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Microsoft (MSFT) Institutional Ownership

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$412.93 -2.56 (-0.62%)
(As of 03:05 PM ET)

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

Current
Institutional Ownership
Percentage
71.13%
Number of
Institutional Buyers
(last 12 months)
3267
Total
Institutional Inflows
(last 12 months)
$130.75B
Number of
Institutional Sellers
(last 12 months)
2938
Total
Institutional Outflows
(last 12 months)
$74.96B
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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
11/20/2024 Morse Asset Management Inc67,404$29.00M6.3%+42.4%0.001%
11/20/2024Diamant Asset Management Inc.28,070$12.08M7.6%-1.4%0.000%
11/20/2024Virtu Financial LLC18,990$8.17M0.4%-69.8%0.000%
11/20/2024Advisory Resource Group7,141$3.07M0.7%-0.9%0.000%
11/20/2024 Bard Financial Services Inc.159,258$68.53M8.1%-17.3%0.002%
11/20/2024Passumpsic Savings Bank2,832$1.22M0.8%+69.0%0.000%
11/19/2024 McIlrath & Eck LLC124,788$53.70M6.9%+18.3%0.002%
11/19/2024 Invst LLC14,600$6.28M0.8%-5.1%0.000%
11/19/2024 Citizens Business Bank25,102$10.80M2.2%-2.2%0.000%
11/19/2024 M&T Bank Corp2,391,500$1.03B3.4%-1.6%0.032%
11/19/2024 Unigestion Holding SA189,607$81.54M3.9%+27.5%0.003%
11/19/2024 Second Line Capital LLC15,080$6.49M1.8%+6.3%0.000%
11/19/2024 TCW Group Inc.1,555,094$669.16M5.8%+10.0%0.021%
11/19/2024 Hohimer Wealth Management LLC69,454$29.89M6.4%-3.7%0.001%
11/18/2024 Soltis Investment Advisors LLC146,290$62.95M6.1%+4.1%0.002%
11/18/2024 Rehmann Capital Advisory Group45,803$19.73M1.3%-2.5%0.001%
11/18/2024 Main Line Retirement Advisors LLC2,616$1.13M0.8%+1.9%0.000%
11/18/2024 TD Private Client Wealth LLC124,974$53.78M1.5%+4.3%0.002%
11/18/2024 Hobbs Group Advisors LLC5,483$2.32M0.8%+1.7%0.000%
11/18/2024 Virtue Capital Management LLC22,468$9.67M1.9%-20.4%0.000%
11/18/2024 Fortem Financial Group LLC11,705$5.04M2.0%+0.4%0.000%
11/18/2024 Arete Wealth Advisors LLC39,170$16.79M1.4%N/A0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky1,142,688$491.70M4.3%-2.6%0.015%
11/18/2024 Asset Allocation Strategies LLC705$303K0.1%+13.2%0.000%
11/18/2024 Sunbelt Securities Inc.40,586$17.46M1.7%+4.4%0.001%
11/18/2024 Toronto Dominion Bank4,074,497$1.75B3.1%-17.2%0.055%
11/18/2024 Continental Investors Services Inc.2,983$1.26M2.6%+2.2%0.000%
11/18/2024 Empire Financial Management Company LLC27,847$11.98M3.7%-5.3%0.000%
11/18/2024 Chiron Investment Management LLC22,407$9.64M3.4%-37.5%0.000%
11/18/2024 Neo Ivy Capital Management9,132$3.93M1.3%-38.1%0.000%
11/18/2024 Financial Avengers Inc.15,667$6.74M3.3%+1.2%0.000%
11/18/2024 Wilson & Boucher Capital Management LLC8,593$3.70M2.5%-1.2%0.000%
11/18/2024 Brown Financial Advisors11,222$4.83M2.0%-6.4%0.000%
11/18/2024 Unconventional Investor LLC604$260K0.2%+14.4%0.000%
11/18/2024 Coldstream Capital Management Inc.876,472$377.06M8.1%+3.0%0.012%
11/18/2024 Gould Capital LLC10,542$4.54M3.0%-0.9%0.000%
11/18/2024 Strait & Sound Wealth Management LLC32,394$13.94M6.8%+0.7%0.000%
11/18/2024 Synergy Financial Group LTD22,005$9.47M9.0%+23.0%0.000%
11/18/2024 RB Capital Management LLC25,346$10.91M2.5%+0.6%0.000%
11/18/2024 Orion Capital Management LLC11,676$5.02M2.4%-2.2%0.000%
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11/18/2024 GG Group Ventures LLC5,022$2.14M3.2%-11.7%0.000%
11/18/2024 McCarthy Asset Management Inc.1,242$535K0.3%-24.4%0.000%
11/18/2024 FRG Family Wealth Advisors LLC154,644$66.63M11.9%+1.1%0.002%
11/18/2024 Menlo Advisors LLC27,887$12M6.2%-0.8%0.000%
11/18/2024 First Dallas Securities Inc.20,381$8.77M3.7%-0.3%0.000%
11/18/2024 JDM Financial Group LLC784$337K0.2%+12.0%0.000%
11/18/2024 Ashford Capital Management Inc.19,610$8.44M1.1%-5.8%0.000%
11/16/2024 Geode Capital Management LLC165,024,812$70.79B5.7%+2.0%2.220%
11/15/2024 Foyston Gordon & Payne Inc65,947$28.38M7.1%-7.4%0.001%
11/15/2024 MidWestOne Financial Group Inc.30,326$13.05M1.8%-0.4%0.000%
11/15/2024 Goodman Advisory Group LLC28,760$12.38M3.5%+1.3%0.000%
11/15/2024 Greenwood Gearhart Inc.102,695$44.19M3.7%+8.0%0.001%
11/15/2024 Valued Retirements Inc.4,295$1.85M2.5%N/A0.000%
11/15/2024 3Chopt Investment Partners LLC16,168$6.96M2.5%+0.3%0.000%
11/15/2024 Frisch Financial Group Inc.22,828$9.82M3.0%-1.6%0.000%
11/15/2024 Clarity Asset Management Inc.1,052$453K0.3%+10.0%0.000%
11/15/2024 Prestige Wealth Management Group LLC27,153$11.68M2.4%-2.7%0.000%
11/15/2024 Brophy Wealth Management LLC22,562$9.71M3.5%N/A0.000%
11/15/2024 Vestcor Inc221,830$95.45M3.0%+3.3%0.003%
11/15/2024 High Falls Advisors Inc8,427$3.63M0.8%+1.6%0.000%
11/15/2024 Conway Capital Management Inc.10,775$4.64M2.3%N/A0.000%
11/15/2024 Resources Management Corp CT ADV93,752$40.34M5.4%-1.1%0.001%
11/15/2024 M&T Bank Corp2,391,500$1.03B2.9%-1.6%0.032%
11/15/2024 Executive Wealth Management LLC53,855$23.17M1.8%N/A0.001%
11/15/2024 Adalta Capital Management LLC53,398$22.98M11.9%-0.4%0.001%
11/15/2024 Abel Hall LLC8,093$3.48M2.3%+2.4%0.000%
11/15/2024 Nabity Jensen Investment Management Inc6,493$2.79M2.1%N/A0.000%
11/15/2024 Raelipskie Partnership19,850$8.54M4.2%+7.9%0.000%
11/15/2024 Continuum Advisory LLC43,621$18.62M2.3%+8.7%0.001%
11/15/2024 O Brien Greene & Co. Inc21,512$9.26M2.9%-5.0%0.000%
11/15/2024 LRI Investments LLC55,675$23.96M2.1%+103.8%0.001%
11/15/2024 Gordian Capital Singapore Pte Ltd46,081$19.83M7.5%-7.7%0.001%
11/15/2024 PYA Waltman Capital LLC4,056$1.75M0.6%+6.7%0.000%
11/15/2024 Peloton Wealth Strategists16,952$7.29M2.9%-3.1%0.000%
11/15/2024 Geller Advisors LLC46,455$19.99M1.4%+3.2%0.001%
11/15/2024 Drucker Wealth 3.0 LLC20,370$8.77M2.1%+1.2%0.000%
11/15/2024 Hamilton Capital LLC11,570$4.70M0.3%+13.4%0.000%
11/15/2024 Public Employees Retirement System of Ohio3,757,006$1.62B6.9%+1.0%0.051%
11/15/2024 SGL Investment Advisors Inc.20,632$8.81M4.5%N/A0.000%
11/15/2024 EWA LLC17,576$7.50M2.7%+11.8%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank71,862$32.12M3.0%-5.3%0.001%
11/15/2024 Groupama Asset Managment981,251$422.23M8.3%+14.0%0.013%
11/15/2024 Roffman Miller Associates Inc. PA246,735$106.17M6.5%+0.6%0.003%
11/15/2024 Nomura Asset Management Co. Ltd.3,785,770$1.63B5.0%+4.7%0.051%
11/15/2024 Y Intercept Hong Kong Ltd73,685$31.71M1.9%N/A0.001%
11/15/2024 Glass Jacobson Investment Advisors llc7,691$3.31M1.1%-1.4%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC34,121$14.68M3.7%+0.5%0.000%
11/15/2024 MML Investors Services LLC1,116,448$480.41M1.8%+4.9%0.015%
11/15/2024 First National Bank of Omaha171,701$73.88M4.7%-2.0%0.002%
11/15/2024 Montchanin Asset Management LLC22,104$9.51M8.8%-0.1%0.000%
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11/15/2024 Laraway Financial Advisors Inc10,090$4.34M3.5%+10.9%0.000%
11/15/2024 Pacific Center for Financial Services5,162$2.22M0.6%+19.9%0.000%
11/15/2024 CTC Alternative Strategies Ltd.7,459$3.21M4.0%N/A0.000%
11/15/2024 Dean Investment Associates LLC3,016$1.30M0.2%-4.2%0.000%
11/15/2024 Legacy Investment Solutions LLC1,095$466K0.3%N/A0.000%
11/15/2024 Headinvest LLC51,325$22.09M4.1%-2.3%0.001%
11/15/2024 Kimelman & Baird LLC125,070$53.82M4.3%-0.5%0.002%
11/15/2024 Northeast Financial Consultants Inc141,799$61.02M2.7%+1.5%0.002%
11/15/2024 Mosaic Financial Group LLC18,856$8.11M5.8%+5.3%0.000%
11/15/2024 Kensington Investment Counsel LLC28,162$12.12M5.1%+0.6%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, 5,129 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 4,232 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 476,541,699 shares in the last 24 months. This purchase volume represents approximately $174.71B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,879 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), State Street Corp ($10.53M), Capital World Investors ($7.93M), TCI Fund Management Ltd. ($6.97M), Swiss National Bank ($5.49M), and FMR LLC ($5.06M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 547,744,561 shares in the last 24 months. This volume of shares sold represents approximately $194.91B in transactions.



This page (NASDAQ:MSFT) was last updated on 11/21/2024 by MarketBeat.com Staff
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