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Microsoft (MSFT) Institutional Ownership

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$436.60 -0.43 (-0.10%)
(As of 12/20/2024 05:45 PM ET)
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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)
3276
Total
Institutional Inflows
(last 12 months)
$130.93B
Number of
Institutional Sellers
(last 12 months)
2941
Total
Institutional Outflows
(last 12 months)
$72.87B
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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
12/19/2024 Independent Solutions Wealth Management LLC23,526$10.12M2.3%-2.3%0.000%
12/18/2024 IMS Capital Management22,246$9.57M4.3%+0.1%0.000%
12/17/2024 Hiley Hunt Wealth Management2,624$1.13M0.6%-17.9%0.000%
12/16/2024 SMART Wealth LLC3,494$1.50M0.6%-20.6%0.000%
12/13/2024 Lord Abbett & CO. LLC2,079,323$894.73M2.8%-9.6%0.028%
12/13/2024 B. Riley Wealth Advisors Inc.240,100$102.28M2.8%-13.3%0.003%
12/12/2024 Brass Tax Wealth Management Inc.9,819$4.23M1.6%+2.6%0.000%
12/12/2024 Legacy Wealth Management LLC MS44,895$19.32M7.1%+4.5%0.001%
12/12/2024 SPX Gestao de Recursos Ltda14,300$6.15M0.8%N/A0.000%
12/11/2024 1ST Source Bank84,509$36.36M2.1%-0.8%0.001%
12/11/2024 Alternative Investment Advisors LLC.4,735$2.04M1.1%-53.3%0.000%
12/10/2024 Birmingham Capital Management Co. Inc. AL2,887$1.24M0.5%-3.2%0.000%
12/10/2024 DGS Capital Management LLC23,905$10.29M2.8%+3.5%0.000%
12/10/2024 Garden State Investment Advisory Services LLC13,488$5.81M1.7%+4.6%0.000%
12/9/2024 Copley Financial Group Inc.1,933$832K0.8%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC3,377$1.50M0.9%+0.8%0.000%
12/9/2024 FFG Partners LLC41,266$17.76M6.1%+1.6%0.001%
12/6/2024 Logan Capital Management Inc.194,681$83.77M3.5%-2.1%0.003%
12/6/2024 Fidelity D & D Bancorp Inc.8,109$3.49M2.3%-0.9%0.000%
12/6/2024 Retirement Systems of Alabama2,691,421$1.16B4.3%-6.1%0.036%
12/3/2024 Garde Capital Inc.115,348$49.63M3.3%-0.1%0.002%
12/3/2024 Denver PWM LLC1,966$846K0.3%-15.4%0.000%
12/3/2024 Boulder Wealth Advisors LLC2,569$1.11M0.6%N/A0.000%
12/3/2024 Oriental Harbor Investment Fund225,956$95.68M10.7%N/A0.003%
12/2/2024 Capasso Planning Partners LLC6,194$2.67M0.8%-9.1%0.000%
12/2/2024 Inspire Trust Co. N.A.21,151$9.10M2.5%+18.0%0.000%
12/2/2024 Beaird Harris Wealth Management LLC6,768$2.91M0.3%-11.5%0.000%
11/29/2024 American Trust41,620$17.91M1.5%+12.5%0.001%
11/29/2024 Old North State Trust LLC14,282$6.15M5.0%+15.4%0.000%
11/27/2024 Franklin Resources Inc.38,420,657$16.10B4.5%+1.1%0.517%
11/26/2024 Decatur Capital Management Inc.53,007$22.81M10.5%+15.7%0.001%
11/26/2024 Asset Advisors Investment Management LLC183,781$79.08M8.2%-3.3%0.002%
11/26/2024 Peapack Gladstone Financial Corp508,110$218.64M3.2%-1.2%0.007%
11/25/2024 Synovus Financial Corp445,759$191.81M2.2%+8.3%0.006%
11/25/2024 Castellan Group21,154$9.10M3.8%+5.2%0.000%
11/25/2024 Optimist Retirement Group LLC16,219$6.98M3.1%+187.7%0.000%
11/25/2024 Blankinship & Foster LLC36,269$15.61M2.6%+1,972.5%0.000%
11/25/2024 Cim Investment Management Inc.24,408$10.50M3.1%-3.5%0.000%
11/25/2024 Wilmington Savings Fund Society FSB425,374$183.04M3.3%+52.7%0.006%
11/25/2024 Arvest Bank Trust Division34,388$14.80M0.9%N/A0.000%
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11/25/2024 Sfmg LLC67,962$29.24M2.4%-0.9%0.001%
11/25/2024 World Investment Advisors LLC153,683$66.13M1.6%+180.1%0.002%
11/25/2024 Sanctuary Advisors LLC1,001,133$417.47M2.6%+12.6%0.013%
11/25/2024 Pine Valley Investments Ltd Liability Co82,808$35.63M2.2%+3.1%0.001%
11/22/2024 Stock Yards Bank & Trust Co.374,660$161.22M5.2%-4.8%0.005%
11/22/2024 Capstone Capital LLC1,667$717K0.6%+5.8%0.000%
11/22/2024 Boyar Asset Management Inc.46,294$19.92M12.8%-3.6%0.001%
11/22/2024 Sculati Wealth Management LLC21,599$9.09M3.7%+4.4%0.000%
11/22/2024 Eaton Financial Holdings Company LLC15,611$6.72M2.7%N/A0.000%
11/22/2024 Saratoga Research & Investment Management359,519$154.70M6.8%+1.3%0.005%
11/22/2024 Fulcrum Equity Management1,656$713K0.6%-31.9%0.000%
11/21/2024 Anchor Investment Management LLC101,089$43.50M4.1%+1.7%0.001%
11/21/2024 Tudor Financial Inc.4,119$1.77M1.1%N/A0.000%
11/21/2024 Chelsea Counsel Co.23,322$10.04M4.9%-5.2%0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd97,894$41.89M7.4%+16.4%0.001%
11/21/2024 Wealthquest Corp11,709$4.93M0.4%-1.9%0.000%
11/21/2024 SkyView Investment Advisors LLC11,184$4.82M0.8%+2.3%0.000%
11/21/2024 Aldebaran Financial Inc.7,663$3.30M4.1%+5.8%0.000%
11/20/2024 Morse Asset Management Inc67,404$29.00M6.3%+42.4%0.001%
11/20/2024 Diamant Asset Management Inc.28,070$12.08M7.6%-1.4%0.000%
11/20/2024 Virtu Financial LLC18,990$8.17M0.4%-69.8%0.000%
11/20/2024 Advisory 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%
11/20/2024 Passumpsic 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%
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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%
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%
(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, 5,140 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 4,244 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 477,233,931 shares in the last 24 months. This purchase volume represents approximately $175.10B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,882 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 548,184,079 shares in the last 24 months. This volume of shares sold represents approximately $195.11B in transactions.


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This page (NASDAQ:MSFT) was last updated on 12/22/2024 by MarketBeat.com Staff
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