Microsoft (MSFT) Institutional Ownership

$315.75

+2.11 (+0.67%)

(As of 09/29/2023 08:53 PM ET)

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Today's Range: $314.98
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$319.47
50-Day Range: $312.14
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$350.98
52-Week Range: $213.43
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$366.78

Volume: 24.15 million shs
Average Volume: 28.30 million shs
Market Capitalization: $2.35 trillion

P/E Ratio: 32.59
Dividend Yield: 0.86%
Price Target: $375.03

Current Institutional Ownership Percentage: 69.20%
Number of Institutional Buyers (last 12 months): 3594
Total Institutional Inflows (last 12 months): $140.48 B

Number of Institutional Sellers (last 12 months): 3393
Total Institutional Outflows (last 12 months): $158.53 B

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MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/29/2023	Schoolcraft Capital LLC	1,818	$0.62M	0.2%	N/A	0.000%
9/26/2023	Intrepid Capital Management Inc.	2,995	$1.02M	0.7%	+6.6%	0.000%
9/26/2023	DecisionPoint Financial LLC	6,396	$2.18M	1.1%	-0.5%	0.000%
9/26/2023	M Holdings Securities Inc.	29,098	$9.91M	2.0%	-42.9%	0.000%
9/26/2023	BROOKFIELD Corp ON	96,096	$32.73M	0.1%	-11.0%	0.001%
9/21/2023	Halpern Financial Inc.	705	$0.24M	0.1%	-17.1%	0.000%
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9/21/2023	Baystate Wealth Management LLC	16,455	$5.60M	0.4%	+3.5%	0.000%
9/20/2023	Mondrian Investment Partners LTD	522,611	$177.97M	3.5%	-19.6%	0.007%
9/19/2023	Birmingham Capital Management Co. Inc. AL	2,136	$0.73M	0.3%	-37.8%	0.000%
9/18/2023	Cape ANN Savings Bank	19,029	$6.48M	4.3%	+0.9%	0.000%
9/14/2023	Proquility Private Wealth Partners LLC	7,920	$2.70M	1.1%	+12.4%	0.000%
9/14/2023	IMS Capital Management	22,495	$7.66M	4.3%	+1.0%	0.000%
9/13/2023	AWM Capital LLC	3,021	$1.03M	0.2%	-1.1%	0.000%
9/13/2023	CGC Financial Services LLC	3,053	$1.04M	0.7%	N/A	0.000%
9/12/2023	Farther Finance Advisors LLC	23,150	$7.88M	1.7%	+85.7%	0.000%
9/12/2023	Prosperity Wealth Management Inc.	20,103	$6.85M	4.4%	-0.3%	0.000%
9/12/2023	Prosperity Financial Group Inc.	15,577	$5.31M	4.7%	+5.2%	0.000%
9/12/2023	Davidson Kempner Capital Management LP	75,000	$25.52M	0.5%	-25.0%	0.001%
9/12/2023	DCM Advisors LLC	57,058	$19.43M	8.3%	-2.0%	0.001%
9/11/2023	Dechtman Wealth Management LLC	4,929	$1.68M	0.5%	N/A	0.000%
9/8/2023	Tucker Asset Management LLC	3,125	$1.06M	0.3%	+28.9%	0.000%
9/7/2023	Academy Capital Management Inc. TX	153,400	$52.24M	10.5%	-0.6%	0.002%
9/7/2023	Triatomic Management LP	1,443	$0.49M	0.5%	N/A	0.000%
9/7/2023	Scarborough Advisors LLC	21,937	$7.47M	1.8%	+1.2%	0.000%
9/7/2023	Jag Capital Management LLC	167,665	$57.10M	6.6%	-1.9%	0.002%
9/7/2023	ST Germain D J Co. Inc.	89,262	$30.40M	1.6%	N/A	0.001%
9/7/2023	Strategic Financial Concepts LLC	5,012	$1.71M	0.6%	-2.9%	0.000%
9/5/2023	Westshore Wealth LLC	7,068	$2.41M	1.2%	+5.7%	0.000%
9/5/2023	Meritas Wealth Management LLC	4,883	$1.66M	1.2%	+5.6%	0.000%
9/5/2023	Covenant Partners LLC	11,863	$4.04M	1.5%	+0.5%	0.000%
9/5/2023	Delos Wealth Advisors LLC	3,989	$1.36M	1.7%	-4.1%	0.000%
9/1/2023	Portside Wealth Group LLC	39,653	$13.50M	1.1%	N/A	0.001%
9/1/2023	Corrigan Financial Inc.	4,211	$1.43M	0.4%	+7.5%	0.000%
9/1/2023	Manhattan West Asset Management LLC	29,865	$10.17M	3.8%	+28.7%	0.000%
8/30/2023	Narus Financial Partners LLC	2,382	$0.81M	0.4%	-1.7%	0.000%
8/30/2023	Chapin Davis Inc.	39,412	$13.42M	6.4%	+4.9%	0.001%
8/30/2023	Western Wealth Management LLC	86,798	$29.56M	2.5%	+1.2%	0.001%
8/30/2023	AIFG Consultants Ltd.	835	$0.28M	0.2%	+7.1%	0.000%
8/30/2023	Strait & Sound Wealth Management LLC	30,496	$10.39M	10.3%	-5.5%	0.000%
8/29/2023	Myecfo LLC	1,114	$0.38M	0.2%	+33.6%	0.000%

8/29/2023	Garde Capital Inc.	120,869	$41.16M	3.4%	+7.6%	0.002%
8/28/2023	Willow Creek Wealth Management Inc.	3,685	$1.26M	0.2%	+17.1%	0.000%
8/28/2023	Bassett Hargrove Investment Counsel LLC	15,295	$5.21M	8.1%	-0.3%	0.000%
8/28/2023	DT Investment Partners LLC	59,075	$19.87M	2.3%	-0.1%	0.001%
8/28/2023	Lavaca Capital LLC	32,647	$11.12M	2.9%	-4.1%	0.000%
8/25/2023	Eubel Brady & Suttman Asset Management Inc.	90,432	$30.80M	4.2%	-1.1%	0.001%
8/25/2023	Brown Shipley& Co Ltd	58,512	$19.93M	7.6%	+10.7%	0.001%
8/25/2023	Strategy Asset Managers LLC	56,730	$19.32M	4.3%	+3.2%	0.001%
8/24/2023	Alamar Capital Management LLC	2,316	$0.79M	0.6%	+36.0%	0.000%
8/24/2023	ProVise Management Group LLC	92,639	$31.55M	2.8%	+2.6%	0.001%
8/24/2023	Alberta Investment Management Corp	467,863	$159.33M	1.5%	+5.2%	0.006%
8/24/2023	Invictus Private Wealth LLC	77,354	$26.34M	2.8%	-4.8%	0.001%
8/24/2023	Adalta Capital Management LLC	52,678	$17.94M	12.0%	-8.2%	0.001%
8/23/2023	Stonebridge Capital Advisors LLC	122,355	$41.67M	4.4%	+0.4%	0.002%
8/23/2023	Headinvest LLC	55,796	$17.91M	3.9%	-7.2%	0.001%
8/23/2023	Rehmann Capital Advisory Group	48,660	$16.57M	1.5%	-0.8%	0.001%
8/23/2023	Rappaport Reiches Capital Management LLC	6,900	$2.35M	1.0%	+1.4%	0.000%
8/23/2023	Dunhill Financial LLC	3,513	$1.14M	0.7%	N/A	0.000%
8/22/2023	US Asset Management LLC	18,735	$6.38M	6.7%	-2.7%	0.000%
8/22/2023	Veritas Asset Management LLP	2,780,425	$946.85M	6.6%	-37.7%	0.037%
8/22/2023	Virginia Retirement Systems ET AL	1,450,700	$494.02M	4.7%	N/A	0.020%
8/22/2023	Comerica Bank	4,970,920	$16.93B	16.3%	N/A	0.067%
8/22/2023	Idaho Trust Bank	1,415	$0.48M	0.3%	N/A	0.000%
8/22/2023	Union Heritage Capital LLC	35,000	$11.92M	6.5%	+3.6%	0.000%
8/22/2023	Asset Dedication LLC	45,350	$15.44M	1.3%	+3.9%	0.001%
8/21/2023	BOKF NA	490,932	$167.18M	3.4%	-2.4%	0.007%
8/21/2023	Blue Edge Capital LLC	21,690	$7.39M	1.5%	+1.4%	0.000%
8/21/2023	VisionPoint Advisory Group LLC	12,822	$4.37M	1.8%	-24.8%	0.000%
8/21/2023	Vestor Capital LLC	180,859	$61.59M	6.5%	+29.0%	0.002%
8/21/2023	California State Teachers Retirement System	11,831,622	$4.03B	5.7%	-2.5%	0.159%
8/21/2023	Cornerstone Capital Inc.	157,769	$53.73M	6.2%	-4.5%	0.002%
8/21/2023	Osaic Holdings Inc.	2,655,804	$903.77M	1.6%	-0.7%	0.036%
8/21/2023	CCM Investment Advisers LLC	71,760	$24.44M	3.3%	-8.2%	0.001%
8/21/2023	Teachers Retirement System of The State of Kentucky	1,400,784	$477.02M	4.6%	-3.2%	0.019%
8/21/2023	John G Ullman & Associates Inc.	35,251	$12M	1.9%	-1.8%	0.000%
8/21/2023	Principal Street Partners LLC	26,610	$9.06M	2.1%	+3.0%	0.000%
8/18/2023	Humankind Investments LLC	41,742	$14.22M	5.6%	+4.2%	0.001%
8/18/2023	ARQ Wealth Advisors LLC	6,372	$2.17M	1.4%	+2.6%	0.000%
8/18/2023	Elevated Capital Advisors LLC	10,097	$3.44M	1.1%	+3.4%	0.000%
8/18/2023	Addison Capital Co	13,979	$4.76M	3.4%	+0.7%	0.000%
8/18/2023	Legato Capital Management LLC	20,538	$6.99M	0.9%	-19.2%	0.000%
8/17/2023	Vicus Capital	90,893	$30.95M	3.2%	-1.5%	0.001%
8/17/2023	SWS Partners	2,283	$0.78M	0.2%	-14.8%	0.000%
8/17/2023	Orion Portfolio Solutions LLC	406,862	$138.55M	1.5%	+6,031.1%	0.005%
8/17/2023	Manitou Investment Management Ltd.	120,572	$41.06M	9.8%	-17.6%	0.002%
8/17/2023	Camarda Financial Advisors LLC	4,146	$1.41M	0.7%	+26.4%	0.000%
8/17/2023	Peterson Wealth Management	3,662	$1.25M	1.0%	+6.0%	0.000%
8/17/2023	Coppell Advisory Solutions LLC	13,156	$4.41M	1.3%	-19.2%	0.000%
8/17/2023	Imprint Wealth LLC	16,996	$5.74M	0.2%	-6.4%	0.000%
8/17/2023	Howard Capital Management Group LLC	198,871	$67.72M	6.3%	-1.4%	0.003%

8/17/2023	Coastal Bridge Advisors LLC	15,915	$5.42M	1.3%	-0.9%	0.000%
8/16/2023	Vestor Capital LLC	585	$0.20M	0.0%	-99.6%	0.000%
8/16/2023	Wambolt & Associates LLC	25,041	$8.53M	1.7%	+1.0%	0.000%
8/16/2023	Quilter Plc	854,568	$291.02M	0.0%	+1.1%	0.012%
8/16/2023	Armstrong Fleming & Moore Inc	4,731	$1.61M	1.5%	N/A	0.000%
8/16/2023	Tandem Wealth Advisors LLC	2,280	$0.78M	0.5%	-12.6%	0.000%
8/16/2023	TD Capital Management LLC	6,983	$2.38M	0.3%	-4.2%	0.000%
8/16/2023	Resources Management Corp CT ADV	112,760	$38.40M	6.0%	+1,373.2%	0.002%
8/16/2023	Heathbridge Capital Management Ltd.	43,830	$14.93M	6.5%	-2.3%	0.001%
8/16/2023	Synergy Financial Group LTD	18,113	$6.17M	8.3%	-0.5%	0.000%

(Data available from 1/1/2016 forward)

MSFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSFT shares?: During the previous two years, 5,135 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($147.71B), State Street Corp ($99.99B), FMR LLC ($57.81B), Geode Capital Management LLC ($50.32B), Price T Rowe Associates Inc. MD ($47.87B), Oribel Capital Management LP ($38.42B), and Capital World Investors ($29.12B).Learn more on MSFT's institutional investors.
What percentage of Microsoft stock is owned by institutional investors?: 69.20% of Microsoft stock is owned by institutional investors. Learn more on MSFT's institutional investor holdings.
Which institutional investors have been buying Microsoft stock?: Of the 4,522 institutional investors that purchased Microsoft stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($158.87M), Moneta Group Investment Advisors LLC ($150.10M), Aaron Wealth Advisors LLC ($20.73M), Providence Capital Advisors LLC ($16.53M), Morgan Stanley ($14.65M), Geode Capital Management LLC ($14.45M), and Nordea Investment Management AB ($14.37M).

How much institutional buying is happening at Microsoft?: Institutional investors have bought a total of 878,840,209 shares in the last 24 months. This purchase volume represents approximately $245.44B in transactions.
Which Microsoft major shareholders have been selling company stock?: Of the 4,141 institutional investors that sold Microsoft stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($242.37M), Price T Rowe Associates Inc. MD ($29.82M), Aaron Wealth Advisors LLC ($20.55M), State Street Corp ($11.45M), TCI Fund Management Ltd. ($10.77M), Magellan Asset Management Ltd ($10.46M), and Northern Trust Corp ($10.05M).
How much institutional selling is happening at Microsoft?: Institutional investors have sold a total of 767,000,428 shares in the last 24 months. This volume of shares sold represents approximately $232.29B in transactions.

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This page (NASDAQ:MSFT) was last updated on 10/2/2023 by MarketBeat.com Staff

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Microsoft (MSFT) Institutional Ownership

MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

MSFT Institutional Ownership - Frequently Asked Questions

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Microsoft (MSFT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Microsoft (NASDAQ:MSFT)

MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

MSFT Institutional Ownership - Frequently Asked Questions