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Microsoft (MSFT) Institutional Ownership

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$443.27 +16.28 (+3.81%)
As of 01:29 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)
4699
Total
Institutional Inflows
(last 12 months)
$376.34B
Number of
Institutional Sellers
(last 12 months)
4048
Total
Institutional Outflows
(last 12 months)
$118.82B
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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
5/29/2026Krane Financial Solutions LLC1,459$540K0.4%N/A0.000%
5/29/2026Asset Dedication LLC31,835$11.79M0.8%-13.2%0.000%
5/28/2026Cozad Asset Management Inc.44,509$16.48M1.3%-1.5%0.001%
5/28/2026Lavelle Capital LP2,822$1.04M0.6%N/A0.000%
5/28/2026Blue Fin Capital Inc.93,524$34.62M5.7%-0.8%0.001%
5/28/2026Challenger Wealth Management8,417$3.12M2.5%-2.0%0.000%
5/28/2026 Maripau Wealth Management LLC5,951$2.20M1.0%+10.5%0.000%
5/27/2026 Alpine Woods Capital Investors LLC18,428$6.82M1.6%-30.3%0.000%
5/27/2026 Allen Capital Group LLC31,887$11.80M1.1%+0.5%0.000%
5/27/2026 Security Financial Services INC.6,484$2.40M0.4%-2.0%0.000%
5/27/2026 Capasso Planning Partners LLC2,470$914K0.5%-2.7%0.000%
5/27/2026 Westshore Wealth LLC5,511$2.04M0.7%-10.7%0.000%
5/27/2026 Birmingham Capital Management Co. Inc. AL1,339$496K0.2%+8.1%0.000%
5/26/2026 Serenity Investment Advisors2,807$1.04M0.4%-6.9%0.000%
5/26/2026 Glenmede Trust Co. NA1,541,064$570.46M2.8%-1.1%0.021%
5/26/2026 Summit Financial Wealth Advisors LLC14,304$5.30M0.8%+22.0%0.000%
5/26/2026 Axiom Investment Management LLC8,493$3.14M2.4%N/A0.000%
5/22/2026 Summitry LLC214,462$79.39M2.8%+38.9%0.003%
5/22/2026 Groupama Asset Managment1,044,807$386.76M5.6%-1.2%0.014%
5/22/2026 WNY Asset Management LLC15,417$5.70M0.6%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC3,466$1.28M0.8%+10.6%0.000%
5/22/2026 Independent Wealth Advisors LLC1,269$470K0.5%+3.5%0.000%
5/22/2026 Segall Bryant & Hamill LLC245,390$90.84M1.1%+2.8%0.003%
5/22/2026 Wellington Grp LLC12,039$4.46M1.4%+12.4%0.000%
5/22/2026 Verus Capital Partners LLC94,051$34.82M2.4%-44.1%0.001%
5/22/2026 Access Investment Management LLC410$152K0.0%-10.7%0.000%
5/22/2026 Evolutionary Tree Capital Management LLC6,844$2.53M4.8%-58.9%0.000%
5/21/2026 Montchanin Asset Management LLC15,729$5.82M5.9%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC33,072$12.24M2.7%+0.5%0.000%
5/21/2026 Compass Capital Management Inc.171,001$63.30M3.7%+2.6%0.002%
5/21/2026 GKV Capital Management Co. Inc.31,859$11.79M4.2%-0.6%0.000%
5/21/2026 Argent Capital Management LLC432,171$159.98M5.0%-8.6%0.006%
5/21/2026 Front Street Capital Management Inc.9,529$3.53M0.5%+2.4%0.000%
5/21/2026 Essential Partners LLC5,289$1.96M0.7%+119.9%0.000%
5/21/2026 Vestor Capital LLC104,863$38.82M2.8%+121,833.7%0.001%
5/21/2026 J. Derek Lewis & Associates Inc.15,734$5.82M1.3%-3.5%0.000%
5/21/2026 BankChampaign National Association3,847$1.42M1.4%N/A0.000%
5/21/2026 JDM Financial Group LLC635$235K0.0%+20.0%0.000%
5/20/2026 Cadia Private Client LLC2,426$898K0.7%-7.3%0.000%
5/20/2026 CCM Investment Advisers LLC67,596$25.02M2.4%+5.6%0.001%
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5/20/2026 Liontrust Investment Partners LLP123,767$45.82M0.7%-73.7%0.002%
5/20/2026 Hobbs Group Advisors LLC4,247$1.57M0.5%-3.7%0.000%
5/20/2026 SHUTTLEWORTH & Co7,246$2.68M2.4%+1.3%0.000%
5/20/2026 January Capital Advisors LLC1,983$734K1.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC47,897$17.74M1.1%-8.2%0.001%
5/20/2026 Union Heritage Capital LLC21,796$8.07M3.0%-45.8%0.000%
5/20/2026 SOA Wealth Advisors LLC.76,777$28.42M3.0%-1.9%0.001%
5/20/2026 Leigh Baldwin & CO. LLC7,416$2.75M1.8%-2.3%0.000%
5/20/2026 FinArc Investments Inc.7,106$2.63M2.5%N/A0.000%
5/20/2026 TrueWealth Financial Partners41,346$15.31M6.1%+9,027.2%0.001%
5/20/2026 Pathway Wealth Management LLC6,440$2.38M2.3%+1.2%0.000%
5/20/2026 Boothe Investment Group Inc.15,635$5.79M1.9%N/A0.000%
5/20/2026 Norris Financial Group LLC4,269$1.58M0.5%N/A0.000%
5/19/2026 Front Row Advisors LLC27,135$10.05M3.4%+1.9%0.000%
5/19/2026 McIlrath & Eck LLC124,543$46.10M3.4%+17.0%0.002%
5/19/2026 Winnow Wealth LLC1,954$723K0.6%-8.0%0.000%
5/19/2026 Mascagni Wealth Management Inc.9,355$3.46M2.5%+6.5%0.000%
5/19/2026 Sonoma Allocations LLC4,235$1.57M0.5%-10.0%0.000%
5/19/2026 Eley Financial Management Inc16,332$6.05M2.1%+0.4%0.000%
5/19/2026 Orographic Financial Advisors LLC15,477$5.73M4.1%N/A0.000%
5/19/2026 Cim Investment Management Inc.23,220$8.60M2.3%-0.4%0.000%
5/19/2026 Silicon Valley Capital Partners145,756$53.95M5.3%+8.9%0.002%
5/19/2026 Cornerstone Wealth LLC TN1,274$472K0.3%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC37,236$13.78M4.3%+0.6%0.001%
5/19/2026 Royal Fund Management LLC42,300$15.69M1.5%+12.0%0.001%
5/19/2026 Ariadne Wealth Management LP10,481$3.88M1.7%+17.8%0.000%
5/19/2026 Bank of America Corp DE70,765,459$26.20B1.9%-3.2%0.953%
5/19/2026 Hamilton Wealth LLC204,636$75.75M5.4%+250.3%0.003%
5/19/2026 Wilson & Boucher Capital Management LLC7,760$2.87M1.9%-1.4%0.000%
5/19/2026 Alexander Labrunerie & CO. Inc.19,671$7.28M2.7%-0.8%0.000%
5/19/2026 Graney & King LLC1,833$679K0.4%-10.5%0.000%
5/19/2026 Edgestream Partners L.P.37,128$13.74M0.5%-17.1%0.000%
5/19/2026 Financial Insights Inc.45,626$16.89M5.5%-5.2%0.001%
5/19/2026 Kensington Investment Counsel LLC30,243$11.20M5.4%+1.7%0.000%
5/19/2026 H&H International Investment LLC1,016,000$376.09M1.9%+18.3%0.014%
5/19/2026 Kentucky Retirement Systems627,191$232.17M8.0%+34.7%0.008%
5/19/2026 JTC Employer Solutions Trustee Ltd6,385$2.36M0.2%+0.6%0.000%
5/19/2026 Kentucky Retirement Systems Insurance Trust Fund195,510$72.37M4.9%+0.2%0.003%
5/19/2026 Chesapeake Wealth Management28,203$10.44M3.2%-0.8%0.000%
5/19/2026 Janus Henderson Group PLC23,878,982$8.81B4.2%-10.9%0.321%
5/19/2026 Centaurus Financial Inc.73,249$27.12M1.3%+3.7%0.001%
5/19/2026 Cim LLC9,653$3.57M0.5%-28.1%0.000%
5/19/2026 Oddo BHF Asset Management Sas489,634$181.24M7.2%+1.4%0.007%
5/19/2026 Bull Harbor Capital LLC16,323$6.04M1.6%N/A0.000%
5/19/2026 Strategic Investment Advisors MI41,426$15.34M1.1%+27.0%0.001%
5/19/2026 Ashton Thomas Securities LLC39,599$14.66M1.8%+28.5%0.001%
5/19/2026 Arkadios Wealth Advisors237,463$87.90M1.4%+11.7%0.003%
5/19/2026 South Dakota Investment Council461,233$170.74M3.3%+2.4%0.006%
5/19/2026 IFS Group LLC4,489$1.66M1.5%N/A0.000%
5/19/2026 Claris Financial LLC13,104$4.85M2.6%-6.9%0.000%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
5/19/2026 Strategic Planning Inc.32,115$11.89M6.0%+1,733.0%0.000%
5/19/2026 Encore Global Management LP12,950$4.79M3.3%N/A0.000%
5/19/2026 Smith Group Asset Management LLC175,269$64.88M3.3%+5.5%0.002%
5/19/2026 Arete Wealth Advisors LLC47,897$17.74M1.2%-8.2%0.001%
5/19/2026 Pine Ridge Advisers LLC13,850$5.13M0.3%+45.6%0.000%
5/19/2026 Opal Capital LLC18,038$6.68M1.2%+18.8%0.000%
5/18/2026 Sunbelt Securities Inc.78,521$29.07M1.8%+3.7%0.001%
5/18/2026 Guardian Partners Inc.71,634$26.59M2.2%+4.1%0.001%
5/18/2026 MSA Advisors LLC38,620$14.30M4.3%+7.0%0.001%
5/18/2026 Amundi41,675,076$15.43B4.2%+30.8%0.561%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,727 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.

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

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), Nuveen LLC ($49.90M), Vanguard Group Inc. ($47.39M), and GAMMA Investing LLC ($46.70M).

Institutional investors have bought a total of 775,178,408 shares in the last 24 months. This purchase volume represents approximately $376.34B in transactions.

Of the 4,048 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), Amundi ($7.39M), Price T Rowe Associates Inc. MD ($6.47M), T. Rowe Price Investment Management Inc. ($5.91M), Janus Henderson Group PLC ($5.13M), and Groupama Asset Managment ($5.04M).

Institutional investors have sold a total of 250,099,383 shares in the last 24 months. This volume of shares sold represents approximately $118.82B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/29/2026 by MarketBeat.com Staff.
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