Microsoft Ownership 2024 | Who Owns Microsoft Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

71.11%

Insider Ownership

0.06%

Retail Ownership

28.84%

Institutional Holders

5.19K

Microsoft Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.10%5.80%675,906,4597,919,4211.19%302,096,391,872Jun 30, 2024
BLACKROCK INC.7.45%5.60%553,976,3077,956,4481.46%247,599,710,152Jun 30, 2024
STATE STREET CORP4.04%5.86%300,030,794-323,437-0.11%134,098,763,378,000Jun 30, 2024
FMR LLC2.92%6.20%216,686,981-4,172,715-1.89%96,848,246,735Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.18%6.33%161,760,1644,171,4862.65%72,124,375,347Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.84%7.31%136,739,021-5,461,662-3.84%61,115,506,000Jun 30, 2024
JPMORGAN CHASE & CO1.78%4.87%132,606,0974,864,9453.81%59,268,296,547Jun 30, 2024
MORGAN STANLEY1.65%4.25%122,759,769572,6510.47%54,867,479,760Jun 30, 2024
NORGES BANK1.31%6.48%97,071,28297,071,282100.00%43,386,009,490Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS1.06%7.27%78,997,144-4,573,926-5.47%35,311,188,642Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.04%7.59%77,441,105-765,983-0.98%34,612,467,734Jun 30, 2024
CAPITAL WORLD INVESTORS1.01%5.45%74,726,141-7,863,085-9.52%33,399,870,030Jun 30, 2024
NORTHERN TRUST CORP1.00%5.62%74,614,737-305,062-0.41%33,349,056,703,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.93%2.72%68,914,3271,234,9501.82%30,801,258,662Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.86%5.44%64,222,338-1,651,083-2.51%28,704,173,935Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.83%6.18%61,801,121-1,688,059-2.66%27,621,952,789Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP0.73%4.31%54,012,844-4,782,702-8.13%24,141,040,626Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.71%6.86%52,469,214-98,371-0.19%23,451,115,363Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.71%6.73%52,465,76111,320,46227.51%23,449,571,882Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.63%3.97%46,576,6321,178,4322.60%20,817,426,376Jun 30, 2024

Microsoft's largest institutional shareholder is VANGUARD GROUP INC, holding 9.10% of the company's total share outstanding, currently valued at $302.10B. The top 10 institutional shareholders own together 33.33% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SANDER CAPITAL ADVISORS INC0.00%47.47%232,5061970.08%103,919,000Jun 30, 2024
LAIRD NORTON TRUST COMPANY, LLC0.01%46.87%743,470-10,510-1.39%332,293,917Jun 30, 2024
JOHO CAPITAL LLC0.01%41.21%651,700--291,277,315Jun 30, 2024
0.00%36.14%78,03278,032100.00%34,876,610Jun 30, 2024
BELLEVUE ASSET MANAGEMENT, LLC0.00%35.09%142,190-4,353-2.97%63,552,116Jun 30, 2024
BILL & MELINDA GATES FOUNDATION TRUST0.47%32.71%34,889,597-1,610,000-4.41%15,593,905,379Jun 30, 2024
CONSTITUTION CAPITAL LLC0.00%30.52%129,4284,5513.64%57,847,845Jun 30, 2024
LAKESIDE ADVISORS, INC.0.00%29.56%101,833-1,746-1.69%45,514,047Jun 30, 2024
FORTIS CAPITAL MANAGEMENT LLC0.00%28.15%295,3136,6592.31%131,990,126Jun 30, 2024
VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD0.00%24.52%148,001--66,149,047Jun 30, 2024
TENCORE PARTNERS, LP0.00%22.41%130,271-24,970-16.08%58,224,623Jun 30, 2024
IVY LANE CAPITAL MANAGEMENT, LLC0.00%22.33%86,000--38,437,700Jun 30, 2024
SODITIC ASSET MANAGEMENT LLP0.00%21.72%41,936--18,743,295Jun 30, 2024
CENTER LAKE CAPITAL MANAGEMENT, LLC0.00%21.69%25,0007,50042.86%11,173,750Jun 30, 2024
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV0.01%21.65%773,500--345,715,825Jun 30, 2024
SOROBAN CAPITAL PARTNERS LP0.04%21.28%3,239,852488,30017.75%1,448,051,851Jun 30, 2024
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT)0.00%20.80%194,268-5,447-2.73%86,828,083Jun 30, 2024
OAKMONT CORP0.00%20.69%210,41331,90317.87%94,044,090Jun 30, 2024
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC0.00%20.64%116,059-253-0.22%51,872,644Jun 30, 2024
FARLEY CAPITAL L.P.0.00%20.47%51,342-150-0.29%22,947,307Jun 30, 2024

The largest Microsoft shareholder by % of total assets is SANDER CAPITAL ADVISORS INC. The company owns 232.51K shares of Microsoft (MSFT), representing 47.47% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.31%6.48%97,071,28297,071,282100.00%43,386,009,490Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.71%6.73%52,465,76111,320,46227.51%23,449,571,882Jun 30, 2024
BLACKROCK INC.7.45%5.60%553,976,3077,956,4481.46%247,599,710,152Jun 30, 2024
VANGUARD GROUP INC9.10%5.80%675,906,4597,919,4211.19%302,096,391,872Jun 30, 2024
JPMORGAN CHASE & CO1.78%4.87%132,606,0974,864,9453.81%59,268,296,547Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.18%6.33%161,760,1644,171,4862.65%72,124,375,347Jun 30, 2024
HSBC HOLDINGS PLC0.37%7.45%27,150,7164,170,57318.15%12,177,588,969Jun 30, 2024
VONTOBEL HOLDING LTD.0.06%6.60%4,547,7813,148,031224.90%2,032,630,718Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%3.20%3,007,3533,007,353100.00%1,344,819,532Jun 30, 2024
GOLDMAN SACHS GROUP INC0.59%3.29%43,577,3592,911,7877.16%19,476,900,508Jun 30, 2024
ALKEON CAPITAL MANAGEMENT LLC0.09%4.69%6,400,0002,847,20080.14%2,860,480,078Jun 30, 2024
HSBC HOLDINGS PLC0.04%0.78%2,806,5002,714,4002947.23%1,273,921,025Jun 30, 2024
COLONY GROUP, LLC0.05%5.65%3,757,3422,634,090234.51%1,679,344,000Jun 30, 2024
UBS GROUP AG0.43%3.52%31,916,6102,480,6178.43%14,265,128,707Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.20%5.89%14,985,4262,396,46719.04%6,697,777,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%5.44%2,215,3492,215,349100.00%990,150,236Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.03%5.62%2,300,0042,140,0341337.77%1,027,986,788Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.03%5.41%2,212,0002,111,3002096.62%988,653,400Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.11%2.99%8,198,4842,026,20932.83%3,664,312,424Jun 30, 2024
MARSHALL WACE, LLP0.08%3.48%5,833,2121,964,97150.80%2,607,154,100Jun 30, 2024

As of Jun 30 2024, Microsoft's largest institutional buyer is NORGES BANK. The company purchased 97.07M stocks of MSFT, valued at $43.39B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL WORLD INVESTORS1.01%5.45%74,726,141-7,863,085-9.52%33,399,870,030Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.84%7.31%136,739,021-5,461,662-3.84%61,115,506,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP0.73%4.31%54,012,844-4,782,702-8.13%24,141,040,626Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS1.06%7.27%78,997,144-4,573,926-5.47%35,311,188,642Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.03%5.30%2,368,128-4,516,903-65.60%1,064,673,279Jun 30, 2024
FMR LLC2.92%6.20%216,686,981-4,172,715-1.89%96,848,246,735Jun 30, 2024
BARCLAYS PLC0.40%4.04%29,566,599-3,081,419-9.44%13,214,794,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.07%1.01%4,881,600-2,651,900-35.20%2,181,831,120Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC0.00%4.08%5,732-2,346,934-99.76%2,561,915Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.32%687,842-2,035,828-74.75%307,430,982Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.05%3.54%3,559,515-2,020,594-36.21%1,590,925,229Jun 30, 2024
NATIXIS0.03%5.81%2,270,994-1,904,302-45.61%1,015,020,769Jun 30, 2024
WOLVERINE TRADING, LLC0.04%1.51%3,206,600-1,737,000-35.14%1,433,189,870Jun 30, 2024
D. E. SHAW & CO., INC.0.07%2.14%5,126,462-1,735,976-25.30%2,291,272,192Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.83%6.18%61,801,121-1,688,059-2.66%27,621,952,789Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.86%5.44%64,222,338-1,651,083-2.51%28,704,173,935Jun 30, 2024
BILL & MELINDA GATES FOUNDATION TRUST0.47%32.71%34,889,597-1,610,000-4.41%15,593,905,379Jun 30, 2024
GTS SECURITIES LLC0.03%2.27%2,380,300-1,579,400-39.89%1,063,875,085Jun 30, 2024
GQG PARTNERS LLC0.08%3.83%5,655,401-1,516,602-21.15%2,527,681,620Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.03%5.06%2,594,769-1,429,178-35.52%1,159,732,005Jun 30, 2024

As of Jun 30 2024, Microsoft's biggest institutional seller is CAPITAL WORLD INVESTORS. The company sold -7.86M shares of MSFT, valued at $33.40B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.31%6.48%97,071,28297,071,282100.00%43,386,009,490Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%3.20%3,007,3533,007,353100.00%1,344,819,532Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%5.44%2,215,3492,215,349100.00%990,150,236Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.02%6.15%1,218,9801,218,980100.00%544,823,000Jun 30, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.01%2.72%708,493708,493100.00%8,625,977Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.01%5.69%697,338697,338100.00%311,537,954Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%5.66%573,063573,063100.00%256,130,508Jun 30, 2024
MANNING & NAPIER ADVISORS LLC0.01%2.54%503,283503,283100.00%224,942,154Jun 30, 2024
0.01%5.23%408,229408,229100.00%182,456,094Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.00%0.25%324,925324,925100.00%145,226,437Jun 30, 2024
BDF-GESTION0.00%10.08%234,432234,432100.00%104,779,382Jun 30, 2024
EVERGREEN QUALITY FUND GP, LTD.0.00%3.43%186,100186,100100.00%83,177,395Jun 30, 2024
ALPHADYNE ASSET MANAGEMENT LP0.00%13.34%173,000173,000100.00%77,322,350Jun 30, 2024
DNCA FINANCE0.00%4.78%124,755124,755100.00%55,759,247Jun 30, 2024
0.00%18.75%105,302105,302100.00%47,064,868Jun 30, 2024
BSN CAPITAL PARTNERS LTD0.00%3.11%105,000105,000100.00%47,476,800Jun 30, 2024
ACE MANAGEMENT GLOBAL LTD.0.00%13.45%102,494102,494100.00%45,809,693Jun 30, 2024
LEE DANNER & BASS INC0.00%3.50%101,473101,473100.00%45,354,000Jun 30, 2024
0.00%36.14%78,03278,032100.00%34,876,610Jun 30, 2024
MIRAE ASSET SECURITIES (USA) INC.0.00%1.60%75,42475,424100.00%33,710,757Jun 30, 2024
MIRAE ASSET SECURITIES (USA) INC.0.00%1.59%75,00075,000100.00%33,521,250Jun 30, 2024
SVENSKA HANDELSBANKEN AB (PUBL)0.00%9.24%73,18673,186100.00%33,215,000Jun 30, 2024
0.00%1.71%68,71268,712100.00%30,650,210Jun 30, 2024
GENERAL AMERICAN INVESTORS CO INC0.00%1.50%50,00050,000100.00%21,500,000Jun 30, 2024
GPM GROWTH INVESTORS, INC.0.00%8.90%46,83946,839100.00%20,934,691Jun 30, 2024
CORDATUS WEALTH MANAGEMENT LLC0.00%7.43%44,31144,311100.00%19,805,000Jun 30, 2024
STRATEGIC WEALTH INVESTMENT GROUP, LLC0.00%2.39%41,35941,359100.00%18,890,104Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%5.71%41,08541,085100.00%18,366,669Jun 30, 2024
CODEX CAPITAL ASSET MANAGEMENT L.L.C.0.00%7.68%39,00039,000100.00%16,408,080Jun 30, 2024
TRADEWINDS, LLC.0.00%5.33%38,78238,782100.00%17,333,801Jun 30, 2024
GOLDEN STATE EQUITY PARTNERS0.00%3.54%38,02138,021100.00%16,993,508Jun 30, 2024
PLATFORM TECHNOLOGY PARTNERS0.00%5.68%36,91136,911100.00%16,497,589Jun 30, 2024
MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT)0.00%1.66%31,50031,500100.00%14,079,000Jun 30, 2024
CFS INVESTMENT ADVISORY SERVICES, LLC0.00%1.01%27,78027,780100.00%12,416,000Jun 30, 2024
0.00%1.24%25,14925,149100.00%9,937,658Jun 30, 2024
BTG PACTUAL ASSET MANAGEMENT US LLC0.00%1.64%24,84924,849100.00%11,106,261Jun 30, 2024
APEIRON CAPITAL LTD0.00%3.75%24,05424,054100.00%10,750,935Jun 30, 2024
EXCEL SECURITIES & ASSOCIATES, INC.0.00%2.60%23,50623,506100.00%10,801,847Jun 30, 2024
CERRO PACIFIC WEALTH ADVISORS LLC0.00%3.95%23,14023,140100.00%10,342,586Jun 30, 2024
WILLIAMS FINANCIAL, LLC0.00%2.42%22,78822,788100.00%9,601,287Jun 30, 2024
IMA WEALTH, INC.0.00%2.14%21,23021,230100.00%9,488,749Jun 30, 2024
SAN LUIS WEALTH ADVISORS LLC0.00%2.20%20,52520,525100.00%9,174,000Jun 30, 2024
COWBIRD CAPITAL LP0.00%10.54%20,52520,525100.00%9,173,649Jun 30, 2024
PROSSIMO ADVISORS, LLC0.00%8.24%20,36020,360100.00%9,100,000Jun 30, 2024
0.00%2.39%20,13720,137100.00%9,000,122Jun 30, 2024
BENDER ROBERT & ASSOCIATES0.00%1.95%19,89319,893100.00%8,891,187Jun 30, 2024
0.00%5.25%19,62519,625100.00%8,771,394Jun 30, 2024
0.00%2.56%19,49219,492100.00%8,712,003Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.00%0.20%19,30019,300100.00%8,626,135Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%1.40%18,94118,941100.00%8,465,549Jun 30, 2024
CALAMOS ADVISORS LLC0.00%0.03%18,00018,000100.00%7,572,960Jun 30, 2024
CACHETECH INC.0.00%1.76%17,06017,060100.00%7,624,898Jun 30, 2024
STRENGTHENING FAMILIES & COMMUNITIES, LLC0.00%2.13%16,62816,628100.00%7,432,000Jun 30, 2024
TIFF ADVISORY SERVICES INC0.00%2.46%15,97215,972100.00%7,138,685Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.24%15,26915,269100.00%6,824,567Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.00%1.29%14,75214,752100.00%6,593,000Jun 30, 2024
HAP TRADING, LLC0.00%0.77%14,53414,534100.00%6,495,971Jun 30, 2024
MAIA WEALTH LLC0.00%1.94%14,17414,174100.00%6,434,252Jun 30, 2024
FULLCIRCLE WEALTH LLC0.00%2.97%14,13414,134100.00%6,062,060Jun 30, 2024
MERIDIAN FINANCIAL PARTNERS LLC0.00%3.50%13,38113,381100.00%5,893,000Jun 30, 2024
WEDGEWOOD INVESTORS INC /PA/0.00%6.91%13,01313,013100.00%5,816,160Jun 30, 2024
POINT BREAK CAPITAL MANAGEMENT, LLC0.00%6.26%12,90012,900100.00%5,765,655Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.00%5.38%12,16812,168100.00%5,438,488Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP0.00%1.83%12,13612,136100.00%5,424,000Jun 30, 2024
LUTS & GREENLEIGH GROUP, INC0.00%4.86%10,45010,450100.00%4,670,851Jun 30, 2024
PRAGMA GESTAO DE PATRIMONIO LTD0.00%2.37%10,00010,000100.00%4,469,500Jun 30, 2024
WINTON GROUP LTD0.00%0.28%9,2979,297100.00%4,155,294Jun 30, 2024
FIDUCIARY FINANCIAL GROUP, LLC0.00%0.94%8,6828,682100.00%3,902,932Jun 30, 2024
0.00%3.39%8,4998,499100.00%3,820,257Jun 30, 2024
0.00%3.15%8,2838,283100.00%3,701,949Jun 30, 2024
0.00%3.83%7,6657,665100.00%4,462,355Jun 30, 2024
HERITAGE FAMILY OFFICES, LLP0.00%1.89%7,6367,636100.00%3,412,849Jun 30, 2024
RPS ADVISORY SOLUTIONS LLC0.00%2.76%6,6896,689100.00%2,989,567Jun 30, 2024
SUMMIT WEALTH GROUP, LLC0.00%0.88%6,5446,544100.00%2,925,000Jun 30, 2024
COVENANT ASSET MANAGEMENT, LLC0.00%0.46%6,5006,500100.00%2,905,175Jun 30, 2024
0.00%0.86%6,3006,300100.00%2,815,785Jun 30, 2024
CORUNDUM TRUST COMPANY, INC0.00%8.08%6,2196,219100.00%2,779,582Jun 30, 2024
0.00%2.04%6,1916,191100.00%2,767,069Jun 30, 2024
0.00%3.26%5,6855,685100.00%2,353,488Jun 30, 2024
0.00%1.96%5,4045,404100.00%2,415,364Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.90%5,3915,391100.00%2,367,120Jun 30, 2024
PCJ INVESTMENT COUNSEL LTD.0.00%0.93%5,0005,000100.00%2,234,750Jun 30, 2024
SPECTRUM PLANNING & ADVISORY SERVICES INC.0.00%2.05%4,7004,700100.00%2,128,205Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC0.00%0.70%4,6474,647100.00%2,076,977Jun 30, 2024
NEWPORT CAPITAL GROUP, LLC0.00%1.61%4,5584,558100.00%2,037,199Jun 30, 2024
WARATAH CAPITAL ADVISORS LTD.0.00%0.07%4,3004,300100.00%1,921,885Jun 30, 2024
ELSER FINANCIAL PLANNING, INC0.00%0.31%4,1324,132100.00%1,846,847Jun 30, 2024
0.00%1.68%4,1074,107100.00%1,835,624Jun 30, 2024
0.00%1.14%3,9023,902100.00%1,744,028Jun 30, 2024
0.00%1.09%3,8203,820100.00%1,707,349Jun 30, 2024
WFA OF SAN DIEGO, LLC-1.46%3,6633,663100.00%1,637,239Jun 30, 2024
-1.01%3,4393,439100.00%1,537,061Jun 30, 2024
LIVE OAK INVESTMENT PARTNERS-1.17%3,1593,159100.00%1,411,918Jun 30, 2024
-1.39%2,9552,955100.00%1,320,543Jun 30, 2024
RED MOUNTAIN FINANCIAL, LLC-1.49%2,7612,761100.00%1,234,213Jun 30, 2024
MARKS WEALTH, LLC-0.53%2,7022,702100.00%1,207,659Jun 30, 2024
GENTRY PRIVATE WEALTH, LLC-1.01%2,5762,576100.00%1,151,145Jun 30, 2024
-0.75%2,4702,470100.00%1,103,903Jun 30, 2024
LESLIE GLOBAL WEALTH, LLC-0.64%2,4532,453100.00%1,096,368Jun 30, 2024
GGM FINANCIALS LLC-0.97%2,3612,361100.00%1,055,356Jun 30, 2024

Microsoft's largest new institutional shareholder by number of shares is NORGES BANK, purchased 97.07M shares, valued at $43.39B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Microsoft Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD VALLEY FORGE FUNDS9.88%5,153,082--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS7.28%3,800,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS7.09%3,700,000--Mar 31, 2024
VOYAGEUR MUTUAL FUNDS III6.88%67,791-801-1.17%Jan 31, 2024
GABELLI GROWTH FUND5.94%337,100--Dec 29, 2023
BlackRock Capital Appreciation Fund, Inc.5.41%873,418--Feb 29, 2024
ALGER FUNDS II5.31%1,202,845-11,886-0.98%Jan 31, 2024
ALGER INSTITUTIONAL FUNDS5.04%1,311,930-7,100-0.54%Jan 31, 2024
MFS SERIES TRUST II4.74%14,980,687-571,753-3.68%Feb 29, 2024
Eaton Vance Tax-Managed Diversified Equity Income Fund4.38%502,207--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS4.24%2,213,000--Mar 31, 2024
INVESCO QQQ TRUST, SERIES 13.40%53,924,9221,295,9592.46%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS3.35%1,750,000--Mar 31, 2024
Eaton Vance Enhanced Equity Income Fund II3.34%272,305-8,099-2.89%Mar 31, 2024
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST3.33%5,711,694372,2226.97%Jan 31, 2024
Milliman Variable Insurance Trust3.32%1,3911017.83%Mar 31, 2024
T. Rowe Price Blue Chip Growth Fund, Inc.3.24%19,784,079-625,629-3.07%Mar 31, 2024
NORTHQUEST CAPITAL FUND INC3.24%1,000--Mar 31, 2024
AMERICAN GROWTH FUND INC3.21%3,0003,000-Jan 31, 2024
Popular High Grade Fixed-Income Fund, Inc.3.12%1,727,000--Mar 31, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund3.06%354,308-12,500-3.41%Mar 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund3.06%365,081--Mar 31, 2024
GENERAL ELECTRIC RSP U.S. EQUITY FUND2.92%1,470,017-69,134-4.49%Mar 31, 2021
Transparent Value Trust2.89%46,333-2,717-5.54%Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Strategy Fund2.78%31,599--Mar 31, 2023
Tax-Managed Multi-Cap Growth Portfolio2.77%74,352--Jan 31, 2024
ALLIED ASSET ADVISORS FUNDS2.72%30,745--Feb 29, 2024
Popular High Grade Fixed-Income Fund, Inc.2.71%1,500,000--Mar 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.2.70%252,125--Feb 29, 2024
FIRST TRUST ENHANCED EQUITY INCOME FUND2.67%101,300--Mar 31, 2024
Nuveen Dow 30sm Dynamic Overwrite Fund2.60%98,761-4,051-3.94%Mar 31, 2024
Esoterica Thematic Trust2.54%6,079-608-9.09%Oct 31, 2022
VANGUARD VALLEY FORGE FUNDS2.54%1,325,000--Mar 31, 2024
Eaton Vance Tax-Managed Buy-Write Income Fund2.53%80,887-4,324-5.07%Mar 31, 2024
T. Rowe Price Growth Stock Fund, Inc.2.48%15,310,314-879,339-5.43%Mar 31, 2024
MASSACHUSETTS INVESTORS TRUST2.41%1,464,437-64,536-4.22%Mar 31, 2024
TAX-MANAGED GROWTH PORTFOLIO2.40%909,092--Mar 31, 2024
BNY MELLON APPRECIATION FUND, INC.2.33%532,180-37,170-6.53%Mar 31, 2024
SPDR S&P 500 ETF TRUST2.31%90,360,883-1,890,590-2.05%Mar 31, 2024
Index Funds2.30%19,270-384-1.95%Mar 31, 2024
T. Rowe Price Global Technology Fund, Inc.2.28%1,133,280-27,736-2.39%Mar 31, 2024
Engine No. 1 ETF Trust2.27%135,7035380.40%Jan 31, 2024
Stock Portfolio2.19%134,390-5,874-4.19%Mar 31, 2024
YCG Funds2.16%96,885--Feb 29, 2024
SPARROW FUNDS2.12%7,555--Feb 29, 2024
T. Rowe Price U.S. Large-Cap Core Fund, Inc.2.06%3,514,58624,1880.69%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS2.06%1,075,000--Mar 31, 2024
HIGHLAND FUNDS II2.03%30,000--Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST2.02%4,122-80,792-95.15%Jan 31, 2021
MATRIX ADVISORS VALUE FUND INC1.98%12,150--Mar 31, 2024
Capital Group Core Equity ETF1.97%436,89997,99728.92%Feb 29, 2024
New Age Alpha Trust1.96%6,8053,746122.46%May 31, 2022
Nuveen S&P 500 Dynamic Overwrite Fund1.87%55,232--Mar 31, 2024
MASSACHUSETTS INVESTORS GROWTH STOCK FUND1.79%4,240,581-104,726-2.41%Feb 29, 2024
Capital Group Growth ETF1.78%692,173137,66424.83%Feb 29, 2024
Fiera Capital Series Trust1.77%35,170-3,240-8.44%Jun 30, 2023
Natixis ETF Trust II1.77%31,44724,394345.87%Mar 31, 2024
MASTER FOCUS GROWTH LLC1.76%615,0708280.13%Nov 30, 2020
VANGUARD INSTITUTIONAL INDEX FUNDS1.74%53,468,089-713,567-1.32%Mar 31, 2024
BRIDGES INVESTMENT FUND INC1.72%52,000--Dec 31, 2022
Capital Group U.S. Equity Fund1.69%57,820--Jan 31, 2024
INVESTMENT CO OF AMERICA1.67%25,996,382-388,354-1.47%Mar 31, 2024
FIDELITY TREND FUND1.65%1,029,800-55,100-5.08%Mar 31, 2024
AMCAP FUND1.64%13,914,439-18,176-0.13%Feb 29, 2024
GROWTH FUND OF AMERICA1.64%40,584,335--Feb 29, 2024
ADAMS DIVERSIFIED EQUITY FUND, INC.1.63%531,800-20,500-3.71%Dec 31, 2023
T. Rowe Price Science & Technology Fund, Inc.1.63%2,326,6501,078,20086.36%Mar 31, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS1.63%20,890,00020,890,000-Jan 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.1.56%1,943,334-104,768-5.12%Mar 31, 2024
AMERICAN MUTUAL FUND1.54%14,395,2521,662,28013.05%Jan 31, 2024
CAPITAL MANAGEMENT INVESTMENT TRUST1.51%5,500--Feb 29, 2024
Uncommon Investment Funds Trust1.42%3,571-288-7.46%Jun 30, 2022
CUTLER TRUST1.41%32,595--Mar 31, 2024
T. Rowe Price Communications & Technology Fund, Inc.1.40%1,201,300-2,100-0.17%Mar 31, 2024
WASHINGTON MUTUAL INVESTORS FUND1.39%29,131,518--Jan 31, 2024
AMERICAN CENTURY GROWTH FUNDS, INC.1.38%214,66373,89752.50%Jan 31, 2024
Manager Directed Portfolios1.37%225,000--Jan 31, 2024
Capital Group Dividend Value ETF1.37%810,547-13,470-1.63%Feb 29, 2024
Popular High Grade Fixed-Income Fund, Inc.1.35%750,000--Mar 31, 2024
Eaton Vance Enhanced Equity Income Fund1.30%162,332-8,216-4.82%Mar 31, 2024
BNY Mellon Growth & Income Fund, Inc.1.29%251,761251,761-Oct 31, 2019
SEI Exchange Traded Funds1.25%17,6355,83449.44%Dec 31, 2023
BNY Mellon Sustainable U.S. Equity Fund, Inc.1.25%90,47090,470-Feb 29, 2024
AB EQUITY INCOME FUND INC1.24%124,191-4,920-3.81%Feb 29, 2024
T. Rowe Price All-Cap Opportunities Fund, Inc.1.23%2,286,782-18,800-0.82%Mar 31, 2024
JP MORGAN MUTUAL FUND INVESTMENT TRUST1.21%4,588,717-4,550-0.10%Dec 31, 2023
Eaton Vance Risk-Managed Diversified Equity Income Fund1.20%128,640-5,437-4.06%Mar 31, 2024
ALGER GLOBAL FOCUS FUND1.19%3,425--Jan 31, 2024
VANGUARD INDEX FUNDS1.18%499,094,8827,824,0511.59%Mar 31, 2024
Matrix Advisors Funds Trust1.17%6,4004507.56%Mar 31, 2024
Spinnaker ETF Series1.17%450,000--Mar 31, 2024
NEW ECONOMY FUND1.15%5,209,997117,7862.31%Feb 29, 2024
Investment House Funds1.15%12,000--Jan 31, 2024
BLACKROCK ENHANCED CAPITAL & INCOME FUND, INC.1.13%196,409-7,660-3.75%Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.1.11%11,228,162-184,974-1.62%Jan 31, 2024
COPLEY FUND INC /NV/1.11%15,000-4,000-21.05%Nov 30, 2022
OSI ETF Trust1.08%188,630-4,468-2.31%Mar 31, 2022
Jensen Quality Growth Fund Inc1.05%1,908,000-133,000-6.52%Feb 29, 2024
JNL VARIABLE FUND LLC1.04%5,910,008-190,847-3.13%Mar 31, 2020
PUTNAM SUSTAINABLE LEADERS FUND1.03%1,389,700-15,100-1.07%Dec 31, 2023

Microsoft's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 5.15M shares, compromising 9.88% of its total assets.

Microsoft Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 245,193-1.89%
31 Mar, 245,2930.25%
31 Dec, 235,2806.56%
30 Sep, 234,9550.92%
30 Jun, 234,9102.33%
31 Mar, 234,7980.23%
31 Dec, 224,7873.35%
30 Sep, 224,6320.11%
30 Jun, 224,627-0.75%
31 Mar, 224,6620.02%
31 Dec, 214,66112.07%
30 Sep, 214,1591.27%
30 Jun, 214,107-0.29%
31 Mar, 214,1190.19%
31 Dec, 204,11110.24%
30 Sep, 203,7291.41%
30 Jun, 203,6770.74%
31 Mar, 203,6502.67%
31 Dec, 193,5559.38%
30 Sep, 193,2500.03%
30 Jun, 193,2490.87%
31 Mar, 193,2210.28%
31 Dec, 183,2128.77%
30 Sep, 182,9531.34%
30 Jun, 182,9141.15%
31 Mar, 182,8811.59%
31 Dec, 172,83610.57%
30 Sep, 172,5650.12%
30 Jun, 172,5621.55%
31 Mar, 172,5230.16%
31 Dec, 162,5196.56%
30 Sep, 162,3640.34%
30 Jun, 162,356-1.22%
31 Mar, 162,3851.19%
31 Dec, 152,3578.87%
30 Sep, 152,165-0.64%
30 Jun, 152,179-0.23%
31 Mar, 152,184-2.06%
31 Dec, 142,2307.63%
30 Sep, 142,0720.19%
30 Jun, 142,068-0.10%
31 Mar, 142,0700.93%
31 Dec, 132,0519.80%
30 Sep, 131,8680.70%
30 Jun, 131,855115.45%
31 Mar, 13861-3.15%
31 Dec, 128896.21%
30 Sep, 128371.09%
30 Jun, 128281.10%
31 Mar, 128191.36%
31 Dec, 1180818.65%
30 Sep, 11681-
30 Jun, 11681-1.59%
31 Mar, 116923.13%
31 Dec, 1067112.77%
30 Sep, 10595-1.16%
30 Jun, 106024.15%
31 Mar, 105782.85%
31 Dec, 095623.31%
30 Sep, 095440.74%
30 Jun, 095407.14%
31 Mar, 09504-
31 Dec, 085045.22%
30 Sep, 08479-0.21%
30 Jun, 08480-2.24%
31 Mar, 084912.29%
31 Dec, 0748015.11%
30 Sep, 07417-1.65%
30 Jun, 07424-1.17%
31 Mar, 07429-1.38%
31 Dec, 064356.36%
30 Sep, 064092.25%
30 Jun, 06400-5.21%
31 Mar, 064222.93%
31 Dec, 054103.54%
30 Sep, 053965.60%
30 Jun, 053754.75%
31 Mar, 05358-4.53%
31 Dec, 0437514.68%
30 Sep, 043273.15%
30 Jun, 04317-2.46%
31 Mar, 043255.86%
31 Dec, 033075.50%
30 Sep, 0329112.36%
30 Jun, 032591.97%
31 Mar, 032543.67%
31 Dec, 022452.51%
30 Sep, 022392.58%
30 Jun, 022332.64%
31 Mar, 0222721.39%
31 Dec, 011874.47%
30 Sep, 01179-4.79%
30 Jun, 011888.05%
31 Mar, 011746.10%
31 Dec, 001647.89%
30 Sep, 00152-5.59%
30 Jun, 0016113.38%
31 Mar, 001420.71%
31 Dec, 9914117.50%
30 Sep, 991207.14%
30 Jun, 9911225.84%
31 Mar, 99891171.43%
31 Dec, 987-
31 Mar, 871-

As of 30 Jun 24, 5,193 institutions are holding Microsoft's shares, representing a decrease of -1.89% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 245,284,020,3370.82%
31 Mar, 245,241,056,437-0.84%
31 Dec, 235,285,641,2382.95%
30 Sep, 235,134,257,343-0.64%
30 Jun, 235,167,107,132-6.08%
31 Mar, 235,501,356,2534.56%
31 Dec, 225,261,281,7540.30%
30 Sep, 225,245,493,4980.83%
30 Jun, 225,202,212,901-0.72%
31 Mar, 225,239,873,550-0.36%
31 Dec, 215,258,960,858-0.02%
30 Sep, 215,260,128,373-0.10%
30 Jun, 215,265,416,689-0.84%
31 Mar, 215,309,984,444-0.16%
31 Dec, 205,318,547,1350.33%
30 Sep, 205,301,121,035-1.29%
30 Jun, 205,370,464,528-1.10%
31 Mar, 205,430,432,095-1.17%
31 Dec, 195,494,585,698-0.91%
30 Sep, 195,545,298,741-0.57%
30 Jun, 195,577,364,233-0.30%
31 Mar, 195,594,050,115-0.22%
31 Dec, 185,606,400,7340.19%
30 Sep, 185,595,602,1071.59%
30 Jun, 185,508,237,695-2.30%
31 Mar, 185,638,009,092-0.98%
31 Dec, 175,693,879,729-0.47%
30 Sep, 175,721,049,476-0.11%
30 Jun, 175,727,175,3230.72%
31 Mar, 175,686,322,558-0.31%
31 Dec, 165,703,941,7930.93%
30 Sep, 165,651,416,9470.04%
30 Jun, 165,649,271,434-3.04%
31 Mar, 165,826,641,4710.76%
31 Dec, 155,782,942,7500.14%
30 Sep, 155,774,603,194-0.12%
30 Jun, 155,781,809,157-0.63%
31 Mar, 155,818,648,457-1.02%
31 Dec, 145,878,609,1572.72%
30 Sep, 145,722,813,577-1.01%
30 Jun, 145,781,221,7943.77%
31 Mar, 145,571,227,3040.73%
31 Dec, 135,530,647,7740.03%
30 Sep, 135,528,843,7594.93%
30 Jun, 135,268,899,214-48.43%
31 Mar, 1310,217,889,713-0.31%
31 Dec, 1210,249,915,421411.82%
30 Sep, 122,002,643,384-81.28%
30 Jun, 1210,699,415,259461.92%
31 Mar, 121,904,091,387-81.65%
31 Dec, 1110,378,254,615491.09%
30 Sep, 111,755,788,601-5.98%
30 Jun, 111,867,461,579-90.03%
31 Mar, 1118,734,085,3811100.31%
31 Dec, 101,560,765,9124.55%
30 Sep, 101,492,868,147-85.52%
30 Jun, 1010,310,412,456545.65%
31 Mar, 101,596,913,726-84.93%
31 Dec, 0910,594,680,931511.93%
30 Sep, 091,731,344,653-83.62%
30 Jun, 0910,569,646,979550.02%
31 Mar, 091,626,047,101-13.79%
31 Dec, 081,886,063,96328.82%
30 Sep, 081,464,071,55520.02%
30 Jun, 081,219,889,732-0.85%
31 Mar, 081,230,362,822-13.34%
31 Dec, 071,419,702,09018.46%
30 Sep, 071,198,482,947-4.66%
30 Jun, 071,257,037,12747.52%
31 Mar, 07852,111,284-33.00%
31 Dec, 061,271,767,363-6.43%
30 Sep, 061,359,110,6061.65%
30 Jun, 061,337,054,5795.17%
31 Mar, 061,271,366,2667.35%
31 Dec, 051,184,309,461-10.16%
30 Sep, 051,318,204,3086.13%
30 Jun, 051,242,101,188-89.83%
31 Mar, 0512,208,044,239-0.06%
31 Dec, 0412,214,892,241855.38%
30 Sep, 041,278,544,163-89.47%
30 Jun, 0412,136,471,6691134.44%
31 Mar, 04983,156,25029.90%
31 Dec, 03756,848,992-16.50%
30 Sep, 03906,418,17131.46%
30 Jun, 03689,520,604-9.36%
31 Mar, 03760,748,355105.42%
31 Dec, 02370,333,7856.57%
30 Sep, 02347,495,142-2.16%
30 Jun, 02355,154,058-35.53%
31 Mar, 02550,865,812115.98%
31 Dec, 01255,053,145-97.70%
30 Sep, 0111,066,246,2101797.00%
30 Jun, 01583,354,60929.79%
31 Mar, 01449,467,70210.51%
31 Dec, 00406,735,4820.91%
30 Sep, 00403,068,38915.98%
30 Jun, 00347,522,291-7.01%
31 Mar, 00373,728,87312.96%
31 Dec, 99330,853,331-28.33%
30 Sep, 99461,604,098-17.37%
30 Jun, 99558,654,19018.42%
31 Mar, 99471,756,37228564.75%
31 Dec, 981,645,772-
31 Mar, 877,604-

Microsoft (MSFT) has 5.28B shares outstanding as of 30 Jun 24, up 0.82% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2471.11%1.43%
31 Mar, 2470.53%1.39%
31 Dec, 2371.12%1.49%
30 Sep, 2369.11%1.43%
30 Jun, 2369.51%1.27%
31 Mar, 2373.93%1.48%
31 Dec, 2270.61%1.43%
30 Sep, 2270.34%1.46%
30 Jun, 2269.40%1.42%
31 Mar, 2269.93%1.42%
31 Dec, 2170.07%1.43%
30 Sep, 2170.01%1.44%
30 Jun, 2169.77%1.41%
31 Mar, 2170.43%1.42%
31 Dec, 2070.40%1.43%
30 Sep, 2070.06%1.41%
30 Jun, 2070.57%1.38%
31 Mar, 2071.43%1.37%
31 Dec, 1972.10%1.37%
30 Sep, 1972.64%1.37%
30 Jun, 1972.86%1.37%
31 Mar, 1972.92%1.37%
31 Dec, 1872.89%1.37%
30 Sep, 1872.93%1.43%
30 Jun, 1871.54%1.33%
31 Mar, 1873.24%1.34%
31 Dec, 1773.85%1.34%
30 Sep, 1774.22%1.35%
30 Jun, 1774.23%1.37%
31 Mar, 1773.61%1.36%
31 Dec, 1673.55%1.40%
30 Sep, 1672.56%1.43%
30 Jun, 1671.28%1.31%
31 Mar, 1673.80%1.40%
31 Dec, 1572.61%1.39%
30 Sep, 1572.22%1.40%
30 Jun, 1571.73%1.41%
31 Mar, 1571.25%1.40%
31 Dec, 1471.45%1.48%
30 Sep, 1469.38%1.43%
30 Jun, 1469.66%1.54%
31 Mar, 1467.25%1.52%
31 Dec, 1366.43%1.51%
30 Sep, 1366.30%1.66%
30 Jun, 1363.14%0.42%
31 Mar, 13122.17%0.82%
31 Dec, 12122.12%21.47%
30 Sep, 1223.85%0.15%
30 Jun, 12127.43%24.81%
31 Mar, 1222.67%0.15%
31 Dec, 11123.52%28.22%
30 Sep, 1120.92%4.26%
30 Jun, 1122.16%0.04%
31 Mar, 11222.50%65.94%
31 Dec, 1018.37%6.12%
30 Sep, 1017.33%0.13%
30 Jun, 10116.99%35.26%
31 Mar, 1018.22%0.13%
31 Dec, 09119.63%31.71%
30 Sep, 0919.42%0.14%
30 Jun, 09118.76%35.51%
31 Mar, 0918.29%4.08%
31 Dec, 0821.18%8.16%
30 Sep, 0816.12%9.30%
30 Jun, 0813.17%7.53%
31 Mar, 0813.22%5.75%
31 Dec, 0715.17%9.29%
30 Sep, 0712.78%7.31%
30 Jun, 0713.22%17.23%
31 Mar, 078.76%5.21%
31 Dec, 0612.97%6.92%
30 Sep, 0613.69%8.34%
30 Jun, 0612.81%8.41%
31 Mar, 0612.34%9.81%
31 Dec, 0511.22%7.38%
30 Sep, 0512.32%9.23%
30 Jun, 0511.56%0.09%
31 Mar, 05112.45%0.89%
31 Dec, 04112.30%81.22%
30 Sep, 0411.76%0.09%
30 Jun, 04112.13%134.93%
31 Mar, 049.12%18.60%
31 Dec, 037.00%9.96%
30 Sep, 038.38%20.28%
30 Jun, 036.43%12.76%
31 Mar, 037.10%59.30%
31 Dec, 023.46%33.05%
30 Sep, 023.24%30.08%
30 Jun, 023.28%12.68%
31 Mar, 025.09%91.03%
31 Dec, 012.36%0.02%
30 Sep, 01102.50%348.74%
30 Jun, 015.42%30.56%
31 Mar, 014.21%28.93%
31 Dec, 003.82%26.38%
30 Sep, 003.80%33.63%
30 Jun, 003.36%26.13%
31 Mar, 003.59%34.94%
31 Dec, 993.20%15.82%
30 Sep, 994.50%14.58%
30 Jun, 995.56%25.52%
31 Mar, 994.67%1717667.88%
31 Dec, 980.02%-
31 Mar, 870.00%-

As of 30 Jun 24, Microsoft is held by 71.11% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 242,4333.09%
31 Mar, 242,360-5.03%
31 Dec, 232,4856.79%
30 Sep, 232,32719.27%
30 Jun, 231,951-12.08%
31 Mar, 232,219-2.97%
31 Dec, 222,2870.88%
30 Sep, 222,2673.71%
30 Jun, 222,186-4.96%
31 Mar, 222,3000.74%
31 Dec, 212,28329.86%
30 Sep, 211,758-7.91%
30 Jun, 211,909-3.63%
31 Mar, 211,981-6.11%
31 Dec, 202,11041.42%
30 Sep, 201,492-7.10%
30 Jun, 201,606-3.25%
31 Mar, 201,6601.90%
31 Dec, 191,62918.13%
30 Sep, 191,3792.38%
30 Jun, 191,347-9.72%
31 Mar, 191,492-5.09%
31 Dec, 181,57230.24%
30 Sep, 181,207-4.05%
30 Jun, 181,2585.18%
31 Mar, 181,196-7.00%
31 Dec, 171,28623.06%
30 Sep, 171,045-0.48%
30 Jun, 171,0500.19%
31 Mar, 171,048-10.81%
31 Dec, 161,17522.91%
30 Sep, 16956-13.01%
30 Jun, 161,099-5.34%
31 Mar, 161,1616.32%
31 Dec, 151,0929.09%
30 Sep, 151,00118.32%
30 Jun, 15846-17.94%
31 Mar, 151,031-0.19%
31 Dec, 141,03323.12%
30 Sep, 14839-7.29%
30 Jun, 14905-3.42%
31 Mar, 14937-0.53%
31 Dec, 1394218.05%
30 Sep, 13798-38.99%
30 Jun, 131,308165.85%
31 Mar, 134922.50%
31 Dec, 124808.84%
30 Sep, 12441-9.63%
30 Jun, 1248813.75%
31 Mar, 12429-9.68%
31 Dec, 1147528.73%
30 Sep, 113691.65%
30 Jun, 11363-9.25%
31 Mar, 114000.50%
31 Dec, 1039815.36%
30 Sep, 103451.17%
30 Jun, 1034111.80%
31 Mar, 103058.54%
31 Dec, 092815.24%
30 Sep, 09267-11.88%
30 Jun, 093036.32%
31 Mar, 092854.78%
31 Dec, 0827223.64%
30 Sep, 08220-11.65%
30 Jun, 08249-11.07%
31 Mar, 082802.94%
31 Dec, 0727226.51%
30 Sep, 072158.04%
30 Jun, 07199-6.13%
31 Mar, 07212-1.40%
31 Dec, 0621510.82%
30 Sep, 06194-1.52%
30 Jun, 06197-5.74%
31 Mar, 06209-3.69%
31 Dec, 05217-4.82%
30 Sep, 0522818.13%
30 Jun, 05193-
31 Mar, 05193-11.06%
31 Dec, 042177.43%
30 Sep, 042024.66%
30 Jun, 04193-3.02%
31 Mar, 0419915.03%
31 Dec, 03173-1.70%
30 Sep, 0317620.55%
30 Jun, 03146-38.91%
31 Mar, 0323949.38%
31 Dec, 0216021.21%
30 Sep, 021324.76%
30 Jun, 02126-16.56%
31 Mar, 0215125.83%
31 Dec, 01120-
30 Sep, 01120-8.40%
30 Jun, 0113111.02%
31 Mar, 0111813.46%
31 Dec, 001040.97%
30 Sep, 00103-11.97%
30 Jun, 0011720.62%
31 Mar, 00975.43%
31 Dec, 999219.48%
30 Sep, 9977-2.53%
30 Jun, 9979-7.06%
31 Mar, 99851114.29%
31 Dec, 987-
31 Mar, 871-

2,433 institutional shareholders have increased their position in MSFT stock as of 30 Jun 24 compared to 2,360 in the previous quarter (a 3.09% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242,172-9.20%
31 Mar, 242,3923.82%
31 Dec, 232,30411.09%
30 Sep, 232,074-16.20%
30 Jun, 232,47517.30%
31 Mar, 232,1105.24%
31 Dec, 222,00510.71%
30 Sep, 221,811-6.26%
30 Jun, 221,9321.63%
31 Mar, 221,901-1.66%
31 Dec, 211,9332.38%
30 Sep, 211,88810.02%
30 Jun, 211,716-0.58%
31 Mar, 211,7266.35%
31 Dec, 201,623-12.08%
30 Sep, 201,8466.95%
30 Jun, 201,7261.59%
31 Mar, 201,6999.68%
31 Dec, 191,5492.58%
30 Sep, 191,510-2.39%
30 Jun, 191,54710.58%
31 Mar, 191,3995.90%
31 Dec, 181,321-5.24%
30 Sep, 181,3945.53%
30 Jun, 181,321-5.78%
31 Mar, 181,40210.22%
31 Dec, 171,2726.80%
30 Sep, 171,191-2.85%
30 Jun, 171,2262.94%
31 Mar, 171,19111.83%
31 Dec, 161,065-4.40%
30 Sep, 161,11412.41%
30 Jun, 169912.27%
31 Mar, 16969-4.63%
31 Dec, 151,01615.98%
30 Sep, 15876-16.57%
30 Jun, 151,05017.71%
31 Mar, 15892-3.67%
31 Dec, 14926-5.12%
30 Sep, 149768.81%
30 Jun, 14897-
31 Mar, 148974.06%
31 Dec, 138621.53%
30 Sep, 1384998.83%
30 Jun, 1342746.23%
31 Mar, 13292-12.84%
31 Dec, 123358.77%
30 Sep, 1230824.19%
30 Jun, 12248-18.95%
31 Mar, 1230623.39%
31 Dec, 112482.48%
30 Sep, 11242-2.81%
30 Jun, 1124913.70%
31 Mar, 11219-1.35%
31 Dec, 1022212.69%
30 Sep, 10197-1.99%
30 Jun, 10201-9.87%
31 Mar, 10223-5.91%
31 Dec, 092377.24%
30 Sep, 0922116.32%
30 Jun, 091906.15%
31 Mar, 09179-8.67%
31 Dec, 08196-4.85%
30 Sep, 0820611.96%
30 Jun, 081847.60%
31 Mar, 08171-
31 Dec, 071714.91%
30 Sep, 07163-13.30%
30 Jun, 071882.73%
31 Mar, 07183-
31 Dec, 061831.67%
30 Sep, 061801.12%
30 Jun, 06178-1.66%
31 Mar, 0618115.29%
31 Dec, 0515715.44%
30 Sep, 05136-4.23%
30 Jun, 051425.97%
31 Mar, 051343.08%
31 Dec, 0413021.50%
30 Sep, 04107-1.83%
30 Jun, 04109-0.91%
31 Mar, 04110-3.51%
31 Dec, 0311421.28%
30 Sep, 0394-4.08%
30 Jun, 0398988.89%
31 Mar, 039-87.14%
31 Dec, 0270-18.60%
30 Sep, 0286-3.37%
30 Jun, 028939.06%
31 Mar, 026412.28%
31 Dec, 01579.62%
30 Sep, 015220.93%
30 Jun, 0143-
31 Mar, 0143-14.00%
31 Dec, 005021.95%
30 Sep, 004124.24%
30 Jun, 0033-8.33%
31 Mar, 0036-12.20%
31 Dec, 994136.67%
30 Sep, 993030.43%
30 Jun, 99232200.00%
31 Mar, 991-
31 Dec, 98--
31 Mar, 87--

2,172 institutional shareholders have reduced their position in MSFT stock as of 30 Jun 24 compared to 2,392 in the previous quarter (a -9.20% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 245,193-1.89%5,284,020,3370.82%71.11%1.43%2,4333.09%2,172-9.20%
31 Mar, 245,2930.25%5,241,056,437-0.84%70.53%1.39%2,360-5.03%2,3923.82%
31 Dec, 235,2806.56%5,285,641,2382.95%71.12%1.49%2,4856.79%2,30411.09%
30 Sep, 234,9550.92%5,134,257,343-0.64%69.11%1.43%2,32719.27%2,074-16.20%
30 Jun, 234,9102.33%5,167,107,132-6.08%69.51%1.27%1,951-12.08%2,47517.30%
31 Mar, 234,7980.23%5,501,356,2534.56%73.93%1.48%2,219-2.97%2,1105.24%
31 Dec, 224,7873.35%5,261,281,7540.30%70.61%1.43%2,2870.88%2,00510.71%
30 Sep, 224,6320.11%5,245,493,4980.83%70.34%1.46%2,2673.71%1,811-6.26%
30 Jun, 224,627-0.75%5,202,212,901-0.72%69.40%1.42%2,186-4.96%1,9321.63%
31 Mar, 224,6620.02%5,239,873,550-0.36%69.93%1.42%2,3000.74%1,901-1.66%
31 Dec, 214,66112.07%5,258,960,858-0.02%70.07%1.43%2,28329.86%1,9332.38%
30 Sep, 214,1591.27%5,260,128,373-0.10%70.01%1.44%1,758-7.91%1,88810.02%
30 Jun, 214,107-0.29%5,265,416,689-0.84%69.77%1.41%1,909-3.63%1,716-0.58%
31 Mar, 214,1190.19%5,309,984,444-0.16%70.43%1.42%1,981-6.11%1,7266.35%
31 Dec, 204,11110.24%5,318,547,1350.33%70.40%1.43%2,11041.42%1,623-12.08%
30 Sep, 203,7291.41%5,301,121,035-1.29%70.06%1.41%1,492-7.10%1,8466.95%
30 Jun, 203,6770.74%5,370,464,528-1.10%70.57%1.38%1,606-3.25%1,7261.59%
31 Mar, 203,6502.67%5,430,432,095-1.17%71.43%1.37%1,6601.90%1,6999.68%
31 Dec, 193,5559.38%5,494,585,698-0.91%72.10%1.37%1,62918.13%1,5492.58%
30 Sep, 193,2500.03%5,545,298,741-0.57%72.64%1.37%1,3792.38%1,510-2.39%
30 Jun, 193,2490.87%5,577,364,233-0.30%72.86%1.37%1,347-9.72%1,54710.58%
31 Mar, 193,2210.28%5,594,050,115-0.22%72.92%1.37%1,492-5.09%1,3995.90%
31 Dec, 183,2128.77%5,606,400,7340.19%72.89%1.37%1,57230.24%1,321-5.24%
30 Sep, 182,9531.34%5,595,602,1071.59%72.93%1.43%1,207-4.05%1,3945.53%
30 Jun, 182,9141.15%5,508,237,695-2.30%71.54%1.33%1,2585.18%1,321-5.78%
31 Mar, 182,8811.59%5,638,009,092-0.98%73.24%1.34%1,196-7.00%1,40210.22%
31 Dec, 172,83610.57%5,693,879,729-0.47%73.85%1.34%1,28623.06%1,2726.80%
30 Sep, 172,5650.12%5,721,049,476-0.11%74.22%1.35%1,045-0.48%1,191-2.85%
30 Jun, 172,5621.55%5,727,175,3230.72%74.23%1.37%1,0500.19%1,2262.94%
31 Mar, 172,5230.16%5,686,322,558-0.31%73.61%1.36%1,048-10.81%1,19111.83%
31 Dec, 162,5196.56%5,703,941,7930.93%73.55%1.40%1,17522.91%1,065-4.40%
30 Sep, 162,3640.34%5,651,416,9470.04%72.56%1.43%956-13.01%1,11412.41%
30 Jun, 162,356-1.22%5,649,271,434-3.04%71.28%1.31%1,099-5.34%9912.27%
31 Mar, 162,3851.19%5,826,641,4710.76%73.80%1.40%1,1616.32%969-4.63%
31 Dec, 152,3578.87%5,782,942,7500.14%72.61%1.39%1,0929.09%1,01615.98%
30 Sep, 152,165-0.64%5,774,603,194-0.12%72.22%1.40%1,00118.32%876-16.57%
30 Jun, 152,179-0.23%5,781,809,157-0.63%71.73%1.41%846-17.94%1,05017.71%
31 Mar, 152,184-2.06%5,818,648,457-1.02%71.25%1.40%1,031-0.19%892-3.67%
31 Dec, 142,2307.63%5,878,609,1572.72%71.45%1.48%1,03323.12%926-5.12%
30 Sep, 142,0720.19%5,722,813,577-1.01%69.38%1.43%839-7.29%9768.81%
30 Jun, 142,068-0.10%5,781,221,7943.77%69.66%1.54%905-3.42%897-
31 Mar, 142,0700.93%5,571,227,3040.73%67.25%1.52%937-0.53%8974.06%
31 Dec, 132,0519.80%5,530,647,7740.03%66.43%1.51%94218.05%8621.53%
30 Sep, 131,8680.70%5,528,843,7594.93%66.30%1.66%798-38.99%84998.83%
30 Jun, 131,855115.45%5,268,899,214-48.43%63.14%0.42%1,308165.85%42746.23%
31 Mar, 13861-3.15%10,217,889,713-0.31%122.17%0.82%4922.50%292-12.84%
31 Dec, 128896.21%10,249,915,421411.82%122.12%21.47%4808.84%3358.77%
30 Sep, 128371.09%2,002,643,384-81.28%23.85%0.15%441-9.63%30824.19%
30 Jun, 128281.10%10,699,415,259461.92%127.43%24.81%48813.75%248-18.95%
31 Mar, 128191.36%1,904,091,387-81.65%22.67%0.15%429-9.68%30623.39%
31 Dec, 1180818.65%10,378,254,615491.09%123.52%28.22%47528.73%2482.48%
30 Sep, 11681-1,755,788,601-5.98%20.92%4.26%3691.65%242-2.81%
30 Jun, 11681-1.59%1,867,461,579-90.03%22.16%0.04%363-9.25%24913.70%
31 Mar, 116923.13%18,734,085,3811100.31%222.50%65.94%4000.50%219-1.35%
31 Dec, 1067112.77%1,560,765,9124.55%18.37%6.12%39815.36%22212.69%
30 Sep, 10595-1.16%1,492,868,147-85.52%17.33%0.13%3451.17%197-1.99%
30 Jun, 106024.15%10,310,412,456545.65%116.99%35.26%34111.80%201-9.87%
31 Mar, 105782.85%1,596,913,726-84.93%18.22%0.13%3058.54%223-5.91%
31 Dec, 095623.31%10,594,680,931511.93%119.63%31.71%2815.24%2377.24%
30 Sep, 095440.74%1,731,344,653-83.62%19.42%0.14%267-11.88%22116.32%
30 Jun, 095407.14%10,569,646,979550.02%118.76%35.51%3036.32%1906.15%
31 Mar, 09504-1,626,047,101-13.79%18.29%4.08%2854.78%179-8.67%
31 Dec, 085045.22%1,886,063,96328.82%21.18%8.16%27223.64%196-4.85%
30 Sep, 08479-0.21%1,464,071,55520.02%16.12%9.30%220-11.65%20611.96%
30 Jun, 08480-2.24%1,219,889,732-0.85%13.17%7.53%249-11.07%1847.60%
31 Mar, 084912.29%1,230,362,822-13.34%13.22%5.75%2802.94%171-
31 Dec, 0748015.11%1,419,702,09018.46%15.17%9.29%27226.51%1714.91%
30 Sep, 07417-1.65%1,198,482,947-4.66%12.78%7.31%2158.04%163-13.30%
30 Jun, 07424-1.17%1,257,037,12747.52%13.22%17.23%199-6.13%1882.73%
31 Mar, 07429-1.38%852,111,284-33.00%8.76%5.21%212-1.40%183-
31 Dec, 064356.36%1,271,767,363-6.43%12.97%6.92%21510.82%1831.67%
30 Sep, 064092.25%1,359,110,6061.65%13.69%8.34%194-1.52%1801.12%
30 Jun, 06400-5.21%1,337,054,5795.17%12.81%8.41%197-5.74%178-1.66%
31 Mar, 064222.93%1,271,366,2667.35%12.34%9.81%209-3.69%18115.29%
31 Dec, 054103.54%1,184,309,461-10.16%11.22%7.38%217-4.82%15715.44%
30 Sep, 053965.60%1,318,204,3086.13%12.32%9.23%22818.13%136-4.23%
30 Jun, 053754.75%1,242,101,188-89.83%11.56%0.09%193-1425.97%
31 Mar, 05358-4.53%12,208,044,239-0.06%112.45%0.89%193-11.06%1343.08%
31 Dec, 0437514.68%12,214,892,241855.38%112.30%81.22%2177.43%13021.50%
30 Sep, 043273.15%1,278,544,163-89.47%11.76%0.09%2024.66%107-1.83%
30 Jun, 04317-2.46%12,136,471,6691134.44%112.13%134.93%193-3.02%109-0.91%
31 Mar, 043255.86%983,156,25029.90%9.12%18.60%19915.03%110-3.51%
31 Dec, 033075.50%756,848,992-16.50%7.00%9.96%173-1.70%11421.28%
30 Sep, 0329112.36%906,418,17131.46%8.38%20.28%17620.55%94-4.08%
30 Jun, 032591.97%689,520,604-9.36%6.43%12.76%146-38.91%98988.89%
31 Mar, 032543.67%760,748,355105.42%7.10%59.30%23949.38%9-87.14%
31 Dec, 022452.51%370,333,7856.57%3.46%33.05%16021.21%70-18.60%
30 Sep, 022392.58%347,495,142-2.16%3.24%30.08%1324.76%86-3.37%
30 Jun, 022332.64%355,154,058-35.53%3.28%12.68%126-16.56%8939.06%
31 Mar, 0222721.39%550,865,812115.98%5.09%91.03%15125.83%6412.28%
31 Dec, 011874.47%255,053,145-97.70%2.36%0.02%120-579.62%
30 Sep, 01179-4.79%11,066,246,2101797.00%102.50%348.74%120-8.40%5220.93%
30 Jun, 011888.05%583,354,60929.79%5.42%30.56%13111.02%43-
31 Mar, 011746.10%449,467,70210.51%4.21%28.93%11813.46%43-14.00%
31 Dec, 001647.89%406,735,4820.91%3.82%26.38%1040.97%5021.95%
30 Sep, 00152-5.59%403,068,38915.98%3.80%33.63%103-11.97%4124.24%
30 Jun, 0016113.38%347,522,291-7.01%3.36%26.13%11720.62%33-8.33%
31 Mar, 001420.71%373,728,87312.96%3.59%34.94%975.43%36-12.20%
31 Dec, 9914117.50%330,853,331-28.33%3.20%15.82%9219.48%4136.67%
30 Sep, 991207.14%461,604,098-17.37%4.50%14.58%77-2.53%3030.43%
30 Jun, 9911225.84%558,654,19018.42%5.56%25.52%79-7.06%232200.00%
31 Mar, 99891171.43%471,756,37228564.75%4.67%1717667.88%851114.29%1-
31 Dec, 987-1,645,772-0.02%-7---
31 Mar, 871-7,604-0.00%-1---

Microsoft Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 16, 2024Jolla Alice L.officer Chief Accounting OfficerF-InKindSell177$453.55$80.49K53,887

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 16, 2024Jolla Alice L.officer Chief Accounting OfficerF-InKindSell177$453.55$80.49K53,887
Jun 14, 2024Walmsley Emma Ndirector-A-AwardBuy---138
Jun 14, 2024Rodriguez Carlos Adirector-A-AwardBuy5--3,166
Jun 14, 2024PRITZKER PENNY Sdirector-A-AwardBuy20--12,323
Jun 14, 2024PETERSON SANDRA Edirector-A-AwardBuy40--23,802
Jun 14, 2024MacGregor Catherinedirector-A-AwardBuy---439
Jun 14, 2024List Teridirector-A-AwardBuy38--22,716
Jun 14, 2024Johnston Hugh Fdirector-A-AwardBuy---239
Jun 14, 2024Hoffman Reiddirector-A-AwardBuy25--15,034
Jun 07, 2024Walmsley Emma Ndirector-A-AwardBuy138--138
Jun 07, 2024STANTON JOHN Wdirector-A-AwardBuy138--77,944
Jun 07, 2024SCHARF CHARLES Wdirector-A-AwardBuy138--43,931
Jun 07, 2024Rodriguez Carlos Adirector-A-AwardBuy241--3,161
Jun 07, 2024PRITZKER PENNY Sdirector-A-AwardBuy227--12,302
Jun 07, 2024PETERSON SANDRA Edirector-A-AwardBuy250--23,762
Jun 07, 2024Mason Markdirector-A-AwardBuy138--714
Jun 07, 2024MacGregor Catherinedirector-A-AwardBuy212--439
Jun 07, 2024List Teridirector-A-AwardBuy138--138
Jun 07, 2024Johnston Hugh Fdirector-A-AwardBuy238--238
Jun 07, 2024Hoffman Reiddirector-A-AwardBuy212--15,009

The last insider sell of Microsoft's stock was made by Jolla Alice L. on Jul 16 2024, selling 177 shares at $453.55 per share (valued at $80.49K).

Microsoft Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024209222.22%
Q1 2024171989.47%
Q4 20232114150.00%
Q3 20233426130.77%
Q2 20232014142.86%
Q1 20232013153.85%
Q4 20222113161.54%
Q3 20223428121.43%
Q2 2022215420.00%
Q1 20222314164.29%
Q4 2021192673.08%
Q3 20213225128.00%
Q2 20211912158.33%
Q1 20212116131.25%
Q4 2020219233.33%
Q3 20203328117.86%
Q2 20202110210.00%
Q1 2020202968.97%
Q4 20192116131.25%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Microsoft's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-3-
Q1 2024-9-
Q4 2023-2-
Q3 2023-8-
Q2 2023-7-
Q1 2023-3-
Q4 2022-6-
Q3 2022-8-
Q2 2022---
Q1 202222100.00%
Q4 2021-19-
Q3 2021-7-
Q2 2021-4-
Q1 20211520.00%
Q4 2020-4-
Q3 2020-15-
Q2 2020-3-
Q1 2020-16-
Q4 2019-10-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Microsoft's stocks.

Microsoft Peer Ownership


TickerCompany
ADBEAdobe Inc.
PANWPalo Alto Networks, Inc.
ORCLOracle Corporation
OKTAOkta, Inc.
ZSZscaler, Inc.
PATHUiPath Inc.
PLTRPalantir Technologies Inc.
NETCloudflare, Inc.
SQBlock, Inc.
CRWDCrowdStrike Holdings, Inc.

MSFT Ownership FAQ


Microsoft is owned by institutional shareholders (71.11%), insiders (0.06%), and public (28.84%). The largest institutional shareholder of Microsoft is VANGUARD GROUP INC (9.10% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (9.88% of total shares).

Microsoft's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FMR LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 25.68% of the company's share outstanding.

As of Jun 2024, there are 5,193 institutional shareholders of Microsoft.

VANGUARD GROUP INC owns 675.91M shares of Microsoft, representing 9.10% of the company's total shares outstanding, valued at $302.1B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 553.98M shares of Microsoft (MSFT), compromising 7.45% of the company, valued at $247.6B.

STATE STREET CORP is the third largest holder of Microsoft. The company owns 300.03M of the company's shares outstanding (worth $134.1T).