Free Trial
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free MSFT Stock Alerts

Microsoft (MSFT) Institutional Ownership

Microsoft logo
$535.07 +12.46 (+2.38%)
Closing price 04:00 PM Eastern
Extended Trading
$534.96 -0.11 (-0.02%)
As of 04:25 PM 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)
4659
Total
Institutional Inflows
(last 12 months)
$331.85B
Number of
Institutional Sellers
(last 12 months)
3731
Total
Institutional Outflows
(last 12 months)
$101.59B
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
10/9/2026Riversedge Advisors LLC15,142$7.77M1.0%+19.3%0.000%
10/9/2026Wedmont Private Capital147,027$76.84M1.8%+44.2%0.002%
10/9/2026Koenig Investment Advisory LLC19,386$9.94M6.8%-3.6%0.000%
10/9/2026Intelligence Driven Advisers LLC7,356$3.77M0.7%+14.4%0.000%
10/9/2026Athena Wealth Management LLC10,077$5.17M3.7%+13.1%0.000%
10/9/2026Journey Retirement Planning & Investment Management LLC9,700$4.98M3.3%-0.8%0.000%
10/9/2026Cadent Capital Advisors LLC9,103$4.67M1.0%-1.8%0.000%
10/9/2026BOS Asset Management LLC7,231$3.71M0.8%-1.5%0.000%
10/9/2026Central Bank & Trust Co.37,923$19.45M2.9%+2.9%0.001%
10/9/2026WoodTrust Financial Corp59,543$30.54M3.7%-1.4%0.001%
10/9/2026Brown Shipley& Co Ltd55,366$28.40M14.0%+1.0%0.001%
10/9/2026Paragon Capital Management Ltd56,014$28.73M5.4%-0.9%0.001%
10/9/2026Lawood & Co.10,773$5.53M3.3%-41.9%0.000%
10/9/2026Insight Wealth Strategies LLC19,681$10.10M1.0%-1.7%0.000%
10/9/2026Douglas Lane & Associates LLC335,195$171.92M2.1%-2.1%0.005%
10/9/2026Dakota Community Bank & Trust NA3,524$1.81M4.7%+11.0%0.000%
10/9/2026Cypress Asset Management Inc. TX48,657$24.96M5.1%-2.0%0.001%
10/9/2026Vilga Financial Planning LLC4,568$2.34M1.4%-8.2%0.000%
10/9/2026Graves Light Lenhart Wealth Inc.10,873$5.58M0.5%-2.9%0.000%
10/9/2026Chapin Davis Inc.29,234$15.00M3.0%+10.4%0.000%
10/9/2026Prosperity Planning Inc.573$294K0.1%N/A0.000%
10/9/2026Hardin Capital Partners LLC3,817$1.96M0.8%+16.1%0.000%
10/9/2026Post Resch Tallon Group Inc.4,822$2.47M1.7%+0.7%0.000%
10/9/2026Financial Designs Corp579$297K0.2%N/A0.000%
10/9/2026Eclectic Associates Inc. ADV4,416$2.27M0.3%-0.7%0.000%
10/9/2026LifeGoal Investments LLC11,554$5.93M1.8%+152.9%0.000%
10/9/2026Attessa Capital LLC848$435K0.2%-12.4%0.000%
10/9/2026Market Street Wealth Management Advisors LLC8,121$4.17M0.6%+37.8%0.000%
10/9/2026ACT Wealth Management LLC2,496$1.28M0.4%-1.7%0.000%
10/9/2026Monument Capital Management31,647$16.23M3.4%+1.3%0.000%
10/9/2026Bannerman Wealth Management Group LLC1,358$696K0.4%+9.1%0.000%
10/9/2026Pacifica Partners Inc.28,295$14.52M4.5%+0.4%0.000%
10/9/2026Emergent Wealth Advisors LLC4,788$2.46M1.2%+7.3%0.000%
10/9/2026Stableford Capital II LLC28,797$14.77M4.9%-4.7%0.000%
10/9/2026Mn Services Vermogensbeheer B.V.1,268,049$650.38M4.7%+1.1%0.017%
10/9/2026Diversified Management Inc.12,194$6.25M1.1%+24.8%0.000%
10/9/2026Green Ridge Wealth Planning LLC11,038$5.66M2.3%-0.7%0.000%
10/9/2026Keystone Financial Planning Inc.27,488$14.10M2.7%+2.3%0.000%
10/9/2026Acropolis Investment Management LLC37,814$19.40M0.8%-0.5%0.001%
10/9/2026First Heartland Consultants Inc.16,272$8.35M0.6%+4.8%0.000%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
10/9/2026GAMMA Investing LLC230,099$118.02M3.9%+15.6%0.003%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC44,771$22.96M3.4%-0.9%0.001%
10/9/2026Galvin Gaustad & Stein LLC70,581$36.20M2.8%-2.2%0.001%
10/9/2026Dorato Capital Management3,409$1.81M1.2%+6.6%0.000%
10/9/2026Midwest Financial Partners Investments Inc.11,873$6.09M2.4%-0.6%0.000%
10/9/2026Bell Asset Management Ltd39,176$20.09M7.4%-32.9%0.001%
10/8/2026Grove Bank & Trust39,661$20.34M2.0%+6.6%0.001%
10/8/2026Horrell Capital Management Inc.2,175$1.12M0.6%-9.6%0.000%
10/8/2026Professional Advisory Services Inc.79,907$40.98M4.8%-13.7%0.001%
10/8/2026Factor Wealth Management LTD2,308$1.18M0.2%-45.2%0.000%
10/8/2026Invariant Investment Management880$456K0.3%-10.1%0.000%
10/8/2026Conrad Siegel Investment Advisors Inc.4,979$2.55M0.4%-0.9%0.000%
10/8/2026Hamilton Capital LLC12,928$6.63M0.4%+0.9%0.000%
10/8/2026Independence Financial Advisors LLC1,640$841K0.2%-1.4%0.000%
10/8/2026Davis Capital Management6,902$3.54M2.1%-7.1%0.000%
10/8/2026Overbrook Management Corp87,234$44.74M7.1%-1.5%0.001%
10/8/2026Hiley Hunt Wealth Management2,590$1.33M0.5%-5.2%0.000%
10/8/2026Meadowbrook Wealth Management LLC6,336$3.25M3.4%+4.0%0.000%
10/8/2026Sapient Capital LLC465,911$238.97M3.3%+6.3%0.006%
10/8/2026Westwind Capital25,090$12.87M3.1%-7.5%0.000%
10/8/2026Brighton Securities CORP.1,234$633K0.3%-7.1%0.000%
10/8/2026CoreCap Advisors LLC37,670$19.32M0.6%+1.9%0.001%
10/8/2026Atwood & Palmer Inc.9,438$4.84M0.3%+87.7%0.000%
10/8/2026Kure Advisory LLC2,735$1.40M0.6%-3.1%0.000%
10/8/2026Zevenbergen Capital Investments LLC517,109$265.23M6.1%+65.5%0.007%
10/8/2026Artemis Investment Management LLP573,809$294.31M2.3%+2,550.8%0.008%
10/8/2026Dickmeyer Boyce Financial Management Inc.15,901$8.16M3.8%+0.5%0.000%
10/8/2026Aletheian Wealth Advisors LLC8,937$4.58M1.9%+0.8%0.000%
10/8/2026Apeiron RIA LLC3,866$1.98M0.5%+47.3%0.000%
10/8/2026YHB Investment Advisors Inc.124,622$63.92M4.1%-2.6%0.002%
10/8/2026Titleist Asset Management LLC25,966$13.32M0.9%+5.7%0.000%
10/8/2026Everhart Financial Group Inc.62,525$32.07M2.0%+8.1%0.001%
10/8/2026Gradient Investments LLC282,382$144.83M2.1%-7.4%0.004%
10/8/2026Avidian Wealth Enterprises LLC74,090$38.00M1.1%+3.5%0.001%
10/8/2026Ebert Capital Management Inc.15,308$7.85M7.1%-0.8%0.000%
10/8/2026Veracity Capital LLC13,373$6.86M1.9%+25.5%0.000%
10/8/2026Vista Investment Partners LLC11,382$5.84M1.5%+0.8%0.000%
10/8/2026Plan A Wealth LLC7,187$3.69M1.3%+1.7%0.000%
10/8/2026Tactive Advisors LLC8,860$4.54M1.1%+5.0%0.000%
10/8/2026Peterson Wealth Advisors LLC4,489$2.30M0.3%-2.1%0.000%
10/8/2026New Covenant Trust Company N.A.11,051$5.67M3.8%+9.9%0.000%
10/8/2026Quintet Private Bank Europe S.A.613,956$314.90M14.6%+39.7%0.008%
10/8/2026Kaydan Wealth Management Inc.5,072$2.60M0.9%-1.7%0.000%
10/8/2026Toth Financial Advisory Corp58,789$30.15M3.0%+3.8%0.001%
10/8/2026Kessler Investment Group LLC515$264K0.1%N/A0.000%
10/8/2026Whalen Wealth Management Inc.9,095$4.67M2.0%-12.2%0.000%
10/8/2026Vann Equity Management LLC16,478$8.45M5.1%-7.2%0.000%
10/8/2026Alkeme Wealth LLC20,684$10.61M3.6%+0.1%0.000%
10/8/2026City Center Advisors LLC562$288K0.2%-3.3%0.000%
10/8/2026Chickasaw Capital Management LLC27,493$14.10M0.5%-3.2%0.000%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
10/8/2026HWG Holdings LP30,046$15.41M3.6%+2.1%0.000%
10/8/2026Veery Capital LLC4,406$2.26M0.6%-8.3%0.000%
10/8/2026FSA Investment Group LLC1,487$763K0.2%+6.1%0.000%
10/8/2026Puff Wealth Management LLC2,506$1.29M1.2%+7.4%0.000%
10/8/2026Winebrenner Capital Management LLC4,426$2.27M1.4%+0.5%0.000%
10/8/2026Martin Capital Partners LLC19,736$10.12M3.1%-3.3%0.000%
10/8/2026Red Spruce Capital LLC21,668$11.11M3.7%+2.2%0.000%
10/8/2026MJT & Associates Financial Advisory Group Inc.424$217K0.1%-17.5%0.000%
10/7/2026Steph & Co.2,391$1.23M0.3%+9.9%0.000%
10/7/2026KFA Private Wealth Group LLC6,645$3.41M0.8%+1.1%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,830 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 6,103 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 756,887,507 shares in the last 24 months. This purchase volume represents approximately $331.85B in transactions.

Of the 3,715 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 219,855,489 shares in the last 24 months. This volume of shares sold represents approximately $101.59B in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The IRA Mistake That Could Cost Americans 55+ Thousands in 2026
JPMorgan has raised its 2026 gold forecast to $6,300, with a credible path to $8,000, and now calls gold a cor...
Golden Crest Metals | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel