Equity and Debt

 MSFT

 
Type Mil USD
Equity 89,647.0
Debt 85,475.0
 

Equity Owners

 MSFT

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 MSFT

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 3,525 17.11 Premium 5,488 8.72
New Owners Premium 256 146.15 Premium 152 15.15
Sold Out Premium 115 64.29 Premium 126 -26.74
# of Owners Buying Premium 1,098 12.73 Premium 1,263 10.79
# of Owners Selling Premium 1,485 4.06 Premium 1,748 0.11
Total Shares Owned (Mil) Premium 5,798 2.87 Premium 3,333 4.35
Total Shares Bought (Mil) Premium 274 -25.45 Premium 75 -38.30
Total Shares Sold (Mil) Premium 412 -2.03 Premium 64 -21.20
Net Share Change (Mil) Premium -138 158.77 Premium 11 -72.13

Fund Owners' Style

 MSFT

905 2,717 1,737 Lg
14 50 57 Md
0 8 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 905 418,855,390 7,415,652 10,908,126 -0.83
Large Blend 2,717 1,645,877,746 29,663,111 25,992,032 0.22
Large Growth 1,737 1,257,680,657 37,149,499 26,121,142 0.88
Mid Value 14 1,012,581 416,386 94,303 46.65
Mid Blend 50 7,507,446 244,002 156,255 1.18
Mid Growth 57 1,526,811 79,256 131,442 -3.31
Small Value 0 0 -- 381 --
Small Blend 8 5,589 -- -- --
Small Growth 0 0 -- 5,350 --
Total 5,488 3,332,466,220 74,967,906 63,409,031 0.35
Data displayed as of  11/30/2017

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 183,697,162 791,459 2.38 2.4 10/31/2017
Vanguard 500 Index Inv Premium 129,653,503 1,892,964 1.68 2.85 11/30/2017
SPDR® S&P 500 ETF Premium 91,208,159 -367,606 1.19 2.86 12/14/2017
Vanguard Institutional Index I Premium 80,448,889 -1,547,612 1.04 2.89 10/31/2017
VA CollegeAmerica WA Mutual 529B Premium 72,168,500 -5,545,300 0.93 5.79 09/30/2017
PowerShares QQQ ETF Premium 61,842,599 253,704 0.81 8.9 12/14/2017
VA CollegeAmerica Amercn Bal 529E Premium 60,262,000 -1,750,000 0.78 3.95 09/30/2017
VA CollegeAmerica Fundamental Invs 529E Premium 59,525,100 -189,000 0.77 5.01 09/30/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 58,385,100 -924,000 0.76 2.69 09/30/2017
Fidelity Spartan® 500 Index Inv Premium 45,942,220 1,148,552 0.60 2.88 10/31/2017
Total: Top 10 funds Premium 843,133,232 -6,236,839 10.94

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
AEGON Intl M&G Strat Corp Bd 60,500,000 -- 0 -- 60,500,000
Vanguard Total Bond Market Index Fund 36,771,000 250,000 26,423,000 -- 63,194,000
iShares iBoxx $ Invst Grade Crp Bond 48,189,000 -- 3,052,000 -- 51,241,000
Vanguard Short-Term Corp Bd Idx 0 178,000 35,699,000 178,000 35,699,000
Vanguard Total Bond Market II Index Fund 23,130,000 -- 11,440,000 -- 34,570,000
Undrly Pru (M&G) Corp Bd Life 33,000,000 -- 0 -- 33,000,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 13,072,000 -- 11,710,000 -- 24,782,000
Vanguard Interm-Tm Corp Bd Idx 12,621,000 300,000 6,801,000 -- 19,422,000
iShares 1-3 Year Credit Bond 0 -75,000 18,117,000 -75,000 18,117,000
Total: Top 10 funds 245,493,000 550,000 123,242,000 103,000 368,735,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 670,012 893,216 201,579 136,570
# of Institution Owners 3,525 3,483 2,302 390
# of Fund Owners 5488 5346 3374 132
% Owned by Institutions 75.15 62.67 59.83 3.72
% Owned by Funds 43.55 31.50 31.34 0.85
% Owned by Insiders 1.35 0.06 28.02 0.0