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Microsoft (MSFT) Institutional Ownership

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$499.70 -10.42 (-2.04%)
As of 09/4/2026 04:00 PM Eastern
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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)
4643
Total
Institutional Inflows
(last 12 months)
$326.92B
Number of
Institutional Sellers
(last 12 months)
3723
Total
Institutional Outflows
(last 12 months)
$101.30B
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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
9/4/2026Parkside 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%
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%
8/27/2026 Formuepleje A S165,010$61.55M4.8%-18.7%0.002%
8/27/2026 Tucker Asset Management LLC3,946$1.47M0.4%+7.0%0.000%
8/26/2026 Giverny Capital Inc.1,787$667K0.0%-6.4%0.000%
8/26/2026 HORAN Wealth LLC44,652$16.66M2.1%-49.2%0.001%
8/26/2026 Principia Wealth Advisory LLC1,678$626K0.1%+19.6%0.000%
8/26/2026 Amundi46,694,778$17.42B4.2%+12.0%0.629%
8/26/2026 Schulz Wealth LTD.1,131$422K0.2%N/A0.000%
8/26/2026 Wellington Grp LLC14,973$5.59M1.4%+24.4%0.000%
8/26/2026 Brown Financial Advisors13,169$4.91M1.7%-15.1%0.000%
8/26/2026 HighTower Advisors LLC5,008,045$1.87B1.8%-1.0%0.067%
8/25/2026 Advus Financial Partners LLC10,625$3.96M0.9%-2.9%0.000%
8/25/2026 January Capital Advisors LLC1,961$731K0.6%-1.1%0.000%
8/25/2026 Kirkwood Financial Services1,023$382K0.1%N/A0.000%
8/25/2026 Tobias Financial Advisors Inc.5,000$1.87M0.2%-0.9%0.000%
8/25/2026 Absolute Gestao de Investimentos Ltda.5,000$1.87M0.2%N/A0.000%
8/25/2026 Kingsbury Capital Investment Advisors LLC4,386$1.64M1.4%-0.6%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al1,523,460$568.28M3.4%N/A0.021%
8/25/2026 Financial Insights Inc.46,108$17.20M4.7%+1.1%0.001%
8/24/2026 Serenity Investment Advisors3,402$1.27M0.5%+21.2%0.000%
8/24/2026 Strategic Financial Services Inc.16,328$6.09M0.3%-0.5%0.000%
8/24/2026 Carlson Financial Inc.5,807$2.17M1.1%+2.1%0.000%
8/24/2026 First Eagle Investment Management LLC1,940,215$723.74M0.8%+46.4%0.026%
8/24/2026 Vancity Investment Management Ltd136,824$51.04M7.7%-10.5%0.002%
8/23/2026 Tanager Wealth Management LLP44,118$16.46M1.4%+0.3%0.001%
8/23/2026 DMC Group LLC8,664$3.23M2.2%-12.2%0.000%
8/23/2026 Studio Investment Management LLC21,031$7.85M1.3%+0.6%0.000%
8/23/2026 Greenland Capital Management LP2,225$830K0.1%-36.9%0.000%
8/23/2026 Washington Trust Advisors Inc.51,895$19.36M1.4%+1.0%0.001%
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8/23/2026 Ameritas Advisory Services LLC99,483$37.11M0.7%+40.9%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC41,054$15.31M0.9%+0.3%0.001%
8/23/2026 Trevian Wealth Management LLC8,424$3.14M1.3%+1.6%0.000%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.5,349$2.00M0.5%+37.3%0.000%
8/23/2026 Wedmont Private Capital101,962$39.27M1.1%-4.0%0.001%
8/23/2026 Kintra Wealth LLC51,004$19.03M1.0%+9.8%0.001%
8/23/2026 Morling Financial Advisors LLC1,657$618K0.2%-5.6%0.000%
8/23/2026 PCG Wealth Advisors LLC6,083$2.27M0.5%-0.9%0.000%
8/23/2026 Aspire Capital Advisors LLC46,004$17.16M3.4%-0.4%0.001%
8/23/2026 Endeavor Private Wealth Inc.5,583$2.08M0.5%+0.9%0.000%
8/23/2026 POM Investment Strategies LLC363$135K0.2%-13.6%0.000%
8/23/2026 Widmann Financial Services Inc.16,699$6.23M3.4%+8.2%0.000%
8/23/2026 Bayshore Asset Management LLC3,749$1.40M0.5%+10.5%0.000%
8/23/2026 Yarger Wealth Strategies LLC6,986$2.69M1.0%+9.0%0.000%
8/23/2026 Echo45 Advisors LLC3,884$1.45M0.7%-19.3%0.000%
8/23/2026 SFG Wealth Management LLC.3,307$1.23M0.4%-2.1%0.000%
8/23/2026 Beaird Harris Wealth Management LLC6,183$2.31M0.1%+3.9%0.000%
8/23/2026 Insight Inv LLC11,286$4.21M2.0%-1.5%0.000%
8/23/2026 Operose Advisors LLC13,435$5.01M1.0%+10.1%0.000%
8/23/2026 Guardian Wealth Management Inc.566$211K0.1%-18.3%0.000%
8/23/2026 Kraematon Investment Advisors Inc.2,743$1.02M0.8%-2.8%0.000%
8/23/2026 HB Wealth Management LLC552,823$206.21M1.2%+2.3%0.007%
8/23/2026 Mid American Wealth Advisory Group Inc.2,192$818K0.3%+133.4%0.000%
8/23/2026 Nvest Financial LLC13,082$4.88M1.5%+2.9%0.000%
8/23/2026 Clay Northam Wealth Management LLC14,203$5.30M2.6%+2.4%0.000%
8/23/2026 Saudi Central Bank493,806$184.20M2.4%+89.5%0.007%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,987$1.49M0.4%-42.3%0.000%
8/23/2026 Asset Allocation Strategies LLC2,087$778K0.1%+24.1%0.000%
8/23/2026 Semitam Bonam LLC778$290K0.2%N/A0.000%
8/23/2026 Chico Wealth RIA2,593$967K0.5%+27.7%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.27,352$10.20M3.9%+2.0%0.000%
8/23/2026 Angeles Wealth Management LLC103,056$38.44M1.5%+6.2%0.001%
8/23/2026 Highland Financial Advisors LLC1,840$686K0.2%+8.6%0.000%
8/23/2026 Azimuth Capital Investment Management LLC222,948$83.16M2.8%-8.2%0.003%
8/23/2026 Prodigy Asset Management LLC5,178$1.93M0.6%-0.5%0.000%
8/23/2026 Unique Wealth LLC8,479$3.16M0.4%-7.6%0.000%
8/23/2026 Riverview Capital Advisers LLC23,104$8.62M2.5%-1.4%0.000%
8/23/2026 Kaydan Wealth Management Inc.5,160$1.93M0.6%-5.2%0.000%
8/23/2026 Chokshi & Queen Wealth Advisors Inc5,892$2.20M1.0%+7.3%0.000%
8/22/2026 Beacon Hill Wealth Management LTD.920$343K0.2%N/A0.000%
8/22/2026 Noble Wealth Partners LLC5,822$2.17M1.9%N/A0.000%
8/22/2026 Advisory Solutions Group LLC7,841$2.93M1.0%N/A0.000%
8/22/2026 XP Advisory US Inc.358$134K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC9,253$3.45M1.7%N/A0.000%
8/22/2026 Schuylkill Financial LLC3,165$1.18M1.1%N/A0.000%
8/22/2026 NI Acquisitions Company LLC5,014$1.87M0.7%N/A0.000%
8/22/2026 NBH Bank14,087$5.26M2.2%N/A0.000%
8/22/2026 Gainline Financial Partners LLC2,337$872K0.8%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC3,692$1.38M0.3%N/A0.000%
8/22/2026 William John Sempolinski13,338$4.98M2.0%N/A0.000%
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8/22/2026 Succession Financial Inc.778$290K0.3%N/A0.000%
8/22/2026 MW Advisory LLC21,088$7.87M3.1%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC9,316$3.63M2.7%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC17,986$6.71M2.3%N/A0.000%
8/22/2026 Markowski Investments22,269$8.31M1.8%N/A0.000%
8/22/2026 Old Mission Investment Co LLC17,424$6.50M1.4%N/A0.000%
8/22/2026 Montgomery Financial Services LLC69$26K0.0%N/A0.000%
8/22/2026 OceanIQ Capital LLC17,018$6.35M3.9%N/A0.000%
8/22/2026 Highland Investment Advisors LLC4,135$1.54M0.7%N/A0.000%
8/22/2026 Outlook Capital Management LLC21,668$8.11M2.6%N/A0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,825 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 6,101 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 743,891,681 shares in the last 24 months. This purchase volume represents approximately $326.92B in transactions.

Of the 3,722 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 218,920,356 shares in the last 24 months. This volume of shares sold represents approximately $101.30B 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 9/4/2026. New 13F filings are added each quarter as they're published.
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