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 3,563 19.97 Premium 5,621 9.59
New Owners Premium 273 213.79 Premium 180 38.46
Sold Out Premium 142 43.43 Premium 148 -22.92
# of Owners Buying Premium 1,152 13.39 Premium 1,319 11.78
# of Owners Selling Premium 1,484 15.04 Premium 1,855 17.26
Total Shares Owned (Mil) Premium 5,827 2.43 Premium 3,310 4.57
Total Shares Bought (Mil) Premium 353 15.39 Premium 82 -2.40
Total Shares Sold (Mil) Premium 269 -14.62 Premium 75 1.93
Net Share Change (Mil) Premium 83 -955.28 Premium 8 -30.25

Fund Owners' Style

 MSFT

1,166 2,703 1,638 Lg
26 46 38 Md
2 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,166 530,542,853 10,499,375 26,383,484 -2.91
Large Blend 2,703 1,630,755,926 25,699,559 24,959,190 0.05
Large Growth 1,638 1,138,238,378 45,821,968 21,525,028 2.18
Mid Value 26 2,041,420 83,999 200,497 -5.4
Mid Blend 46 1,897,755 10,646 519,988 -21.16
Mid Growth 38 6,653,926 299,924 206,107 1.43
Small Value 2 1,750 -- -- --
Small Blend 1 304 -- -- --
Small Growth 1 7,391 -- 9,566 --
Total 5,621 3,310,139,703 82,415,471 73,803,860 0.26
Data displayed as of  01/31/2017

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 159,744,932 3,194,648 2.07 1.98 01/31/2017
Vanguard 500 Index Inv Premium 115,310,356 1,651,381 1.49 2.55 01/31/2017
SPDR® S&P 500 ETF Premium 89,074,597 63,084 1.15 2.47 02/23/2017
Vanguard Institutional Index I Premium 85,278,066 318,518 1.10 2.55 01/31/2017
VA CollegeAmerica WA Mutual 529B Premium 79,023,800 0 1.02 5.9 12/31/2016
PowerShares QQQ ETF Premium 56,863,699 401,800 0.74 8.16 02/23/2017
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 805,252,866 9,095,038 10.41

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 62,904,000 -- 8,903,000 -- 71,807,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 35,935,000 -400,000 28,050,000 250,000 63,985,000
Vanguard Total Bond Market II Index Fund 25,830,000 -- 11,515,000 -- 37,345,000
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 Short-Term Corp Bd Idx 0 195,000 32,303,000 195,000 32,303,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 12,297,000 -- 9,296,000 -- 21,593,000
AEGON Intl International M&G Optimal Inc 15,000,000 -- 0 -- 15,000,000
Total: Top 10 funds 305,176,000 -400,000 103,067,000 445,000 408,243,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 499,353 716,992 177,099 114,705
# of Institution Owners 3,563 3,631 2,275 392
# of Fund Owners 5621 5818 3349 127
% Owned by Institutions 75.34 62.39 61.36 3.74
% Owned by Funds 42.83 32.12 32.36 0.59
% Owned by Insiders 2.32 0.06 27.24 0.0