Equity and Debt

 MSFT

 
Type Mil USD
Equity 74,806.0
Debt 46,394.0
 

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 3,613 9.19 Premium 5,573 7.21
New Owners Premium 286 15.32 Premium 204 -23.88
Sold Out Premium 179 14.74 Premium 218 -22.70
# of Owners Buying Premium 1,366 21.86 Premium 1,487 0.41
# of Owners Selling Premium 1,342 -6.55 Premium 1,726 1.83
Total Shares Owned (Mil) Premium 6,067 4.52 Premium 3,224 -0.57
Total Shares Bought (Mil) Premium 490 22.10 Premium 117 -3.93
Total Shares Sold (Mil) Premium 340 -27.68 Premium 135 10.46
Net Share Change (Mil) Premium 150 -318.53 Premium -18 4062.28

Fund Owners' Style

 MSFT

1,214 2,667 1,540 Lg
40 62 43 Md
3 3 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,214 632,339,374 17,232,624 41,522,369 -3.7
Large Blend 2,667 1,606,777,303 37,024,572 33,333,107 0.23
Large Growth 1,540 967,997,454 61,691,194 43,067,402 1.96
Mid Value 40 2,733,176 180,311 1,626,293 -34.6
Mid Blend 62 5,000,682 435,419 10,378,854 -66.54
Mid Growth 43 8,434,201 249,511 676,005 -4.81
Small Value 3 1,940 -- -- --
Small Blend 3 11,561 -- 3,533 --
Small Growth 1 19,967 -- 197 --
Total 5,573 3,223,315,658 116,813,631 130,607,760 -0.43
Data displayed as of  06/30/2016

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 149,022,544 1,269,084 1.90 1.74 06/30/2016
Vanguard 500 Index Inv Premium 103,112,104 2,063,045 1.31 2.2 06/30/2016
SPDR® S&P 500 ETF Premium 82,626,230 271,500 1.15 2.33 07/28/2016
Vanguard Institutional Index I Premium 87,705,170 -603,512 1.12 2.2 06/30/2016
VA CollegeAmerica WA Mutual 529B Premium 79,023,800 0 1.01 5.19 06/30/2016
PowerShares QQQ ETF Premium 54,738,322 214,448 0.76 8.04 07/28/2016
VA CollegeAmerica Fundamental Invs 529E Premium 56,741,000 0 0.72 4.03 06/30/2016
VA CollegeAmerica Amercn Bal 529E Premium 51,320,000 0 0.65 2.93 06/30/2016
VA CollegeAmerica Inc Fund of Amer 529E Premium 51,193,209 -5,350,000 0.65 2.76 06/30/2016
VA CollegeAmerica Grth Fund of Amer 529F Premium 49,077,600 5,050,000 0.62 1.88 06/30/2016
Total: Top 10 funds Premium 764,559,979 2,914,565 9.89

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 86,061,000 -- 8,463,000 -- 94,524,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 34,350,000 -3,575,000 27,550,000 -- 61,900,000
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 Total Bond Market II Index Fund 21,630,000 -3,125,000 13,415,000 -- 35,045,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
Vanguard Short-Term Corp Bd Idx 0 -173,000 27,801,000 -173,000 27,801,000
iShares Core US Aggregate Bond 12,102,000 -- 7,946,000 -- 20,048,000
Focused SICAV High Grade Lg Trm Bd USD 12,473,000 -- 5,565,000 -4,000,000 18,038,000
Total: Top 10 funds 319,826,000 -6,700,000 103,740,000 -4,173,000 423,566,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 445,531 561,530 169,197 107,359
# of Institution Owners 3,613 3,718 2,338 374
# of Fund Owners 5573 5790 3413 124
% Owned by Institutions 77.15 64.34 64.24 3.66
% Owned by Funds 41.39 29.95 32.59 0.59
% Owned by Insiders 2.48 0.07 27.22 0.0