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Microsoft (MSFT) Institutional Ownership

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$515.21 +17.28 (+3.47%)
As of 12:01 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
4655
Total
Institutional Inflows
(last 12 months)
$331.48B
Number of
Institutional Sellers
(last 12 months)
3732
Total
Institutional Outflows
(last 12 months)
$101.66B
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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
9/23/2026 QRG Capital Management Inc.1,280,983$477.83M3.4%+8.4%0.017%
9/23/2026 Envestnet Portfolio Solutions Inc.346,475$129.23M0.6%+8.1%0.005%
9/23/2026 Envestnet Asset Management Inc.11,497,807$4.29B0.6%-1.3%0.155%
9/22/2026 Andra AP fonden902,052$336.48M3.7%-12.7%0.012%
9/22/2026 State Street Corp315,653,206$117.74B2.3%+2.9%4.251%
9/21/2026 Silicon Valley Capital Partners153,778$57.36M5.2%+5.5%0.002%
9/21/2026 Altar Rock LLC3,234$1.21M1.7%-30.4%0.000%
9/18/2026 Security National Bank of SO Dak18,949$7.07M3.3%-10.2%0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA22,364$8.34M3.4%+35.9%0.000%
9/17/2026 Wellington Altus USA Inc.5,716$2.12M1.4%+63.2%0.000%
9/16/2026 IKE Capital LLC19,440$7.25M3.7%-5.8%0.000%
9/15/2026 Anchor Investment Management LLC105,520$39.36M2.9%+3.7%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC219,809$81.99M3.3%+9.9%0.003%
9/15/2026 Cherry Tree Wealth Management LLC7,750$2.89M0.5%-2.9%0.000%
9/15/2026 SkyView Investment Advisors LLC2,200$821K0.7%-83.6%0.000%
9/14/2026 Revere Asset Management Inc800$298K0.1%N/A0.000%
9/11/2026 Bullseye Investment Management LLC10,242$3.82M1.9%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas189,183$70.57M3.4%-1.2%0.003%
9/11/2026 Talon Private Wealth LLC5,389$2.01M0.2%-24.9%0.000%
9/11/2026 Marathon Wealth Advisors LLC26,552$9.90M3.4%+4.2%0.000%
9/10/2026 U S Wealth Group LLC.15,220$5.68M2.8%+39.3%0.000%
9/10/2026 ABS Direct Equity Fund LLC746$278K0.2%-18.9%0.000%
9/10/2026 Menlo Advisors LLC26,282$9.80M4.4%-0.4%0.000%
9/9/2026 Pecaut & CO.8,301$3.10M1.0%-0.4%0.000%
9/9/2026 Rench Wealth Management Inc.47,939$17.88M4.8%+0.6%0.001%
9/9/2026 Bouchey Financial Group Ltd.82,867$30.91M2.0%+480.1%0.001%
9/9/2026 Miramontes Capital LLC17,358$6.48M2.0%+3.6%0.000%
9/9/2026 Core Capital Management & Research inc.4,652$1.74M0.9%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company 10,725,305$4.00B2.0%-3.9%0.144%
9/9/2026 Palogic Value Management L.P.21,091$7.87M1.7%+34.8%0.000%
9/9/2026 Capstone Financial Advisors Inc.16,590$6.19M0.3%+2.4%0.000%
9/9/2026 Tortoise Investment Management LLC9,549$3.56M0.3%+0.5%0.000%
9/9/2026 Blue Edge Capital LLC22,682$8.46M1.0%-0.6%0.000%
9/9/2026 Community Bank of Raymore7,507$2.80M1.6%+6.1%0.000%
9/9/2026 Van Hulzen Asset Management LLC99,491$37.11M2.6%-13.9%0.001%
9/9/2026 Cahill Financial Advisors Inc.11,545$4.31M0.4%+1.8%0.000%
9/9/2026 IPG Investment Advisors LLC36,400$13.58M2.0%-2.9%0.000%
9/9/2026 MCF Advisors LLC50,790$18.95M0.7%+14.7%0.001%
9/9/2026 Bienville Capital Management LLC13,314$4.97M0.7%+5.8%0.000%
9/9/2026 Scholtz & Company LLC38,572$14.39M7.2%-5.1%0.001%
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9/9/2026 Arlington Capital Management Inc.2,564$957K0.6%-8.1%0.000%
9/9/2026 Archford Capital Strategies LLC68,089$25.40M2.6%+2.4%0.001%
9/9/2026 Gemmer Asset Management LLC14,514$5.41M0.4%+3.2%0.000%
9/9/2026 Lotus Asset Management LLC3,968$1.48M1.3%N/A0.000%
9/9/2026 National Pension Service15,239,745$5.68B3.7%+2.2%0.205%
9/9/2026 WINTON GROUP Ltd5,475$2.04M0.1%-87.9%0.000%
9/9/2026 Triad Investment Management6,635$2.48M2.8%+482.5%0.000%
9/9/2026 Engineers Gate Manager LP5,177$1.93M0.0%-97.4%0.000%
9/9/2026 Plimoth Trust Co. LLC55,939$20.87M4.2%+1.6%0.001%
9/9/2026 C WorldWide Group Holding A S642,401$239.63M5.9%-19.2%0.009%
9/9/2026 Summit Financial Strategies Inc.21,133$7.88M0.6%+0.1%0.000%
9/9/2026 SVB Wealth LLC134,978$50.35M2.9%-9.8%0.002%
9/9/2026 Capital Advantage Inc.14,843$5.54M0.7%-8.4%0.000%
9/9/2026 Altarock Partners LP2,334,482$870.81M20.5%+25.0%0.031%
9/9/2026 Concorde Asset Management LLC3,698$1.38M0.8%+3.7%0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC88,637$33.06M2.0%+7.4%0.001%
9/9/2026 Community Bank N.A.59,967$22.37M2.4%+0.7%0.001%
9/9/2026 RFG Advisory LLC65,031$24.26M0.4%-15.2%0.001%
9/9/2026 NewEdge Advisors LLC1,661,376$619.73M1.8%+5.6%0.022%
9/9/2026 Cypress Capital Management LLC WY 914$341K0.3%-60.9%0.000%
9/9/2026 Hedeker Wealth LLC55,236$20.60M3.9%+6.9%0.001%
9/9/2026 Steamboat Capital Partners LLC14,721$5.49M1.2%-1.3%0.000%
9/9/2026 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD40,103$14.96M1.9%N/A0.001%
9/9/2026 IFP Advisors Inc180,462$67.32M1.2%+3.2%0.002%
9/9/2026 Roble Belko & Company Inc5,826$2.17M0.2%+17.8%0.000%
9/9/2026 Baird Financial Group Inc.5,836,049$2.18B3.0%+0.9%0.079%
9/9/2026 Arcus Capital Partners LLC3,471$1.30M0.5%-8.5%0.000%
9/9/2026 Sterling Investment Advisors Ltd.29,406$10.97M1.7%+1.8%0.000%
9/9/2026 One Charles Private Wealth Services LLC6,699$2.50M0.6%+4.8%0.000%
9/9/2026 Centerline Wealth Advisors LLC1,973$736K0.2%-3.5%0.000%
9/9/2026 Stableford Capital II LLC30,202$11.27M4.0%+4.1%0.000%
9/9/2026 XY Planning Network Inc.7,126$2.66M0.3%+119.5%0.000%
9/9/2026 BayBridge Capital Group LLC5,318$1.98M1.0%+28.1%0.000%
9/8/2026 Ramsay Stattman Vela & Price Inc.100,412$37.46M6.7%+0.5%0.001%
9/8/2026 Mraz Amerine & Associates Inc.17,616$6.57M0.9%-1.5%0.000%
9/8/2026 Hudock Inc.12,548$4.68M0.6%+0.2%0.000%
9/8/2026 CORDA Investment Management LLC.34,011$12.69M0.8%+10.2%0.000%
9/8/2026 Allworth Financial LP407,549$152.02M0.6%-14.3%0.005%
9/8/2026 Vulcan Value Partners LLC986,905$368.14M11.2%-11.0%0.013%
9/8/2026 Arizona State Retirement System1,957,446$730.17M3.6%+1.2%0.026%
9/8/2026 Powerhouse Assets LLC1,032$385K0.3%-7.2%0.000%
9/8/2026 Edge Wealth Management LLC78,332$29.22M4.7%-0.3%0.001%
9/8/2026 Waverly Advisors LLC689,804$257.31M1.5%+23.1%0.009%
9/8/2026 Bank OZK28,250$10.54M3.2%+5.9%0.000%
9/8/2026 Paragon Capital Management Ltd56,526$21.09M4.0%-0.3%0.001%
9/8/2026 Lipe & Dalton5,653$2.11M1.0%+1.3%0.000%
9/8/2026 Empirical Finance LLC254,426$94.91M3.9%+3.5%0.003%
9/8/2026 Nykredit A S2,080,860$776.20M2.4%N/A0.028%
9/4/2026 Parkside Financial Bank & Trust67,355$25.13M1.7%+2.7%0.001%
9/3/2026 Anchor Capital Advisors LLC90,507$33.76M0.6%+26.7%0.001%
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9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group6,275$2.34M0.2%+3.7%0.000%
9/2/2026 Range Advisory LLC23,157$8.64M1.0%+55.3%0.000%
9/2/2026 Capital & Planning LLC54,067$20.17M10.4%+0.3%0.001%
9/2/2026 Brown Lisle Cummings Inc.30,974$11.55M2.5%+2.5%0.000%
9/1/2026 Agur Provident & Training Funds Management Ltd.34,862$13.00M3.1%N/A0.000%
9/1/2026 Parrish Capital LLC1,585$591K0.5%-35.6%0.000%
8/28/2026 Cornerstone Financial Management LLC2,782$1.04M0.8%+12.3%0.000%
8/28/2026 NWM Advisors LLC10,588$3.95M3.1%+6.9%0.000%
8/27/2026 Corient Private Wealth LP5,128,574$1.91B2.6%-9.5%0.069%
8/27/2026 Optimize Financial Inc.6,829$2.55M0.9%-0.3%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,833 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($347.21B), State Street Corp ($117.74B), 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 6,107 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), Bank of America Corp DE ($73.29M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($60.59M), Auto Owners Insurance Co ($60.10M), Legal & General Group Plc ($51.01M), and Nuveen LLC ($49.90M).

Institutional investors have bought a total of 756,172,817 shares in the last 24 months. This purchase volume represents approximately $331.48B in transactions.

Of the 3,731 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), Massachusetts Financial Services Co. MA ($8.29M), Price T Rowe Associates Inc. MD ($6.47M), T. Rowe Price Investment Management Inc. ($5.91M), Jennison Associates LLC ($5.83M), and Janus Henderson Group PLC ($5.13M).

Institutional investors have sold a total of 219,983,767 shares in the last 24 months. This volume of shares sold represents approximately $101.66B in transactions.


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Institutional ownership data for NASDAQ:MSFT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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