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Microsoft (MSFT) Institutional Ownership

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$393.08 +1.82 (+0.47%)
Closing price 03/24/2025 04:00 PM Eastern
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$392.94 -0.14 (-0.04%)
As of 03/24/2025 07:59 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)
4202
Total
Institutional Inflows
(last 12 months)
$174.03B
Number of
Institutional Sellers
(last 12 months)
3340
Total
Institutional Outflows
(last 12 months)
$114.62B
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MSFT Institutional Buying and Selling by Quarter

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Microsoft Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Avant Financial Advisors LLC3,866$1.63M1.5%N/A0.000%
3/24/2025Fire Capital Management LLC12,504$5.27M3.9%N/A0.000%
3/24/2025Fulcrum Equity Management1,942$819K0.8%+17.3%0.000%
3/24/2025Mascagni Wealth Management Inc.8,418$3.55M3.0%N/A0.000%
3/21/2025Prostatis Group LLC6,007$2.53M0.7%+1.9%0.000%
3/21/2025Nestegg Advisors Inc.964$419K0.4%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd10,562$4.45M4.3%N/A0.000%
3/19/2025M1 Capital Management LLC4,342$1.83M1.0%N/A0.000%
3/19/2025DSG Capital Advisors LLC82,657$34.84M6.3%N/A0.001%
3/19/2025Chancellor Financial Group WB LP28,306$11.93M9.6%N/A0.000%
3/18/2025Objective Capital Management LLC6,198$2.61M1.7%-23.7%0.000%
3/18/2025Triton Wealth Management PLLC7,052$2.96M1.5%+4.2%0.000%
3/18/2025111 Capital40,776$17.19M3.6%N/A0.001%
3/18/2025Thoma Capital Management LLC4,540$1.91M1.3%N/A0.000%
3/17/2025 NorthCrest Asset Manangement LLC269,328$113.52M3.4%+2.2%0.004%
3/17/2025Members Wealth LLC7,842$3.21M2.4%N/A0.000%
3/14/2025Tableaux LLC2,560$1.08M0.9%N/A0.000%
3/14/2025Keystone Financial Services LLC479$202K0.2%N/A0.000%
3/14/2025 Hara Capital LLC6,762$2.85M1.8%-27.5%0.000%
3/13/2025Silver Oak Wealth Advisors Services LLC1,441$607K0.5%N/A0.000%
3/13/2025PKO Investment Management Joint Stock Co67,000$28.24M3.5%N/A0.001%
3/12/2025 Northstar Financial Companies Inc.9,610$4.05M3.8%N/A0.000%
3/12/2025 Centaurus Financial Inc.78,825$33.23M2.0%+10.5%0.001%
3/12/2025 Wealthedge Investment Advisors LLC8,146$3.43M1.5%N/A0.000%
3/11/2025 Campbell Deegan Wealth Management LLC4,748$2.00M2.4%N/A0.000%
3/11/2025 Lighthouse Financial LLC6,324$2.67M2.2%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC3,592$1.53M2.0%N/A0.000%
3/10/2025 SpringVest Wealth Management LLC1,523$642K0.5%N/A0.000%
3/10/2025 Old North State Trust LLC14,008$5.90M3.8%-1.9%0.000%
3/10/2025 Capstone Triton Financial Group LLC11,300$4.76M3.0%-2.5%0.000%
3/10/2025 Mattson Financial Services LLC20,088$8.64M2.7%+2.4%0.000%
3/7/2025 Alpha Wealth Funds LLC1,506$640K0.6%N/A0.000%
3/6/2025 Copia Wealth Management2,131$898K0.9%N/A0.000%
3/6/2025 Elite Financial Inc.641$270K0.1%N/A0.000%
3/6/2025 Arcadia Wealth Management Inc.1,596$673K0.6%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC6,157$2.60M0.9%N/A0.000%
3/6/2025 Kilter Group LLC1,608$678K0.4%N/A0.000%
3/6/2025 TFR Capital LLC.29,639$12.49M6.2%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC1,927$812K0.5%+2.0%0.000%
3/5/2025 Castle Rock Wealth Management LLC32,690$13.35M3.3%+0.4%0.000%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

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3/5/2025 Financial Insights Inc.49,540$20.88M8.1%-20.6%0.001%
3/5/2025 Probity Advisors Inc.20,743$8.74M1.7%+2.9%0.000%
3/5/2025 Copley Financial Group Inc.3,066$1.29M1.0%+58.6%0.000%
3/4/2025 Comprehensive Money Management Services LLC1,595$672K0.6%N/A0.000%
3/4/2025 Dogwood Wealth Management LLC4,514$1.90M1.0%+16.5%0.000%
3/4/2025 Buska Wealth Management LLC735$310K0.1%+20.3%0.000%
3/4/2025 Audent Global Asset Management LLC15,917$6.71M4.4%+162.2%0.000%
3/4/2025 Siemens Fonds Invest GmbH23,907$10.08M0.4%-88.1%0.000%
3/3/2025 American Investment Services Inc.1,270$535K0.1%+3.5%0.000%
3/3/2025 Cim LLC12,483$5.26M0.7%+4.1%0.000%
3/3/2025 Forthright Family Wealth Advisory LLC3,340$1.41M0.9%-1.1%0.000%
2/28/2025 BridgePort Financial Solutions LLC11,529$4.53M2.1%N/A0.000%
2/28/2025 Park Square Financial Group LLC9,210$3.88M2.7%N/A0.000%
2/28/2025 Menard Financial Group LLC11,565$4.88M2.9%+2.1%0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH7,202,815$3.04B6.0%N/A0.097%
2/28/2025 Brooklyn FI LLC25,077$10.68M1.7%N/A0.000%
2/28/2025 Employees Retirement System of Texas969,365$408.59M3.5%+1.9%0.013%
2/27/2025 Fidelity D & D Bancorp Inc.8,967$3.78M2.5%+10.6%0.000%
2/27/2025 Skyline Advisors Inc.47,659$20.09M7.8%-2.0%0.001%
2/27/2025 Brucke Financial Inc.6,006$2.49M2.2%N/A0.000%
2/27/2025 Omnia Family Wealth LLC11,935$5.03M2.0%+3.8%0.000%
2/27/2025 REAP Financial Group LLC1,662$701K0.2%-7.2%0.000%
2/27/2025 Landaas & Co. WI ADV10,206$4.30M1.2%+0.5%0.000%
2/27/2025 ABLE Financial Group LLC15,002$6.32M1.9%+5.9%0.000%
2/27/2025 Chelsea Counsel Co.24,550$10.35M5.3%+5.3%0.000%
2/27/2025 Tiptree Advisors LLC17,600$7.42M7.7%N/A0.000%
2/27/2025 KMT Wealth Management LLC896$378K0.3%N/A0.000%
2/27/2025 Bernard Wealth Management Corp.21,576$9.09M4.2%N/A0.000%
2/27/2025 XY Planning Network Inc.3,375$1.42M1.1%N/A0.000%
2/27/2025 HWG Holdings LP50,596$21.33M7.0%-5.8%0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.32,930$13.88M2.1%-24.5%0.000%
2/27/2025 Carolinas Wealth Consulting LLC14,255$6.01M1.0%-55.1%0.000%
2/26/2025 Bristol John W & Co. Inc. NY784,197$330.54M5.4%-2.2%0.011%
2/26/2025 Yoffe Investment Management LLC4,200$1.77M2.5%N/A0.000%
2/26/2025 LifeWealth Investments LLC6,678$2.82M1.9%N/A0.000%
2/26/2025 Capital A Wealth Management LLC3,486$1.47M2.4%N/A0.000%
2/26/2025 Financial Advisory Corp1,085$457K0.1%N/A0.000%
2/26/2025 Discipline Wealth Solutions LLC2,701$1.14M0.5%+1.6%0.000%
2/26/2025 Windmill Hill Asset Management Ltd9,994$4.21M1.4%+17.4%0.000%
2/26/2025 LM Advisors LLC36,704$15.47M2.6%+0.6%0.000%
2/26/2025 Lakeshore Capital Group Inc.3,864$1.63M2.5%N/A0.000%
2/26/2025 Virtue Capital Management LLC20,815$8.77M1.8%-7.4%0.000%
2/26/2025 Sculati Wealth Management LLC19,499$8.22M3.2%-2.2%0.000%
2/25/2025 Heck Capital Advisors LLC13,347$5.63M0.3%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC8,113$3.42M1.9%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.210,855$88.88M2.9%-12.2%0.003%
2/25/2025 Brick & Kyle Associates27,275$11.50M4.9%-0.9%0.000%
2/25/2025 Armis Advisers LLC18,487$7.79M1.0%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC112,171$47.28M3.7%-1.8%0.002%
2/25/2025 Integrated Advisors Network LLC98,223$41.40M2.0%-1.0%0.001%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
2/25/2025 Chokshi & Queen Wealth Advisors Inc5,916$2.49M1.5%N/A0.000%
2/25/2025 Garde Capital Inc.112,874$47.58M3.1%-2.1%0.002%
2/24/2025 H&H Retirement Design & Management INC2,557$1.04M0.6%-8.5%0.000%
2/24/2025 Pullen Investment Management LLC9,504$4.01M2.6%-1.1%0.000%
2/24/2025 Wilkins Miller Wealth Management LLC2,494$1.05M1.1%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.35,846$15.11M7.0%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC12,779$5.22M1.9%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.175,742$74.08M1.7%+3.0%0.002%
2/24/2025 Cypress Asset Management Inc. TX53,505$23.18M5.8%N/A0.001%
2/24/2025 Ameriflex Group Inc.14,511$6.02M2.8%N/A0.000%
(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, 5,907 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 5,013 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), Vanguard Group Inc. ($29.21M), Proficio Capital Partners LLC ($16.81M), Providence Capital Advisors LLC ($16.52M), Swedbank AB ($14.09M), and TCI Fund Management Ltd. ($12.64M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 686,663,793 shares in the last 24 months. This purchase volume represents approximately $271.19B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 4,185 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 644,211,271 shares in the last 24 months. This volume of shares sold represents approximately $240.30B in transactions.


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This page (NASDAQ:MSFT) was last updated on 3/25/2025 by MarketBeat.com Staff
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