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Microsoft (MSFT) Institutional Ownership

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$399.76 +9.02 (+2.31%)
Closing price 06/15/2026 04:00 PM Eastern
Extended Trading
$397.10 -2.65 (-0.66%)
As of 08:19 AM 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)
4711
Total
Institutional Inflows
(last 12 months)
$376.44B
Number of
Institutional Sellers
(last 12 months)
4054
Total
Institutional Outflows
(last 12 months)
$118.79B
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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
6/12/2026 S&A Financial Services Inc.2,807$1.04M0.7%N/A0.000%
6/11/2026 E Wealth Partners LLC2,790$1.03M0.8%+47.1%0.000%
6/11/2026 LFG Wealth Partners LLC25,640$9.49M5.7%+30.2%0.000%
6/11/2026 Three Bearings Fiduciary Advisors Inc.191$71K0.1%-26.0%0.000%
6/10/2026 Dakota Community Bank & Trust NA3,139$1.16M3.9%-4.3%0.000%
6/10/2026 US Asset Management LLC16,419$6.08M5.3%-0.5%0.000%
6/10/2026 Curry Webb Wealth Management LLC1,157$428K0.2%N/A0.000%
6/10/2026 FAS Wealth Partners Inc.49,116$18.18M1.1%+3.1%0.001%
6/9/2026 Rathbones Group PLC3,613,937$1.34B5.3%+2.9%0.049%
6/8/2026 First National Bank of Mount Dora Trust Investment Services27,342$10.12M2.2%+0.1%0.000%
6/8/2026 Pine Valley Investments Ltd Liability Co107,306$39.72M1.8%+2.6%0.001%
6/8/2026 Positano Wealth Management Ltd44,601$16.51M12.2%+122.4%0.001%
6/8/2026 Farmers National Bank56,251$20.82M4.6%+7.2%0.001%
6/4/2026 Chelsea Counsel Co.17,488$6.47M2.8%-16.9%0.000%
6/4/2026 Town Capital LLC1,133$419K0.3%-35.8%0.000%
6/4/2026 Fischer Investment Strategies LLC632$234K0.1%-9.3%0.000%
6/4/2026 Evansbrook LLC6,060$2.24M1.5%+1.3%0.000%
6/3/2026 Wealthquest Corp13,041$4.83M0.3%+2.5%0.000%
6/3/2026 CoreFirst Bank & Trust7,056$2.61M1.4%-9.1%0.000%
6/3/2026 Stillwater Private Wealth LLC2,061$762K0.6%N/A0.000%
6/3/2026 Parallel Advisors LLC306,265$113.37M2.0%+0.4%0.004%
6/3/2026 NewEdge Advisors LLC1,572,845$582.22M2.1%+4.0%0.021%
6/2/2026 Blue Edge Capital LLC22,813$8.45M1.1%+0.4%0.000%
6/1/2026 Caerus Investment Advisors LLC5,659$2.10M0.9%-7.8%0.000%
6/1/2026 First Nebraska Trust Co90,880$33.64M3.1%N/A0.001%
6/1/2026 Flagship Wealth Advisors LLC3,176$1.18M0.5%-40.6%0.000%
6/1/2026 Foguth Wealth Management LLC.7,159$2.65M0.3%-0.6%0.000%
6/1/2026 Concorde Asset Management LLC3,565$1.32M0.6%-36.8%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.10,576$3.92M0.5%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC24,366$9.02M1.9%-6.2%0.000%
6/1/2026 Dala Group LLC4,833$1.80M1.5%N/A0.000%
6/1/2026 Keel Point LLC39,970$14.80M1.0%-30.4%0.001%
5/29/2026 Ramiah Investment Group1,445$535K0.5%+2.2%0.000%
5/29/2026 Mullaney Keating & Wright Inc.2,445$905K0.5%+1.2%0.000%
5/29/2026 Ipsen Advisor Group LLC2,754$1.02M0.7%+2.0%0.000%
5/29/2026 Prospect Capital Advisors LLC14,720$5.45M3.0%+27.9%0.000%
5/29/2026 Krane Financial Solutions LLC1,459$540K0.4%N/A0.000%
5/29/2026 Asset Dedication LLC31,835$11.79M0.8%-13.2%0.000%
5/28/2026 Cozad Asset Management Inc.44,509$16.48M1.3%-1.5%0.001%
5/28/2026 Lavelle Capital LP2,822$1.04M0.6%N/A0.000%
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5/28/2026 Blue Fin Capital Inc.93,524$34.62M5.7%-0.8%0.001%
5/28/2026 Challenger Wealth Management8,417$3.12M2.5%-2.0%0.000%
5/28/2026 Maripau Wealth Management LLC5,951$2.20M1.0%+10.5%0.000%
5/27/2026 Alpine Woods Capital Investors LLC18,428$6.82M1.6%-30.3%0.000%
5/27/2026 Allen Capital Group LLC31,887$11.80M1.1%+0.5%0.000%
5/27/2026 Security Financial Services INC.6,484$2.40M0.4%-2.0%0.000%
5/27/2026 Capasso Planning Partners LLC2,470$914K0.5%-2.7%0.000%
5/27/2026 Westshore Wealth LLC5,511$2.04M0.7%-10.7%0.000%
5/27/2026 Birmingham Capital Management Co. Inc. AL1,339$496K0.2%+8.1%0.000%
5/26/2026 Serenity Investment Advisors2,807$1.04M0.4%-6.9%0.000%
5/26/2026 Glenmede Trust Co. NA1,541,064$570.46M2.8%-1.1%0.021%
5/26/2026 Summit Financial Wealth Advisors LLC14,304$5.30M0.8%+22.0%0.000%
5/26/2026 Axiom Investment Management LLC8,493$3.14M2.4%N/A0.000%
5/22/2026 Summitry LLC214,462$79.39M2.8%+38.9%0.003%
5/22/2026 Groupama Asset Managment1,044,807$386.76M5.6%-1.2%0.014%
5/22/2026 WNY Asset Management LLC15,417$5.70M0.6%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC3,466$1.28M0.8%+10.6%0.000%
5/22/2026 Independent Wealth Advisors LLC1,269$470K0.5%+3.5%0.000%
5/22/2026 Segall Bryant & Hamill LLC245,390$90.84M1.1%+2.8%0.003%
5/22/2026 Wellington Grp LLC12,039$4.46M1.4%+12.4%0.000%
5/22/2026 Verus Capital Partners LLC94,051$34.82M2.4%-44.1%0.001%
5/22/2026 Access Investment Management LLC410$152K0.0%-10.7%0.000%
5/22/2026 Evolutionary Tree Capital Management LLC6,844$2.53M4.8%-58.9%0.000%
5/21/2026 Montchanin Asset Management LLC15,729$5.82M5.9%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC33,072$12.24M2.7%+0.5%0.000%
5/21/2026 Compass Capital Management Inc.171,001$63.30M3.7%+2.6%0.002%
5/21/2026 GKV Capital Management Co. Inc.31,859$11.79M4.2%-0.6%0.000%
5/21/2026 Argent Capital Management LLC432,171$159.98M5.0%-8.6%0.006%
5/21/2026 Front Street Capital Management Inc.9,529$3.53M0.5%+2.4%0.000%
5/21/2026 Essential Partners LLC5,289$1.96M0.7%+119.9%0.000%
5/21/2026 Vestor Capital LLC104,863$38.82M2.8%+121,833.7%0.001%
5/21/2026 J. Derek Lewis & Associates Inc.15,734$5.82M1.3%-3.5%0.000%
5/21/2026 BankChampaign National Association3,847$1.42M1.4%N/A0.000%
5/21/2026 JDM Financial Group LLC635$235K0.0%+20.0%0.000%
5/20/2026 Cadia Private Client LLC2,426$898K0.7%-7.3%0.000%
5/20/2026 CCM Investment Advisers LLC67,596$25.02M2.4%+5.6%0.001%
5/20/2026 Liontrust Investment Partners LLP123,767$45.82M0.7%-73.7%0.002%
5/20/2026 Hobbs Group Advisors LLC4,247$1.57M0.5%-3.7%0.000%
5/20/2026 SHUTTLEWORTH & Co7,246$2.68M2.4%+1.3%0.000%
5/20/2026 January Capital Advisors LLC1,983$734K1.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC47,897$17.74M1.1%-8.2%0.001%
5/20/2026 Union Heritage Capital LLC21,796$8.07M3.0%-45.8%0.000%
5/20/2026 SOA Wealth Advisors LLC.76,777$28.42M3.0%-1.9%0.001%
5/20/2026 Leigh Baldwin & CO. LLC7,416$2.75M1.8%-2.3%0.000%
5/20/2026 FinArc Investments Inc.7,106$2.63M2.5%N/A0.000%
5/20/2026 TrueWealth Financial Partners41,346$15.31M6.1%+9,027.2%0.001%
5/20/2026 Pathway Wealth Management LLC6,440$2.38M2.3%+1.2%0.000%
5/20/2026 Boothe Investment Group Inc.15,635$5.79M1.9%N/A0.000%
5/20/2026 Norris Financial Group LLC4,269$1.58M0.5%N/A0.000%
5/19/2026 Front Row Advisors LLC27,135$10.05M3.4%+1.9%0.000%
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5/19/2026 McIlrath & Eck LLC124,543$46.10M3.4%+17.0%0.002%
5/19/2026 Winnow Wealth LLC1,954$723K0.6%-8.0%0.000%
5/19/2026 Mascagni Wealth Management Inc.9,355$3.46M2.5%+6.5%0.000%
5/19/2026 Sonoma Allocations LLC4,235$1.57M0.5%-10.0%0.000%
5/19/2026 Eley Financial Management Inc16,332$6.05M2.1%+0.4%0.000%
5/19/2026 Orographic Financial Advisors LLC15,477$5.73M4.1%N/A0.000%
5/19/2026 Cim Investment Management Inc.23,220$8.60M2.3%-0.4%0.000%
5/19/2026 Silicon Valley Capital Partners145,756$53.95M5.3%+8.9%0.002%
5/19/2026 Cornerstone Wealth LLC TN1,274$472K0.3%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC37,236$13.78M4.3%+0.6%0.001%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,738 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 6,001 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 ($46.70M).

Institutional investors have bought a total of 775,447,396 shares in the last 24 months. This purchase volume represents approximately $376.44B in transactions.

Of the 4,054 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 250,013,356 shares in the last 24 months. This volume of shares sold represents approximately $118.79B in transactions.


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This page (NASDAQ:MSFT) was last updated on 6/16/2026 by MarketBeat.com Staff.
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