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Microsoft (MSFT) Institutional Ownership

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$497.41 +1.47 (+0.30%)
As of 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)
4421
Total
Institutional Inflows
(last 12 months)
$215.50B
Number of
Institutional Sellers
(last 12 months)
3665
Total
Institutional Outflows
(last 12 months)
$98.11B
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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
6/30/2025Pensionfund Sabic20,290$7.62M2.3%-6.0%0.000%
6/27/2025AdviceOne Advisory Services LLC1,669$626K0.5%+8.0%0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs276,405$103.76M5.9%N/A0.004%
6/24/2025Rainier Family Wealth Inc.19,369$7.27M8.6%+51.4%0.000%
6/23/2025Swedbank AB13,627,778$5.12B6.8%-3.3%0.183%
6/20/2025Real Talk Capital LLC2,290$860K1.2%+1.6%0.000%
6/18/2025Voya Investment Management LLC8,293,231$3.11B3.4%-16.7%0.112%
6/17/2025Howe & Rusling Inc.83,478$31.34M2.6%+4.8%0.001%
6/17/2025Ridgepath Capital Management LLC2,974$1.12M0.5%-37.0%0.000%
6/17/2025Guinness Asset Management LTD547,320$205.51M4.0%-1.3%0.007%
6/16/2025Maple Capital Management Inc.254,685$95.61M7.4%+0.4%0.003%
6/16/2025Lynx Investment Advisory9,292$3.49M2.3%+1.4%0.000%
6/16/2025Peterson Wealth Management14,047$5.27M3.5%+4.5%0.000%
6/13/2025Optima Capital LLC2,595$974K0.6%-6.8%0.000%
6/11/2025Kondo Wealth Advisors Inc.2,914$1.09M0.5%+17.2%0.000%
6/10/2025Compass Financial Services Inc1,949$732K0.4%+108.4%0.000%
6/10/2025Birchbrook Inc.6,326$2.38M1.3%+0.4%0.000%
6/9/20251248 Management LLC33,113$12.43M5.0%+0.1%0.000%
6/9/2025Asset Planning Services Inc. LA ADV48,875$18.35M9.3%-0.6%0.001%
6/6/2025First Long Island Investors LLC160,179$60.13M5.0%-6.9%0.002%
6/6/2025Nicola Wealth Management LTD.73,560$27.61M2.7%+6.4%0.001%
6/6/2025eCIO Inc.686$258K0.1%N/A0.000%
6/5/2025Fruth Investment Management20,285$7.61M2.1%-0.2%0.000%
6/5/2025Cim LLC12,883$4.84M0.7%+3.2%0.000%
6/5/2025Osterweis Capital Management Inc.204,234$76.67M0.0%-5.1%0.003%
6/4/2025First Hawaiian Bank5,762$2.16M0.1%-93.1%0.000%
6/4/2025Harold Davidson & Associates Inc.41,190$15.46M8.4%-3.7%0.001%
6/3/2025CBIZ Investment Advisory Services LLC2,017$757K0.0%+32.7%0.000%
6/3/2025Invst LLC12,465$4.68M0.6%-16.9%0.000%
6/2/2025Cim Investment Management Inc.23,627$8.87M2.0%-2.1%0.000%
6/2/2025Hodges Capital Management Inc.52,845$19.84M2.0%-14.5%0.001%
6/2/2025Integrity Wealth Advisors Inc.2,175$816K0.6%-8.4%0.000%
6/2/2025Modern Wealth Management LLC144,852$54.38M1.7%+39.3%0.002%
5/29/2025Nova Wealth Management Inc.3,122$1.17M1.0%-1.0%0.000%
5/29/2025Parkshore Wealth Management Inc.1,881$706K0.4%-2.0%0.000%
5/29/2025Plum Street Advisors LLC3,187$1.20M0.6%+4.8%0.000%
5/29/2025Apeiron RIA LLC9,357$3.51M1.1%-3.5%0.000%
5/28/2025Jones Financial Companies Lllp1,097,614$415.14M0.4%+34.2%0.015%
5/28/2025Birmingham Capital Management Co. Inc. AL3,310$1.24M0.5%+14.9%0.000%
5/28/2025Vista Cima Wealth Management LLC10,431$3.92M2.9%-6.5%0.000%
New Rule Hits in July — The Smart Money Already Moved (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/28/2025Silicon Valley Capital Partners103,727$39.29M5.1%+6.9%0.001%
5/28/2025Anderson Financial Strategies LLC238$89K0.1%+526.3%0.000%
5/28/2025Strs Ohio3,204,224$1.20B5.0%N/A0.043%
5/28/2025GK Wealth Management LLC7,466$2.80M3.3%+1.2%0.000%
5/28/2025Ellsworth Advisors LLC15,915$5.97M1.6%+5.0%0.000%
5/28/2025Wealth Management Associates Inc.21,061$7.91M3.4%+1.3%0.000%
5/28/2025Intrua Financial LLC17,180$6.45M0.9%+0.2%0.000%
5/28/2025Addison Capital Co17,306$6.50M2.5%+0.9%0.000%
5/28/2025Turn8 Private Wealth Inc.11,000$4.13M3.2%+3.2%0.000%
5/27/2025Jacobi Capital Management LLC46,730$17.54M1.3%+2.4%0.001%
5/27/2025Carderock Capital Management Inc.23,818$8.94M2.4%-20.4%0.000%
5/27/2025Advisors Capital Management LLC565,820$212.40M3.3%-5.2%0.008%
5/27/2025SWS Partners3,487$1.31M0.4%+7.7%0.000%
5/27/2025Iron Gate Global Advisors LLC110,848$41.61M5.7%+3.4%0.001%
5/23/2025SWAN Capital LLC1,014$380K0.2%+3.9%0.000%
5/23/2025Triune Financial Partners LLC1,339$503K0.2%+38.0%0.000%
5/23/2025Strategic Financial Services Inc.17,095$6.42M0.4%-1.9%0.000%
5/23/2025Siren L.L.C.28,500$10.70M0.6%+23.9%0.000%
5/23/2025Twin Lakes Capital Management LLC8,372$3.14M1.8%-1.2%0.000%
5/22/2025Rollins Financial Advisors LLC113,415$42.58M7.4%-3.6%0.002%
5/22/2025Mattson Financial Services LLC25,922$9.73M2.9%+29.0%0.000%
5/22/2025BOS Asset Management LLC7,307$2.74M0.9%+2.3%0.000%
5/22/2025WBI Investments LLC6,257$2.35M0.6%N/A0.000%
5/22/2025Diker Management LLC3,362$1.26M1.5%-0.9%0.000%
5/22/2025Chelsea Counsel Co.23,880$8.96M4.9%-2.7%0.000%
5/21/2025Westbourne Investments Inc.20,964$7.87M4.7%-5.2%0.000%
5/21/2025Indiana Trust & Investment Management Co10,249$3.85M1.4%-5.0%0.000%
5/21/2025Main Line Retirement Advisors LLC2,727$1.02M0.7%+3.6%0.000%
5/21/2025MBL Wealth LLC19,417$7.29M0.7%+5.9%0.000%
5/21/2025Reliant Investment Partners LLC7,932$2.98M3.0%-13.3%0.000%
5/21/2025McAdam LLC17,034$6.39M0.4%-4.8%0.000%
5/21/2025Acadian Asset Management LLC1,868,696$701.46M2.0%+0.8%0.025%
5/21/2025Geneos Wealth Management Inc.91,736$34.44M1.2%+7.8%0.001%
5/21/2025Schmidt P J Investment Management Inc.86,036$32.30M5.9%+0.7%0.001%
5/21/2025IFM Investors Pty Ltd1,331,653$499.89M5.4%+0.0%0.018%
5/20/2025Acorns Advisers LLC7,925$2.98M0.0%+18.8%0.000%
5/20/2025Blue Rock Wealth Management LLC7,371$2.77M2.3%+115.9%0.000%
5/20/2025Fortis Capital Advisors LLC32,565$12.23M2.5%-8.3%0.000%
5/20/2025Belpointe Asset Management LLC78,113$29.32M1.5%-1.9%0.001%
5/20/2025Jupiter Wealth Management LLC32,082$12.04M7.7%-9.9%0.000%
5/20/2025Intech Investment Management LLC787,148$295.49M3.0%-7.0%0.011%
5/20/2025Flaharty Asset Management LLC9,085$3.41M0.5%+0.3%0.000%
5/20/2025Strive Asset Management LLC6,674$2.51M1.7%+3.6%0.000%
5/20/2025Integrity Alliance LLC.96,510$36.23M1.4%+363.3%0.001%
5/20/2025Ransom Advisory Ltd48,730$18.29M9.0%N/A0.001%
5/20/2025Anchor Investment Management LLC105,030$39.43M3.7%+1.8%0.001%
5/20/2025Glenview Trust co462,410$173.58M3.4%+1.6%0.006%
5/20/2025Chokshi & Queen Wealth Advisors Inc4,861$1.83M1.1%-17.8%0.000%
5/20/2025Aspen Investment Management Inc17,802$6.68M3.1%-0.1%0.000%
5/20/2025Ilmarinen Mutual Pension Insurance Co728,419$273.44M2.4%-3.1%0.010%
New Rule Hits in July — The Smart Money Already Moved (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
5/20/2025Plato Investment Management Ltd157,386$59.72M5.0%-9.0%0.002%
5/20/2025Security National Bank of Sioux City Iowa IA15,769$5.92M4.3%-0.6%0.000%
5/19/2025SageView Advisory Group LLC68,082$25.56M1.1%+1.1%0.001%
5/19/2025Advisory Alpha LLC39,472$14.82M0.5%+11.7%0.001%
5/19/2025Trinity Financial Advisors LLC4,206$1.57M0.6%+1.9%0.000%
5/19/2025Oriental Harbor Investment Fund283,274$106.34M11.8%+25.4%0.004%
5/19/2025Game Plan Financial Advisors LLC15,864$5.96M2.9%-1.5%0.000%
5/19/2025Client 1ST Advisory Group LLC3,473$1.30M0.5%+19.4%0.000%
5/19/2025Alaethes Wealth LLC20,764$7.80M2.9%+2.0%0.000%
5/19/2025SCS Capital Management LLC75,260$28.25M0.4%-57.7%0.001%
(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, 6,043 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($259.54B), State Street Corp ($124.57B), FMR LLC ($83.25B), Geode Capital Management LLC ($70.72B), Price T Rowe Associates Inc. MD ($49.37B), Norges Bank ($44.34B), and Morgan Stanley ($38.88B).Learn more on Microsoft's institutional investors.

What percentage of Microsoft's stock is owned by institutional investors?

71.13% of Microsoft's stock is owned by institutional investors. Learn more on MSFT's institutional investor holdings.

Which institutional investors have been buying Microsoft's stock?

Of the 5,164 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 ($200.72M), International Assets Investment Management LLC ($64.10M), Nuveen LLC ($49.90M), GAMMA Investing LLC ($46.70M), Vanguard Group Inc. ($36.53M), Proficio Capital Partners LLC ($16.81M), and Swedbank AB ($14.09M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 525,737,431 shares in the last 24 months. This purchase volume represents approximately $215.50B in transactions.

Which of Microsoft's major shareholders have been selling company stock?

Of the 3,665 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: International Assets Investment Management LLC ($38.41M), FMR LLC ($19.17M), Legal & General Group Plc ($16.07M), State Street Corp ($10.53M), Massachusetts Financial Services Co. MA ($7.39M), Jennison Associates LLC ($4.91M), and Alliancebernstein L.P. ($4.89M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 236,138,237 shares in the last 24 months. This volume of shares sold represents approximately $98.11B in transactions.


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This page (NASDAQ:MSFT) was last updated on 6/30/2025 by MarketBeat.com Staff
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