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Microsoft (MSFT) Institutional Ownership

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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)
4175
Total
Institutional Inflows
(last 12 months)
$176.98B
Number of
Institutional Sellers
(last 12 months)
3340
Total
Institutional Outflows
(last 12 months)
$115.67B
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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
2/21/2025Ascent Group LLC95,104$40.09M3.0%+4.3%0.001%
2/21/2025Gould Capital LLC10,476$4.42M3.1%-0.6%0.000%
2/21/2025Aberdeen Wealth Management LLC12,661$5.34M3.6%-4.5%0.000%
2/21/2025WNY Asset Management LLC13,831$5.83M0.7%-4.3%0.000%
2/21/2025Fidelity D & D Bancorp Inc.8,459$3.57M2.6%+4.3%0.000%
2/21/2025Putney Financial Group LLC14,058$5.93M4.1%N/A0.000%
2/21/2025Aurdan Capital Management LLC6,369$2.69M1.0%N/A0.000%
2/21/2025PVG Asset Management Corp1,286$542K2.6%N/A0.000%
2/21/2025Perennial Advisors LLC74,944$31.59M6.9%N/A0.001%
2/21/2025 Value Partners Investments Inc.12,307$5.18M2.9%-76.2%0.000%
2/21/2025Vermillion Wealth Management Inc.1,933$815K0.4%N/A0.000%
2/21/2025AlphaCore Capital LLC28,983$12.22M2.6%+3.1%0.000%
2/20/2025 Mackenzie Financial Corp5,680,071$2.39B3.1%+9.9%0.076%
2/20/2025Baer Investment Advisory LLC4,091$1.72M3.6%N/A0.000%
2/20/2025Griffith & Werner Inc.12,947$5.46M3.6%N/A0.000%
2/20/2025Wealth Management Strategies Inc.2,514$1.06M0.8%N/A0.000%
2/20/2025Sunbeam Capital Management LLC1,815$765K1.6%N/A0.000%
2/20/2025Montchanin Asset Management LLC20,354$8.58M8.3%-7.9%0.000%
2/20/2025Amiral Gestion7,695$3.24M2.0%N/A0.000%
2/20/2025Michels Family Financial LLC2,351$991K0.9%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC3,886$1.64M0.3%N/A0.000%
2/20/2025Westfuller Advisors LLC3,033$1.28M0.8%-1.1%0.000%
2/20/2025Peak Retirement Planning Inc.4,466$1.89M1.3%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC20,550$8.66M2.0%+0.9%0.000%
2/20/2025Wormser Freres Gestion18,412$7.86M4.7%+82.5%0.000%
2/20/2025Kingstone Capital Partners Texas LLC15,976$6.73M5.5%N/A0.000%
2/20/2025Revisor Wealth Management LLC2,797$1.18M1.1%-35.7%0.000%
2/20/2025Ball & Co Wealth Management Inc.74$31K0.0%N/A0.000%
2/20/2025Jupiter Wealth Management LLC35,618$15.01M7.5%+1.1%0.000%
2/19/2025 Orin Green Financial LLC2,111$890K0.4%+6.3%0.000%
2/19/2025 ARQ Wealth Advisors LLC6,325$2.67M1.0%-5.3%0.000%
2/19/2025 Auxier Asset Management102,313$43.13M6.7%-3.0%0.001%
2/19/2025 Blue Sky Capital Consultants Group Inc.10,813$4.56M2.7%N/A0.000%
2/19/2025 Three Cord True Wealth Management LLC1,209$510K0.4%N/A0.000%
2/19/2025 Warm Springs Advisors Inc.13,877$5.85M5.4%N/A0.000%
2/19/2025 Formidable Asset Management LLC47,222$19.90M3.3%-0.2%0.001%
2/19/2025 Richmond Investment Services LLC2,816$1.19M0.7%N/A0.000%
2/19/2025 Columbia River Financial Group LLC4,012$1.69M1.2%N/A0.000%
2/19/2025 North Star Asset Management Inc.155,046$65.35M2.9%+0.1%0.002%
2/19/2025 Invst LLC15,003$6.32M0.8%+2.8%0.000%
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2/19/2025 Retirement Planning Group LLC NY1,270$535K0.6%N/A0.000%
2/19/2025 Cache Advisors LLC33,805$14.25M5.4%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.765,080$322.48M7.0%N/A0.010%
2/19/2025 Wilson & Boucher Capital Management LLC8,459$3.57M2.5%-1.6%0.000%
2/19/2025 Pinney & Scofield Inc.1,014$427K0.3%N/A0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.53,184$22.42M2.6%-10.9%0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC74,647$31.46M4.5%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC74,631$31.46M2.1%+1.4%0.001%
2/19/2025 Public Employees Retirement System of Ohio3,381,830$1.43B4.9%-10.0%0.045%
2/18/2025 Pacific Point Advisors LLC12,922$5.37M3.3%N/A0.000%
2/18/2025 Neo Ivy Capital Management8,271$3.49M0.7%-9.4%0.000%
2/18/2025 Wick Capital Partners LLC3,071$1.29M0.4%+6.7%0.000%
2/18/2025 McMill Wealth Management2,557$1.08M0.4%N/A0.000%
2/18/2025 Western Wealth Management LLC19,831$8.36M2.5%-79.1%0.000%
2/18/2025 Vega Investment Solutions38,345$16.16M13.3%N/A0.001%
2/18/2025 Strait & Sound Wealth Management LLC32,658$13.77M6.4%+0.8%0.000%
2/18/2025 Investment Management Corp VA ADV1,971$831K0.7%N/A0.000%
2/18/2025 Helium Advisors LLC7,817$3.30M2.6%N/A0.000%
2/18/2025 US Asset Management LLC17,166$7.24M6.5%-3.2%0.000%
2/18/2025 BIP Alliance LLC3,878$1.64M0.7%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC5,548$2.34M2.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.70,409$29.91M2.6%+73.5%0.001%
2/18/2025 GTS Securities LLC91,811$38.70M1.9%+220.1%0.001%
2/18/2025 Fourth Dimension Wealth LLC4,693$2.00M1.0%N/A0.000%
2/18/2025 Burgundy Asset Management Ltd.675,708$284.81M2.9%-9.1%0.009%
2/18/2025 Stonebridge Financial Planning Group LLC5,741$2.42M1.1%+8.9%0.000%
2/18/2025 Breed s Hill Capital LLC9,003$3.80M2.0%+109.4%0.000%
2/18/2025 Vise Technologies Inc.80,708$34.02M2.8%+67.9%0.001%
2/18/2025 Pettinga Financial Advisors LLC7,720$3.25M0.7%-0.4%0.000%
2/18/2025 Retirement Planning Group LLC23,461$9.89M0.5%+7.3%0.000%
2/18/2025 Pinnacle Wealth Management LLC5,396$2.27M2.5%-1.1%0.000%
2/18/2025 Northwest Bank & Trust Co17,730$7.51M5.6%-1.3%0.000%
2/18/2025 Blue Fin Capital Inc.95,112$40.09M7.4%+1.0%0.001%
2/18/2025 Connecticut Wealth Management LLC49,920$21.04M1.0%+1.3%0.001%
2/18/2025 Headinvest LLC50,372$21.23M4.0%-1.9%0.001%
2/18/2025 Gordian Capital Singapore Pte Ltd54,301$22.90M11.6%+17.8%0.001%
2/18/2025 Investmark Advisory Group LLC5,181$2.18M1.1%-24.1%0.000%
2/18/2025 City National Bank of Florida MSD5,130$2.16M2.0%N/A0.000%
2/18/2025 JT Stratford LLC31,555$13.30M2.2%+2.6%0.000%
2/18/2025 Cornerstone Advisory LLC32,300$13.19M1.5%-2.1%0.000%
2/18/2025 Pacific Center for Financial Services4,957$2.09M0.5%-4.0%0.000%
2/18/2025 Inspire Trust Co. N.A.22,016$9.28M2.4%+4.1%0.000%
2/18/2025 Brown Shipley& Co Ltd62,852$26.49M13.2%-5.1%0.001%
2/18/2025 Legacy Financial Group Inc.7,203$3.04M1.0%+13.1%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC11,617$4.90M0.7%+8.4%0.000%
2/18/2025 Patrick Mauro Investment Advisor INC.17,733$7.48M4.3%+12.1%0.000%
2/18/2025 Pinkerton Retirement Specialists LLC12,241$5.16M0.7%+1.9%0.000%
2/18/2025 Pinnacle Financial Group LLC IL1,064$449K0.2%+20.9%0.000%
2/18/2025 Poehling Capital Management INC.23,241$9.80M2.4%-0.1%0.000%
2/18/2025 Harmony Asset Management LLC26,655$11.24M4.5%-4.4%0.000%
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2/18/2025 49 Wealth Management LLC8,728$3.68M0.5%-3.5%0.000%
2/18/2025 DCM Advisors LLC40,261$16.84M7.9%+20.0%0.001%
2/18/2025 Pinnacle Investment Management Ltd52,350$22.07M16.1%N/A0.001%
2/18/2025 Orion Capital Management LLC11,606$4.89M2.1%-0.6%0.000%
2/18/2025 Adalta Capital Management LLC48,521$20.45M10.7%-9.1%0.001%
2/18/2025 McIlrath & Eck LLC78,349$33.02M4.2%-37.2%0.001%
2/18/2025 Novak & Powell Financial Services Inc.11,712$4.94M2.9%-6.0%0.000%
2/18/2025 JDM Financial Group LLC699$295K0.2%-10.8%0.000%
2/18/2025 Monograph Wealth Advisors LLC19,554$8.24M1.1%-23.3%0.000%
2/18/2025 Novem Group13,336$5.62M0.8%N/A0.000%
(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, 5,863 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 4,971 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 679,308,357 shares in the last 24 months. This purchase volume represents approximately $267.99B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 4,186 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 646,215,986 shares in the last 24 months. This volume of shares sold represents approximately $240.73B in transactions.


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This page (NASDAQ:MSFT) was last updated on 2/21/2025 by MarketBeat.com Staff
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