Free Trial
→ Before you buy SpaceX shares, consider this alternative approach (From Weiss Ratings) (Ad)tc pixel Free MSFT Stock Alerts

Microsoft (MSFT) Institutional Ownership

Microsoft logo
$416.03 -2.54 (-0.61%)
Closing price 05/26/2026 04:00 PM Eastern
Extended Trading
$414.58 -1.45 (-0.35%)
As of 05:02 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 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)
4700
Total
Institutional Inflows
(last 12 months)
$377.65B
Number of
Institutional Sellers
(last 12 months)
4049
Total
Institutional Outflows
(last 12 months)
$118.82B
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
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%
5/22/2026 Summitry LLC214,462$79.39M2.8%+38.9%0.003%
5/22/2026 Groupama Asset Managment1,044,807$386.76M5.6%-1.2%0.014%
5/22/2026 WNY Asset Management LLC15,417$5.70M0.6%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC3,466$1.28M0.8%+10.6%0.000%
5/22/2026 Independent Wealth Advisors LLC1,269$470K0.5%+3.5%0.000%
5/22/2026 Segall Bryant & Hamill LLC245,390$90.84M1.1%+2.8%0.003%
5/22/2026 Wellington Grp LLC12,039$4.46M1.4%+12.4%0.000%
5/22/2026 Verus Capital Partners LLC94,051$34.82M2.4%-44.1%0.001%
5/22/2026 Access Investment Management LLC410$152K0.0%-10.7%0.000%
5/22/2026 Evolutionary Tree Capital Management LLC6,844$2.53M4.8%-58.9%0.000%
5/21/2026 Montchanin Asset Management LLC15,729$5.82M5.9%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC33,072$12.24M2.7%+0.5%0.000%
5/21/2026 Compass Capital Management Inc.171,001$63.30M3.7%+2.6%0.002%
5/21/2026 GKV Capital Management Co. Inc.31,859$11.79M4.2%-0.6%0.000%
5/21/2026 Argent Capital Management LLC432,171$159.98M5.0%-8.6%0.006%
5/21/2026 Front Street Capital Management Inc.9,529$3.53M0.5%+2.4%0.000%
5/21/2026 Essential Partners LLC5,289$1.96M0.7%+119.9%0.000%
5/21/2026 Vestor Capital LLC104,863$38.82M2.8%+121,833.7%0.001%
5/21/2026 J. Derek Lewis & Associates Inc.15,734$5.82M1.3%-3.5%0.000%
5/21/2026 BankChampaign National Association3,847$1.42M1.4%N/A0.000%
5/21/2026 JDM Financial Group LLC635$235K0.0%+20.0%0.000%
5/20/2026 Cadia Private Client LLC2,426$898K0.7%-7.3%0.000%
5/20/2026 CCM Investment Advisers LLC67,596$25.02M2.4%+5.6%0.001%
5/20/2026 Liontrust Investment Partners LLP123,767$45.82M0.7%-73.7%0.002%
5/20/2026 Hobbs Group Advisors LLC4,247$1.57M0.5%-3.7%0.000%
5/20/2026 SHUTTLEWORTH & Co7,246$2.68M2.4%+1.3%0.000%
5/20/2026 January Capital Advisors LLC1,983$734K1.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC47,897$17.74M1.1%-8.2%0.001%
5/20/2026 Union Heritage Capital LLC21,796$8.07M3.0%-45.8%0.000%
5/20/2026 SOA Wealth Advisors LLC.76,777$28.42M3.0%-1.9%0.001%
5/20/2026 Leigh Baldwin & CO. LLC7,416$2.75M1.8%-2.3%0.000%
5/20/2026 FinArc Investments Inc.7,106$2.63M2.5%N/A0.000%
5/20/2026 TrueWealth Financial Partners41,346$15.31M6.1%+9,027.2%0.001%
5/20/2026 Pathway Wealth Management LLC6,440$2.38M2.3%+1.2%0.000%
5/20/2026 Boothe Investment Group Inc.15,635$5.79M1.9%N/A0.000%
5/20/2026 Norris Financial Group LLC4,269$1.58M0.5%N/A0.000%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
5/19/2026 Front Row Advisors LLC27,135$10.05M3.4%+1.9%0.000%
5/19/2026 McIlrath & Eck LLC124,543$46.10M3.4%+17.0%0.002%
5/19/2026 Winnow Wealth LLC1,954$723K0.6%-8.0%0.000%
5/19/2026 Mascagni Wealth Management Inc.9,355$3.46M2.5%+6.5%0.000%
5/19/2026 Sonoma Allocations LLC4,235$1.57M0.5%-10.0%0.000%
5/19/2026 Eley Financial Management Inc16,332$6.05M2.1%+0.4%0.000%
5/19/2026 Orographic Financial Advisors LLC15,477$5.73M4.1%N/A0.000%
5/19/2026 Cim Investment Management Inc.23,220$8.60M2.3%-0.4%0.000%
5/19/2026 Silicon Valley Capital Partners145,756$53.95M5.3%+8.9%0.002%
5/19/2026 Cornerstone Wealth LLC TN1,274$472K0.3%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC37,236$13.78M4.3%+0.6%0.001%
5/19/2026 Royal Fund Management LLC42,300$15.69M1.5%+12.0%0.001%
5/19/2026 Ariadne Wealth Management LP10,481$3.88M1.7%+17.8%0.000%
5/19/2026 Bank of America Corp DE70,765,459$26.20B1.9%-3.2%0.953%
5/19/2026 Hamilton Wealth LLC204,636$75.75M5.4%+250.3%0.003%
5/19/2026 Wilson & Boucher Capital Management LLC7,760$2.87M1.9%-1.4%0.000%
5/19/2026 Alexander Labrunerie & CO. Inc.19,671$7.28M2.7%-0.8%0.000%
5/19/2026 Graney & King LLC1,833$679K0.4%-10.5%0.000%
5/19/2026 Edgestream Partners L.P.37,128$13.74M0.5%-17.1%0.000%
5/19/2026 Financial Insights Inc.45,626$16.89M5.5%-5.2%0.001%
5/19/2026 Kensington Investment Counsel LLC30,243$11.20M5.4%+1.7%0.000%
5/19/2026 H&H International Investment LLC1,016,000$376.09M1.9%+18.3%0.014%
5/19/2026 Kentucky Retirement Systems627,191$232.17M8.0%+34.7%0.008%
5/19/2026 JTC Employer Solutions Trustee Ltd6,385$2.36M0.2%+0.6%0.000%
5/19/2026 Kentucky Retirement Systems Insurance Trust Fund195,510$72.37M4.9%+0.2%0.003%
5/19/2026 Chesapeake Wealth Management28,203$10.44M3.2%-0.8%0.000%
5/19/2026 Janus Henderson Group PLC23,878,982$8.81B4.2%-10.9%0.321%
5/19/2026 Centaurus Financial Inc.73,249$27.12M1.3%+3.7%0.001%
5/19/2026 Cim LLC9,653$3.57M0.5%-28.1%0.000%
5/19/2026 Oddo BHF Asset Management Sas489,634$181.24M7.2%+1.4%0.007%
5/19/2026 Bull Harbor Capital LLC16,323$6.04M1.6%N/A0.000%
5/19/2026 Strategic Investment Advisors MI41,426$15.34M1.1%+27.0%0.001%
5/19/2026 Ashton Thomas Securities LLC39,599$14.66M1.8%+28.5%0.001%
5/19/2026 Arkadios Wealth Advisors237,463$87.90M1.4%+11.7%0.003%
5/19/2026 South Dakota Investment Council461,233$170.74M3.3%+2.4%0.006%
5/19/2026 IFS Group LLC4,489$1.66M1.5%N/A0.000%
5/19/2026 Claris Financial LLC13,104$4.85M2.6%-6.9%0.000%
5/19/2026 Strategic Planning Inc.32,115$11.89M6.0%+1,733.0%0.000%
5/19/2026 Encore Global Management LP12,950$4.79M3.3%N/A0.000%
5/19/2026 Smith Group Asset Management LLC175,269$64.88M3.3%+5.5%0.002%
5/19/2026 Arete Wealth Advisors LLC47,897$17.74M1.2%-8.2%0.001%
5/19/2026 Pine Ridge Advisers LLC13,850$5.13M0.3%+45.6%0.000%
5/19/2026 Opal Capital LLC18,038$6.68M1.2%+18.8%0.000%
5/18/2026 Sunbelt Securities Inc.78,521$29.07M1.8%+3.7%0.001%
5/18/2026 Guardian Partners Inc.71,634$26.59M2.2%+4.1%0.001%
5/18/2026 MSA Advisors LLC38,620$14.30M4.3%+7.0%0.001%
5/18/2026 Amundi41,675,076$15.43B4.2%+30.8%0.561%
5/18/2026 Gould Capital LLC10,194$3.77M2.3%+1.0%0.000%
5/18/2026 Constant Guidance Financial LLC2,643$978K0.7%-61.6%0.000%
5/18/2026 Adalta Capital Management LLC39,474$14.61M7.0%-12.7%0.001%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
5/18/2026 EverSource Wealth Advisors LLC95,488$35.35M1.1%+38.0%0.001%
5/18/2026 Empire Financial Management Company LLC25,216$9.33M2.1%-6.9%0.000%
5/18/2026 Talon Private Wealth LLC7,171$2.66M0.4%N/A0.000%
5/18/2026 California State Teachers Retirement System10,715,663$3.97B4.2%-2.3%0.144%
5/18/2026 Core Wealth Advisors Inc.3,166$1.17M0.3%+4.7%0.000%
5/18/2026 RDST Capital LLC180,560$66.84M6.4%+15.8%0.002%
5/18/2026 Resources Management Corp CT ADV88,909$32.91M4.4%+2.1%0.001%
5/18/2026 Rivernorth Capital Management LLC706$261K0.0%N/A0.000%
5/18/2026 ROI Financial Advisors LLC16,002$5.92M3.5%+1.0%0.000%
5/18/2026 Richwood Investment Advisors LLC3,344$1.24M0.9%-1.1%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,725 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 5,987 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 ($46.70M).

Institutional investors have bought a total of 778,666,020 shares in the last 24 months. This purchase volume represents approximately $377.65B 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 250,085,185 shares in the last 24 months. This volume of shares sold represents approximately $118.82B in transactions.


Related Companies

This page (NASDAQ:MSFT) was last updated on 5/27/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Read now. Do not delete. You’ve been warned.
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel