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Microsoft (MSFT) Institutional Ownership

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$539.27 +5.58 (+1.05%)
As of 01:34 PM Eastern
This is a fair market value 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)
4650
Total
Institutional Inflows
(last 12 months)
$331.65B
Number of
Institutional Sellers
(last 12 months)
3714
Total
Institutional Outflows
(last 12 months)
$101.54B
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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
10/15/2026Mainsail Asset Management LLC7,132$3.78M1.5%-3.9%0.000%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors34,905$17.90M0.9%+2.7%0.000%
10/15/2026InvesTrust15,770$8.09M3.0%-12.9%0.000%
10/15/2026Nvwm LLC41,784$21.43M4.0%+0.6%0.001%
10/15/2026Orgel Wealth Management LLC5,813$2.98M0.1%+5.3%0.000%
10/15/2026Kellett Wealth Advisors LLC7,682$3.94M1.5%+2.1%0.000%
10/15/2026HBW Advisory Services LLC25,548$13.10M1.3%-5.5%0.000%
10/15/2026Colorado Capital Management Inc.2,319$1.19M0.4%-28.9%0.000%
10/15/2026KG Capital Management6,640$3.41M2.2%+1.6%0.000%
10/15/2026Fort Washington Investment Advisors Inc. OH2,217,837$1.14B5.5%-0.8%0.030%
10/15/2026Loftus Peak Pty Ltd67,606$34.68M4.0%-20.1%0.001%
10/15/2026B.A. Schrock Wealth Management Inc.6,743$3.46M1.2%N/A0.000%
10/15/2026ASL Financial LLC3,872$1.99M1.5%-1.0%0.000%
10/15/2026Winnacle Wealth LLC1,999$1.03M0.6%+3.5%0.000%
10/15/2026Nolet Wealth Management LLC5,959$3.06M1.7%+6.7%0.000%
10/15/2026Howard Financial Services LTD.25,016$12.83M1.4%+8.4%0.000%
10/15/2026Martin Capital Advisors LLP1,427$732K0.4%-4.4%0.000%
10/15/2026Ashurst Perkins Coie Trust Co73,205$37.55M6.1%+10.3%0.001%
10/15/2026Stapp Wealth Management Pllc976$501K0.6%+44.4%0.000%
10/15/2026Lipe & Dalton5,603$2.87M1.3%-0.9%0.000%
10/15/2026ZWJ Investment Counsel Inc.225,552$115.69M3.3%+3.0%0.003%
10/15/2026Martel Wealth Advisors LLC1,932$991K0.2%-14.0%0.000%
10/15/2026Birchbrook Inc.7,936$4.07M1.9%+0.8%0.000%
10/15/2026Triangle Securities Wealth Management20,248$10.39M2.0%-0.6%0.000%
10/15/2026Hudock Inc.12,081$6.20M0.8%-3.7%0.000%
10/15/2026West Wealth Group LLC48,445$24.85M2.6%+371.7%0.001%
10/15/2026First Pacific Financial39,382$20.20M2.0%+39.7%0.001%
10/15/2026Summit Financial Strategies Inc.25,576$13.12M0.9%+21.0%0.000%
10/15/2026Fortune 45 LLC2,609$1.34M0.5%+3.0%0.000%
10/15/2026MPS Loria Financial Planners LLC6,763$3.47M0.7%+3.0%0.000%
10/15/2026Reliant Investment Management LLC13,948$7.15M2.4%N/A0.000%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC71,144$36.49M0.5%-17.8%0.001%
10/15/2026Fortitude Family Office LLC8,041$4.12M0.7%+37.4%0.000%
10/15/2026Strategy Asset Managers LLC54,216$27.81M3.6%-1.4%0.001%
10/15/2026Sloy Dahl & Holst LLC34,123$17.50M2.5%+0.3%0.000%
10/15/2026Meridian Investment Counsel Inc.25,709$13.19M3.0%-6.4%0.000%
10/15/2026Godsey & Gibb Inc.72,434$37.15M2.6%+1.3%0.001%
10/15/2026Family Office Research LLC1,519$779K0.3%-3.4%0.000%
10/15/2026Harbor Group Inc.2,952$1.51M0.2%+43.9%0.000%
10/15/2026Alliance Wealth Advisors LLC10,085$5.17M1.5%+0.6%0.000%
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10/15/2026Johnson Bixby & Associates LLC8,729$4.48M0.5%-2.3%0.000%
10/15/2026Weil Company Inc.2,827$1.45M0.3%+6.0%0.000%
10/14/2026Luminvest Wealth Management LLC1,059$543K0.1%-53.0%0.000%
10/14/2026SC&H Financial Advisors Inc.15,498$7.95M1.1%-0.3%0.000%
10/14/2026Finward Bancorp16,198$8.31M5.8%-3.8%0.000%
10/14/2026Columbus Macro LLC17,337$8.89M0.9%+0.5%0.000%
10/14/2026Financial Planning Navigators CORP3,066$1.57M0.6%+83.5%0.000%
10/14/2026Mezzasalma Advisors LLC23,729$12.17M2.4%-0.5%0.000%
10/14/2026Tenon Financial LLC4,024$2.06M0.6%+4.0%0.000%
10/14/2026Virginia Wealth Management Group Inc.12,830$6.58M2.8%+0.3%0.000%
10/14/2026Tempus Wealth Planning LLC22,232$11.40M2.2%+3.2%0.000%
10/14/2026Fortress Financial Solutions LLC2,600$1.33M1.1%N/A0.000%
10/14/2026FOCUS Wealth Advisors LLC6,459$3.31M1.6%-0.9%0.000%
10/14/2026Union Savings Bank16,184$8.30M3.5%+0.5%0.000%
10/14/2026Elmwood Wealth Management Inc.10,152$5.21M1.3%+6.5%0.000%
10/14/2026Essex LLC15,830$8.12M1.1%+3.6%0.000%
10/14/2026Orca Wealth Management LLC2,016$1.03M0.6%+5.4%0.000%
10/14/2026Triumph Capital Management9,463$4.85M0.8%-25.8%0.000%
10/14/2026Baker Ellis Asset Management LLC57,583$29.53M3.2%+0.4%0.001%
10/14/2026Mitchell & Pahl Private Wealth LLC14,969$7.68M2.6%+1.3%0.000%
10/14/2026LDIC Inc.27,880$14.30M9.3%+10.9%0.000%
10/14/2026WealthSpring Partners LLC2,593$1.33M1.5%-32.9%0.000%
10/14/2026SFM LLC d b a Sweeney Financial Advisors12,888$6.61M3.4%-24.1%0.000%
10/14/2026Sanders Morris Harris LLC13,874$7.13M0.9%+183.8%0.000%
10/14/2026Fairfield Financial Advisors LTD12,562$6.44M2.3%-3.7%0.000%
10/14/2026Consilium Wealth Advisory LLC18,653$9.57M2.9%+2.5%0.000%
10/14/2026Investment Planning Advisors Inc.3,155$1.62M0.4%+9.4%0.000%
10/14/2026Adirondack Trust Co.22,800$11.69M4.0%-5.7%0.000%
10/14/2026Lodestone Wealth Management LLC14,434$7.40M2.5%+8.4%0.000%
10/14/2026Three Magnolias Financial Advisors LLC5,578$2.86M1.7%-19.9%0.000%
10/14/2026N10 Wealth LLC31,844$16.33M4.6%+72.9%0.000%
10/14/2026Seelaus Asset Management LLC7,364$3.75M2.7%+4.8%0.000%
10/14/2026Nicollet Investment Management Inc.44,063$22.60M6.7%+0.2%0.001%
10/14/2026ABLE Financial Group LLC17,591$9.02M1.4%+6.2%0.000%
10/14/2026Aspen Wealth Management LLC5,150$2.64M0.4%-11.6%0.000%
10/14/2026N10 Assets LLC21,127$10.84M4.0%+19.3%0.000%
10/14/2026Guardian Wealth Management LLC461$236K0.1%N/A0.000%
10/14/2026Firethorn Wealth Partners LLC10,438$5.35M1.7%+0.7%0.000%
10/14/2026Generate Investment Management Ltd477,848$245.09M9.5%+13.0%0.006%
10/14/2026Thurston Springer Miller Herd & Titak Inc.3,699$1.90M3.1%-82.7%0.000%
10/14/2026WestHill Financial Advisors Inc.10,602$5.44M0.9%+69.2%0.000%
10/14/2026Waycross Investment Management Co9,454$4.85M4.2%+0.6%0.000%
10/14/2026Wealth Forward LLC3,562$1.83M0.8%+6.7%0.000%
10/14/2026Koa Wealth Management LLC6,922$3.55M2.4%+43.3%0.000%
10/14/2026MinichMacGregor Wealth Management LLC28,869$14.81M2.5%-30.4%0.000%
10/14/2026First Citizens Bank & Trust Co.322,846$165.59M2.3%+23.5%0.004%
10/14/2026Fearless Solutions LLC dba Best Invest7,042$3.61M1.7%+7.6%0.000%
10/14/2026Focus Financial Network Inc.60,568$31.07M0.9%-0.1%0.001%
10/14/2026Roberts Wealth Advisors LLC34,277$17.58M3.8%-1.4%0.000%
10/14/2026ASK Capital Investment Managers LLC10,289$5.28M5.8%N/A0.000%
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10/14/2026Q Fund Management Hong Kong Ltd880$451K0.4%+780.0%0.000%
10/14/2026Citrine Capital LLC1,997$1.02M0.3%+9.2%0.000%
10/14/2026Enclave Advisors LLC11,578$5.94M0.8%-27.3%0.000%
10/14/2026My Personal CFO LLC41,679$21.38M7.9%-19.9%0.001%
10/14/2026Succession Financial Inc.1,739$892K0.9%+123.5%0.000%
10/14/2026Liberty Atlantic Advisors LLC1,549$795K0.5%+151.9%0.000%
10/14/2026Foundation Wealth Management LLC PA2,227$1.14M0.4%+5.6%0.000%
10/14/2026Cresta Advisors Ltd.1,645$844K0.4%-59.7%0.000%
10/14/2026Boyce & Associates Wealth Consulting Inc.1,326$680K0.4%-32.0%0.000%
10/14/2026JM2 Capital Inc.11,960$6.13M4.3%-1.1%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,839 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($347.21B), State Street Corp ($117.74B), 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 6,106 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), Bank of America Corp DE ($73.29M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($60.59M), Auto Owners Insurance Co ($60.10M), Legal & General Group Plc ($51.01M), and Nuveen LLC ($49.90M).

Institutional investors have bought a total of 756,518,578 shares in the last 24 months. This purchase volume represents approximately $331.65B in transactions.

Of the 3,686 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), Massachusetts Financial Services Co. MA ($8.29M), Price T Rowe Associates Inc. MD ($6.47M), T. Rowe Price Investment Management Inc. ($5.91M), Jennison Associates LLC ($5.83M), and Janus Henderson Group PLC ($5.13M).

Institutional investors have sold a total of 219,777,234 shares in the last 24 months. This volume of shares sold represents approximately $101.54B in transactions.


Related Companies

Institutional ownership data for NASDAQ:MSFT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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