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Microsoft (MSFT) Institutional Ownership

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$495.40 -1.48 (-0.30%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$495.22 -0.18 (-0.04%)
As of 08/14/2026 08:00 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.
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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)
4600
Total
Institutional Inflows
(last 12 months)
$290.95B
Number of
Institutional Sellers
(last 12 months)
3708
Total
Institutional Outflows
(last 12 months)
$100.75B
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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
8/15/2026Magnolia Capital Advisors LLC22,161$8.27M1.4%N/A0.000%
8/15/2026 Arini Capital Management Ltd80,600$30.07M3.1%N/A0.001%
8/15/2026Strategic Global Advisors LLC43,745$16.32M2.3%N/A0.001%
8/15/2026Port Capital LLC9,532$3.56M0.1%N/A0.000%
8/15/2026Windsor Advisory Group LLC3,728$1.39M1.0%N/A0.000%
8/15/2026Vantage Point Financial LLC4,105$1.53M0.5%N/A0.000%
8/15/2026Wallace Capital Management Inc.3,954$1.48M0.2%N/A0.000%
8/15/2026Freestone Grove Partners LP320,109$119.41M0.8%N/A0.004%
8/15/2026Caisse de depot et placement du Quebec6,041,152$2.25B3.2%N/A0.081%
8/15/2026Gallagher Fiduciary Advisors LLC5,170$1.93M0.1%N/A0.000%
8/15/2026Pointe Capital Management LLC9,044$3.37M1.5%N/A0.000%
8/15/2026Odyssean LLC1,863$695K0.1%N/A0.000%
8/15/2026Sonoma Private Wealth LLC22,313$8.32M8.9%N/A0.000%
8/15/2026Invst LLC12,661$4.72M0.5%N/A0.000%
8/15/2026 Councilmark Asset Management LLC26,442$9.86M5.2%N/A0.000%
8/15/2026 First Bancorp Inc ME 9,251$3.45M1.4%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL40,539$15.12M3.7%N/A0.001%
8/15/2026PMV Capital Advisers LLC103$38K0.1%N/A0.000%
8/15/2026Valtrion Capital Management LLC3,550$1.32M1.0%N/A0.000%
8/15/2026Jupiter Topco LLC18,575,933$6.93B2.8%N/A0.250%
8/15/2026Wedbush Fund Advisers LLC134,154$50.04M4.4%N/A0.002%
8/15/2026Kinetic Partners Management LP136,421$50.89M1.2%N/A0.002%
8/15/2026Stanley Capital Management LLC14,695$5.48M0.7%N/A0.000%
8/15/2026Merited Wealth LLC2,338$872K0.6%N/A0.000%
8/15/2026Bristol Gate Capital Partners Inc.168,886$63.00M4.4%N/A0.002%
8/15/2026ABS Investment Management LLC746$1.33B0.9%N/A0.000%
8/14/2026EFG International AG555,410$207.26M3.8%N/A0.007%
8/14/2026Ancora Advisors LLC245,587$91.61M1.8%N/A0.003%
8/14/2026Delos Wealth Advisors LLC15,337$5.72M2.9%N/A0.000%
8/14/2026Primecap Management Co. CA7,140,870$2.66B1.6%N/A0.096%
8/14/2026PDT Partners LLC1,400$522K0.0%N/A0.000%
8/14/2026Palisade Capital Management LP97,505$36.37M1.6%N/A0.001%
8/14/2026Cooper Haims Advisors LLC6,389$2.38M1.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board15,156,859$5.65B3.1%N/A0.204%
8/14/2026Castlekeep Investment Advisors LLC12,454$4.65M2.3%N/A0.000%
8/14/2026Kapitalo Investimentos Ltda29,335$10.94M0.7%N/A0.000%
8/14/2026Castleark Management LLC292,770$109.21M2.9%N/A0.004%
8/14/2026Galaxy Digital Capital Management GP LLC13,741$5.13M2.5%N/A0.000%
8/14/2026Osterweis Capital Management Inc.140,900$52.56M2.5%N/A0.002%
8/14/2026Nicholas Investment Partners LP14,182$5.29M0.3%N/A0.000%
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8/14/2026RDST Capital LLC167,344$62.42M5.2%N/A0.002%
8/14/2026Kinloch Capital LLC1,160$433K0.2%N/A0.000%
8/14/2026Royal Capital Wealth Management LLC20,340$7.59M4.3%N/A0.000%
8/14/2026AFT Forsyth & Company Inc.17,414$6.50M3.1%N/A0.000%
8/14/2026White Knight Strategic Wealth Advisors LLC8,928$3.33M2.3%N/A0.000%
8/14/2026HMI Capital Management L.P.165,300$61.66M8.7%N/A0.002%
8/14/2026Lakewood Capital Management LP101,534$37.87M2.0%N/A0.001%
8/14/2026Legal & General Group Plc49,076,304$18.31B3.8%N/A0.661%
8/14/2026The Manufacturers Life Insurance Company 10,725,305$4.00B3.1%N/A0.144%
8/14/2026Kelly Lawrence W & Associates Inc. CA6,365$2.37M0.5%N/A0.000%
8/14/2026Sone Capital Management LLC81,854$30.53M2.3%N/A0.001%
8/14/2026 Trajan Wealth LLC277,148$103.38M3.9%N/A0.004%
8/14/2026 Van Hulzen Asset Management LLC99,491$37.11M2.6%N/A0.001%
8/14/2026 Veratis Advisors Inc.2,215$826K0.6%N/A0.000%
8/14/2026 Wood Tarver Financial Group LLC6,510$2.43M0.6%N/A0.000%
8/14/2026Paradigm Capital Management LLC NV6,029$2.25M1.9%N/A0.000%
8/14/2026Front Street Capital Management Inc.9,485$3.59M0.4%N/A0.000%
8/14/2026Womack Financial LLC4,528$1.69M1.1%N/A0.000%
8/14/2026Peak Asset Management LLC67,052$25.01M3.7%N/A0.001%
8/14/2026Fiduciary Financial Advisors11,699$4.36M0.4%N/A0.000%
8/14/2026Manning & Napier Advisors LLC882,491$329.19M4.2%N/A0.012%
8/14/2026Tandem Financial LLC7,259$2.71M0.8%N/A0.000%
8/14/2026Hyperion Capital Advisors LP2,371$884K0.4%N/A0.000%
8/14/2026 Granger Management LLC543$203K0.1%N/A0.000%
8/14/2026 L2 Asset Management LLC42,796$15.96M1.7%N/A0.001%
8/14/2026 Vega Investment Solutions42,076$15.70M2.2%N/A0.001%
8/14/2026 McDonough Capital Management Inc26,372$9.84M4.9%N/A0.000%
8/14/2026 Cetera Trust Company N.A13,170$4.91M2.5%N/A0.000%
8/14/2026 Aberdeen Wealth Management LLC5,983$2.23M1.1%N/A0.000%
8/14/2026 Visionary Wealth Advisors117,678$43.90M1.7%N/A0.002%
8/14/2026 Cullen Capital Management LLC292,959$109.28M1.1%N/A0.004%
8/14/2026 Whalen Wealth Management Inc.10,357$3.86M1.7%N/A0.000%
8/14/2026 Dearborn Partners LLC190,461$70.50M3.8%N/A0.003%
8/14/2026 Trail Ridge Investment Advisors LLC18,831$7.02M3.0%N/A0.000%
8/14/2026 Algert Global LLC89,428$33.36M0.4%+2.5%0.001%
8/14/2026 Ames National Corp15,736$5.87M3.2%N/A0.000%
8/13/2026 Capstone Wealth Management Inc.593$229K0.2%N/A0.000%
8/13/2026 D.B. Root & Company LLC9,790$3.65M0.8%N/A0.000%
8/13/2026 Flavin Financial Services Inc.17,912$6.68M3.8%N/A0.000%
8/13/2026 GSG Advisors LLC21,530$8.03M1.8%N/A0.000%
8/13/2026 Asset One Wealth Management LLC96,016$37.99M4.0%N/A0.001%
8/13/2026 Investor s Fiduciary Advisor Network LLC32,040$11.95M4.1%N/A0.000%
8/13/2026 Safeguard Investment Advisory Group LLC9,873$3.68M0.9%N/A0.000%
8/13/2026 Ally Financial Inc.95,000$35.44M4.6%N/A0.001%
8/13/2026 Winmill & CO. Inc.775$289K0.1%N/A0.000%
8/13/2026 Winmill & CO. Inc.39,000$14.55M3.2%N/A0.001%
8/13/2026 ICONIQ Capital LLC2,452$915K0.0%N/A0.000%
8/13/2026 Meritage Group LP1,278,653$476.96M18.4%N/A0.017%
8/13/2026 Infrastructure Capital Advisors LLC15,776$5.89M0.3%N/A0.000%
8/13/2026 Maxi Investments CY Ltd84,520$31.53M6.4%N/A0.001%
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8/13/2026 Portland Investment Counsel Inc.3,279$1.22M0.3%N/A0.000%
8/13/2026 Cibc World Market Inc.1,920,498$716.38M1.1%N/A0.026%
8/13/2026 Castlefield Investment Partners LLP19,139$7.14M4.8%N/A0.000%
8/13/2026 Satovsky Asset Management LLC9,738$3.63M0.6%N/A0.000%
8/13/2026 Osbon Capital Management LLC3,550$1.32M1.0%N/A0.000%
8/13/2026 OMERS ADMINISTRATION Corp1,106,164$412.62M2.5%N/A0.015%
8/13/2026 Conquis Financial LLC162$60K0.0%N/A0.000%
8/13/2026 Osmosis Investment Management UK Ltd206,358$76.98M3.6%N/A0.003%
8/13/2026 Seros Financial LLC1,966$733K0.4%N/A0.000%
8/13/2026 Covington Investment Advisors Inc.85,141$31.76M4.1%N/A0.001%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,785 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 6,047 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), Legal & General Group Plc ($51.01M), Nuveen LLC ($49.90M), and Vanguard Group Inc. ($47.39M).

Institutional investors have bought a total of 646,757,783 shares in the last 24 months. This purchase volume represents approximately $290.95B in transactions.

Of the 3,679 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 217,117,459 shares in the last 24 months. This volume of shares sold represents approximately $100.75B 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 8/15/2026. New 13F filings are added each quarter as they're published.
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