S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Stock market today: World shares mostly lower as Congress averts a US government shutdown
How is This "Hidden Gem" Thriving in a Turbulent Market? (Ad)
Bank of Japan survey shows manufacturers optimistic about economy
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Federal student loan payments are starting again. Here's what you need to know
Facing increasing pressure from customers, some miners are switching to renewable energy
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Grant program for Black women entrepreneurs blocked by federal appeals court
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Stock market today: World shares mostly lower as Congress averts a US government shutdown
How is This "Hidden Gem" Thriving in a Turbulent Market? (Ad)
Bank of Japan survey shows manufacturers optimistic about economy
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Federal student loan payments are starting again. Here's what you need to know
Facing increasing pressure from customers, some miners are switching to renewable energy
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Grant program for Black women entrepreneurs blocked by federal appeals court
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Stock market today: World shares mostly lower as Congress averts a US government shutdown
How is This "Hidden Gem" Thriving in a Turbulent Market? (Ad)
Bank of Japan survey shows manufacturers optimistic about economy
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Federal student loan payments are starting again. Here's what you need to know
Facing increasing pressure from customers, some miners are switching to renewable energy
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Grant program for Black women entrepreneurs blocked by federal appeals court
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
Stock market today: World shares mostly lower as Congress averts a US government shutdown
How is This "Hidden Gem" Thriving in a Turbulent Market? (Ad)
Bank of Japan survey shows manufacturers optimistic about economy
Sam Bankman-Fried must now convince a jury that the former crypto king was not a crook
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Federal student loan payments are starting again. Here's what you need to know
Facing increasing pressure from customers, some miners are switching to renewable energy
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
Grant program for Black women entrepreneurs blocked by federal appeals court
The death toll in a collapsed gold mine in Zimbabwe expected to rise to 13, vice president says

Microsoft (MSFT) Institutional Ownership

$315.75
+2.11 (+0.67%)
(As of 09/29/2023 08:53 PM ET)
Compare
Today's Range
$314.98
$319.47
50-Day Range
$312.14
$350.98
52-Week Range
$213.43
$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

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

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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Skip Chart & View Institutional Buying and Selling Data

MSFT Institutional Buying and Selling by Quarter


Microsoft Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/29/2023Schoolcraft Capital LLC1,818$0.62M0.2%N/A0.000%
9/26/2023Intrepid Capital Management Inc.2,995$1.02M0.7%+6.6%0.000%
9/26/2023DecisionPoint Financial LLC6,396$2.18M1.1%-0.5%0.000%
9/26/2023M Holdings Securities Inc.29,098$9.91M2.0%-42.9%0.000%
9/26/2023BROOKFIELD Corp ON 96,096$32.73M0.1%-11.0%0.001%
9/21/2023Halpern Financial Inc.705$0.24M0.1%-17.1%0.000%
9/21/2023Baystate Wealth Management LLC16,455$5.60M0.4%+3.5%0.000%
9/20/2023Mondrian Investment Partners LTD522,611$177.97M3.5%-19.6%0.007%
9/19/2023Birmingham Capital Management Co. Inc. AL2,136$0.73M0.3%-37.8%0.000%
9/18/2023Cape ANN Savings Bank19,029$6.48M4.3%+0.9%0.000%
9/14/2023Proquility Private Wealth Partners LLC7,920$2.70M1.1%+12.4%0.000%
9/14/2023IMS Capital Management22,495$7.66M4.3%+1.0%0.000%
9/13/2023AWM Capital LLC3,021$1.03M0.2%-1.1%0.000%
9/13/2023CGC Financial Services LLC3,053$1.04M0.7%N/A0.000%
9/12/2023Farther Finance Advisors LLC23,150$7.88M1.7%+85.7%0.000%
9/12/2023Prosperity Wealth Management Inc.20,103$6.85M4.4%-0.3%0.000%
9/12/2023Prosperity Financial Group Inc.15,577$5.31M4.7%+5.2%0.000%
9/12/2023Davidson Kempner Capital Management LP75,000$25.52M0.5%-25.0%0.001%
9/12/2023DCM Advisors LLC57,058$19.43M8.3%-2.0%0.001%
9/11/2023Dechtman Wealth Management LLC4,929$1.68M0.5%N/A0.000%
9/8/2023Tucker Asset Management LLC3,125$1.06M0.3%+28.9%0.000%
9/7/2023Academy Capital Management Inc. TX153,400$52.24M10.5%-0.6%0.002%
9/7/2023Triatomic Management LP1,443$0.49M0.5%N/A0.000%
9/7/2023Scarborough Advisors LLC21,937$7.47M1.8%+1.2%0.000%
9/7/2023Jag Capital Management LLC167,665$57.10M6.6%-1.9%0.002%
9/7/2023ST Germain D J Co. Inc.89,262$30.40M1.6%N/A0.001%
9/7/2023Strategic Financial Concepts LLC5,012$1.71M0.6%-2.9%0.000%
9/5/2023Westshore Wealth LLC7,068$2.41M1.2%+5.7%0.000%
9/5/2023Meritas Wealth Management LLC4,883$1.66M1.2%+5.6%0.000%
9/5/2023Covenant Partners LLC11,863$4.04M1.5%+0.5%0.000%
9/5/2023Delos Wealth Advisors LLC3,989$1.36M1.7%-4.1%0.000%
9/1/2023Portside Wealth Group LLC39,653$13.50M1.1%N/A0.001%
9/1/2023Corrigan Financial Inc.4,211$1.43M0.4%+7.5%0.000%
9/1/2023Manhattan West Asset Management LLC29,865$10.17M3.8%+28.7%0.000%
8/30/2023Narus Financial Partners LLC2,382$0.81M0.4%-1.7%0.000%
8/30/2023Chapin Davis Inc.39,412$13.42M6.4%+4.9%0.001%
8/30/2023Western Wealth Management LLC86,798$29.56M2.5%+1.2%0.001%
8/30/2023AIFG Consultants Ltd.835$0.28M0.2%+7.1%0.000%
8/30/2023Strait & Sound Wealth Management LLC30,496$10.39M10.3%-5.5%0.000%
8/29/2023Myecfo LLC1,114$0.38M0.2%+33.6%0.000%
8/29/2023Garde Capital Inc.120,869$41.16M3.4%+7.6%0.002%
8/28/2023Willow Creek Wealth Management Inc.3,685$1.26M0.2%+17.1%0.000%
8/28/2023Bassett Hargrove Investment Counsel LLC15,295$5.21M8.1%-0.3%0.000%
8/28/2023DT Investment Partners LLC59,075$19.87M2.3%-0.1%0.001%
8/28/2023Lavaca Capital LLC32,647$11.12M2.9%-4.1%0.000%
8/25/2023Eubel Brady & Suttman Asset Management Inc.90,432$30.80M4.2%-1.1%0.001%
8/25/2023Brown Shipley& Co Ltd58,512$19.93M7.6%+10.7%0.001%
8/25/2023Strategy Asset Managers LLC56,730$19.32M4.3%+3.2%0.001%
8/24/2023Alamar Capital Management LLC2,316$0.79M0.6%+36.0%0.000%
8/24/2023ProVise Management Group LLC92,639$31.55M2.8%+2.6%0.001%
8/24/2023Alberta Investment Management Corp467,863$159.33M1.5%+5.2%0.006%
8/24/2023Invictus Private Wealth LLC77,354$26.34M2.8%-4.8%0.001%
8/24/2023Adalta Capital Management LLC52,678$17.94M12.0%-8.2%0.001%
8/23/2023Stonebridge Capital Advisors LLC122,355$41.67M4.4%+0.4%0.002%
8/23/2023Headinvest LLC55,796$17.91M3.9%-7.2%0.001%
8/23/2023Rehmann Capital Advisory Group48,660$16.57M1.5%-0.8%0.001%
8/23/2023Rappaport Reiches Capital Management LLC6,900$2.35M1.0%+1.4%0.000%
8/23/2023Dunhill Financial LLC3,513$1.14M0.7%N/A0.000%
8/22/2023US Asset Management LLC18,735$6.38M6.7%-2.7%0.000%
8/22/2023Veritas Asset Management LLP2,780,425$946.85M6.6%-37.7%0.037%
8/22/2023Virginia Retirement Systems ET AL1,450,700$494.02M4.7%N/A0.020%
8/22/2023Comerica Bank4,970,920$16.93B16.3%N/A0.067%
8/22/2023Idaho Trust Bank1,415$0.48M0.3%N/A0.000%
8/22/2023Union Heritage Capital LLC35,000$11.92M6.5%+3.6%0.000%
8/22/2023Asset Dedication LLC45,350$15.44M1.3%+3.9%0.001%
8/21/2023BOKF NA490,932$167.18M3.4%-2.4%0.007%
8/21/2023Blue Edge Capital LLC21,690$7.39M1.5%+1.4%0.000%
8/21/2023VisionPoint Advisory Group LLC12,822$4.37M1.8%-24.8%0.000%
8/21/2023Vestor Capital LLC180,859$61.59M6.5%+29.0%0.002%
8/21/2023California State Teachers Retirement System11,831,622$4.03B5.7%-2.5%0.159%
8/21/2023Cornerstone Capital Inc.157,769$53.73M6.2%-4.5%0.002%
8/21/2023Osaic Holdings Inc.2,655,804$903.77M1.6%-0.7%0.036%
8/21/2023CCM Investment Advisers LLC71,760$24.44M3.3%-8.2%0.001%
8/21/2023Teachers Retirement System of The State of Kentucky1,400,784$477.02M4.6%-3.2%0.019%
8/21/2023John G Ullman & Associates Inc.35,251$12M1.9%-1.8%0.000%
8/21/2023Principal Street Partners LLC26,610$9.06M2.1%+3.0%0.000%
8/18/2023Humankind Investments LLC41,742$14.22M5.6%+4.2%0.001%
8/18/2023ARQ Wealth Advisors LLC6,372$2.17M1.4%+2.6%0.000%
8/18/2023Elevated Capital Advisors LLC10,097$3.44M1.1%+3.4%0.000%
8/18/2023Addison Capital Co13,979$4.76M3.4%+0.7%0.000%
8/18/2023Legato Capital Management LLC20,538$6.99M0.9%-19.2%0.000%
8/17/2023Vicus Capital90,893$30.95M3.2%-1.5%0.001%
8/17/2023SWS Partners2,283$0.78M0.2%-14.8%0.000%
8/17/2023Orion Portfolio Solutions LLC406,862$138.55M1.5%+6,031.1%0.005%
8/17/2023Manitou Investment Management Ltd.120,572$41.06M9.8%-17.6%0.002%
8/17/2023Camarda Financial Advisors LLC4,146$1.41M0.7%+26.4%0.000%
8/17/2023Peterson Wealth Management3,662$1.25M1.0%+6.0%0.000%
8/17/2023Coppell Advisory Solutions LLC13,156$4.41M1.3%-19.2%0.000%
8/17/2023Imprint Wealth LLC16,996$5.74M0.2%-6.4%0.000%
8/17/2023Howard Capital Management Group LLC198,871$67.72M6.3%-1.4%0.003%
8/17/2023Coastal Bridge Advisors LLC15,915$5.42M1.3%-0.9%0.000%
8/16/2023Vestor Capital LLC585$0.20M0.0%-99.6%0.000%
8/16/2023Wambolt & Associates LLC25,041$8.53M1.7%+1.0%0.000%
8/16/2023Quilter Plc854,568$291.02M0.0%+1.1%0.012%
8/16/2023Armstrong Fleming & Moore Inc4,731$1.61M1.5%N/A0.000%
8/16/2023Tandem Wealth Advisors LLC2,280$0.78M0.5%-12.6%0.000%
8/16/2023TD Capital Management LLC6,983$2.38M0.3%-4.2%0.000%
8/16/2023Resources Management Corp CT ADV112,760$38.40M6.0%+1,373.2%0.002%
8/16/2023Heathbridge Capital Management Ltd.43,830$14.93M6.5%-2.3%0.001%
8/16/2023Synergy Financial Group LTD18,113$6.17M8.3%-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.


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

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