Equity and Debt

 MSFT

 
Type Mil USD
Equity 68,809.0
Debt 84,970.0
 

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 3,599 20.81 Premium 5,636 8.16
New Owners Premium 293 229.21 Premium 157 18.05
Sold Out Premium 144 44.00 Premium 146 -28.78
# of Owners Buying Premium 1,154 12.70 Premium 1,300 8.60
# of Owners Selling Premium 1,514 17.18 Premium 1,831 12.82
Total Shares Owned (Mil) Premium 5,922 4.09 Premium 3,314 4.66
Total Shares Bought (Mil) Premium 315 2.84 Premium 81 -3.74
Total Shares Sold (Mil) Premium 263 -16.87 Premium 76 2.30
Net Share Change (Mil) Premium 52 -619.54 Premium 5 -47.26

Fund Owners' Style

 MSFT

1,100 2,774 1,648 Lg
22 52 36 Md
2 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,100 513,964,277 8,791,918 25,465,127 -3.14
Large Blend 2,774 1,634,972,340 29,503,321 22,546,179 0.43
Large Growth 1,648 1,154,163,146 42,583,676 25,772,471 1.48
Mid Value 22 1,897,693 26,998 151,245 -6.14
Mid Blend 52 2,043,041 104,212 430,118 -13.76
Mid Growth 36 6,727,248 134,947 953,645 -10.85
Small Value 2 1,750 -- 100 --
Small Blend 1 304 -- -- --
Small Growth 1 7,391 -- 5,350 --
Total 5,636 3,313,777,190 81,145,072 75,324,235 0.18
Data displayed as of  02/28/2017

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 161,732,431 1,987,499 2.09 1.9 02/28/2017
Vanguard 500 Index Inv Premium 116,662,546 1,352,190 1.51 2.43 02/28/2017
SPDR® S&P 500 ETF Premium 91,107,868 1,100,295 1.20 2.49 03/22/2017
Vanguard Institutional Index I Premium 85,690,018 411,952 1.11 2.44 02/28/2017
VA CollegeAmerica WA Mutual 529B Premium 79,023,800 0 1.02 5.9 12/31/2016
PowerShares QQQ ETF Premium 57,269,588 302,327 0.75 8.12 03/22/2017
VA CollegeAmerica Fundamental Invs 529E Premium 58,004,100 1,263,100 0.75 4.66 12/31/2016
VA CollegeAmerica Amercn Bal 529E Premium 57,929,407 1,539,407 0.75 3.71 12/31/2016
VA CollegeAmerica Grth Fund of Amer 529F Premium 52,830,700 663,100 0.68 2.35 12/31/2016
VA CollegeAmerica Inc Fund of Amer 529E Premium 51,193,209 0 0.66 3.29 12/31/2016
Total: Top 10 funds Premium 811,443,667 8,619,870 10.52

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 63,654,000 -- 8,903,000 -- 72,557,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 36,085,000 150,000 26,950,000 -1,100,000 63,035,000
Vanguard Total Bond Market II Index Fund 25,830,000 -- 11,515,000 -- 37,345,000
KLP Obligasjon Global I 34,000,000 -- 3,000,000 -- 37,000,000
Undrly Pru (M&G) Corp Bd Life 36,750,000 -- 0 -- 36,750,000
Vanguard Short-Term Corp Bd Idx 0 871,000 33,174,000 871,000 33,174,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 13,797,000 -- 9,296,000 -- 23,093,000
AEGON Intl International M&G Optimal Inc 15,000,000 -- 0 -- 15,000,000
Total: Top 10 funds 307,576,000 150,000 102,838,000 -229,000 410,414,000
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 501,285 739,342 184,955 117,309
# of Institution Owners 3,599 3,619 2,287 392
# of Fund Owners 5636 5765 3346 130
% Owned by Institutions 76.58 63.15 61.52 3.62
% Owned by Funds 42.95 31.63 32.53 0.61
% Owned by Insiders 2.32 0.06 27.19 0.0