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Microsoft (MSFT) Institutional Ownership

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$381.70 +0.12 (+0.03%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$381.67 -0.03 (-0.01%)
As of 07/24/2026 07:34 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)
4694
Total
Institutional Inflows
(last 12 months)
$329.57B
Number of
Institutional Sellers
(last 12 months)
3960
Total
Institutional Outflows
(last 12 months)
$116.02B
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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
7/25/2026Midland Wealth Advisors LLC23,646$8.82M0.4%-2.1%0.000%
7/25/2026Platform Technology Partners45,761$17.07M2.8%+7.4%0.001%
7/25/2026Financial Perspectives Inc35,154$13.11M3.2%+5.2%0.000%
7/25/2026MBE Wealth Management LLC3,600$1.34M0.5%+6.5%0.000%
7/25/2026Greatmark Investment Partners Inc.69,926$26.08M2.9%-0.1%0.001%
7/25/2026SPWM Advisors LLC6,738$2.65M2.5%-16.3%0.000%
7/25/2026Sunpointe LLC15,565$5.81M1.6%-2.0%0.000%
7/25/2026SWP Financial LLC1,030$384K0.2%+33.4%0.000%
7/25/2026Fortis Group Advisors LLC11,431$4.26M0.7%-0.5%0.000%
7/25/2026Clarus Group Inc.15,125$5.64M1.9%-0.4%0.000%
7/25/2026Wealth Advisory Solutions LLC23,516$8.77M1.8%+20.5%0.000%
7/25/2026TMB Capital Partners LLC11,442$4.27M1.3%-2.4%0.000%
7/25/2026DHJJ Financial Advisors Ltd.1,875$700K0.2%+3.2%0.000%
7/25/2026Udine Wealth Management Inc.49,241$18.37M7.6%+4.4%0.001%
7/25/2026BridgePort Financial Solutions LLC14,812$5.53M1.4%+13.1%0.000%
7/25/2026Xcel Wealth Management LLC4,090$1.53M0.4%-18.1%0.000%
7/25/2026WealthBridge Capital Management LLC13,263$4.95M1.0%+4.5%0.000%
7/25/2026Quaker Wealth Management LLC3,807$1.42M0.4%+18.6%0.000%
7/25/2026Petra Financial Advisors Inc.4,797$1.79M0.8%+51.9%0.000%
7/25/2026Townsend Asset Management Corp NC ADV19,604$7.31M2.3%+0.5%0.000%
7/25/2026Allen Wealth Management LLC2,438$909K0.4%+19.0%0.000%
7/25/2026Bogart Wealth LLC89,434$33.36M1.1%+22.3%0.001%
7/25/2026Fiduciary Advisors Inc.125$47K0.0%+37.4%0.000%
7/25/2026Stonebridge Financial Group LLC MO7,916$2.95M2.0%+6.0%0.000%
7/25/2026a16z Perennial Management L.P.1,486$551K0.0%-86.7%0.000%
7/25/2026Stronghold Wealth Management L.L.C.4,794$1.79M2.4%-9.3%0.000%
7/25/2026Boston Trust Walden Corp961,305$358.59M2.7%-0.8%0.013%
7/25/2026Bartlett & CO. Wealth Management LLC989,415$369.07M4.6%+0.5%0.013%
7/25/2026TCV Trust & Wealth Management Inc.114,894$42.86M3.2%+0.3%0.002%
7/25/2026CRA Financial Services LLC43,100$16.08M1.9%+1.7%0.001%
7/25/2026Meredith Wealth Planning2,504$934K0.2%-1.8%0.000%
7/25/2026 Oak Ridge Investments LLC153,252$57.17M3.2%-56.2%0.002%
7/25/2026MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd22,093$8.24M0.8%+0.4%0.000%
7/25/2026MADDEN SECURITIES Corp14,992$5.59M1.6%-5.9%0.000%
7/25/2026Brookmont Capital Management12,387$4.62M2.5%+13.9%0.000%
7/25/2026Narwhal Capital Management162,292$60.54M4.2%-1.1%0.002%
7/25/2026EdgeRock Capital LLC13,406$5.00M1.1%+16.0%0.000%
7/25/2026Perryman Financial Advisory Inc. AD53,233$19.86M2.6%+2.9%0.001%
7/25/2026Lansing Street Advisors11,141$4.16M0.9%+5.8%0.000%
7/25/2026Silver Coast Investments LLC3,587$1.34M0.4%+2.5%0.000%
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7/25/2026DORVAL Corp2,678$999K0.3%+5.1%0.000%
7/25/2026Semitam Bonam LLC778$290K0.2%N/A0.000%
7/25/2026Blossom Wealth Management3,572$1.33M1.9%-1.0%0.000%
7/25/2026James Investment Research Inc.70,499$26.30M2.7%+0.5%0.001%
7/25/2026Legacy Advisors LLC37,656$14.05M1.3%+15.7%0.001%
7/25/2026Investment Partners Asset Management Inc.14,060$5.25M2.9%+9.9%0.000%
7/25/2026Greenwood Gearhart LLC114,410$42.68M2.0%+7.2%0.002%
7/25/2026Flynn Zito Capital Management LLC18,559$6.92M1.9%-2.5%0.000%
7/25/2026Tiller Private Wealth Inc.1,371$511K0.2%-5.2%0.000%
7/25/2026Opus Financial Solutions LLC2,866$1.07M0.9%+5.7%0.000%
7/25/2026MBM Wealth Consultants LLC6,364$2.37M0.5%+15.2%0.000%
7/25/2026Seamount Financial Group Inc.10,201$3.81M1.5%-0.8%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co108,104$40.33M1.6%+0.7%0.001%
7/25/2026Clarity Wealth Advisors LLC11,209$4.18M0.7%-0.3%0.000%
7/25/2026Freedom Day Solutions LLC17,025$6.35M1.4%+23.5%0.000%
7/25/2026Optima Capital LLC3,148$1.17M0.5%+6.0%0.000%
7/25/2026Roble Belko & Company Inc5,826$2.17M0.2%+17.8%0.000%
7/24/2026Fischer Investment Strategies LLC1,141$426K0.2%+80.5%0.000%
7/24/2026Barrett & Company Inc.7,927$2.96M0.8%+6.8%0.000%
7/24/2026CPC Advisors LLC15,147$5.65M0.8%-0.9%0.000%
7/24/2026Avidian Wealth Enterprises LLC71,580$26.70M0.7%+4.4%0.001%
7/24/2026Whelan Financial12,341$4.60M1.3%+9.3%0.000%
7/24/2026Trinity Legacy Partners LLC28,022$11.24M2.2%+10.0%0.000%
7/24/2026Noble Wealth Partners LLC5,822$2.17M1.9%N/A0.000%
7/24/2026Columbia Bank47,249$17.63M4.0%+12.2%0.001%
7/24/2026Benjamin Edwards Inc.474,527$177.06M1.6%+17.0%0.006%
7/24/2026Sidoxia Capital Management LLC5,155$1.92M1.4%+1.4%0.000%
7/24/2026Compass Financial Services Inc1,953$728K0.3%-1.5%0.000%
7/24/2026Montz Harcus Wealth Management LLC13,866$5.17M1.8%-1.4%0.000%
7/24/2026XML Financial LLC57,808$21.56M1.6%+3.0%0.001%
7/24/2026KPP Advisory Services LLC33,642$12.55M1.6%-1.9%0.000%
7/24/2026Fell Capital Management ADV5,880$2.19M1.8%-12.4%0.000%
7/24/2026Tenon Financial LLC3,869$1.44M0.5%-6.5%0.000%
7/24/2026Surience Private Wealth LLC956$357K0.3%-87.1%0.000%
7/24/2026Penobscot Investment Management Company Inc.135,630$50.59M3.5%+1.5%0.002%
7/24/2026L.K. Benson & Company P.C.2,214$826K0.2%+9.5%0.000%
7/24/2026Vest Financial LLC347,843$129.75M1.4%+16.5%0.005%
7/24/2026Beta Wealth Group Inc.4,439$1.66M0.6%+4.4%0.000%
7/24/2026Tower View Wealth Management LLC18,048$6.73M3.0%+0.3%0.000%
7/24/2026Catalyst Capital Advisors LLC9,603$3.58M0.1%-1.9%0.000%
7/24/2026RiverPark Advisors LLC15,481$5.78M2.6%-0.3%0.000%
7/24/2026Stegner Investment Associates Inc.2,905$1.08M0.5%-7.6%0.000%
7/24/2026Gray Private Wealth LLC4,323$1.61M0.7%+2.4%0.000%
7/24/2026Provenance Wealth Advisors LLC11,567$4.32M0.4%+8.1%0.000%
7/24/2026Munich Reinsurance Co Stock Corp in Munich726,089$270.85M5.9%+53.1%0.010%
7/24/2026Mizuho Markets Americas LLC148,023$55.22M0.9%-47.3%0.002%
7/24/2026Mizuho Markets Cayman LP534,822$199.50M7.5%N/A0.007%
7/24/2026PICTET BANK & TRUST Ltd22,238$8.26M8.9%+6.6%0.000%
7/24/2026Martin Capital Advisors LLP1,492$557K0.3%+4.7%0.000%
7/24/2026EverSource Wealth Advisors LLC80,326$29.96M1.0%-15.9%0.001%
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7/24/2026Arlington Capital Management Inc.2,564$957K0.6%-8.1%0.000%
7/24/2026Nicholas Wealth LLC.8,322$3.10M1.7%+4.4%0.000%
7/24/2026Aventus Investment Advisors Inc.3,213$1.20M0.9%+43.4%0.000%
7/24/2026Perkins Capital Management Inc.11,173$4.17M3.1%-2.1%0.000%
7/24/2026Leisure Capital Management24,164$9.01M2.8%+0.7%0.000%
7/24/2026CrossGen Wealth LLC11,698$4.36M3.4%-0.6%0.000%
7/24/2026Walleye Partners LLC2,092$780K0.9%+3.0%0.000%
7/24/2026Nilsine Partners LLC43,818$16.35M1.1%+3.8%0.001%
7/24/2026Roof Eidam Maycock Peralta LLC12,265$4.58M0.9%-0.7%0.000%
7/24/2026 Powerhouse Assets LLC1,032$385K0.3%-7.2%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,771 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 6,033 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), Nuveen LLC ($49.90M), Vanguard Group Inc. ($47.39M), and GAMMA Investing LLC ($46.69M).

Institutional investors have bought a total of 682,511,178 shares in the last 24 months. This purchase volume represents approximately $329.57B in transactions.

Of the 3,960 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), Amundi ($7.39M), Price T Rowe Associates Inc. MD ($6.47M), T. Rowe Price Investment Management Inc. ($5.91M), Janus Henderson Group PLC ($5.13M), and Groupama Asset Managment ($5.04M).

Institutional investors have sold a total of 244,419,690 shares in the last 24 months. This volume of shares sold represents approximately $116.02B in transactions.


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This page (NASDAQ:MSFT) was last updated on 7/26/2026 by MarketBeat.com Staff.
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