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Microsoft (MSFT) Institutional Ownership

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$414.10 +2.72 (+0.66%)
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$413.46 -0.64 (-0.15%)
As of 07:59 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)
4837
Total
Institutional Inflows
(last 12 months)
$402.38B
Number of
Institutional Sellers
(last 12 months)
4187
Total
Institutional Outflows
(last 12 months)
$125.75B
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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
5/6/2026Laidlaw Wealth Management LLC4,438$1.64M5.7%-1.7%0.000%
5/6/2026Freemont Management S.A.23,600$8.74M1.3%-9.6%0.000%
5/6/2026Sterling Financial Planning Inc.3,275$1.21M0.4%-3.7%0.000%
5/6/2026Jennison Associates LLC17,883,560$6.62B4.6%-15.0%0.241%
5/6/2026Aviance Capital Partners LLC43,722$16.19M1.9%+6.7%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC27,456$10.16M1.6%+8.0%0.000%
5/6/2026Pavion Blue Capital LLC55,851$20.67M9.0%-0.5%0.001%
5/6/2026GatePass Capital LLC2,785$1.03M0.5%+29.9%0.000%
5/6/2026German American Bancorp Inc.111,628$41.32M3.6%+2.8%0.002%
5/6/2026IMA Advisory Services Inc.22,278$8.25M0.8%+3.0%0.000%
5/6/2026California Public Employees Retirement System21,906,086$8.11B5.0%+3.7%0.295%
5/6/2026Ceera Investments LLC2,520$933K0.4%+7.5%0.000%
5/6/2026Audent Global Asset Management LLC17,109$6.33M6.6%+2.4%0.000%
5/6/2026Clifford Swan Investment Counsel LLC300,292$111.16M3.8%-0.9%0.004%
5/6/2026Quadrant Private Wealth Management LLC31,367$11.61M1.8%+31.6%0.000%
5/6/2026Bartlett & CO. Wealth Management LLC984,801$364.54M4.8%+1.0%0.013%
5/6/2026MTM Investment Management LLC18,152$6.72M2.1%+2.0%0.000%
5/6/2026Ranch Capital Advisors Inc.17,620$6.52M2.4%+0.8%0.000%
5/6/2026Kesler Norman & Wride LLC35,800$13.25M2.3%+0.7%0.000%
5/6/2026Heartland Bank & Trust Co39,675$14.69M3.3%+38.9%0.001%
5/6/2026Zhang Financial LLC73,448$27.19M0.9%+8.1%0.001%
5/6/2026Centennial Bank AR 9,610$3.56M1.3%-1.1%0.000%
5/6/2026Atlas Wealth LLC61,005$22.58M2.8%+113.4%0.001%
5/6/2026Frontier Asset Management LLC2,342$867K0.2%+30.4%0.000%
5/6/2026Simon Quick Advisors LLC40,439$14.97M0.7%-9.1%0.001%
5/6/2026Aire Advisors LLC11,167$4.13M0.8%+3.9%0.000%
5/6/2026John G Ullman & Associates Inc.29,035$10.75M1.4%-7.3%0.000%
5/6/2026Kera Capital Partners Inc.13,009$4.82M0.6%+25.9%0.000%
5/6/2026SK Wealth Management LLC4,736$1.77M0.5%-1.7%0.000%
5/6/2026GS Investments Inc.15,234$5.64M3.2%+2.0%0.000%
5/6/2026Cornerstone Planning Group LLC5,351$1.98M0.3%+9.9%0.000%
5/6/2026Gryphon Financial Partners LLC59,807$22.14M2.3%+11.1%0.001%
5/6/2026Arcus Capital Partners LLC3,793$1.40M0.5%-38.0%0.000%
5/6/2026Copeland Capital Management LLC67,559$25.01M0.6%+34.3%0.001%
5/6/2026Hamilton Point Investment Advisors LLC55,491$20.54M3.2%-0.2%0.001%
5/6/2026Modera Wealth Management LLC377,588$139.77M1.7%-2.6%0.005%
5/6/2026Townsend Asset Management Corp NC ADV19,499$7.22M2.6%-0.8%0.000%
5/6/2026Juno Financial Group LLC14,019$5.19M2.0%+0.7%0.000%
5/6/2026Advisortrust Partners LLC5,390$2.00M0.8%-4.1%0.000%
5/6/2026Morling Financial Advisors LLC1,756$650K0.2%-27.8%0.000%
5/6/2026Astra Wealth Partners LLC3,705$1.37M0.8%-12.3%0.000%
5/6/2026Catalyst Capital Advisors LLC9,789$3.62M0.1%-17.7%0.000%
5/6/2026Assetmark Inc.2,023,261$748.95M1.5%+6.1%0.027%
5/6/2026NovaPoint Capital LLC30,785$11.40M2.9%+6.5%0.000%
5/6/2026PeakShares LLC4,412$1.63M1.5%+58.2%0.000%
5/6/2026Paradigm Capital Management LLC NV6,160$2.28M2.1%+23.4%0.000%
5/6/2026Prospect Financial Group LLC4,636$1.72M1.6%-2.0%0.000%
5/6/2026Gallacher Capital Management LLC2,998$1.11M0.4%+3.4%0.000%
5/6/2026Gould Asset Management LLC CA8,352$3.09M0.5%+14.5%0.000%
5/6/2026Graphene Investments SAS15,800$5.85M3.9%+25.4%0.000%
5/6/2026Barings LLC11,998$4.44M0.1%-11.8%0.000%
5/6/2026Windmill Hill Asset Management Ltd2,899$1.07M0.3%-76.2%0.000%
5/6/2026Angeles Wealth Management LLC97,065$35.93M2.0%-1.1%0.001%
5/6/2026Fiscal Wisdom Wealth Management LLC2,859$1.06M1.0%-0.9%0.000%
5/6/2026AXS Investments LLC10,354$3.83M1.5%-5.3%0.000%
5/6/2026Brown Shipley& Co Ltd54,456$20.16M12.1%+2.9%0.001%
5/6/2026C WorldWide Group Holding A S794,890$294.24M6.3%-7.7%0.011%
5/6/2026Clearstead Trust LLC59,955$22.19M3.6%+4.4%0.001%
5/6/2026Financiere des Professionnels Fonds d investissement inc.121,196$44.86M2.6%+11.9%0.002%
5/6/2026Bessemer Group Inc.6,921,677$2.56B4.0%+8.4%0.093%
5/6/2026Avalon Trust Co236,541$87.56M6.0%+2.5%0.003%
5/6/2026 Gerald Baker Financial Group LLC19,032$7.05M2.4%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC3,506,174$1.30B2.2%+1.9%0.047%
5/6/2026 Oder Investment Management LLC8,405$3.11M2.4%+9.1%0.000%
5/6/2026 One Day In July LLC11,230$4.16M0.3%+3.2%0.000%
5/6/2026 Frisch Financial Group Inc.25,727$9.52M2.0%+1.3%0.000%
5/6/2026 Thayer Partners LLC MA2,685$994K0.5%+16.4%0.000%
5/6/2026 Independent Financial Group LLC99,608$36.87M1.1%N/A0.001%
5/6/2026 Enterprise Financial Services Corp27,034$10.01M5.1%+6.8%0.000%
5/6/2026 Prosperity Consulting Group LLC70,977$26.27M1.2%-4.5%0.001%
5/6/2026 Smart Money Group LLC6,088$2.25M0.7%+2.4%0.000%
5/6/2026 Frazier Financial Advisors LLC4,727$1.75M1.0%+14.2%0.000%
5/6/2026 Dahring Cusmano LLC1,953$723K0.4%+9.1%0.000%
5/6/2026 Birchwood Financial Partners Inc.7,435$2.75M2.7%+0.7%0.000%
5/6/2026 Helium Advisors LLC24,137$8.94M8.5%+41.4%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super853,141$315.81M4.8%N/A0.011%
5/6/2026 BCM Advisors LLC1,367$506K0.1%-7.6%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co130,159$48.18M4.0%+3.5%0.002%
5/5/2026 Quartz Partners LLC2,221$822K0.3%-16.0%0.000%
5/5/2026 BCGM Wealth Management LLC1,301$481K0.1%-7.5%0.000%
5/5/2026 Evergreen Advisors LLC571$211K0.0%+9.4%0.000%
5/5/2026 Financial Harvest LLC4,964$1.84M1.1%+50.8%0.000%
5/5/2026 Regency Capital Management Inc. DE11,767$4.36M1.9%-24.1%0.000%
5/5/2026 Noesis Capital Mangement Corp18,637$6.90M1.0%+0.2%0.000%
5/5/2026 Ferguson Johnson Wealth Management Inc1,080$399K0.3%-16.3%0.000%
5/5/2026 Delta Financial Advisors LLC36,187$13.40M3.5%-0.4%0.000%
5/5/2026 Lane Brothers & Co. Inc.3,904$1.45M1.1%-0.8%0.000%
5/5/2026 Westover Capital Advisors LLC40,138$14.86M2.7%+1.3%0.001%
5/5/2026 Ridgeline Wealth Planning LLC1,299$481K0.4%+3.1%0.000%
5/5/2026 Vectors Research Management LLC25,731$9.53M2.8%-6.2%0.000%
5/5/2026 Gallagher Capital Advisors LLC11,746$4.35M2.7%-2.3%0.000%
5/5/2026 Rockport Wealth LLC14,744$5.46M1.0%+4.2%0.000%
5/5/2026 Wealthfront Advisers LLC784,119$290.26M0.6%-7.1%0.011%
5/5/2026 Sharpepoint LLC6,588$2.44M1.5%+36.7%0.000%
5/5/2026 RFG Bristol Wealth Advisors LLC20,057$7.42M2.0%-1.4%0.000%
5/5/2026 Reik & CO. LLC14,213$5.26M1.5%+1.1%0.000%
5/5/2026 Navigation Group LLC2,945$1.09M0.3%N/A0.000%
5/5/2026 NerdWallet Wealth Partners LLC4,190$1.55M0.7%-8.6%0.000%
5/5/2026 Beaumont Financial Advisors LLC108,959$40.33M2.8%+0.6%0.001%
5/5/2026 Twin Capital Management Inc.104,124$38.54M5.0%+0.2%0.001%


MSFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSFT shares?

During the previous two years, 6,720 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.

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 5,989 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), Vanguard Group Inc. ($50.47M), Nuveen LLC ($49.90M), and GAMMA Investing LLC ($46.70M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 844,088,115 shares in the last 24 months. This purchase volume represents approximately $402.38B in transactions.

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

Of the 4,173 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), Price T Rowe Associates Inc. MD ($10.10M), Wellington Management Group LLP ($7.40M), Amundi ($7.39M), T. Rowe Price Investment Management Inc. ($5.91M), and Groupama Asset Managment ($5.03M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 268,358,150 shares in the last 24 months. This volume of shares sold represents approximately $125.75B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/6/2026 by MarketBeat.com Staff.
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