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NASDAQ:MSFT

Microsoft Institutional Ownership

$266.15
-0.54 (-0.20 %)
(As of 06/25/2021 09:27 AM ET)
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Today's Range
$266.00
▼
$267.38
50-Day Range
$239.00
▼
$266.69
52-Week Range
$193.55
▼
$267.85
Volume3,718 shs
Average Volume22.15 million shs
Market Capitalization$2.00 trillion
P/E Ratio36.26
Dividend Yield0.84%
Beta0.79

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

Institutional Ownership Percentage: 69.38%

Institutional Buying and Selling by Quarter


Microsoft (NASDAQ MSFT) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
6/23/2021StoneX Group Inc.17,872$4.21M0.8%-4.3%0.000%
6/23/2021Invst LLC14,272$3.60M0.6%N/A0.000%
6/22/2021Phocas Financial Corp.9,570$2.26M0.3%+30.8%0.000%
6/21/2021IronBridge Private Wealth LLC2,185$0.52M0.3%-2.1%0.000%
6/21/2021Tealwood Asset Management Inc.8,516$2.01M0.8%+4.4%0.000%
6/21/2021Coe Capital Management LLC2,773$0.65M0.7%-11.9%0.000%
6/21/2021Prentiss Smith & Co. Inc.11,276$2.66M1.4%-1.2%0.000%
6/21/2021Verity & Verity LLC81,111$21.04M3.4%-8.0%0.001%
6/17/2021Geneos Wealth Management Inc.153,925$38.82M1.1%-9.4%0.002%
6/17/2021Prentice Wealth Management LLC12,730$3M1.7%N/A0.000%
6/16/2021Coldstream Capital Management Inc.758,397$178.81M10.5%-16.9%0.010%
6/15/2021HM Payson & Co.769,150$181.34M4.8%-6.2%0.010%
6/12/2021Aspen Investment Management Inc27,299$6.44M3.6%-3.5%0.000%
6/10/2021Lokken Investment Group LLC11,895$2.80M2.5%-4.1%0.000%
6/9/2021Founders Capital Management32,930$7.76M5.5%+0.2%0.000%
6/9/2021Tompkins Financial Corp114,228$26.93M4.6%+0.3%0.002%
6/8/2021KB Financial Partners LLC7,120$1.68M0.7%N/A0.000%
6/8/2021Proquility Private Wealth Partners LLC3,572$0.84M0.3%+32.4%0.000%
6/8/2021Prentice Wealth Management LLC3,001,541$3M1.7%N/A0.040%
6/5/2021Advisory Services Network LLC152,424$35.94M1.3%-1.9%0.002%
6/5/2021Ratan Capital Management LP139,873$32.98M3.6%+76.7%0.002%
6/5/2021HNP Capital LLC29,394$6.93M2.1%-6.1%0.000%
6/5/2021Sierra Capital LLC11,945$2.82M0.5%N/A0.000%
6/2/2021Intrust Bank NA79,349$18.71M2.7%+0.4%0.001%
6/1/2021Advisor Partners LLC271,812$64.09M4.6%-1.2%0.004%
6/1/2021F M Investments LLC44,689$10.54M8.3%+2.1%0.001%
5/29/2021Fi3 FINANCIAL ADVISORS LLC3,281$0.77M0.7%N/A0.000%
5/29/2021Warren Averett Asset Management LLC13,630$3.36M0.3%+11.3%0.000%
5/29/2021Rehmann Capital Advisory Group44,330$10.44M1.1%+1.2%0.001%
5/28/2021FormulaFolio Investments LLC1,443$0.36M0.1%-98.2%0.000%
5/28/2021Columbia Asset Management146,837$34.62M6.3%+1.7%0.002%
5/28/2021Schroder Investment Management Group9,262,592$2.18B2.8%+5.7%0.123%
5/28/2021Kaizen Financial Strategies10,179$2.40M2.3%+8.2%0.000%
5/28/2021ARQ Wealth Advisors LLC2,604$0.61M0.4%-4.5%0.000%
5/28/2021StrongBox Wealth LLC19,287$4.55M2.8%+1.5%0.000%
5/28/2021Adams Chetwood Wealth Management LLC8,027$1.89M1.4%-8.3%0.000%
5/27/2021Sunbelt Securities Inc.30,849$7.27M1.4%-1.4%0.000%
5/27/2021Jackson Creek Investment Advisors LLC3,271$0.77M0.3%+2.8%0.000%
5/27/2021Fragasso Group Inc.45,750$10.79M1.5%+5.1%0.001%
5/27/2021ADAMCAPITAL Gestao de Recursos Ltda.449,206$105.91M12.7%-18.6%0.006%
5/26/2021Aspire Private Capital LLC5,319$1.25M0.4%+41.5%0.000%
5/26/2021First Dallas Securities Inc.8,271$1.95M1.7%+7.5%0.000%
5/26/2021Droms Strauss Advisors Inc. MO ADV35,555$8.38M4.1%+0.4%0.000%
5/26/2021MEMBERS Trust Co32,073$7.56M0.3%-5.1%0.000%
5/25/2021Aperture Investors LLC27,339$6.45M1.0%+34.9%0.000%
5/25/2021Capital Advisors Inc. OK352,870$83.20M2.7%-9.1%0.005%
5/25/2021180 Wealth Advisors LLC116,957$28.67M7.1%-2.9%0.002%
5/25/2021Cape ANN Savings Bank19,569$4.61M3.3%-0.9%0.000%
5/25/2021Encompass Wealth Advisors LLC34,010$8.39M2.1%+165.6%0.000%
5/25/2021Regency Capital Management Inc. DE14,939$3.52M3.7%N/A0.000%
5/24/2021Sargent Bickham Lagudis LLC36,609$8.63M0.8%+1.6%0.000%
5/24/2021Cliftonlarsonallen Wealth Advisors LLC26,836$6.33M0.3%-33.8%0.000%
5/24/2021Garde Capital Inc.97,522$22.99M2.7%-4.5%0.001%
5/24/2021Strategic Wealth Partners Ltd.15,285$3.60M1.4%-7.9%0.000%
5/24/2021Pendal Group Limited689,731$162.62M1.6%-3.2%0.009%
5/22/2021Tectonic Advisors LLC13,946$3.29M0.8%-9.7%0.000%
5/22/2021Teachers Retirement System of The State of Kentucky1,379,119$325.16M3.2%-5.2%0.018%
5/21/2021Childress Capital Advisors LLC20,445$4.82M2.2%+63.4%0.000%
5/21/2021Bowie Capital Management LLC198,500$46.80M6.3%+0.9%0.003%
5/21/2021Rollins Financial79,489$18.74M8.0%+2.2%0.001%
5/21/2021Stonnington Group LLC42,810$10.23M2.5%N/A0.001%
5/21/2021Colony Group LLC440,416$103.84M2.2%-9.4%0.006%
5/21/2021Physicians Financial Services Inc.42,996$10.14M4.3%+6.6%0.001%
5/21/2021Beacon Investment Advisory Services Inc.187,736$44.26M1.9%+6.2%0.002%
5/21/2021CSM Advisors LLC204,240$48.15M6.8%N/A0.003%
5/20/2021Rockbridge Investment Management LCC11,873$2.80M0.5%-21.7%0.000%
5/20/2021tru Independence LLC29,204$6.89M1.3%-11.6%0.000%
5/20/2021Bridgewater Advisors Inc.19,126$4.57M2.3%N/A0.000%
5/20/2021B. Metzler seel. Sohn & Co. Holding AG1,762,445$417.07M6.8%+11.7%0.023%
5/20/2021Slow Capital Inc.24,190$5.81M1.3%+9.4%0.000%
5/20/2021Advisory Alpha LLC8,944$2.11M0.2%+10.4%0.000%
5/20/2021Cim Investment Mangement Inc.36,843$8.69M2.7%+4.4%0.000%
5/20/2021Axiom Investment Management LLC23,958$5.65M1.5%+18.6%0.000%
5/19/2021Jeppson Wealth Management LLC13,029$3.07M1.8%-1.6%0.000%
5/19/2021Draper Asset Management LLC2,509$0.59M0.6%-27.3%0.000%
5/19/2021SkyView Investment Advisors LLC14,041$3.31M1.5%+3.3%0.000%
5/19/2021SageGuard Financial Group LLC28,582$6.73M3.1%+38.1%0.000%
5/19/2021Paces Ferry Wealth Advisors LLC8,306$1.96M1.7%+3.7%0.000%
5/19/2021Ridgecrest Wealth Partners LLC8,790$2.07M2.0%N/A0.000%
5/19/2021TRU Independence Asset Management 2 LLC15,313$3.61M2.9%+19.6%0.000%
5/19/2021CAMG Solamere Management LLC19,565$4.61M4.0%-4.2%0.000%
5/19/2021Gladstone Institutional Advisory LLC29,048$6.85M1.1%+56.7%0.000%
5/19/2021Baker Tilly Wealth Management LLC64,840$15.29M3.1%+48.5%0.001%
5/19/2021Virtu Financial LLC8,581$2.02M0.1%N/A0.000%
5/19/2021Clarity Financial LLC36,626$8.64M1.7%+66.6%0.000%
5/19/2021One Wealth Advisors LLC4,925$1.16M0.4%+23.2%0.000%
5/19/2021Cypress Capital LLC3,016$0.71M0.3%+2.2%0.000%
5/19/2021Grosvenor Holdings L.L.C.449,274$105.93M7.8%+30.4%0.006%
5/19/2021Vectors Research Management LLC29,474$6.95M1.9%-6.1%0.000%
5/19/2021TownSquare Capital LLC254,249$59.94M2.3%+8.8%0.003%
5/19/2021Kore Private Wealth LLC54,417$12.83M1.7%+1.3%0.001%
5/19/2021MONECO Advisors LLC19,271$4.54M2.2%+8.0%0.000%
5/19/2021Arabesque Asset Management Ltd1,144$0.27M0.1%N/A0.000%
5/19/2021RHS Financial LLC6,228$1.47M1.2%-0.9%0.000%
5/19/2021Meridian Wealth Partners LLC4,140$0.98M0.3%+2.7%0.000%
5/19/2021Lpwm LLC1,034$0.25M0.2%-4.6%0.000%
5/19/202111 Capital Partners LP112,870$26.61M6.1%N/A0.001%
5/19/2021Visionary Wealth Advisors94,203$22.21M2.3%-1.3%0.001%
5/19/2021Soundwatch Capital LLC2,782$0.66M0.2%-3.8%0.000%
5/19/20213G Sahana Capital Management LP189,915$44.78M5.5%-53.9%0.003%
(Data available from 1/1/2016 forward)

This page was last updated on 6/25/2021 by MarketBeat.com Staff

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