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Microsoft (MSFT) Institutional Ownership

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$529.76 +0.46 (+0.09%)
Closing price 04:00 PM Eastern
Extended Trading
$529.60 -0.15 (-0.03%)
As of 08:00 PM 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)
4664
Total
Institutional Inflows
(last 12 months)
$331.48B
Number of
Institutional Sellers
(last 12 months)
3732
Total
Institutional Outflows
(last 12 months)
$101.59B
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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
10/7/2026Steph & Co.2,391$1.23M0.3%+9.9%0.000%
10/7/2026KFA Private Wealth Group LLC6,645$3.41M0.8%+1.1%0.000%
10/7/2026Elevation Wealth Partners LLC6,505$3.34M0.9%-2.1%0.000%
10/7/2026Retirement Wealth Solutions LLC2,694$1.38M0.7%+10.5%0.000%
10/7/2026Cox Capital Mgt LLC22,448$11.51M6.6%-0.7%0.000%
10/7/2026Cooper Financial Group64,731$33.20M2.7%+9.1%0.001%
10/7/2026Elm3 Financial Group LLC9,390$4.82M3.3%-3.1%0.000%
10/7/2026Canandaigua National Trust Co of Florida10,548$5.41M3.1%N/A0.000%
10/7/2026Family Legacy Financial Solutions LLC3,305$1.70M1.0%-24.3%0.000%
10/7/2026Canandaigua National Bank & Trust Co.80,667$41.37M3.7%+2.3%0.001%
10/7/2026Exchange Bank9,552$4.90M3.2%-1.1%0.000%
10/7/2026Persium Advisors LLC3,322$1.70M0.9%+4.4%0.000%
10/7/2026Baring Financial LLC11,471$5.88M3.2%-4.1%0.000%
10/7/2026Bath Savings Trust Co93,601$48.01M5.0%-0.7%0.001%
10/7/2026Greenfield Savings Bank26,355$13.52M5.2%+0.4%0.000%
10/7/2026Cassilly Financial Group LLC1,108$568K0.4%+73.1%0.000%
10/7/2026Investors Research Corp13,088$6.71M1.1%-2.6%0.000%
10/7/2026Rhodes Investment Advisors Inc. ADV6,714$3.44M2.4%+2.7%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.54,706$28.06M3.0%-4.2%0.001%
10/7/2026Echo45 Advisors LLC4,519$2.32M1.1%+16.3%0.000%
10/7/2026Silvia Mccoll Wealth Management LLC7,830$4.02M2.4%-0.3%0.000%
10/7/2026MFA Wealth Advisors LLC14,905$7.65M0.9%-2.6%0.000%
10/7/2026Bank & Trust Co15,875$8.14M4.0%-1.1%0.000%
10/7/2026S.E.E.D. Planning Group LLC34,125$17.50M4.1%+4.2%0.000%
10/7/2026Emprise Bank10,820$5.55M2.2%-2.6%0.000%
10/7/2026North Point Portfolio Managers Corp OH44,597$22.87M4.2%-0.9%0.001%
10/7/2026Benedict Financial Advisors Inc.35,544$18.23M3.4%-3.0%0.000%
10/7/2026MRA Advisory Group9,551$4.90M1.8%+17.9%0.000%
10/7/2026Wealth Group Ltd3,613$1.85M0.3%+44.9%0.000%
10/7/2026Kwmg LLC22,385$11.48M0.8%+4.0%0.000%
10/7/2026PFW Advisors LLC9,991$5.12M1.5%+3.1%0.000%
10/7/2026Lake Hills Wealth Management LLC543$279K0.1%N/A0.000%
10/7/2026Strong Retirement Solutions LLC15,405$7.90M4.4%-22.8%0.000%
10/7/2026McAlister Sweet & Associates Inc.1,935$993K0.8%-86.8%0.000%
10/7/2026American National Bank of Texas4,666$2.39M2.2%+2.4%0.000%
10/7/2026Armstrong Henry H Associates Inc.619,403$317.69M29.7%-0.5%0.008%
10/7/2026American National Bank & Trust93,988$48.21M4.3%-4.0%0.001%
10/7/2026Worth Asset Management LLC9,706$4.98M1.5%+28.9%0.000%
10/7/2026Matrix Trust Co7,284$3.74M0.5%-2.4%0.000%
10/7/2026Crumly & Associates Inc.6,597$3.38M0.6%+11.2%0.000%
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10/7/2026First Community Trust NA20,642$10.59M3.5%+4.3%0.000%
10/7/2026Asempa Wealth Advisors3,550$1.82M1.4%+0.9%0.000%
10/7/2026Legacy Solutions LLC1,907$978K0.8%-2.5%0.000%
10/7/2026Pathway Financial Advisors LLC6,302$3.23M0.4%-6.6%0.000%
10/7/2026Great Waters Wealth Management5,453$2.80M0.3%+2.6%0.000%
10/7/2026Waller Financial Planning Group Inc.1,976$1.01M0.2%-7.0%0.000%
10/7/2026Weaver Consulting Group16,217$8.32M1.6%+1.5%0.000%
10/7/2026Nautilus Advisors LLC6,205$3.18M2.0%+1.9%0.000%
10/6/2026Stewardship Concepts Financial Services LLC1,993$1.02M0.7%+4.6%0.000%
10/6/2026Juncture Wealth Strategies LLC4,422$2.27M0.6%-9.8%0.000%
10/6/2026Mallini Complete Financial Planning LLC1,039$533K0.4%N/A0.000%
10/6/2026Bangor Savings Bank19,125$9.81M0.7%-3.8%0.000%
10/6/2026PPS&V Asset Management Consultants Inc.723$371K0.2%-3.7%0.000%
10/6/2026Congress Asset Management Co.801,234$410.95M2.6%-1.7%0.011%
10/6/2026Moody National Bank Trust Division56,353$28.90M2.1%-4.5%0.001%
10/6/2026Bank of New Hampshire28,243$14.49M3.1%-3.0%0.000%
10/6/2026Hall Laurie J Trustee52,624$26.99M8.3%-1.2%0.001%
10/6/2026Private Capital Advisors Inc.61,547$31.57M2.7%-4.0%0.001%
10/6/2026RVW Wealth LLC8,079$4.14M0.3%+98.4%0.000%
10/6/2026Boyum Wealth Architects LLC2,015$1.04M0.4%+2.2%0.000%
10/6/2026Paladin Partners LLC3,961$2.03M1.4%+8.6%0.000%
10/6/2026GoalFusion Wealth Management LLC2,508$1.29M0.5%+18.6%0.000%
10/6/2026Iowa State Bank43,399$22.26M3.6%+8.0%0.001%
10/6/2026Ables Iannone Moore & Associates Inc.17,822$9.14M4.8%-0.9%0.000%
10/6/2026Eleva Capital SAS21,817$11.19M9.4%N/A0.000%
10/6/2026Financial Symmetry Inc1,770$908K0.3%-19.3%0.000%
10/6/2026Byrne Asset Management LLC19,603$10.05M5.5%+3.3%0.000%
10/6/2026Central Pacific Bank Trust Division40,886$20.97M2.2%+19.3%0.001%
10/6/2026Lakehouse Capital Pty Ltd19,927$10.22M8.2%-8.5%0.000%
10/5/2026Rosenberg Matthew Hamilton7,266$3.73M0.7%-1.4%0.000%
10/5/2026Box Hill Private Wealth LLC4,409$2.26M1.6%+3.2%0.000%
10/5/2026Ridgewood Investments LLC7,427$3.81M1.3%-5.9%0.000%
10/5/2026Pacific Wealth Management963$494K0.4%-24.8%0.000%
10/5/2026Ballew Advisors Inc2,571$1.33M0.7%-10.9%0.000%
10/5/2026Norman Fields Gottscho Capital Management LLC2,691$1.38M0.5%-4.4%0.000%
10/5/2026General Partner Inc.17,151$8.80M4.9%-6.5%0.000%
10/5/2026Park National Corp OH244,284$125.29M3.4%-5.1%0.003%
10/5/2026Horizons Wealth Management444$228K0.1%N/A0.000%
10/5/2026Tompkins Financial Corp111,714$57.30M4.0%-1.1%0.002%
10/5/2026Neville Rodie & Shaw Inc.140,817$72.23M5.1%-5.6%0.002%
10/5/2026Baker Tilly Wealth Management LLC21,586$11.07M2.2%+2.2%0.000%
10/5/2026Partnership Wealth Management LLC5,978$3.07M2.2%-1.3%0.000%
10/5/2026Eastover Investment Advisors LLC23,734$12.17M5.1%-0.6%0.000%
10/5/2026Ferguson Wellman Capital Management Inc.969,392$497.20M5.9%+3.7%0.013%
10/5/2026CapWealth Advisors LLC84,108$43.14M3.3%+1.7%0.001%
10/5/2026Adelphi Trust Co17,863$9.16M6.2%-10.5%0.000%
10/5/2026Argent Capital Management LLC373,057$191.34M1.4%-4.1%0.005%
10/5/2026Eastern Bank578,874$296.90M4.5%-2.6%0.008%
10/5/2026Heartwood Wealth Advisors LLC10,198$5.23M0.4%+1.7%0.000%
10/5/2026Rockland Trust Co.294,841$151.22M5.8%+0.6%0.004%
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10/5/2026Collective Family Office LLC5,687$2.92M0.6%-3.3%0.000%
10/5/2026Violich Capital Management Inc.173,373$88.92M9.6%-2.1%0.002%
10/5/2026MassMutual Private Wealth & Trust FSB353,759$181.44M4.6%-2.8%0.005%
10/2/2026 Marotta Asset Management3,683$1.89M0.3%-8.6%0.000%
10/2/2026 Miller Global Investments LLC2,205$1.13M0.8%+17.3%0.000%
10/2/2026 First Citizens Financial Corp7,633$3.92M1.7%-2.2%0.000%
10/2/2026 Polaris Financial Partners8,672$4.49M2.1%N/A0.000%
10/2/2026 Boltwood Capital Management20,630$10.58M2.4%+2.0%0.000%
10/2/2026 CX Institutional121,105$62.12M1.7%+2.0%0.002%
10/2/2026 GoalVest Advisory LLC89,338$45.82M2.3%+623.0%0.001%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,831 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 6,108 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 756,136,481 shares in the last 24 months. This purchase volume represents approximately $331.46B in transactions.

Of the 3,714 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 219,861,805 shares in the last 24 months. This volume of shares sold represents approximately $101.59B 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 10/7/2026. New 13F filings are added each quarter as they're published.
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