

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

Of the 4,008 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 259,358,980 shares in the last 24 months. This volume of shares sold represents approximately $111.04B in transactions.



This page (NASDAQ:MSFT) was last updated on 10/18/2025 by MarketBeat.com Staff
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