Go Pro
→ Elon Musk on His New Invention: “An Infinite Money Glitch.” (From Brownstone Research) (Ad)tc pixel Free MSFT Stock Alerts

Microsoft (MSFT) Institutional Ownership

Microsoft logo
$386.88 -3.61 (-0.92%)
As of 09:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
4712
Total
Institutional Inflows
(last 12 months)
$376.34B
Number of
Institutional Sellers
(last 12 months)
4047
Total
Institutional Outflows
(last 12 months)
$118.09B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Kozak & Associates Inc.53,589$20.59M3.6%+7.1%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB363,800$135.71M3.5%-1.4%0.005%
7/2/2026 Versant Capital Management Inc184,849$68.95M6.2%-1.0%0.002%
7/2/2026 Cedar Mountain Advisors LLC2,759$1.03M0.2%-35.9%0.000%
7/2/2026 Collective Family Office LLC5,884$2.20M0.4%-6.7%0.000%
7/2/2026 Hilltop National Bank65,539$24.45M5.2%+0.2%0.001%
7/2/2026 CX Institutional118,731$44.29M1.3%-2.3%0.002%
7/2/2026 SWP Investment Management LLC21,041$7.85M5.4%+3.8%0.000%
7/2/2026 First County Bank CT 20,082$7.49M3.5%+11.2%0.000%
7/1/2026 Noble Wealth Management PBC2,393$893K0.4%+2.0%0.000%
7/1/2026 Confluence Investment Management LLC142,894$53.30M0.8%-3.8%0.002%
7/1/2026 Marathon Mission Inc.1,734$647K0.3%-12.7%0.000%
7/1/2026 Miller Global Investments LLC1,879$701K0.6%+64.0%0.000%
7/1/2026 First Financial Bank Trust Division70,664$26.36M1.9%+2.7%0.001%
7/1/2026 Adelphi Trust Co18,991$7.08M4.7%+9.3%0.000%
7/1/2026 Eastern Bank594,556$221.78M3.4%-5.2%0.008%
7/1/2026 Cacti Asset Management LLC11,043$4.12M0.2%+1.0%0.000%
7/1/2026 Trust Co of the South20,173$7.53M1.1%+2.5%0.000%
7/1/2026 Roxbury Financial LLC14,002$5.22M4.1%+2.4%0.000%
7/1/2026 Global Wealth Strategies & Associates3,694$1.38M0.3%+1.1%0.000%
6/30/2026BSN CAPITAL PARTNERS Ltd400,000$148.42M6.6%-23.1%0.005%
6/30/2026VectorGlobal IAG Inc.38,832$14.37M3.7%N/A0.001%
6/30/2026Winning Points Advisors LLC14,674$5.43M5.4%-0.7%0.000%
6/26/2026WealthPoint Financial LLC3,921$1.45M1.1%+11.0%0.000%
6/26/2026Ravenstone Capital Management Inc.36,773$13.61M6.8%+4.7%0.000%
6/25/2026Paladin Partners LLC3,516$1.30M0.9%+11.3%0.000%
6/25/2026Hamilton Wealth LLC68,212$25.25M4.8%+16.8%0.001%
6/24/2026Basecamp Wealth Advisors LLC46,665$17.27M3.6%-3.7%0.001%
6/24/2026Redwood Investment Management LLC26,769$9.91M1.2%-0.5%0.000%
6/23/2026Ballast Advisors LLC25,929$9.60M2.8%+1.7%0.000%
6/23/2026MTM Financial Group LLC1,372$508K0.2%+6.6%0.000%
6/22/2026Sapient Capital LLC478,616$177.12M2.7%-21.7%0.006%
6/22/2026Vilga Financial Planning LLC5,226$1.94M1.7%-5.4%0.000%
6/18/2026Southern Financial Group LLC1,947$721K0.2%+23.1%0.000%
6/17/2026AMS Capital Ltda27,633$10.23M4.0%-61.9%0.000%
6/16/2026 PVG Asset Management Corp1,634$653K0.5%-11.7%0.000%
6/16/2026Steelhead Wealth Management LLC1,264$467K0.2%N/A0.000%
6/12/2026S&A Financial Services Inc.2,807$1.04M0.7%N/A0.000%
6/11/2026E Wealth Partners LLC2,790$1.03M0.8%+47.1%0.000%
6/11/2026LFG Wealth Partners LLC25,640$9.49M5.7%+30.2%0.000%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
6/11/2026Three Bearings Fiduciary Advisors Inc.191$71K0.1%-26.0%0.000%
6/10/2026Dakota Community Bank & Trust NA3,139$1.16M3.9%-4.3%0.000%
6/10/2026US Asset Management LLC16,419$6.08M5.3%-0.5%0.000%
6/10/2026Curry Webb Wealth Management LLC1,157$428K0.2%N/A0.000%
6/10/2026FAS Wealth Partners Inc.49,116$18.18M1.1%+3.1%0.001%
6/9/2026Rathbones Group PLC3,613,937$1.34B5.3%+2.9%0.049%
6/8/2026First National Bank of Mount Dora Trust Investment Services27,342$10.12M2.2%+0.1%0.000%
6/8/2026Pine Valley Investments Ltd Liability Co107,306$39.72M1.8%+2.6%0.001%
6/8/2026Positano Wealth Management Ltd44,601$16.51M12.2%+122.4%0.001%
6/8/2026Farmers National Bank56,251$20.82M4.6%+7.2%0.001%
6/4/2026Chelsea Counsel Co.17,488$6.47M2.8%-16.9%0.000%
6/4/2026Town Capital LLC1,133$419K0.3%-35.8%0.000%
6/4/2026Fischer Investment Strategies LLC632$234K0.1%-9.3%0.000%
6/4/2026Evansbrook LLC6,060$2.24M1.5%+1.3%0.000%
6/3/2026Wealthquest Corp13,041$4.83M0.3%+2.5%0.000%
6/3/2026CoreFirst Bank & Trust7,056$2.61M1.4%-9.1%0.000%
6/3/2026Stillwater Private Wealth LLC2,061$762K0.6%N/A0.000%
6/3/2026Parallel Advisors LLC306,265$113.37M2.0%+0.4%0.004%
6/3/2026NewEdge Advisors LLC1,572,845$582.22M2.1%+4.0%0.021%
6/2/2026Blue Edge Capital LLC22,813$8.45M1.1%+0.4%0.000%
6/1/2026Caerus Investment Advisors LLC5,659$2.10M0.9%-7.8%0.000%
6/1/2026First Nebraska Trust Co90,880$33.64M3.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC3,176$1.18M0.5%-40.6%0.000%
6/1/2026Foguth Wealth Management LLC.7,159$2.65M0.3%-0.6%0.000%
6/1/2026Concorde Asset Management LLC3,565$1.32M0.6%-36.8%0.000%
6/1/2026Financial Solutions Advisory Group Inc.10,576$3.92M0.5%N/A0.000%
6/1/2026Integrated Investment Consultants LLC24,366$9.02M1.9%-6.2%0.000%
6/1/2026Dala Group LLC4,833$1.80M1.5%N/A0.000%
6/1/2026Keel Point LLC39,970$14.80M1.0%-30.4%0.001%
5/29/2026Ramiah Investment Group1,445$535K0.5%+2.2%0.000%
5/29/2026Mullaney Keating & Wright Inc.2,445$905K0.5%+1.2%0.000%
5/29/2026Ipsen Advisor Group LLC2,754$1.02M0.7%+2.0%0.000%
5/29/2026Prospect Capital Advisors LLC14,720$5.45M3.0%+27.9%0.000%
5/29/2026Krane Financial Solutions LLC1,459$540K0.4%N/A0.000%
5/29/2026Asset Dedication LLC31,835$11.79M0.8%-13.2%0.000%
5/28/2026Cozad Asset Management Inc.44,509$16.48M1.3%-1.5%0.001%
5/28/2026Lavelle Capital LP2,822$1.04M0.6%N/A0.000%
5/28/2026Blue Fin Capital Inc.93,524$34.62M5.7%-0.8%0.001%
5/28/2026Challenger Wealth Management8,417$3.12M2.5%-2.0%0.000%
5/28/2026Maripau Wealth Management LLC5,951$2.20M1.0%+10.5%0.000%
5/27/2026Alpine Woods Capital Investors LLC18,428$6.82M1.6%-30.3%0.000%
5/27/2026Allen Capital Group LLC31,887$11.80M1.1%+0.5%0.000%
5/27/2026Security Financial Services INC.6,484$2.40M0.4%-2.0%0.000%
5/27/2026Capasso Planning Partners LLC2,470$914K0.5%-2.7%0.000%
5/27/2026Westshore Wealth LLC5,511$2.04M0.7%-10.7%0.000%
5/27/2026Birmingham Capital Management Co. Inc. AL1,339$496K0.2%+8.1%0.000%
5/26/2026Serenity Investment Advisors2,807$1.04M0.4%-6.9%0.000%
5/26/2026Glenmede Trust Co. NA1,541,064$570.46M2.8%-1.1%0.021%
5/26/2026Summit Financial Wealth Advisors LLC14,304$5.30M0.8%+22.0%0.000%
5/26/2026Axiom Investment Management LLC8,493$3.14M2.4%N/A0.000%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
5/22/2026Summitry LLC214,462$79.39M2.8%+38.9%0.003%
5/22/2026Groupama Asset Managment1,044,807$386.76M5.6%-1.2%0.014%
5/22/2026WNY Asset Management LLC15,417$5.70M0.6%N/A0.000%
5/22/2026Coastline Complete Wealth LLC3,466$1.28M0.8%+10.6%0.000%
5/22/2026Independent Wealth Advisors LLC1,269$470K0.5%+3.5%0.000%
5/22/2026Segall Bryant & Hamill LLC245,390$90.84M1.1%+2.8%0.003%
5/22/2026Wellington Grp LLC12,039$4.46M1.4%+12.4%0.000%
5/22/2026Verus Capital Partners LLC94,051$34.82M2.4%-44.1%0.001%
5/22/2026Access Investment Management LLC410$152K0.0%-10.7%0.000%
5/22/2026Evolutionary Tree Capital Management LLC6,844$2.53M4.8%-58.9%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,746 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($347.21B), State Street Corp ($148.06B), Geode Capital Management LLC ($88.06B), FMR LLC ($83.25B), Price T Rowe Associates Inc. MD ($60.80B), Morgan Stanley ($58.62B), and Norges Bank ($50.66B).Learn more on Microsoft's institutional investors.

71.13% of Microsoft's stock is owned by institutional investors. Learn more on MSFT's institutional investor holdings.

Of the 6,007 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 ($311.48M), Kingstone Capital Partners Texas LLC ($90.55M), Auto Owners Insurance Co ($60.10M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($60.05M), Nuveen LLC ($49.90M), Vanguard Group Inc. ($47.39M), and GAMMA Investing LLC ($46.67M).

Institutional investors have bought a total of 775,207,286 shares in the last 24 months. This purchase volume represents approximately $376.34B in transactions.

Of the 4,047 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: Laurel Wealth Advisors LLC ($29.91M), Cardano Risk Management B.V. ($21.14M), Amundi ($7.39M), Price T Rowe Associates Inc. MD ($6.47M), T. Rowe Price Investment Management Inc. ($5.91M), Janus Henderson Group PLC ($5.13M), and Groupama Asset Managment ($5.04M).

Institutional investors have sold a total of 248,174,007 shares in the last 24 months. This volume of shares sold represents approximately $118.09B in transactions.


Related Companies

This page (NASDAQ:MSFT) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners
He’s Back. And He’s About to Act
The U.S. government holds 8,133 tonnes of gold valued at just $42.22 an ounce on its books - while gold trades...
Priority Gold | Sponsoredtc pixel
Elon Musk on His New Invention: “An Infinite Money Glitch.”
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Buy the “unseen winner of the AI race” before July 22
Marc Chaikin - the analyst who called Nvidia before a 45,000% surge - says one overlooked AI stock could split...
Chaikin Analytics | Sponsoredtc pixel
They proved it worked in '76. Then buried it.
In 1976, Chevron, Unocal, and Texaco each confirmed the same energy technology worked - no fuel costs, no carb...
Behind the Markets | Sponsoredtc pixel
**MARKET CRASH WARNING**
A former advisor to the Pentagon and CIA is warning that an 80% Dow drop could arrive within days - and names ...
Paradigm Press | Sponsoredtc pixel