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Microsoft (MSFT) Institutional Ownership

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$428.50 -0.53 (-0.12%)
As of 01/21/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Microsoft (NASDAQ:MSFT)

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
3301
Total
Institutional Inflows
(last 12 months)
$134.09B
Number of
Institutional Sellers
(last 12 months)
2914
Total
Institutional Outflows
(last 12 months)
$88.10B
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MSFT Institutional Buying and Selling by Quarter

Microsoft Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC12,845$5.42M1.5%-4.6%0.000%
1/21/2025OLIO Financial Planning1,211$510K0.2%+5.0%0.000%
1/21/2025Stablepoint Partners LLC22,729$9.58M1.8%-1.7%0.000%
1/21/2025Requisite Capital Management LLC8,687$3.66M0.7%N/A0.000%
1/21/2025Regatta Capital Group LLC22,112$9.32M1.8%-1.5%0.000%
1/21/20251834 Investment Advisors Co.56,403$23.77M3.0%-4.0%0.001%
1/21/2025Novare Capital Management LLC119,604$50.41M4.2%-0.6%0.002%
1/21/2025Navis Wealth Advisors LLC1,580$666K0.7%-12.3%0.000%
1/21/2025MKT Advisors LLC9,280$3.98M1.7%+11.0%0.000%
1/21/2025M3 Advisory Group LLC6,059$2.55M1.8%-1.0%0.000%
1/21/2025Harrell Investment Partners LLC34,781$14.66M4.1%-5.4%0.000%
1/21/2025Guerra Pan Advisors LLC8,689$3.66M2.7%+7.1%0.000%
1/21/2025Cypress Point Wealth Management LLC1,543$650K0.2%-51.9%0.000%
1/21/2025Clarendon Private LLC12,045$5.08M5.3%N/A0.000%
1/21/2025Embree Financial Group50,482$21.28M3.6%+0.9%0.001%
1/21/2025Cora Capital Advisors LLC8,135$3.43M1.7%-3.1%0.000%
1/21/2025Avaii Wealth Management LLC2,487$1.05M0.5%-1.1%0.000%
1/21/2025Affinity Wealth Management LLC33,288$14.03M2.5%+0.1%0.000%
1/21/2025Vista Investment Partners LLC14,109$5.95M1.9%-0.8%0.000%
1/21/2025Crescent Grove Advisors LLC14,225$6.00M0.6%-5.0%0.000%
1/21/2025Marshall Financial Group LLC11,622$4.90M1.2%+3.2%0.000%
1/21/2025RTD Financial Advisors Inc.1,740$734K0.1%+21.8%0.000%
1/21/2025Park Edge Advisors LLC7,742$3.26M0.9%+4.3%0.000%
1/21/2025KFG Wealth Management LLC5,543$2.34M0.4%+0.9%0.000%
1/21/2025Regency Capital Management Inc. DE15,604$6.58M3.6%+1.8%0.000%
1/21/2025Applied Capital LLC FL12,551$5.29M4.1%-0.6%0.000%
1/21/2025Jamison Private Wealth Management Inc.64,856$27.34M4.0%+0.4%0.001%
1/21/2025Blue Square Asset Management LLC8,639$3.64M1.8%+2.1%0.000%
1/21/2025Asio Capital LLC31,040$13.08M2.5%-1.6%0.000%
1/21/2025Andina Capital Management LLC847$357K0.3%+3.2%0.000%
1/21/2025First Citizens Bank & Trust Co.242,857$102.36M1.6%+11.9%0.003%
1/21/2025Archford Capital Strategies LLC48,481$20.44M3.1%+3.1%0.001%
1/21/2025Investment Research & Advisory Group Inc.24,285$10.24M3.1%-2.7%0.000%
1/21/2025Duncan Williams Asset Management LLC17,385$7.33M2.9%+3.6%0.000%
1/21/2025TTP Investments Inc.23,296$9.82M3.4%+10.7%0.000%
1/21/2025Precedent Wealth Partners LLC8,390$3.54M1.2%+0.5%0.000%
1/21/2025Smith Chas P & Associates PA Cpas205,987$86.82M5.0%+0.6%0.003%
1/21/2025Affiance Financial LLC12,144$5.12M1.2%-0.8%0.000%
1/21/2025AlphaMark Advisors LLC1,173$494K0.2%+19.0%0.000%
1/21/2025Tran Capital Management L.P.145,213$61.21M6.9%-4.1%0.002%
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1/21/2025Moody Lynn & Lieberson LLC191,971$80.92M5.0%-1.2%0.003%
1/21/2025Anderson Hoagland & Co.111,317$47.76M4.9%-4.6%0.001%
1/21/2025Alan B Lancz & Associates Inc.10,693$4.51M4.6%-14.2%0.000%
1/21/2025Patton Albertson Miller Group LLC28,441$11.99M1.6%+3.0%0.000%
1/21/2025Jacksonville Wealth Management LLC5,060$2.13M2.0%N/A0.000%
1/21/2025Arkfeld Wealth Strategies L.L.C.19,911$8.31M3.8%+0.5%0.000%
1/21/2025Merkkuri Wealth Advisors LLC2,187$922K0.7%-2.1%0.000%
1/21/2025Flagship Harbor Advisors LLC68,384$28.82M1.5%+1.9%0.001%
1/21/2025Juncture Wealth Strategies LLC2,541$1.07M0.4%-6.0%0.000%
1/21/2025Insight Inv LLC10,525$4.44M3.1%+10.1%0.000%
1/21/2025Stewardship Advisors LLC2,435$1.03M0.3%+21.7%0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC14,756$6.22M1.7%-72.2%0.000%
1/21/2025Advocate Group LLC25,266$10.65M2.0%-4.2%0.000%
1/21/2025Vantage Wealth49,335$20.80M4.5%-0.5%0.001%
1/21/2025First Bancorp Inc ME 10,399$4.38M3.0%-2.7%0.000%
1/21/2025Compass Wealth Management LLC13,208$5.57M1.3%-1.3%0.000%
1/21/2025Nikulski Financial Inc.20,469$8.63M2.5%-0.4%0.000%
1/21/2025Grange Capital LLC7,694$3.24M3.4%N/A0.000%
1/21/2025Toth Financial Advisory Corp64,088$27.01M3.2%-0.9%0.001%
1/21/2025Cedar Mountain Advisors LLC4,639$1.96M0.4%-3.3%0.000%
1/21/2025Monte Financial Group LLC8,234$3.47M1.5%-2.5%0.000%
1/21/2025AEGON ASSET MANAGEMENT UK Plc1,438,258$605.93M8.0%-16.2%0.019%
1/21/2025CFS Investment Advisory Services LLC14,044$5.92M0.5%+0.6%0.000%
1/21/2025Tributary Capital Management LLC8,764$3.69M0.3%-4.5%0.000%
1/21/2025GSB Wealth Management LLC17,565$7.40M1.9%+0.5%0.000%
1/21/2025Grimes & Company Inc.168,563$71.05M2.0%+0.2%0.002%
1/21/2025SJS Investment Consulting Inc.7,499$3.16M0.5%-4.7%0.000%
1/21/2025Fenimore Asset Management Inc1,425$600K0.0%-1.9%0.000%
1/21/2025Lantz Financial LLC26,211$11.05M2.9%-0.2%0.000%
1/21/2025Linden Thomas Advisory Services LLC24,528$10.34M1.3%+19.1%0.000%
1/21/2025Cyndeo Wealth Partners LLC147,453$62.15M4.2%+1.6%0.002%
1/21/2025Geneos Wealth Management Inc.85,078$35.86M1.3%+2.4%0.001%
1/21/2025Legacy Wealth Management Inc1,804$760K0.0%+6.4%0.000%
1/21/2025Dynamic Advisor Solutions LLC151,959$64.05M2.8%-5.1%0.002%
1/21/2025Aspiring Ventures LLC4,000$1.72M1.2%N/A0.000%
1/21/2025Accel Wealth Management9,594$4.04M1.5%-0.8%0.000%
1/21/2025Fifth Third Bancorp2,881,830$1.21B4.4%+0.8%0.039%
1/21/2025apricus wealth LLC4,303$1.81M1.2%+2.2%0.000%
1/21/2025DGS Capital Management LLC24,595$10.37M2.6%+2.9%0.000%
1/21/2025Chemung Canal Trust Co.56,332$23.74M5.0%-3.6%0.001%
1/21/2025Bennett Selby Investments LP18,861$7.95M3.2%+0.6%0.000%
1/21/2025Firethorn Wealth Partners LLC9,735$4.10M2.0%+1.6%0.000%
1/21/2025AM Investment Strategies LLC14,410$6.07M1.5%-6.5%0.000%
1/21/2025Pflug Koory LLC16,133$6.80M3.4%+0.3%0.000%
1/21/2025Vishria Bird Financial Group LLC36,089$15.21M5.3%-0.8%0.000%
1/21/2025PCG Wealth Advisors LLC6,850$2.89M1.1%+2.8%0.000%
1/21/2025Carr Financial Group Corp11,914$5.02M1.6%-5.1%0.000%
1/21/2025Cornerstone Wealth Advisors Inc.851$359K0.1%+13.3%0.000%
1/21/2025Petredis Investment Advisors LLC123,853$52.20M5.4%-2.6%0.002%
1/21/2025Atlas Private Wealth Advisors17,983$7.58M1.1%+1.3%0.000%
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1/21/2025Eclectic Associates Inc. ADV4,081$1.72M0.5%+10.4%0.000%
1/21/2025Goelzer Investment Management Inc.87,911$37.05M2.2%-0.5%0.001%
1/21/2025Gradient Investments LLC239,558$100.97M2.0%+22.7%0.003%
1/21/2025CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT10,000$4.22M0.3%+100.0%0.000%
1/21/2025Curated Wealth Partners LLC15,651$6.60M0.8%-0.4%0.000%
1/21/2025Benin Management CORP62,613$26.39M7.3%+0.9%0.001%
1/21/2025Wolff Financial Management LLC6,375$2.69M0.7%-4.9%0.000%
1/21/2025Wheelhouse Advisory Group LLC2,422$1.02M0.6%+4.8%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.5,158$2.17M0.0%-65.6%0.000%
1/21/2025Midwest Financial Group LLC9,442$3.98M2.3%+0.7%0.000%
(Data available from 1/1/2016 forward)

MSFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSFT shares?

During the previous two years, 5,185 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($281.04B), State Street Corp ($124.57B), FMR LLC ($91.06B), Geode Capital Management LLC ($70.79B), Price T Rowe Associates Inc. MD ($59.83B), Morgan Stanley ($38.88B), and Oribel Capital Management LP ($38.42B).Learn more on MSFT's institutional investors.

What percentage of Microsoft stock is owned by institutional investors?

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

Which institutional investors have been buying Microsoft stock?

Of the 4,283 institutional investors that purchased Microsoft stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($95.52M), International Assets Investment Management LLC ($66.87M), Vanguard Group Inc. ($18.78M), Providence Capital Advisors LLC ($16.53M), Swedbank AB ($13.69M), TCI Fund Management Ltd. ($10.64M), and CIBC Private Wealth Group LLC ($7.54M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 480,447,546 shares in the last 24 months. This purchase volume represents approximately $177.80B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,900 institutional investors that sold Microsoft stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($242.44M), Whalerock Point Partners LLC ($52.54M), International Assets Investment Management LLC ($38.47M), State Street Corp ($10.53M), Capital World Investors ($7.93M), TCI Fund Management Ltd. ($6.97M), and Swiss National Bank ($5.49M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 586,564,703 shares in the last 24 months. This volume of shares sold represents approximately $211.52B in transactions.



This page (NASDAQ:MSFT) was last updated on 1/22/2025 by MarketBeat.com Staff
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