Equity and Debt

 MSFT

 
Type Mil USD
Equity 70,372.0
Debt 74,690.0
 

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 3,565 18.09 Premium 5,582 5.06
New Owners Premium 269 192.39 Premium 197 24.68
Sold Out Premium 157 -1.26 Premium 129 -60.91
# of Owners Buying Premium 1,203 0.25 Premium 1,350 -0.66
# of Owners Selling Premium 1,419 14.53 Premium 1,752 -0.96
Total Shares Owned (Mil) Premium 5,765 0.81 Premium 3,279 4.48
Total Shares Bought (Mil) Premium 331 35.08 Premium 101 -9.42
Total Shares Sold (Mil) Premium 461 13.25 Premium 84 -48.30
Net Share Change (Mil) Premium -129 -19.88 Premium 16 -131.73

Fund Owners' Style

 MSFT

1,220 2,676 1,557 Lg
29 57 39 Md
2 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,220 602,850,689 15,017,441 29,559,210 -2.36
Large Blend 2,676 1,647,124,746 30,624,590 32,347,690 -0.1
Large Growth 1,557 1,016,262,360 54,453,473 17,895,491 3.73
Mid Value 29 3,056,984 8,994 111,389 -3.24
Mid Blend 57 3,328,720 310,898 2,836,693 -43.14
Mid Growth 39 6,513,138 145,319 1,102,149 -12.81
Small Value 2 1,750 -- 3,000 --
Small Blend 1 190 -- 430 --
Small Growth 1 7,251 -- 7,929 --
Total 5,582 3,279,145,828 100,560,715 83,863,981 0.51
Data displayed as of  11/30/2016

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 154,267,437 2,100,792 1.98 1.99 10/31/2016
Vanguard 500 Index Inv Premium 109,588,783 1,732,005 1.41 2.53 10/31/2016
SPDR® S&P 500 ETF Premium 86,564,189 1,137,994 1.11 2.46 12/05/2016
Vanguard Institutional Index I Premium 85,785,144 -669,070 1.10 2.53 10/31/2016
VA CollegeAmerica WA Mutual 529B Premium 79,023,800 0 1.02 5.66 09/30/2016
PowerShares QQQ ETF Premium 55,701,573 -401,016 0.72 8.46 12/05/2016
VA CollegeAmerica Fundamental Invs 529E Premium 56,741,000 0 0.73 4.46 09/30/2016
VA CollegeAmerica Amercn Bal 529E Premium 56,390,000 5,070,000 0.72 3.44 09/30/2016
VA CollegeAmerica Grth Fund of Amer 529F Premium 52,167,600 3,090,000 0.67 2.14 09/30/2016
VA CollegeAmerica Inc Fund of Amer 529E Premium 51,193,209 0 0.66 3.04 09/30/2016
Total: Top 10 funds Premium 787,422,735 12,060,705 10.12

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 63,326,000 -- 8,563,000 -- 71,889,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 36,185,000 1,865,000 27,800,000 100,000 63,985,000
Undrly Pru (M&G) Corp Bd Life 36,750,000 -- 0 -- 36,750,000
KLP Obligasjon Global I 34,000,000 -- 3,000,000 -- 37,000,000
Vanguard Total Bond Market II Index Fund 21,630,000 -- 14,733,000 -- 36,363,000
Vanguard Short-Term Corp Bd Idx 0 1,550,000 34,969,000 1,550,000 34,969,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 12,102,000 -- 9,196,000 -- 21,298,000
AEGON Intl International M&G Optimal Inc 15,000,000 -- 0 -- 15,000,000
Total: Top 10 funds 301,453,000 1,865,000 108,261,000 1,650,000 409,714,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 466,132 586,288 162,050 101,954
# of Institution Owners 3,565 3,666 2,296 400
# of Fund Owners 5582 5840 3370 138
% Owned by Institutions 74.06 59.98 61.06 3.50
% Owned by Funds 42.13 30.84 31.94 0.63
% Owned by Insiders 2.42 0.07 26.89 0.0