Free Trial

Microsoft (MSFT) Institutional Ownership

Microsoft logo
$510.05 -1.65 (-0.32%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$509.54 -0.50 (-0.10%)
As of 06:48 AM 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.

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

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
4444
Total
Institutional Inflows
(last 12 months)
$260.70B
Number of
Institutional Sellers
(last 12 months)
3711
Total
Institutional Outflows
(last 12 months)
$96.76B
Get MSFT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Microsoft stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025 Montgomery Investment Management Inc.11,955$5.95M2.3%-9.8%0.000%
7/18/2025 CHURCHILL MANAGEMENT Corp104,880$52.17M0.6%+2.8%0.001%
7/18/2025 Wiser Wealth Management Inc3,560$1.77M0.4%+11.6%0.000%
7/18/2025 AMI Asset Management Corp243,482$121.11M6.9%-5.1%0.003%
7/18/2025 Brookmont Capital Management10,760$5.35M3.1%-1.5%0.000%
7/18/2025 EWA LLC15,415$7.67M2.4%+49.9%0.000%
7/18/2025 Access Financial Services Inc.10,955$5.45M2.1%-0.2%0.000%
7/18/2025 Northstar Group Inc.11,572$5.76M0.9%+3.0%0.000%
7/18/2025 Philip James Wealth Mangement LLC2,553$1.27M0.2%+3.6%0.000%
7/18/2025 Viewpoint Investment Partners Corp10,820$5.38M2.9%+182.1%0.000%
7/18/2025 Tanager Wealth Management LLP23,766$11.82M1.4%-3.3%0.000%
7/18/2025 McGuire Investment Group LLC48,927$24.34M3.1%+2.1%0.001%
7/18/2025 Warren Street Wealth Advisors LLC9,901$4.93M1.6%+8.1%0.000%
7/18/2025 Vicus Capital75,428$37.52M3.1%-0.3%0.001%
7/18/2025 Gold Investment Management Ltd.19,548$9.66M3.6%+5.7%0.000%
7/18/2025 Naples Global Advisors LLC72,458$36.04M3.1%+0.2%0.001%
7/18/2025 Parsons Capital Management Inc. RI132,882$66.10M4.1%-31.9%0.002%
7/18/2025 Foundry Financial Group Inc.1,894$942K0.5%+5.2%0.000%
7/18/2025 Pure Financial Advisors LLC79,789$39.69M0.7%+40.2%0.001%
7/18/2025 RKL Wealth Management LLC58,144$28.92M2.5%-4.0%0.001%
7/18/2025 Consolidated Planning Corp13,176$6.55M0.8%-56.0%0.000%
7/18/2025 Robeco Institutional Asset Management B.V.7,129,402$3.55B5.7%+22.8%0.096%
7/18/2025 Clarity Financial LLC69,506$34.57M3.7%-13.9%0.001%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.16,900$8.41M0.6%+4.4%0.000%
7/18/2025 BSW Wealth Partners15,854$7.89M1.1%-10.9%0.000%
7/18/2025 Woodward Diversified Capital LLC9,288$4.62M2.3%+47.2%0.000%
7/18/2025 BOCHK Asset Management Ltd2,000$995K0.3%+100.0%0.000%
7/18/2025 TPG Advisors LLC8,226$4.09M3.0%+0.9%0.000%
7/18/2025 Hudson Value Partners LLC30,736$15.29M5.3%-5.1%0.000%
7/18/2025 GEN Financial Management INC.1,408$700K0.6%-40.3%0.000%
7/18/2025 New Wave Wealth Advisors LLC10,745$5.35M2.3%-2.4%0.000%
7/18/2025 BloombergSen Inc.41,760$20.77M1.3%-1.3%0.001%
7/18/2025 Community Financial Services Group LLC69,763$34.70M6.9%-1.7%0.001%
7/18/2025 NRI Wealth Management LC8,858$4.41M2.7%+21.3%0.000%
7/18/2025 Precision Wealth Strategies LLC6,687$3.33M1.1%-7.7%0.000%
7/18/2025 TruNorth Capital Management LLC5,271$2.62M0.6%-4.4%0.000%
7/18/2025 USA Financial Formulas484$241K0.0%N/A0.000%
7/18/2025 jvl associates llc4,138$2.06M0.7%+1.7%0.000%
7/18/2025 B.O.S.S. Retirement Advisors LLC15,226$7.57M1.9%+17.7%0.000%
7/18/2025 Newman Dignan & Sheerar Inc.27,883$13.87M3.2%-5.7%0.000%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/18/2025 Mountain Pacific Investment Advisers LLC12,298$6.12M0.4%-0.3%0.000%
7/18/2025 Heritage Financial Services LLC9,212$4.58M0.4%-5.2%0.000%
7/18/2025 Madrona Financial Services LLC67,983$33.82M8.1%+0.7%0.001%
7/18/2025 SOA Wealth Advisors LLC.123,984$61.67M6.7%-2.2%0.002%
7/18/2025 Founders Capital Management27,635$13.75M8.2%-0.5%0.000%
7/18/2025 Miller Wealth Advisors LLC47,417$23.59M11.0%+0.1%0.001%
7/18/2025 Parkwoods Wealth Partners LLC3,909$1.95M1.1%+11.5%0.000%
7/18/2025 Northeast Financial Group Inc.5,095$2.54M0.7%-14.8%0.000%
7/18/2025 Dogwood Wealth Management LLC5,697$2.83M1.4%+5.7%0.000%
7/18/2025 Client 1ST Advisory Group LLC3,421$1.70M0.6%-1.5%0.000%
7/18/2025 Vigilare Wealth Management8,979$4.47M1.7%+5.4%0.000%
7/18/2025 Centricity Wealth Management LLC3,927$1.95M1.6%-0.8%0.000%
7/18/2025 First Pacific Financial21,110$10.50M1.5%+2.0%0.000%
7/18/2025 Deltec Asset Management LLC61,872$30.78M5.5%-10.1%0.001%
7/18/2025 Chelsea Counsel Co.22,070$10.98M5.4%-7.6%0.000%
7/18/2025 Trilogy Capital Inc.18,113$9.01M0.4%+7.4%0.000%
7/18/2025 QTR Family Wealth LLC14,018$6.97M4.3%+17.0%0.000%
7/18/2025 Eagle Capital Management LLC22,457$11.17M4.9%-1.8%0.000%
7/18/2025 Trust Co. of Vermont227,728$113.27M5.3%+0.7%0.003%
7/18/2025 Forbes J M & Co. LLP156,353$77.77M7.1%-1.0%0.002%
7/18/2025 Ninety One North America Inc.275,263$136.92M6.7%+49.2%0.004%
7/18/2025 Ninety One SA PTY Ltd94,194$46.82M7.7%-0.4%0.001%
7/18/2025 Bartlett & CO. Wealth Management LLC991,068$492.97M6.9%0.0%0.013%
7/18/2025 Ninety One UK Ltd7,498,375$3.73B8.8%+7.3%0.101%
7/18/2025 Loudon Investment Management LLC27,186$13.52M7.5%-0.5%0.000%
7/18/2025 Marino Stram & Associates LLC19,668$9.78M2.0%+0.8%0.000%
7/18/2025 Panoramic Capital Partners LLC16,864$8.41M5.8%-1.6%0.000%
7/18/2025 Rogco LP10,520$5.23M2.0%+1.0%0.000%
7/18/2025 Pacific Point Advisors LLC11,061$5.50M3.0%+0.4%0.000%
7/18/2025 Impact Capital Partners LLC38,356$19.08M6.3%+3.4%0.001%
7/18/2025 Rolek Wealth Management LLC1,761$876K0.8%+1.5%0.000%
7/18/2025 Forza Wealth Management LLC11,669$5.80M2.4%-1.0%0.000%
7/18/2025 Community Bank & Trust Waco Texas44,821$22.29M5.0%-1.3%0.001%
7/18/2025 Whitebark Investors LP66,139$32.90M20.7%-8.3%0.001%
7/18/2025 Childress Capital Advisors LLC29,049$14.45M3.6%+9.6%0.000%
7/18/2025 Lowery Thomas LLC1,246$620K0.4%-7.4%0.000%
7/18/2025 OLD Point Trust & Financial Services N A34,888$17.35M6.8%-4.2%0.000%
7/18/2025 Provident Wealth Management LLC2,463$1.23M0.4%-9.2%0.000%
7/18/2025 PFG Investments LLC123,073$61.22M3.6%-0.6%0.002%
7/18/2025 Consolidated Portfolio Review Corp41,295$20.54M2.8%+4.7%0.001%
7/18/2025 TABR Capital Management LLC622$310K0.3%-21.4%0.000%
7/18/2025 Midwest Financial Group LLC9,407$4.68M2.5%+2.0%0.000%
7/18/2025 LBP AM SA1,124,162$559.17M7.9%-13.4%0.015%
7/18/2025 Victrix Investment Advisors18,252$9.08M4.0%+13.4%0.000%
7/18/2025 Institute for Wealth Management LLC.48,821$24.28M2.7%-2.4%0.001%
7/18/2025 Arcadia Wealth Management LLC1,559$775K0.3%-21.3%0.000%
7/18/2025 Columbia Asset Management92,860$46.19M9.1%-0.7%0.001%
7/18/2025 Brown Shipley& Co Ltd56,508$28.11M15.5%-10.6%0.001%
7/18/2025 Brueske Advisory Services LLC14,605$7.27M4.9%+2.6%0.000%
7/18/2025 PBMares Wealth Management LLC12,678$6.31M1.2%-0.9%0.000%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
7/18/2025 Mitsubishi UFJ Asset Management UK Ltd.12,900$6.42M3.3%-37.4%0.000%
7/18/2025 Sicart Associates LLC1,122$558K0.2%+21.2%0.000%
7/18/2025 O ROURKE & COMPANY Inc13,078$6.51M3.0%-0.2%0.000%
7/18/2025 Requisite Capital Management LLC6,311$3.14M0.7%-1.7%0.000%
7/18/2025 Generali Investments CEE investicni spolecnost a.s.41,787$20.79M1.7%-2.0%0.001%
7/18/2025 Wetzel Investment Advisors Inc.4,589$2.28M1.0%-1.7%0.000%
7/18/2025 Cooper Financial Group58,374$29.04M3.4%+1.3%0.001%
7/18/2025 Alley Investment Management Company LLC61,404$30.54M3.7%-0.5%0.001%
7/18/2025 PGGM Investments379,569$188.80M3.3%-11.0%0.005%
7/18/2025 Powers Advisory Group LLC14,171$7.05M3.1%-0.6%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, 6,051 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($259.54B), State Street Corp ($124.57B), FMR LLC ($83.25B), Geode Capital Management LLC ($70.72B), Price T Rowe Associates Inc. MD ($49.37B), Kingstone Capital Partners Texas LLC ($45.04B), and Norges Bank ($44.34B).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 5,175 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 ($200.72M), Kingstone Capital Partners Texas LLC ($90.55M), International Assets Investment Management LLC ($64.10M), Nuveen LLC ($49.90M), GAMMA Investing LLC ($46.74M), Vanguard Group Inc. ($36.53M), and Proficio Capital Partners LLC ($16.81M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 616,104,887 shares in the last 24 months. This purchase volume represents approximately $260.70B in transactions.

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

Of the 3,711 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 ($38.41M), FMR LLC ($19.17M), Legal & General Group Plc ($16.07M), State Street Corp ($10.53M), Massachusetts Financial Services Co. MA ($7.39M), Jennison Associates LLC ($4.91M), and Alliancebernstein L.P. ($4.89M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 232,900,633 shares in the last 24 months. This volume of shares sold represents approximately $96.76B in transactions.



This page (NASDAQ:MSFT) was last updated on 7/21/2025 by MarketBeat.com Staff
From Our Partners