Microsoft Ownership

MSFT Stock  USD 454.46  2.87  0.64%   
Microsoft maintains a total of 7.43 Billion outstanding shares. The majority of Microsoft outstanding shares are owned by institutional investors. These third-party entities are usually referred to as non-private investors looking to shop for positions in Microsoft to benefit from reduced commissions. Consequently, institutional holders are subject to a different set of regulations than regular investors in Microsoft. Please pay attention to any change in the institutional holdings of Microsoft as this could imply that something significant has changed or is about to change at the company. On December 6, 2024, Representative Josh Gottheimer of US Congress acquired under $15k worth of Microsoft's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
7.5 B
Current Value
7.5 B
Avarage Shares Outstanding
B
Quarterly Volatility
1.3 B
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Microsoft in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Microsoft, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividend Payout Ratio is likely to gain to 0.32 in 2024, despite the fact that Dividends Paid is likely to grow to (20.7 B). Net Income Applicable To Common Shares is likely to gain to about 87.4 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 7.2 B in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Microsoft. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more information on how to buy Microsoft Stock please use our How to Invest in Microsoft guide.

Microsoft Stock Ownership Analysis

About 74.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.41. Microsoft recorded earning per share (EPS) of 12.12. The entity last dividend was issued on the 20th of February 2025. The firm had 2:1 split on the 18th of February 2003. Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington. Microsoft Corp operates under SoftwareInfrastructure classification in the United States and is traded on NASDAQ Exchange. It employs 221000 people. To find out more about Microsoft contact Satya Nadella at 425 882 8080 or learn more at https://www.microsoft.com.
Besides selling stocks to institutional investors, Microsoft also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Microsoft's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Microsoft's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Microsoft Quarterly Liabilities And Stockholders Equity

523.01 Billion

Microsoft Insider Trades History

Less than 1% of Microsoft are currently held by insiders. Unlike Microsoft's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Microsoft's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Microsoft's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Microsoft Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Microsoft is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Microsoft backward and forwards among themselves. Microsoft's institutional investor refers to the entity that pools money to purchase Microsoft's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Bank Of America Corp2024-09-30
72.6 M
Northern Trust Corp2024-09-30
72.2 M
Capital World Investors2024-09-30
69 M
Legal & General Group Plc2024-09-30
65.6 M
Bank Of New York Mellon Corp2024-09-30
61.8 M
Ubs Asset Mgmt Americas Inc2024-09-30
54.6 M
Wellington Management Company Llp2024-09-30
54 M
Nuveen Asset Management, Llc2024-09-30
51.2 M
Charles Schwab Investment Management Inc2024-09-30
47.2 M
Vanguard Group Inc2024-09-30
673.6 M
Blackrock Inc2024-06-30
554 M
Note, although Microsoft's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Microsoft Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Microsoft insiders, such as employees or executives, is commonly permitted as long as it does not rely on Microsoft's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Microsoft insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Microsoft's latest congressional trading

Congressional trading in companies like Microsoft, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Microsoft by those in governmental positions are based on the same information available to the general public.
2024-12-06Representative Josh GottheimerAcquired Under $15KVerify
2024-11-28Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2024-11-15Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-11-14Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-11-07Representative Josh GottheimerAcquired $15K to $50KVerify
2024-11-06Representative William R KeatingAcquired Under $15KVerify
2024-10-22Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2024-10-08Representative Ro KhannaAcquired Under $15KVerify
2024-10-06Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-10-04Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-10-03Representative Josh GottheimerAcquired Under $15KVerify
2024-09-25Representative William R KeatingAcquired Under $15KVerify
2024-09-18Representative Michael McCaulAcquired Under $15KVerify
2024-09-12Representative Pete SessionsAcquired Under $15KVerify
2024-09-11Representative Josh GottheimerAcquired $15K to $50KVerify
2024-09-09Representative Suzan K DelBeneAcquired $100K to $250KVerify
2024-09-06Representative John JamesAcquired $15K to $50KVerify
2024-09-02Representative John JamesAcquired $15K to $50KVerify
2024-08-21Representative Jared MoskowitzAcquired Under $15KVerify
2024-08-20Representative C Scott FranklinAcquired $15K to $50KVerify
2024-08-16Representative Kathy ManningAcquired $15K to $50KVerify
2024-08-14Representative Greg LandsmanAcquired Under $15KVerify
2024-08-10Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-07-30Representative Nancy PelosiAcquired $1,000,001 - $5,000,000Verify
2024-07-22Representative Michael McCaulAcquired Under $15KVerify
2024-07-15Senator Sheldon WhitehouseAcquired Under $15KVerify
2024-07-11Senator John BoozmanAcquired Under $15KVerify
2024-07-10Senator John BoozmanAcquired Under $15KVerify
2024-07-09Representative Josh GottheimerAcquired Under $15KVerify
2024-06-20Representative Michael McCaulAcquired Under $15KVerify
2024-06-08Representative Josh GottheimerAcquired $1,000,001 - $5,000,000Verify
2024-05-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-05-05Representative Deborah K RossAcquired Under $15KVerify
2024-03-08Representative Suzan K DelBeneAcquired $100K to $250KVerify
2024-02-14Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-02-13Senator Tommy TubervilleAcquired $15K to $50KVerify
2024-02-05Senator Richard BlumenthalAcquired $500,001 - $1,000,000Verify
2024-01-17Senator Jerry MoranAcquired Under $15KVerify
2024-01-16Senator Jerry MoranAcquired Under $15KVerify
2024-01-12Senator Shelley Moore CapitoAcquired Under $15KVerify
2024-01-11Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-12-14Senator Tommy TubervilleAcquired Under $15KVerify
2023-12-11Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-12-10Senator Shelley Moore CapitoAcquired Under $15KVerify
2023-11-01Senator Markwayne MullinAcquired Under $15KVerify
2023-10-31Senator Markwayne MullinAcquired Under $15KVerify
2023-10-12Senator Markwayne MullinAcquired $15K to $50KVerify
2023-09-11Representative Suzan K DelBeneAcquired $500,001 - $1,000,000Verify
2023-06-14Representative Suzan K DelBeneAcquired $1,000,001 - $5,000,000Verify
2023-06-02Representative John CurtisAcquired Under $15KVerify
2023-05-02Representative Ada Norah HenriquezAcquired Under $15KVerify
2023-04-14Representative Deborah K RossAcquired Under $15KVerify
2023-03-05Representative Robert J WittmanAcquired Under $15KVerify
2023-03-03Representative Michael C BurgessAcquired $15K to $50KVerify
2023-02-13Representative Deborah K RossAcquired Under $15KVerify
2022-05-25Representative August Lee PflugerAcquired $15K to $50KVerify
2022-04-17Representative Pete SessionsAcquired Under $15KVerify
2022-03-09Representative Suzan K DelBeneAcquired $500,001 - $1,000,000Verify
2022-02-19Representative Deborah K RossAcquired Under $15KVerify
2021-10-29Representative Suzan K DelBeneAcquired $5,000,001 - $25,000,000Verify
2021-10-15Representative Suzan K DelBeneAcquired $5,000,001 - $25,000,000Verify
2021-09-15Representative Suzan K DelBeneAcquired $5,000,001 - $25,000,000Verify
2021-08-06Representative Suzan K DelBeneAcquired Under $15KVerify
2021-04-13Representative Suzan K DelBeneAcquired Under $15KVerify
2021-04-09Representative Nancy PelosiAcquired $1,000,001 - $5,000,000Verify
2021-01-13Representative Suzan K DelBeneAcquired $250K to $500KVerify
2020-11-09Representative Suzan K DelBeneAcquired Under $15KVerify
2020-10-05Representative Francis RooneyAcquired Under $15KVerify
2020-09-14Representative Suzan K DelBeneAcquired $5,000,001 - $25,000,000Verify
2020-08-10Representative Suzan K DelBeneAcquired $1,000,001 - $5,000,000Verify
2020-07-15Representative Suzan K DelBeneAcquired Under $15KVerify
2020-06-03Representative David B McKinleyAcquired Under $15KVerify
2020-05-19Representative Cheri BustosAcquired $15K to $50KVerify
2020-05-12Representative Donald S Beyer JrAcquired Under $15KVerify
2020-04-14Representative Suzan K DelBeneAcquired $500,001 - $1,000,000Verify
2020-04-01Representative Nancy PelosiAcquired $250K to $500KVerify
2020-03-02Representative David KustoffAcquired Under $15KVerify
2020-01-15Representative Suzan K DelBeneAcquired Under $15KVerify
2019-11-11Senator Shelley Moore CapitoAcquired Under $15KVerify
2019-11-10Senator Shelley Moore CapitoAcquired Under $15KVerify
2019-10-15Representative Suzan K DelBeneAcquired Under $15KVerify
2019-09-21Representative Alan S LowenthalAcquired Under $15KVerify
2019-09-15Representative Suzan K DelBeneAcquired $500,001 - $1,000,000Verify
2019-08-13Representative Josh GottheimerAcquired $15K to $50KVerify
2019-07-16Representative Suzan K DelBeneAcquired Under $15KVerify
2019-05-08Representative Suzan K DelBeneAcquired $1,000,001 - $5,000,000Verify
2019-04-12Representative Suzan K DelBeneAcquired Under $15KVerify
2019-03-15Representative Suzan K DelBeneAcquired $500,001 - $1,000,000Verify
2019-02-25Senator James InhofeAcquired $15K to $50KVerify
2019-01-15Representative Suzan K DelBeneAcquired Under $15KVerify
2018-10-16Representative Suzan K DelBeneAcquired Under $15KVerify
2018-09-14Representative Suzan K DelBeneAcquired $250K to $500KVerify
2018-08-29Representative Suzan K DelBeneAcquired Under $15KVerify
2018-06-09Representative Bob GibbsAcquired Under $15KVerify
2018-04-26Representative Pete SessionsAcquired Under $15KVerify
2018-04-19Representative Barbara J Honorable ComstockAcquired Under $15KVerify
2014-04-01Senator Susan M CollinsAcquired Under $15KVerify
2014-03-31Senator Susan M CollinsAcquired Under $15KVerify

Microsoft Outstanding Bonds

Microsoft issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Microsoft uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Microsoft bonds can be classified according to their maturity, which is the date when Microsoft has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Microsoft Corporate Filings

F4
16th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
ASR
12th of December 2024
Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC)
ViewVerify
8K
11th of December 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8th of November 2024
Other Reports
ViewVerify

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  

Additional Tools for Microsoft Stock Analysis

When running Microsoft's price analysis, check to measure Microsoft's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Microsoft is operating at the current time. Most of Microsoft's value examination focuses on studying past and present price action to predict the probability of Microsoft's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Microsoft's price. Additionally, you may evaluate how the addition of Microsoft to your portfolios can decrease your overall portfolio volatility.