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Microsoft (MSFT) Institutional Ownership

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$397.75 -4.54 (-1.13%)
Closing price 07/21/2026 04:00 PM Eastern
Extended Trading
$396.15 -1.60 (-0.40%)
As of 07/21/2026 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)
4703
Total
Institutional Inflows
(last 12 months)
$329.90B
Number of
Institutional Sellers
(last 12 months)
4000
Total
Institutional Outflows
(last 12 months)
$116.88B
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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
7/22/2026Madson Wealth Advisors Inc3,968$1.48M1.0%+7.2%0.000%
7/22/2026Claris Advisors LLC MO5,976$2.23M0.6%+3.5%0.000%
7/22/2026Landaas & Co. WI ADV12,850$4.79M0.9%-3.9%0.000%
7/22/2026OLD Second National Bank of Aurora37,750$14.08M2.7%+4.6%0.001%
7/22/2026Ifrah Financial Services Inc.7,651$2.85M0.7%-0.7%0.000%
7/22/2026Red Mountain Financial LLC2,518$939K0.8%+3.6%0.000%
7/22/2026Flywheel Private Wealth LLC3,819$1.43M0.7%+15.4%0.000%
7/22/2026River Street Advisors LLC17,946$6.69M2.0%+8.8%0.000%
7/22/2026Forte Asset Management LLC23,436$8.74M3.6%-0.3%0.000%
7/22/2026Laurel Oak Wealth Management LLC33,509$12.50M1.8%-0.5%0.000%
7/22/2026Proathlete Wealth Management LLC11,182$4.17M1.0%-1.3%0.000%
7/22/2026Schaper Benz & Wise Investment Counsel Inc. WI49,145$18.33M1.2%+2.4%0.001%
7/22/2026Fulcrum Wealth Advisors LLC22,471$8.38M6.4%+7.9%0.000%
7/22/2026Wealthedge Investment Advisors LLC35,109$13.10M4.5%+2.2%0.000%
7/22/2026Portus Wealth Advisors LLC4,586$1.71M1.4%+6.6%0.000%
7/22/2026Southern Michigan Bank & Trust5,337$1.99M0.7%+1.9%0.000%
7/22/2026AMI Asset Management Corp165,895$61.88M3.6%-3.4%0.002%
7/22/2026Evolution Wealth Management Inc.3,484$1.30M0.8%+3.5%0.000%
7/22/2026Cordoba Advisory Partners LLC2,527$943K0.2%N/A0.000%
7/22/2026Greenleaf Trust296,267$110.51M1.1%+1.5%0.004%
7/21/2026Crux Wealth Advisors14,249$5.32M1.8%-2.0%0.000%
7/21/2026Davidson Investment Advisors242,760$90.56M3.7%-2.6%0.003%
7/21/2026Unique Wealth LLC8,479$3.16M0.4%-7.6%0.000%
7/21/2026Orange Investment Advisors Inc.65,547$24.45M3.0%-3.3%0.001%
7/21/2026Scarborough Advisors LLC4,911$1.92M0.2%-78.1%0.000%
7/21/2026Midwest Financial Group LLC10,663$3.98M1.4%+6.4%0.000%
7/21/2026Financial Life Planners8,344$3.11M2.0%-3.0%0.000%
7/21/2026Pearl Planning LLC1,145$427K0.2%+5.5%0.000%
7/21/2026Columbia Asset Management89,309$33.31M5.8%-0.9%0.001%
7/21/2026Crown Wealth Group LLC25,392$9.47M2.4%+5.4%0.000%
7/21/2026HighRoad Wealth Advisors LLC1,975$737K0.6%-6.6%0.000%
7/21/2026Hofer & Associates. Inc7,038$2.63M1.3%+5.8%0.000%
7/21/2026Washington Capital Management Inc.1,855$692K0.5%+37.9%0.000%
7/21/2026Norris Perne & French LLP MI177,461$66.20M3.9%-1.1%0.002%
7/21/2026Campbell Newman Asset Management Inc.133,704$49.87M3.7%-10.7%0.002%
7/21/2026Novem Group17,333$6.47M0.7%+9.0%0.000%
7/21/20265T Wealth LLC1,705$636K0.2%-13.8%0.000%
7/21/2026Wilkerson Advisory Group LLC5,129$1.91M0.6%+1.3%0.000%
7/21/2026Center for Financial Planning Inc.26,365$9.84M0.9%-0.4%0.000%
7/21/2026WestHill Financial Advisors Inc.6,267$2.34M0.4%-1.7%0.000%
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7/21/2026LS Investment Advisors LLC76,246$28.44M3.9%+0.3%0.001%
7/21/2026CV Advisors LLC44,774$16.70M3.1%+23.9%0.001%
7/21/2026Summitry LLC221,816$82.74M2.7%+3.4%0.003%
7/21/2026QV Investors Inc.38,460$14.35M1.1%N/A0.001%
7/21/2026Greenbush Financial Group LLC7,310$2.73M0.8%-0.9%0.000%
7/21/2026Murphy Pohlad Asset Management LLC11,154$4.16M1.4%-0.5%0.000%
7/21/2026TriaGen Wealth Management LLC5,779$2.16M0.5%-4.5%0.000%
7/21/2026Sculati Wealth Management LLC18,191$7.16M2.4%-0.8%0.000%
7/21/2026Meritas Wealth Management LLC6,531$2.44M1.0%+5.8%0.000%
7/21/2026Leslie Global Wealth LLC3,138$1.17M0.5%+2.9%0.000%
7/21/2026Legacy Advisory Services LLC2,198$820K0.6%+95.2%0.000%
7/21/2026Traveka Wealth LLC12,653$4.72M1.6%+1.4%0.000%
7/21/2026LifePlan Financial LLC6,506$2.43M1.7%+6.9%0.000%
7/21/2026Athena Wealth Management LLC8,913$3.33M2.5%+140.9%0.000%
7/21/2026Clear Trail Advisors LLC42,983$16.03M2.4%-0.6%0.001%
7/21/2026Boston Common Asset Management LLC157,839$58.88M3.5%+9.9%0.002%
7/21/2026HMS Capital Management LLC9,202$3.43M1.3%-5.4%0.000%
7/21/2026DecisionMap Wealth Management LLC8,105$3.02M1.7%+6.4%0.000%
7/21/2026Vision Retirement LLC11,444$4.27M1.0%-2.1%0.000%
7/21/2026Leavell Investment Management Inc.87,273$32.55M1.2%-0.2%0.001%
7/21/2026ONE Advisory Partners LLC1,232$460K0.1%-8.7%0.000%
7/21/2026SOA Wealth Advisors LLC.102,203$38.12M5.6%+33.1%0.001%
7/21/2026Nicholson Meyer Capital Management Inc.2,190$817K0.5%-3.0%0.000%
7/21/2026 Clayton Financial Group LLC1,021$381K0.2%-36.5%0.000%
7/21/2026 TrustBank11,686$4.36M1.5%-3.2%0.000%
7/21/2026 Quantum Financial Partners LLC4,445$1.66M0.8%N/A0.000%
7/21/2026 Guidance Capital Inc.11,143$4.47M1.0%-12.9%0.000%
7/21/2026 Envestnet Portfolio Solutions Inc.346,475$129.23M0.6%+8.1%0.005%
7/21/2026 Hager Investment Management Services LLC17,677$6.59M3.0%+12.9%0.000%
7/21/2026 Physician Wealth Advisors Inc.15,262$5.69M0.7%-3.7%0.000%
7/21/2026 B.O.S.S. Retirement Advisors LLC13,930$5.20M1.4%+19.5%0.000%
7/21/2026 Arkansas Financial Group Inc.2,022$754K0.1%+18.3%0.000%
7/21/2026 Gibraltar Capital Management Inc.49,324$18.40M2.8%+22.4%0.001%
7/21/2026 Bear Mountain Capital Inc.2,905$1.12M0.3%-1.6%0.000%
7/21/2026 First United Bank & Trust15,015$5.60M1.6%+2.6%0.000%
7/21/2026 Sky Investment Group LLC85,671$31.96M5.0%+2.4%0.001%
7/21/2026 Opal Wealth Advisors LLC8,947$3.34M0.7%+0.6%0.000%
7/21/2026 Abacus Planning Group Inc.20,707$7.72M1.0%-3.7%0.000%
7/21/2026Triasima Portfolio Management inc.28,430$10.61M1.4%-1.3%0.000%
7/21/2026Fulcrum Capital LLC80,597$30.06M6.1%-3.3%0.001%
7/21/2026Triumph Capital Management12,758$4.76M0.9%+1.2%0.000%
7/21/2026Rydar Equities Inc.12,135$4.76M2.7%+11.1%0.000%
7/21/2026Cottage Street Advisors LLC21,169$7.94M3.1%-5.3%0.000%
7/21/2026Motive Wealth Advisors7,840$2.92M1.2%-2.0%0.000%
7/21/2026Valued Wealth Advisors LLC1,462$545K0.2%+3.8%0.000%
7/21/2026 Myriad Asset Management US LP4,866$1.82M2.5%-3.9%0.000%
7/21/2026 Sound Income Strategies LLC36,558$13.64M0.6%+5.2%0.000%
7/21/2026 Petredis Investment Advisors LLC122,032$45.52M3.1%-0.2%0.002%
7/21/2026 Entrust Financial LLC4,248$1.59M1.0%-3.9%0.000%
7/21/2026 First Pacific Financial28,183$10.51M1.3%+36.4%0.000%
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7/21/2026 Hamilton Capital Partners LLC57,868$21.59M6.3%+12.3%0.001%
7/21/2026 IFP Advisors Inc180,462$67.32M1.2%+3.2%0.002%
7/21/2026 Brindle & Bay Financial Advisors LLC2,027$756K0.4%N/A0.000%
7/21/2026 FLC Capital Advisors21,751$8.11M1.3%+4.0%0.000%
7/21/2026 Aull & Monroe Investment Management Corp10,013$3.74M1.6%+1.2%0.000%
7/21/2026 Gateway Investment Advisers LLC1,183,550$441.49M4.4%-4.1%0.016%
7/21/2026 Webster Bank N. A.69,129$25.79M2.2%-2.3%0.001%
7/21/2026 Interchange Capital Partners LLC32,455$12.11M2.3%+31.0%0.000%
7/21/2026 Guyasuta Investment Advisors Inc.260,246$97.08M5.0%+0.4%0.004%
7/21/2026 Owl Creek Wealth Partners LLC7,709$2.88M0.8%+2.3%0.000%


MSFT Institutional Ownership - Frequently Asked Questions

During the previous two years, 6,768 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 6,030 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 ($46.69M).

Institutional investors have bought a total of 682,865,743 shares in the last 24 months. This purchase volume represents approximately $330.02B in transactions.

Of the 3,997 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 246,201,168 shares in the last 24 months. This volume of shares sold represents approximately $116.97B in transactions.


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This page (NASDAQ:MSFT) was last updated on 7/22/2026 by MarketBeat.com Staff.
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