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


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