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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)
2825
Total
Institutional Inflows
(last 12 months)
$98.42B
Number of
Institutional Sellers
(last 12 months)
2790
Total
Institutional Outflows
(last 12 months)
$125.42B
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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
5/2/2024Farrow Financial Inc.7,472$3.14M2.2%-4.2%0.000%
5/2/2024Jennison Associates LLC25,234,288$10.62B7.1%-1.1%0.340%
5/2/2024Pacific Wealth Strategies Group Inc.11,429$4.81M4.0%+0.8%0.000%
5/2/2024Mutual of America Capital Management LLC1,001,737$421.45M4.5%-1.8%0.013%
5/2/2024Hudock Inc.12,579$5.29M1.2%+1.0%0.000%
5/2/2024Conservest Capital Advisors Inc.2,280$959K0.1%+1.6%0.000%
5/2/2024Summit Financial Wealth Advisors LLC9,347$3.93M0.8%-0.7%0.000%
5/2/2024AAFMAA Wealth Management & Trust LLC9,669$4.07M2.2%+23.2%0.000%
5/2/2024Centerpoint Advisors LLC23,375$9.83M3.7%-0.9%0.000%
5/2/2024Adapt Wealth Advisors LLC690$290K0.2%N/A0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC14,098$5.93M1.1%+12.4%0.000%
5/2/2024FinTrust Capital Advisors LLC25,066$10.55M2.0%-33.4%0.000%
5/2/2024Lionsbridge Wealth Management LLC4,876$2.05M1.6%-3.2%0.000%
5/2/2024Wright Investors Service Inc.60,102$25.29M6.4%-0.3%0.001%
5/2/2024Daiwa Securities Group Inc.1,349,137$567.61M3.2%+21.7%0.018%
5/2/2024Mathes Company Inc.17,712$7.45M2.8%-2.4%0.000%
5/2/2024Graypoint LLC84,096$35.38M2.6%+4.7%0.001%
5/2/2024Hardy Reed LLC4,879$2.05M0.3%-1.7%0.000%
5/2/2024Stack Financial Management Inc243,505$102.45M9.4%-0.6%0.003%
5/2/2024Lwmg LLC7,834$3.30M0.8%-5.5%0.000%
5/2/2024Haverford Trust Co1,264,776$532.12M5.6%-0.9%0.017%
5/2/2024Value Partners Investments Inc.49,773$20.94M0.7%-43.1%0.001%
5/2/2024Consolidated Planning Corp31,611$13.30M2.3%-43.4%0.000%
5/2/2024Pittenger & Anderson Inc.131,068$55.14M2.2%-0.2%0.002%
5/2/2024GSB Wealth Management LLC16,623$6.99M2.0%+2.9%0.000%
5/2/2024Quent Capital LLC35,888$15.10M1.8%+4.3%0.000%
5/2/2024Thompson Davis & CO. Inc.1,302$548K0.4%+9.4%0.000%
5/2/2024Gilbert & Cook Inc.12,706$5.35M0.7%+9.1%0.000%
5/2/2024Nordea Investment Management AB10,541,318$4.44B5.2%-5.0%0.142%
5/2/2024Horan Securities Inc.6,315$2.66M1.3%-2.0%0.000%
5/2/2024Slocum Gordon & Co LLP4,214$1.77M1.3%+4.8%0.000%
5/2/2024Whitegate Investment Counselors Inc.1,111$468K0.1%-5.7%0.000%
5/2/2024Clear Investment Research LLC3,925$1.65M2.2%-1.0%0.000%
5/2/2024Waycross Partners LLC97,103$40.85M7.0%+14.1%0.001%
5/2/2024Elevate Wealth Advisory Inc.604$254K0.2%-14.7%0.000%
5/2/2024Vantage Financial Partners LLC2,370$997K0.3%+25.5%0.000%
5/2/2024Hosking Partners LLP44,096$18.55M0.7%-0.3%0.001%
5/2/2024Curran Financial Partners LLC3,364$1.42M0.5%-2.1%0.000%
5/2/2024Hendley & Co. Inc.52,309$22.01M7.9%+0.8%0.001%
5/2/2024Lincoln National Corp214,826$90.38M1.4%+3.2%0.003%
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5/2/2024Almanack Investment Partners LLC.8,607$3.62M0.6%+14.3%0.000%
5/2/2024Bryn Mawr Capital Management LLC189,186$79.60M4.4%+0.2%0.003%
5/2/2024Mendel Money Management24,463$10.29M4.8%-191.1%0.000%
5/2/2024Fidelis Capital Partners LLC97,197$40.89M7.0%+17.4%0.001%
5/2/2024Goelzer Investment Management Inc.91,617$38.55M2.2%-0.9%0.001%
5/2/2024St. Louis Trust Co2,040$858K0.1%-1.7%0.000%
5/2/2024Montgomery Investment Management Inc.13,285$5.59M2.1%-29.4%0.000%
5/2/2024Alliance Wealth Management Group5,622$2.37M0.7%+24.5%0.000%
5/2/2024BNP Paribas339,789$142.68M6.7%N/A0.005%
5/2/2024Choreo LLC123,371$51.91M1.3%+6.8%0.002%
5/2/2024Tobam6,612$2.78M0.2%-0.7%0.000%
5/2/2024CNB Bank25,320$10.65M5.2%+1.0%0.000%
5/2/2024BW Gestao de Investimentos Ltda.17,367$7.31M0.2%-29.5%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.326,862$137.52M6.9%+4.8%0.004%
5/2/2024Sippican Capital Advisors1,538$647K0.5%-34.5%0.000%
5/2/2024Better Money Decisions LLC2,547$1.07M0.9%+4.1%0.000%
5/2/2024Northeast Investment Management257,268$108.24M5.3%-0.2%0.003%
5/2/2024Presilium Private Wealth LLC3,547$1.49M0.4%-56.2%0.000%
5/2/2024Mitchell Mcleod Pugh & Williams Inc.37,470$15.76M3.8%-1.9%0.001%
5/2/2024Crown Wealth Group LLC22,227$9.35M4.8%+5.3%0.000%
5/2/2024Mckinley Capital Management LLC130,965$55.10M6.6%-2.8%0.002%
5/2/2024Comprehensive Wealth Management LLC4,634$1.95M1.5%-12.5%0.000%
5/2/2024Trust Co of Kansas23,969$10.08M5.5%-0.4%0.000%
5/2/2024Access Investment Management LLC650$273K0.1%N/A0.000%
5/2/2024Lewis Asset Management LLC14,588$6.14M5.1%+0.4%0.000%
5/2/2024Flagstone Financial Management4,726$1.99M0.8%-1.3%0.000%
5/2/2024Seelaus Asset Management LLC6,688$2.81M2.8%-4.9%0.000%
5/2/2024Moloney Securities Asset Management LLC51,358$21.61M3.3%-0.1%0.001%
5/2/2024ESG Planning DBA Harper Investing973$409K0.5%N/A0.000%
5/2/2024Hunter Associates Investment Management LLC90,525$38.09M6.4%-4.8%0.001%
5/2/2024Darrow Company Inc.2,097$882K0.6%-17.7%0.000%
5/2/2024Rockline Wealth Management LLC47,536$20.00M7.0%+2.9%0.001%
5/2/2024Main Street Research LLC119,176$50.14M3.4%+0.3%0.002%
5/2/2024Valley Brook Capital Group Inc.24,379$10.26M8.1%-1.3%0.000%
5/2/2024Hollencrest Capital Management148,796$62.60M2.9%+236.5%0.002%
5/2/2024Palisade Asset Management LLC154,471$64.99M6.3%-0.7%0.002%
5/2/2024Greenwood Capital Associates LLC67,636$28.46M3.8%-8.5%0.001%
5/2/2024Allen Wealth Management LLC4,376$1.84M1.6%-10.1%0.000%
5/2/2024Schulhoff & Co. Inc.11,824$4.98M2.2%+0.5%0.000%
5/2/2024PDS Planning Inc39,291$16.53M1.7%+0.8%0.001%
5/2/2024Argent Advisors Inc.12,153$5.11M2.0%+8.7%0.000%
5/2/2024REDW Wealth LLC12,859$5.41M1.5%-3.7%0.000%
5/2/2024Pullen Investment Management LLC9,633$4.05M3.4%N/A0.000%
5/2/2024Regent Peak Wealth Advisors LLC30,900$13M3.3%-1.5%0.000%
5/2/2024Cross Staff Investments Inc9,157$3.85M3.2%-6.0%0.000%
5/2/2024Hanlon Investment Management Inc.5,636$2.37M0.7%+8.9%0.000%
5/2/2024Fortem Financial Group LLC11,671$4.91M2.2%-2.9%0.000%
5/2/2024Westwood Wealth Management26,639$11.21M5.5%+10.0%0.000%
5/2/2024High Note Wealth LLC20,424$8.59M2.8%+4.6%0.000%
5/2/2024Kinsale Capital Group Inc.14,750$6.21M2.5%+15.1%0.000%
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5/1/2024STF Management LP48,075$20.23M8.8%-0.8%0.001%
5/1/2024GLOBALT Investments LLC GA92,394$38.87M1.5%-3.5%0.001%
5/1/2024Capital Investment Counsel Inc51,483$21.66M3.7%-2.0%0.001%
5/1/2024Tanager Wealth Management LLP6,152$2.59M0.4%+0.9%0.000%
5/1/2024Paces Ferry Wealth Advisors LLC8,304$3.49M2.2%+0.8%0.000%
5/1/2024Stone Point Wealth LLC62,080$26.12M9.1%+0.1%0.001%
5/1/2024Smith Shellnut Wilson LLC ADV11,261$4.74M2.5%-0.8%0.000%
5/1/2024StoneX Group Inc.34,647$14.58M1.6%+2.2%0.000%
5/1/2024Schear Investment Advisers LLC11,853$4.99M4.0%+5.6%0.000%
5/1/2024Resonant Capital Advisors LLC33,750$14.20M1.2%+16.4%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, 4,775 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($250.03B), State Street Corp ($92.52B), FMR LLC ($68.16B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), Norges Bank ($35.92B), and Capital World Investors ($32.28B).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 3,952 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 ($28.45M), Providence Capital Advisors LLC ($16.53M), Vanguard Group Inc. ($15.70M), TCI Fund Management Ltd. ($11.22M), CIBC Private Wealth Group LLC ($7.54M), and California Public Employees Retirement System ($6.22M).

How much institutional buying is happening at Microsoft?

Institutional investors have bought a total of 410,358,531 shares in the last 24 months. This purchase volume represents approximately $132.55B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,658 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 ($242.37M), Aaron Wealth Advisors LLC ($20.77M), TCI Fund Management Ltd. ($6.97M), Capital Research Global Investors ($6.44M), Magellan Asset Management Ltd ($5.42M), Swiss National Bank ($4.56M), and Fisher Asset Management LLC ($4.56M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 508,797,636 shares in the last 24 months. This volume of shares sold represents approximately $162.56B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/3/2024 by MarketBeat.com Staff

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