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Microsoft (MSFT) Institutional Ownership

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(As of 05/17/2024 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)
2870
Total
Institutional Inflows
(last 12 months)
$102.57B
Number of
Institutional Sellers
(last 12 months)
2863
Total
Institutional Outflows
(last 12 months)
$150.56B
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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
5/17/2024 Wahed Invest LLC148,703$62.56M14.3%+17.3%0.002%
5/17/2024 Citizens Financial Group Inc. RI253,903$106.82M3.5%+0.5%0.003%
5/17/2024 Rokos Capital Management LLP433,928$182.43M0.9%+171.7%0.006%
5/17/2024CCM Investment Advisers LLC66,807$28.11M3.4%-4.6%0.001%
5/17/2024Vima LLC1,562$657K0.2%+7.4%0.000%
5/17/2024Advisory Resource Group7,288$3.07M0.7%+1.1%0.000%
5/17/2024Heartland Bank & Trust Co21,057$8.86M5.1%+1.9%0.000%
5/17/2024National Wealth Management Group LLC3,843$1.62M1.3%+4.5%0.000%
5/17/2024Kozak & Associates Inc.55,743$23.47M6.3%+2.5%0.001%
5/17/2024Investmark Advisory Group LLC6,198$2.61M1.4%-0.8%0.000%
5/17/2024Lummis Asset Management LP13,161$5.54M7.4%-57.0%0.000%
5/17/2024Montchanin Asset Management LLC22,136$9.31M9.1%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.8,043$3.38M3.4%N/A0.000%
5/17/2024 Plato Investment Management Ltd150,863$63.47M6.6%+987.5%0.002%
5/17/2024 Western Pacific Wealth Management LP13,003$5.47M4.0%+2.9%0.000%
5/17/2024 XML Financial LLC65,495$27.56M2.8%-12.8%0.001%
5/17/2024 iA Global Asset Management Inc.1,087,455$457.51M5.4%-2.5%0.015%
5/17/2024 Lumbard & Kellner LLC9,680$4.07M2.0%-1.3%0.000%
5/17/2024 WealthPlan Investment Management LLC21,622$9.10M1.4%+0.4%0.000%
5/17/2024 Garner Asset Management Corp8,920$3.75M1.9%+4.0%0.000%
5/17/2024 KLCM Advisors Inc.16,079$6.77M0.9%+4.9%0.000%
5/17/2024 Wedgewood Partners Inc.70,615$29.88M6.6%-1.5%0.001%
5/17/2024 Brown Shipley& Co Ltd73,771$31.32M9.8%+9.6%0.001%
5/17/2024 Vista Investment Partners LLC15,778$6.64M2.3%+2.8%0.000%
5/17/2024 LBP AM SA475,268$199.96M8.0%-48.9%0.006%
5/17/2024 First Western Trust Bank69,291$29.15M1.3%-6.2%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC68,766$28.93M2.6%-0.9%0.001%
5/17/2024 Beacon Capital Management LLC8,984$3.78M0.8%+5.9%0.000%
5/17/2024 Semmax Financial Advisors Inc.14,480$5.99M2.0%+12.3%0.000%
5/17/2024 Pineridge Advisors LLC15,532$6.53M2.3%-7.9%0.000%
5/17/2024 Hancock Whitney Corp308,841$129.94M4.5%+1.2%0.004%
5/17/2024 Comerica Bank1,974,398$830.67M3.6%-1.1%0.027%
5/17/2024 SkyView Investment Advisors LLC9,429$3.97M0.7%+17.1%0.000%
5/17/2024 Adalta Capital Management LLC53,748$22.61M12.5%+1.7%0.001%
5/17/2024 Coppell Advisory Solutions Corp.16,735$7.04M1.3%N/A0.000%
5/17/2024 Castleark Management LLC383,595$161.39M6.7%-6.8%0.005%
5/17/2024 Clear Point Advisors Inc.1,720$724K0.6%+11.9%0.000%
5/17/2024 DCM Advisors LLC42,876$18.04M7.4%-20.1%0.001%
5/17/2024 Creekmur Asset Management LLC6,501$2.74M0.9%+2.8%0.000%
5/17/2024 Wiser Advisor Group LLC3,444$1.45M2.3%+5.6%0.000%
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5/17/2024 Motley Fool Asset Management LLC224,574$94.48M6.0%+8.1%0.003%
5/16/2024 Redwood Investment Management LLC31,074$13.07M1.2%+66.6%0.000%
5/16/2024 California State Teachers Retirement System11,462,919$4.82B6.1%+0.4%0.154%
5/16/2024 Sugar Maple Asset Management LLC3,252$1.37M1.3%N/A0.000%
5/16/2024 Global Financial Private Client LLC15,014$6.38M2.7%-0.4%0.000%
5/16/2024 Slagle Financial LLC22,933$9.65M5.2%-37.8%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co228,369$96.08M2.0%+6.5%0.003%
5/16/2024 Innova Wealth Partners4,952$2.08M1.6%+16.8%0.000%
5/16/2024 Mango Five Family Inc.1,950$820K0.3%-1.5%0.000%
5/16/2024 Levin Capital Strategies L.P.149,066$62.72M6.3%-11.7%0.002%
5/16/2024 FSA Wealth Management LLC4,481$1.89M0.8%+2.8%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.291,447$122.62M2.8%+7.2%0.004%
5/16/2024 Ancora Advisors LLC237,780$100.04M2.3%+0.4%0.003%
5/16/2024 Vancity Investment Management Ltd169,454$71.29M8.5%+26.9%0.002%
5/16/2024 Dynasty Wealth Management LLC25,078$10.55M0.3%N/A0.000%
5/16/2024 Virtus Investment Advisers Inc.7,498$3.16M2.3%+42.1%0.000%
5/16/2024 Avenir Corp405,598$170.64M14.6%-6.5%0.005%
5/16/2024 High Falls Advisors Inc8,839$3.72M0.9%+6.3%0.000%
5/16/2024 Sweeney & Michel LLC16,000$6.67M3.0%N/A0.000%
5/16/2024 Connective Capital Management LLC18,309$7.70M11.7%N/A0.000%
5/16/2024 Prudent Investors Network Inc.30,773$12.95M4.9%N/A0.000%
5/16/2024 WPWealth LLP3,516$1.48M0.4%+6.9%0.000%
5/16/2024 Center Lake Capital Management LLC17,500$7.36M12.0%-65.0%0.000%
5/16/2024 Fairbanks Capital Management Inc.9,453$3.98M2.7%-1.2%0.000%
5/16/2024 Oxford Wealth Group LLC8,770$3.69M3.4%N/A0.000%
5/16/2024 WMS Partners LLC78,928$33.21M2.3%-3.6%0.001%
5/16/2024 Whalerock Point Partners LLC52,255$21.99M6.0%-99.9%0.001%
5/16/2024 Icon Wealth Advisors LLC76,362$32.13M3.0%+19.6%0.001%
5/16/2024 In Depth Partners LLC34,868$14.67M11.5%+2.8%0.000%
5/16/2024 Industrial Alliance Investment Management Inc.18,713$7.87M3.2%+0.6%0.000%
5/16/2024 IronBridge Private Wealth LLC18,191$7.65M3.2%+1.7%0.000%
5/16/2024 Ironvine Capital Partners LLC208,199$87.59M9.6%-0.9%0.003%
5/16/2024 Jacobs Levy Equity Management Inc.2,162,871$909.96M4.1%+3.8%0.029%
5/16/2024 Janus Henderson Group PLC29,606,276$12.45B6.8%-1.7%0.398%
5/16/2024 Kahn Brothers Group Inc.1,902$801K0.1%N/A0.000%
5/16/2024 Kennedy Capital Management LLC89,032$37.46M0.8%+232.5%0.001%
5/16/2024 Kensico Capital Management Corp522,500$219.83M7.2%-0.8%0.007%
5/16/2024 Kingdon Capital Management L.L.C.35,000$14.73M1.6%-19.5%0.000%
5/16/2024 Kinetic Partners Management LP220,095$92.60M6.5%-26.7%0.003%
5/16/2024 Kodai Capital Management LP122,572$51.57M1.2%-86.4%0.002%
5/16/2024 Kraft Davis & Associates LLC5,201$2.15M0.7%-5.5%0.000%
5/16/2024 L1 Capital International Pty Ltd52,530$22.30M9.9%+2.7%0.001%
5/16/2024 Bridgeway Capital Management LLC107,302$45.14M0.9%+1.9%0.001%
5/16/2024 BTG Pactual Global Asset Management Ltd21,085$8.87M1.5%+99.0%0.000%
5/16/2024Benchmark Investment Advisors LLC13,755$5.79M4.6%-31.6%0.000%
5/16/2024 BlueSpruce Investments LP1,309,673$551.01M9.9%-23.5%0.018%
5/16/2024 Waverly Advisors LLC92,314$38.84M0.9%+49.4%0.001%
5/16/2024 Silvercrest Asset Management Group LLC781,576$328.83M2.2%-1.4%0.011%
5/16/2024 Captrust Financial Advisors2,588,392$1.09B3.6%+18.5%0.035%
5/16/2024 Zurich Insurance Group Ltd FI1,713,305$720.82M6.6%+4.3%0.023%
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5/16/2024 Ashford Capital Management Inc.20,693$8.71M1.2%+6.3%0.000%
5/16/2024 Caxton Associates LP189,144$79.58M4.5%-51.0%0.003%
5/16/2024 Lavaca Capital LLC6,988$2.94M1.7%+36.9%0.000%
5/15/2024 KEYWISE CAPITAL MANAGEMENT HK Ltd3,550$1.49M0.2%-22.0%0.000%
5/15/2024 Ascent Group LLC87,272$36.72M3.2%+2.6%0.001%
5/15/2024 Whale Rock Capital Management LLC1,266,838$532.98M7.9%+9.5%0.017%
5/15/2024 Earnest Partners LLC3,585$1.51M0.0%+3.0%0.000%
5/15/2024 SVB Wealth LLC393,741$165.65M3.7%-5.9%0.005%
5/15/2024 Third Point LLC1,765,000$742.57M9.5%-12.4%0.024%
5/15/2024 QVR LLC12,398$5.22M0.9%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, 4,880 institutional investors and hedge funds held shares of Microsoft. The most heavily invested institutionals were Vanguard Group Inc. ($281.04B), FMR LLC ($68.16B), Price T Rowe Associates Inc. MD ($59.83B), Morgan Stanley ($38.88B), Oribel Capital Management LP ($38.42B), Norges Bank ($35.92B), and Capital International Investors ($35.16B).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 4,014 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), Vanguard Group Inc. ($18.78M), Providence Capital Advisors LLC ($16.53M), TCI Fund Management Ltd. ($10.64M), 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 420,507,519 shares in the last 24 months. This purchase volume represents approximately $138.05B in transactions.

Which Microsoft major shareholders have been selling company stock?

Of the 3,735 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), Whalerock Point Partners LLC ($52.54M), Aaron Wealth Advisors LLC ($20.77M), Capital World Investors ($10.94M), TCI Fund Management Ltd. ($6.97M), Capital Research Global Investors ($6.44M), and Swiss National Bank ($5.49M).

How much institutional selling is happening at Microsoft?

Institutional investors have sold a total of 564,777,514 shares in the last 24 months. This volume of shares sold represents approximately $188.25B in transactions.


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This page (NASDAQ:MSFT) was last updated on 5/18/2024 by MarketBeat.com Staff

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