Microsoft Corporation (MSFT) Ownership

399.29 ↓9.77 (-2.39%)

As of April 25, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Microsoft Corporation (MSFT), owning a total of 664.9 million shares. Combined, the top 24 institutional holders of MSFT own 47.19% of the company with a total of 3.5 billion shares.

In the latest ownership report on December 31st 2023, the top 24 institutional holders increased their combined ownership of MSFT by 103.8 million shares. 14 institutions bought 120,670,991 total additional shares and increased their ownership by an average of 12.78%. However 6 institutions sold 16,909,405 total shares and decreased their ownership by an average of 3.01%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Microsoft Corporation increased by a net total of 103,761,586 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.949%	2.419%	664,908,939	15,701,937	2023-12-31
BlackRock Inc	7.253%	0.994%	538,937,099	5,302,493	2023-12-31
State Street Corporation	4.006%	3.179%	297,627,282	9,170,140	2023-12-31
FMR Inc	2.945%	1.373%	218,838,469	2,964,317	2023-12-31
Geode Capital Management, LLC	2.076%	2.019%	154,271,276	3,052,390	2023-12-31
T. Rowe Price Associates, Inc.	1.944%	-4.946%	144,407,495	-7,513,536	2023-12-31
JPMorgan Chase & Co	1.670%	6.387%	124,050,575	7,446,901	2023-12-31
Morgan Stanley - Brokerage Accounts	1.668%	0.662%	123,945,835	815,370	2023-12-31
NORGES BANK	1.286%	10.664%	95,521,879	9,204,953	2023-12-31
Capital World Investors	1.218%	2.144%	90,520,582	1,900,244	2023-12-31
Goldman Sachs Group Inc	1.191%	115.894%	88,511,058	47,513,594	2023-12-31
Capital Research & Mgmt Co - Division 3	1.113%	0.973%	82,728,186	797,185	2023-12-31
Capital Research Global Investors	1.052%	4.181%	78,198,702	3,138,100	2023-12-31
Northern Trust Corp	1.046%	-4.320%	77,755,417	-3,510,986	2023-12-31
Bank of New York Mellon Corp	0.917%	-3.488%	68,120,790	-2,461,818	2023-12-31
Bank of America Corp	0.885%	-0.678%	65,773,570	-448,923	2023-12-31
Wellington Management Company LLP	0.835%	-4.391%	62,061,452	-2,850,269	2023-12-31
Legal & General Group PLC	0.832%	25.803%	61,789,964	12,673,543	2023-12-31
Nuveen Asset Management, LLC	0.715%	-0.233%	53,116,449	-123,873	2023-12-31
Charles Schwab Investment Management Inc	0.598%	2.279%	44,416,132	989,824	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.949%	2.419%	664,908,939	15,701,937	2023-12-31
BlackRock Inc	7.253%	0.994%	538,937,099	5,302,493	2023-12-31
State Street Corporation	4.006%	3.179%	297,627,282	9,170,140	2023-12-31
OFI Invest Asset Management	3.271%	0.000%	243,014,413	243,014,413	2023-03-31
FMR Inc	2.945%	1.373%	218,838,469	2,964,317	2023-12-31
Geode Capital Management, LLC	2.076%	2.019%	154,271,276	3,052,390	2023-12-31
T. Rowe Price Associates, Inc.	1.944%	-4.946%	144,407,495	-7,513,536	2023-12-31
JPMorgan Chase & Co	1.670%	6.387%	124,050,575	7,446,901	2023-12-31
Morgan Stanley - Brokerage Accounts	1.668%	0.662%	123,945,835	815,370	2023-12-31
NORGES BANK	1.286%	10.664%	95,521,879	9,204,953	2023-12-31
Capital World Investors	1.218%	2.144%	90,520,582	1,900,244	2023-12-31
Goldman Sachs Group Inc	1.191%	115.894%	88,511,058	47,513,594	2023-12-31
Capital Research & Mgmt Co - Division 3	1.113%	0.973%	82,728,186	797,185	2023-12-31
Capital Research Global Investors	1.052%	4.181%	78,198,702	3,138,100	2023-12-31
Northern Trust Corp	1.046%	-4.320%	77,755,417	-3,510,986	2023-12-31
Bank of New York Mellon Corp	0.917%	-3.488%	68,120,790	-2,461,818	2023-12-31
Bank of America Corp	0.885%	-0.678%	65,773,570	-448,923	2023-12-31
Wellington Management Company LLP	0.835%	-4.391%	62,061,452	-2,850,269	2023-12-31
Legal & General Group PLC	0.832%	25.803%	61,789,964	12,673,543	2023-12-31
Nuveen Asset Management, LLC	0.715%	-0.233%	53,116,449	-123,873	2023-12-31
AllianceBernstein L.P.	0.626%	2.305%	46,541,943	1,048,467	2023-09-30
Charles Schwab Investment Management Inc	0.598%	2.279%	44,416,132	989,824	2023-12-31
UBS Asset Mgmt Americas Inc	0.565%	7.116%	42,008,934	2,790,741	2023-09-30
Massachusetts Financial Services Company	0.529%	-0.668%	39,336,480	-264,473	2023-06-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Microsoft Corporation (MSFT), owning a total of 705.7 million shares. Combined, the top 31 mutual fund holders of MSFT own 43.55% of the company with a total of 3.2 billion shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of MSFT by 148 thousand shares. 4 funds bought 2,953,596 total additional shares and increased their ownership by an average of 0.86%. However 6 funds sold 3,101,211 total shares and decreased their ownership by an average of 1.28%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Microsoft Corporation decreased by a net total of -147,615 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.520%	0.923%	187,278,157	1,712,849	2024-03-31
SPDR® S&P 500 ETF Trust	1.207%	-0.771%	89,663,945	-696,938	2024-03-31
Vanguard Growth Index Investor	0.940%	1.102%	69,842,147	761,505	2024-03-31
Invesco QQQ Trust	0.726%	0.000%	53,924,922	0	2024-03-31
Vanguard Institutional Index I	0.658%	-0.196%	48,865,044	-95,708	2024-03-31
American Funds Growth Fund of Amer A	0.546%	0.000%	40,584,335	0	2024-03-31
State St S&P 500® Indx SL Cl III	0.486%	0.360%	36,094,257	129,400	2024-03-31
Technology Select Sector SPDR® ETF	0.480%	-4.774%	35,652,308	-1,787,197	2024-03-31
Vanguard Information Technology ETF	0.456%	1.043%	33,906,782	349,842	2024-03-31
American Funds Washington Mutual A	0.391%	-0.379%	29,021,048	-110,470	2024-03-31
Blackrock Eq Idx Fund CF	0.357%	-0.085%	26,546,547	-22,544	2024-03-31
American Funds Invmt Co of Amer A	0.350%	-1.472%	25,996,382	-388,354	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	9.498%	0.000%	705,716,650	705,716,650	2024-02-29
Wide Moat Focus SMA - DIWMF (S)	4.343%	0.000%	322,776,420	322,776,420	2023-12-31
Morningstar Wide Moat Focus SMA	4.343%	0.000%	322,776,420	322,776,420	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.137%	-0.223%	233,083,497	-520,773	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.101%	1.657%	230,467,191	3,757,006	2023-03-31
Vanguard Institutional 500 Index Trust	2.520%	0.923%	187,278,157	1,712,849	2024-03-31
Vanguard 500 Index Investor	2.410%	0.564%	179,073,728	1,004,612	2023-08-31
SPDR® S&P 500 ETF Trust	1.207%	-0.771%	89,663,945	-696,938	2024-03-31
Fidelity 500 Index	1.200%	1.017%	89,138,442	896,961	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	86,577,620	550,958	2023-11-30
iShares Core S&P 500 ETF	1.037%	0.740%	77,025,602	566,144	2024-03-28
Vanguard Growth Index Investor	0.940%	1.102%	69,842,147	761,505	2024-03-31
Invesco QQQ Trust	0.726%	0.000%	53,924,922	0	2024-03-31
AF High Growth (AFRIS)	0.722%	0.000%	53,647,146	53,647,146	2024-02-29
Vanguard Institutional Index I	0.658%	-0.196%	48,865,044	-95,708	2024-03-31
American Funds Growth Fund of Amer A	0.546%	0.000%	40,584,335	0	2024-03-31
Capital Group Growth Fnd of Amer Comp	0.546%	3.240%	40,584,335	1,273,832	2023-12-31
State St S&P 500® Indx SL Cl III	0.486%	0.360%	36,094,257	129,400	2024-03-31
Technology Select Sector SPDR® ETF	0.480%	-4.774%	35,652,308	-1,787,197	2024-03-31
Vanguard Information Technology ETF	0.456%	1.043%	33,906,782	349,842	2024-03-31
T. Rowe Price US Large-Cap Core Grwth Eq	0.402%	-5.250%	29,936,983	-1,658,604	2022-09-30
Capital Group Wash Mutual Invtrs Comp	0.392%	-0.547%	29,131,518	-160,094	2023-12-31
American Funds Washington Mutual A	0.391%	-0.379%	29,021,048	-110,470	2024-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.374%	-7.111%	27,808,030	-2,128,953	2022-12-31
T. Rowe Price Blue Chip Growth	0.374%	-7.111%	27,808,030	-2,128,953	2022-12-31
Blackrock Eq Idx Fund CF	0.357%	-0.085%	26,546,547	-22,544	2024-03-31
Capital Group Investment Co of Amer Comp	0.355%	-0.057%	26,384,736	-15,000	2023-12-31
American Funds Invmt Co of Amer A	0.350%	-1.472%	25,996,382	-388,354	2024-03-31
Blackrock Equity Index Non-Lendable	0.349%	0.000%	25,976,367	25,976,367	2022-06-30
American Funds American Balanced A	0.348%	-1.011%	25,841,899	-263,800	2023-12-31
iShares Russell 1000 Growth ETF	0.339%	-0.094%	25,175,772	-23,760	2024-02-29