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Microsoft (MSFT) Institutional Ownership

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Closing price 08/8/2025 04:00 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)
4458
Total
Institutional Inflows
(last 12 months)
$264.44B
Number of
Institutional Sellers
(last 12 months)
3858
Total
Institutional Outflows
(last 12 months)
$100.72B
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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
8/8/2025 Crossmark Global Holdings Inc.443,456$220.58M3.6%-3.9%0.006%
8/8/2025 Financial Gravity Companies Inc.14,803$7.36M1.1%N/A0.000%
8/8/2025 Summitry LLC153,107$76.16M3.4%+2.5%0.002%
8/8/2025 Tortoise Investment Management LLC6,950$3.46M0.3%+6.0%0.000%
8/8/2025 Blankinship & Foster LLC2,880$1.43M0.3%+4.7%0.000%
8/8/2025 MTM Investment Management LLC18,219$9.06M3.0%+2.8%0.000%
8/8/2025 Firestone Capital Management8,055$4.01M0.9%-0.6%0.000%
8/8/2025 Rockefeller Capital Management L.P.3,399,675$1.70B4.3%+9.8%0.046%
8/8/2025 Alberta Investment Management Corp100,700$50.09M0.6%-70.2%0.001%
8/8/2025 Itau Unibanco Holding S.A.50,073$24.91M0.9%-29.4%0.001%
8/8/2025 Kingsview Wealth Management LLC213,848$106.37M1.8%-0.6%0.003%
8/8/2025 Adapt Wealth Advisors LLC1,067$531K0.2%+2.5%0.000%
8/8/2025 Pinney & Scofield Inc.1,042$518K0.4%+7.0%0.000%
8/8/2025 Cornerstone Advisors LLC331,900$165.09M5.7%+4.2%0.004%
8/8/2025 Citizens Financial Group Inc. RI540,509$268.86M4.3%+17.6%0.007%
8/8/2025 Harvard Management Co. Inc.623,300$310.04M21.6%+48.4%0.008%
8/8/2025 Parker Investment Management LLC33,609$16.72M2.3%-0.5%0.000%
8/8/2025 Hedeker Wealth LLC45,368$22.57M5.3%-2.5%0.001%
8/8/2025 City of London Investment Management Co. Ltd.11,821$5.88M0.5%-48.2%0.000%
8/8/2025 Cercano Management LLC808,865$402.34M11.5%-15.2%0.011%
8/8/2025 Jensen Investment Management Inc.1,569,529$780.70M9.1%-11.7%0.021%
8/8/2025 Ontario Teachers Pension Plan Board395,125$196.54M3.9%-69.1%0.005%
8/8/2025 Sanders Capital LLC12,767,575$6.35B8.5%-3.4%0.172%
8/8/2025 Avantax Advisory Services Inc.519,005$258.16M1.4%+6.2%0.007%
8/8/2025 Woodley Farra Manion Portfolio Management Inc.196,864$97.92M4.6%+0.0%0.003%
8/8/2025 Westwood Holdings Group Inc.445,453$221.57M1.9%-20.5%0.006%
8/8/2025 ProVise Management Group LLC91,229$45.38M3.6%+1.2%0.001%
8/8/2025 Intech Investment Management LLC833,683$414.68M3.9%+5.9%0.011%
8/8/2025 LGT Capital Partners LTD.482,890$240.19M10.6%-16.9%0.006%
8/8/2025 Keyvantage Wealth LLC9,181$4.57M2.0%+8.2%0.000%
8/8/2025 Paragon Capital Management LLC40,986$20.39M10.5%-1.9%0.001%
8/8/2025 Sculati Wealth Management LLC18,760$9.33M3.5%-1.5%0.000%
8/8/2025 MJP Associates Inc. ADV25,620$12.74M1.9%+12.4%0.000%
8/8/2025 Union Savings Bank16,434$8.77M4.0%-1.6%0.000%
8/8/2025 Thoroughbred Financial Services LLC102,875$51.17M3.6%-21.9%0.001%
8/8/2025 WealthTrust Asset Management LLC5,049$2.51M1.9%-12.1%0.000%
8/8/2025 Cetera Investment Advisers2,130,108$1.06B1.8%+3.0%0.029%
8/8/2025 Cedar Wealth Management LLC4,259$2.12M0.7%-0.9%0.000%
8/8/2025 Campbell Deegan Wealth Management LLC4,297$2.14M2.1%-2.7%0.000%
8/8/2025 Fusion Capital LLC21,776$10.83M3.7%+1.3%0.000%
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8/8/2025 CWS Financial Advisors LLC17,948$8.93M2.6%-5.8%0.000%
8/8/2025 Flaharty Asset Management LLC8,885$4.42M0.9%-2.2%0.000%
8/8/2025 New England Capital Financial Advisors LLC1,510$751K0.3%+4.0%0.000%
8/8/2025 Sustainable Growth Advisers LP2,797,482$1.39B7.2%-9.7%0.038%
8/8/2025 Cooper Capital Advisors LLC12,264$6.10M5.9%+1.3%0.000%
8/8/2025 Advisory Resource Group7,557$3.76M0.7%-0.8%0.000%
8/8/2025 WealthShield Partners LLC31,161$15.50M1.9%-0.1%0.000%
8/8/2025 Compass Financial Services Inc2,066$1.03M0.5%+6.0%0.000%
8/8/2025 Condor Capital Management49,770$24.76M2.1%-1.1%0.001%
8/8/2025 Capco Asset Management LLC97,749$48.62M10.2%-2.0%0.001%
8/8/2025 Truepoint Inc.7,614$3.79M0.1%+7.5%0.000%
8/8/2025 OmniStar Financial Group Inc.3,225$1.60M1.2%+24.1%0.000%
8/8/2025 Meridian Wealth Management LLC161,184$80.18M3.4%-0.1%0.002%
8/8/2025 Opinicus Capital Inc.15,731$7.83M5.9%-0.6%0.000%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,822,873$906.72M4.7%+7.2%0.025%
8/8/2025 Independence Financial Advisors LLC2,755$1.37M0.5%-1.9%0.000%
8/8/2025 Empower Advisory Group LLC937,068$466.11M1.4%+4.5%0.013%
8/8/2025 Security Financial Services INC.6,365$3.17M0.6%+5.4%0.000%
8/8/2025 Foundations Investment Advisors LLC171,900$85.51M1.4%+6.5%0.002%
8/8/2025 Massachusetts Financial Services Co. MA30,098,799$14.97B4.8%-3.0%0.405%
8/8/2025 Arcadia Investment Management Corp MI58,905$29.30M4.7%+0.4%0.001%
8/8/2025 CFO4Life Group LLC41,584$20.68M3.2%+1.9%0.001%
8/8/2025 Carl P. Sherr & Co. LLC18,335$9.12M4.6%-0.7%0.000%
8/8/2025 Financial Life Planners9,060$4.51M3.7%-32.5%0.000%
8/8/2025 Kane Investment Management Inc.12,310$6.12M3.2%-3.9%0.000%
8/8/2025 Prospect Financial Services LLC4,296$2.14M1.3%-53.4%0.000%
8/8/2025 Islay Capital Management LLC8,117$4.04M2.6%+0.4%0.000%
8/8/2025 Davis Selected Advisers247,956$123.34M0.7%-3.3%0.003%
8/8/2025 Wrapmanager Inc.27,995$13.93M3.4%-3.6%0.000%
8/8/2025 Tiff Advisory Services LLC6,813$3.39M0.8%-3.4%0.000%
8/8/2025 Jacksonville Wealth Management LLC5,229$2.60M2.1%+4.4%0.000%
8/8/2025 RAM Investment Partners LLC111,778$55.60M11.7%+26.0%0.002%
8/8/2025 Capstone Financial Advisors Inc.13,649$6.79M0.4%-3.3%0.000%
8/8/2025 Advisors Capital Management LLC583,946$290.46M4.0%+3.2%0.008%
8/8/2025 L & S Advisors Inc47,230$23.49M2.3%+17.5%0.001%
8/8/2025 WP Advisors LLC15,381$7.65M2.1%+6.7%0.000%
8/8/2025 Grandfield & Dodd LLC232,670$115.73M6.8%-1.8%0.003%
8/8/2025 Ignite Planners LLC27,850$14.21M2.1%-2.8%0.000%
8/8/2025 AJ Advisors LLC3,212$1.60M0.7%-0.7%0.000%
8/8/2025 Davies Financial Advisors Inc.8,601$4.28M3.3%-32.6%0.000%
8/8/2025 Phoenix Wealth Advisors19,510$9.70M4.1%-1.8%0.000%
8/8/2025 Burling Wealth Partners LLC66,345$33.00M6.1%+5.1%0.001%
8/8/2025 King Wealth Management Group111,539$55.48M7.5%-1.8%0.002%
8/8/2025 Donoghue Forlines LLC5,718$2.84M0.8%N/A0.000%
8/8/2025 Oak Harvest Investment Services13,666$6.80M0.9%-0.6%0.000%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.1,104,735$549.36M5.0%-7.2%0.015%
8/8/2025 Sittner & Nelson LLC20,978$10.44M4.2%+0.3%0.000%
8/8/2025 Nixon Peabody Trust Co.157,874$78.53M6.1%-0.9%0.002%
8/8/2025 Trustco Bank Corp N Y12,607$6.27M6.1%+0.8%0.000%
8/8/2025 Evolution Wealth Advisors LLC18,378$9.14M1.3%+1.9%0.000%
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8/8/2025 Hibernia Wealth Partners LLC4,614$2.30M0.7%+271.2%0.000%
8/8/2025 Intrua Financial LLC17,825$8.87M1.2%+3.8%0.000%
8/8/2025 Clearstead Trust LLC56,658$28.18M5.3%+1.7%0.001%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC14,438$7.18M1.6%-0.9%0.000%
8/8/2025 Wiser Advisor Group LLC4,285$2.13M3.7%+4.2%0.000%
8/8/2025 Arvest Bank Trust Division75,599$37.60M2.2%+42.5%0.001%
8/8/2025 Fiera Capital Corp3,568,993$1.78B6.0%-4.6%0.048%
8/8/2025Allianz SE316,504$157.43M3.7%+0.5%0.004%
8/8/2025 Richmond Brothers Inc.2,540$1.26M0.8%-17.7%0.000%
8/8/2025 Investment Partners LTD.20,924$10.41M3.9%-7.8%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, 6,066 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), Geode Capital Management LLC ($88.71B), FMR LLC ($83.25B), 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 5,219 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 621,929,965 shares in the last 24 months. This purchase volume represents approximately $264.44B in transactions.

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

Of the 3,853 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 ($16.07M), State Street Corp ($10.53M), Massachusetts Financial Services Co. MA ($7.45M), 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 239,714,949 shares in the last 24 months. This volume of shares sold represents approximately $100.72B in transactions.



This page (NASDAQ:MSFT) was last updated on 8/10/2025 by MarketBeat.com Staff
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