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Microsoft (MSFT) Institutional Ownership

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$388.45 +7.10 (+1.86%)
Closing price 04/11/2025 04:00 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)
4204
Total
Institutional Inflows
(last 12 months)
$190.30B
Number of
Institutional Sellers
(last 12 months)
3365
Total
Institutional Outflows
(last 12 months)
$114.66B
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MSFT Institutional Buying and Selling by Quarter

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Microsoft Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Principia Wealth Advisory LLC1,134$443K0.4%+7.8%0.000%
4/11/2025Perkins Coie Trust Co63,906$23.99M5.4%-0.6%0.001%
4/11/2025First City Capital Management Inc.20,127$7.56M4.5%-22.7%0.000%
4/11/2025Piscataqua Savings Bank22,357$8.39M7.4%-1.2%0.000%
4/11/2025Godsey & Gibb Inc.71,334$26.78M2.6%+0.7%0.001%
4/11/2025WealthBridge Investment Counsel Inc.18,168$6.82M2.5%+1.8%0.000%
4/11/2025Persium Advisors LLC2,353$883K0.8%+7.3%0.000%
4/11/2025Joule Financial LLC2,339$878K0.3%-10.5%0.000%
4/11/2025Sulzberger Capital Advisors Inc.11,341$4.26M5.6%-13.6%0.000%
4/11/2025Princeton Global Asset Management LLC71,140$26.71M5.3%+7.6%0.001%
4/11/2025Intergy Private Wealth LLC2,273$853K0.3%-17.4%0.000%
4/11/2025Hoese & Co LLP867$325K0.3%-27.4%0.000%
4/11/2025Barton Investment Management25,775$9.68M1.2%-1.6%0.000%
4/11/2025Towneley Capital Management Inc DE711$267K0.1%-73.5%0.000%
4/11/2025Reliant Investment Management LLC13,613$5.11M2.7%-5.7%0.000%
4/11/2025AAFMAA Wealth Management & Trust LLC10,283$3.86M1.8%-17.2%0.000%
4/11/2025Pine Haven Investment Counsel Inc29,770$11.18M9.4%-0.3%0.000%
4/11/2025Gateway Investment Advisers LLC1,427,989$536.05M6.2%+0.5%0.019%
4/11/2025GGM Financials LLC2,959$1.11M0.8%+27.7%0.000%
4/11/2025Vanguard Capital Wealth Advisors2,987$1.12M1.4%-2.7%0.000%
4/11/2025OLIO Financial Planning1,294$486K0.2%+6.9%0.000%
4/11/2025Successful Portfolios LLC12,503$4.69M3.2%-0.8%0.000%
4/11/2025Seneca House Advisors30,784$11.56M4.8%+2.9%0.000%
4/11/2025Stokes Capital Advisors LLC39,384$14.78M3.8%+2.6%0.001%
4/11/2025Blue Zone Wealth Advisors LLC17,753$6.66M1.9%-0.4%0.000%
4/11/2025Independence Bank of Kentucky71,431$26.81M4.2%+5.7%0.001%
4/11/2025Harrington Investments INC28,065$10.54M6.0%-0.6%0.000%
4/11/2025KFG Wealth Management LLC5,242$1.97M0.4%-5.4%0.000%
4/11/2025Alliance Wealth Advisors LLC9,710$3.65M2.1%+4.1%0.000%
4/11/2025Hudson Valley Investment Advisors Inc. ADV88,090$33.07M4.0%-0.2%0.001%
4/11/2025Epiq Partners LLC2,716$1.02M0.5%-8.5%0.000%
4/11/2025Sara Bay Financial1,671$633K0.3%-3.3%0.000%
4/11/2025Tealwood Asset Management Inc.5,849$2.20M1.0%-33.1%0.000%
4/11/2025City State Bank14,628$5.49M1.8%+4.3%0.000%
4/11/2025First Affirmative Financial Network12,617$4.74M2.9%-9.0%0.000%
4/11/2025Butensky & Cohen Financial Security Inc.13,384$5.02M1.5%-0.3%0.000%
4/11/2025Congress Asset Management Co.659,451$247.55M1.9%-0.4%0.009%
4/11/2025Radnor Capital Management LLC26,328$9.88M1.7%+3.8%0.000%
4/11/2025Impact Capital Partners LLC37,081$13.92M5.0%+1.4%0.000%
4/11/2025Disciplined Investments LLC2,104$790K0.4%+17.9%0.000%
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4/11/2025StoneCrest Wealth Management Inc.13,383$5.02M3.2%-0.2%0.000%
4/11/2025Horizon Wealth Management LLC12,237$4.59M0.8%+4.4%0.000%
4/11/2025Tower Wealth Partners Inc.3,012$1.13M0.6%-6.2%0.000%
4/11/2025Fortress Financial Group LLC3,052$1.15M1.1%+1.2%0.000%
4/11/2025First National Corp MA ADV7,406$2.78M0.6%-7.0%0.000%
4/11/2025Constitution Capital LLC107,922$40.51M22.4%-9.8%0.001%
4/11/2025Evexia Wealth LLC30,943$12.08M4.4%+0.1%0.000%
4/11/2025Elk River Wealth Management LLC52,600$19.75M3.7%-0.1%0.001%
4/11/2025DHK Financial Advisors Inc.1,908$716K0.4%-5.7%0.000%
4/11/2025Cranbrook Wealth Management LLC7,156$2.69M0.6%-1.2%0.000%
4/11/2025Verum Partners LLC7,975$2.99M0.8%-2.0%0.000%
4/11/2025Udine Wealth Management Inc.39,941$14.99M10.0%+5.1%0.001%
4/11/2025Pines Wealth Management LLC20,795$7.37M3.1%+6.8%0.000%
4/11/2025Pitti Group Wealth Management LLC3,877$1.46M1.5%-0.8%0.000%
4/11/2025Sovereign Financial Group Inc.15,521$5.83M1.3%+5.9%0.000%
4/11/2025Eagle Rock Investment Company LLC46,762$17.55M3.0%+2.7%0.001%
4/11/2025Ehrlich Financial Group1,224$459K0.3%+4.5%0.000%
4/11/2025IAM Advisory LLC8,420$3.16M0.8%-1.4%0.000%
4/11/2025Snider Financial Group43,046$16.16M5.3%-2.9%0.001%
4/11/2025Summit Investment Advisory Services LLC1,149$431K0.2%+44.5%0.000%
4/11/2025Burkett Financial Services LLC6,633$2.49M1.0%+0.7%0.000%
4/11/2025Littlejohn Financial Services Inc.7,320$2.75M2.2%+1.1%0.000%
4/11/2025Arkfeld Wealth Strategies L.L.C.20,035$7.82M3.3%+0.6%0.000%
4/11/2025SeaCrest Wealth Management LLC72,571$27.24M3.1%-1.3%0.001%
4/11/2025Sandbox Financial Partners LLC39,943$14.99M5.3%-3.0%0.001%
4/11/2025Prospect Financial Services LLC9,222$3.46M1.9%-2.8%0.000%
4/11/2025MKT Advisors LLC9,347$3.35M1.5%+0.7%0.000%
4/11/2025Davis Capital Management6,532$2.45M2.0%+28.7%0.000%
4/11/2025Permanent Capital Management LP66,325$24.90M7.1%+1.2%0.001%
4/11/2025AGH Wealth Advisors LLC11,411$4.28M4.1%-3.4%0.000%
4/11/2025Oxinas Partners Wealth Management LLC11,582$4.35M2.6%+4.7%0.000%
4/11/2025Unique Wealth LLC15,588$5.85M1.1%+20.9%0.000%
4/11/2025Next Level Private LLC12,949$4.86M1.8%+0.7%0.000%
4/11/2025Magnus Financial Group LLC29,875$11.22M1.1%-0.4%0.000%
4/11/2025LifeGuide Financial Advisors LLC1,303$489K0.2%-2.6%0.000%
4/11/2025Safir Wealth Advisors LLC1,006$378K0.3%+47.9%0.000%
4/11/2025Kapstone Financial Advisors LLC9,899$3.72M2.1%+1.5%0.000%
4/11/2025A. D. Beadell Investment Counsel Inc.5,728$2.15M1.8%-6.7%0.000%
4/11/2025Intellectus Partners LLC19,561$7.34M1.8%-2.8%0.000%
4/11/2025Stablepoint Partners LLC22,786$8.55M1.5%+0.3%0.000%
4/11/2025Insight Advisors LLC PA18,764$7.05M1.2%-0.2%0.000%
4/11/2025KRS Capital Management LLC4,701$1.77M1.4%-3.7%0.000%
4/11/2025Consilio Wealth Advisors LLC50,770$19.06M8.0%+1.2%0.001%
4/11/2025Affinity Wealth Management LLC33,496$12.57M2.3%+0.6%0.000%
4/11/2025Herbst Group LLC14,080$5.29M3.7%-9.3%0.000%
4/11/2025Avity Investment Management Inc.126,495$47.49M3.8%-1.0%0.002%
4/11/2025AFG Fiduciary Services Limited Partnership809$316K0.1%-18.6%0.000%
4/11/2025Pinnacle Wealth Management Group Inc.13,890$5.21M3.6%-3.8%0.000%
4/11/2025Adamsbrown Wealth Consultants LLC6,229$2.34M0.7%+4.4%0.000%
4/11/2025Northwest Financial Advisors17,270$6.48M5.4%+0.3%0.000%
Trump to redistribute trillions of dollars (Ad)

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4/11/2025Hudson Capital Management LLC798$300K0.1%+11.6%0.000%
4/11/2025626 Financial LLC20,509$7.70M4.0%+7.6%0.000%
4/11/2025Atwater Malick LLC19,824$7.44M2.5%+5.6%0.000%
4/11/2025Curat Global LLC4,880$1.83M2.2%N/A0.000%
4/11/2025Generali Investments Management Co LLC63,752$23.93M6.8%+1.5%0.001%
4/11/2025E. Ohman J or Asset Management AB809,388$303.84M8.1%-6.6%0.011%
4/11/2025Safeguard Financial LLC8,457$3.18M0.7%+0.4%0.000%
4/11/2025Signal Advisors Wealth LLC26,651$10.01M1.0%+12.7%0.000%
4/11/2025Enclave Advisors LLC31,150$11.69M2.0%-20.9%0.000%
4/11/2025ACT Wealth Management LLC2,867$1.08M0.5%-4.1%0.000%
(Data available from 1/1/2016 forward)

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MSFT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSFT shares?

During the previous two years, 5,911 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($288.34B), State Street Corp ($124.57B), FMR LLC ($83.25B), Geode Capital Management LLC ($70.72B), Price T Rowe Associates Inc. MD ($56.97B), Norges Bank ($44.34B), and Morgan Stanley ($38.88B).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 5,012 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 ($200.72M), International Assets Investment Management LLC ($64.10M), GAMMA Investing LLC ($46.70M), Vanguard Group Inc. ($29.21M), Proficio Capital Partners LLC ($16.81M), Providence Capital Advisors LLC ($16.52M), and Swedbank AB ($14.09M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 731,475,749 shares in the last 24 months. This purchase volume represents approximately $288.24B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 4,203 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), FMR LLC ($19.17M), Legal & General Group Plc ($16.07M), State Street Corp ($10.53M), and Capital World Investors ($8.55M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 643,972,775 shares in the last 24 months. This volume of shares sold represents approximately $240.35B in transactions.



This page (NASDAQ:MSFT) was last updated on 4/14/2025 by MarketBeat.com Staff
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