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Microsoft (MSFT) Institutional Ownership

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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)
2805
Total
Institutional Inflows
(last 12 months)
$99.20B
Number of
Institutional Sellers
(last 12 months)
2787
Total
Institutional Outflows
(last 12 months)
$125.11B
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MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Nwam LLC252,738$104.12M8.4%-0.7%0.003%
5/10/2024Glaxis Capital Management LLC5,600$2.36M4.4%+115.4%0.000%
5/10/2024Gruss & Co. LLC3,500$1.47M8.1%-30.0%0.000%
5/10/2024Trust Investment Advisors22,599$9.51M6.9%-4.2%0.000%
5/10/2024Richmond Brothers Inc.5,121$2.15M4.0%-1.6%0.000%
5/10/2024Gratus Wealth Advisors LLC14,917$6.03M1.1%+1.9%0.000%
5/9/2024RFP Financial Group LLC17,548$7.38M2.9%-9.9%0.000%
5/9/2024Barden Capital Management Inc.8,684$3.65M3.5%-19.2%0.000%
5/9/2024Great Lakes Retirement Inc.38,230$16.08M2.4%+2.7%0.001%
5/9/2024Delos Wealth Advisors LLC3,993$1.68M1.9%+15.1%0.000%
5/9/2024Kure Advisory LLC1,507$634K0.5%-71.4%0.000%
5/9/2024Dorsey & Whitney Trust CO LLC138,056$58.08M4.0%-0.5%0.002%
5/9/2024Brighton Jones LLC880,471$370.43M13.4%+22.8%0.012%
5/9/2024Trillium Asset Management LLC636,125$267.63M6.8%+4.6%0.009%
5/9/2024ProVise Management Group LLC90,686$38.15M3.3%-6.1%0.001%
5/9/2024Leo Wealth LLC34,999$14.79M1.5%+4.2%0.000%
5/9/2024Private Portfolio Partners LLC19,608$8.25M1.7%+1.8%0.000%
5/9/2024Element Capital Management LLC13,244$5.57M3.7%N/A0.000%
5/9/2024Orion Portfolio Solutions LLC406,172$170.89M1.8%+0.6%0.005%
5/9/2024Wilkins Investment Counsel Inc.20,590$8.66M1.3%+309.8%0.000%
5/9/2024Blair William & Co. IL3,664,660$1.54B4.8%+0.0%0.049%
5/9/2024Coho Partners Ltd.6,619$2.79M0.1%+2.7%0.000%
5/9/2024Picton Mahoney Asset Management180,423$75.91M2.3%+10.9%0.002%
5/9/2024Lord Abbett & CO. LLC2,358,202$992.14M3.3%+0.4%0.032%
5/9/2024Renasant Bank11,281$4.75M3.4%+4.0%0.000%
5/9/2024Maple Capital Management Inc.249,102$104.80M9.5%+0.9%0.003%
5/9/2024HBK Sorce Advisory LLC86,614$36.44M1.3%+1.6%0.001%
5/9/2024Midwest Professional Planners LTD.11,763$4.95M1.7%+34.6%0.000%
5/9/2024Zevin Asset Management LLC69,914$29.41M4.9%-1.9%0.001%
5/9/2024First Eagle Investment Management LLC660,956$278.08M0.6%-0.1%0.009%
5/9/2024Kingsview Wealth Management LLC204,109$85.87M2.2%+4.9%0.003%
5/9/2024Condor Capital Management50,675$21.32M2.1%+0.1%0.001%
5/9/2024Wealthquest Corp12,129$5.10M0.5%-15.2%0.000%
5/9/2024Landaas & Co. WI ADV10,037$4.22M1.4%+1.0%0.000%
5/9/2024Managed Asset Portfolios LLC114,920$48.35M7.0%-5.4%0.002%
5/9/2024Zega Financial LLC22,962$9.66M3.3%-7.4%0.000%
5/9/2024TTP Investments Inc.18,365$7.74M3.4%+0.7%0.000%
5/9/2024Elite Life Management LLC3,039$1.28M6.3%+5.3%0.000%
5/9/2024Clearwater Capital Advisors LLC7,508$3.16M0.3%+3.9%0.000%
5/9/2024Beacon Investment Advisory Services Inc.163,295$68.70M3.0%-2.3%0.002%
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5/9/2024Delta Investment Management LLC30,942$13.02M3.0%+0.6%0.000%
5/9/2024Stuart Chaussee & Associates Inc.2,574$1.08M0.3%+24.1%0.000%
5/9/2024Ledyard National Bank129,510$54.49M5.3%-3.2%0.002%
5/9/2024Planning Directions Inc.3,265$1.37M1.0%+1.3%0.000%
5/9/2024TBH Global Asset Management LLC26,016$10.95M2.2%+40.1%0.000%
5/9/2024D Orazio & Associates Inc.22,660$9.53M1.5%+32.7%0.000%
5/9/2024Charles Schwab Investment Advisory Inc.5,032$2.12M0.0%+12.7%0.000%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.11,931,721$5.02B6.9%+15.6%0.161%
5/9/2024Fortis Capital Advisors LLC31,881$13.41M5.6%+13.6%0.000%
5/9/2024Avid Wealth Partners LLC2,492$1.05M0.8%+6.5%0.000%
5/9/2024Private Management Group Inc.6,237$2.62M0.1%-3.3%0.000%
5/9/2024First National Bank of Hutchinson14,485$6.09M4.1%+1.0%0.000%
5/9/2024Roanoke Asset Management Corp NY28,636$12.05M3.9%-4.6%0.000%
5/9/2024Souders Financial Advisors27,502$11.57M1.8%-4.0%0.000%
5/9/2024Foundry Partners LLC2,840$1.20M0.1%+10.5%0.000%
5/9/2024Texas Yale Capital Corp.46,185$19.43M0.9%+2.5%0.001%
5/9/2024Angeles Wealth Management LLC71,378$30.03M3.0%+6.3%0.001%
5/9/2024Jackson Square Partners LLC89,961$37.85M1.6%-7.4%0.001%
5/9/2024Interchange Capital Partners LLC7,710$3.25M2.2%-2.1%0.000%
5/9/2024State Board of Administration of Florida Retirement System8,159,547$3.43B6.4%+4.7%0.110%
5/9/2024Portland Global Advisors LLC36,908$15.53M2.1%-8.8%0.000%
5/9/2024Miller Wealth Advisors LLC47,693$20.07M12.0%+0.3%0.001%
5/9/2024Eagle Bay Advisors LLC14,197$5.97M3.8%-2.0%0.000%
5/9/2024Camelot Portfolios LLC897$377K0.4%-38.9%0.000%
5/9/2024BHK Investment Advisors LLC3,031$1.28M0.5%+77.9%0.000%
5/9/2024TD Asset Management Inc10,092,369$4.25B4.0%-9.5%0.136%
5/9/2024Hudson Value Partners LLC24,963$10.50M4.5%+0.7%0.000%
5/9/2024Dearborn Partners LLC216,251$90.98M3.9%-14.4%0.003%
5/9/2024Pettyjohn Wood & White Inc.75,714$31.85M6.3%+1.4%0.001%
5/9/2024Endowment Wealth Management Inc.4,636$1.95M1.5%+11.3%0.000%
5/9/2024Miramar Capital LLC55,922$22.89M5.7%-1.7%0.001%
5/9/2024Rogco LP13,386$5.63M2.3%+2.1%0.000%
5/9/2024WP Advisors LLC15,577$6.55M2.2%+71.6%0.000%
5/9/2024New Insight Wealth Advisors7,197$3.03M1.9%+1.1%0.000%
5/9/2024Koshinski Asset Management Inc.38,354$16.14M1.7%+36.8%0.001%
5/8/2024Darden Wealth Group Inc17,467$7.35M5.8%+10.4%0.000%
5/8/2024William Allan Corp13,126$5.52M3.7%+2.2%0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,110,100$2.15B5.7%-6.7%0.069%
5/8/2024Entropy Technologies LP11,141$4.69M0.5%N/A0.000%
5/8/2024Barings LLC19,792$8.33M0.2%-1.7%0.000%
5/8/2024Berkshire Money Management Inc.8,233$3.46M0.4%N/A0.000%
5/8/2024Schneider Downs Wealth Management Advisors LP23,857$10.04M2.3%+24.1%0.000%
5/8/2024FPC Investment Advisory Inc.755$309K0.3%N/A0.000%
5/8/2024Camarda Financial Advisors LLC2,797$1.18M0.5%-23.9%0.000%
5/8/2024Foundation Wealth Management LLC3,683$1.55M1.3%-11.7%0.000%
5/8/2024Taurus Asset Management LLC181,885$76.52M7.7%-3.8%0.002%
5/8/2024Summit Rock Advisors LP14,053$5.91M1.9%N/A0.000%
5/8/2024Cozad Asset Management Inc.55,604$23.39M2.4%+0.3%0.001%
5/8/2024Doheny Asset Management CA6,397$2.69M2.2%+0.4%0.000%
5/8/2024Columbia Asset Management98,505$41.44M7.7%-0.1%0.001%
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5/8/2024J.P. Marvel Investment Advisors LLC44,512$18.73M3.2%+0.1%0.001%
5/8/2024Bell Investment Advisors Inc4,367$1.84M0.4%+1.9%0.000%
5/8/2024Richard C. Young & CO. LTD.37,209$15.66M2.0%+1,671.0%0.001%
5/8/2024Baltimore Washington Financial Advisors Inc.120,881$50.86M3.2%+1.0%0.002%
5/8/2024West Wealth Group LLC6,886$2.90M1.1%-0.6%0.000%
5/8/2024William Blair Investment Management LLC4,327,738$1.82B4.7%+10.3%0.058%
5/8/2024Motley Fool Asset Management LLC224,298$94.67M3.2%+8.0%0.003%
5/8/2024Sheets Smith Wealth Management24,989$10.51M1.2%-52.4%0.000%
5/8/2024TSA Wealth Managment LLC1,580$665K0.3%-2.6%0.000%
5/8/2024Financial & Tax Architects LLC4,524$1.90M0.5%+17.2%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, 4,816 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($250.03B), State Street Corp ($92.52B), FMR LLC ($68.16B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), Norges Bank ($35.92B), and Capital World Investors ($32.28B).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 3,979 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 ($95.52M), International Assets Investment Management LLC ($28.45M), Providence Capital Advisors LLC ($16.53M), Vanguard Group Inc. ($15.70M), TCI Fund Management Ltd. ($11.22M), CIBC Private Wealth Group LLC ($7.54M), and California Public Employees Retirement System ($6.22M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 412,170,504 shares in the last 24 months. This purchase volume represents approximately $134.03B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,682 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 ($242.37M), Aaron Wealth Advisors LLC ($20.77M), TCI Fund Management Ltd. ($6.97M), Capital Research Global Investors ($6.44M), Swiss National Bank ($5.49M), Magellan Asset Management Ltd ($5.42M), and Fisher Asset Management LLC ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 506,069,103 shares in the last 24 months. This volume of shares sold represents approximately $162.25B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/10/2024 by MarketBeat.com Staff

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