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 3,528 16.40 Premium 5,615 5.03
New Owners Premium 262 181.72 Premium 178 9.88
Sold Out Premium 153 -5.56 Premium 135 -59.58
# of Owners Buying Premium 1,141 -5.47 Premium 1,331 -2.56
# of Owners Selling Premium 1,450 16.75 Premium 1,834 3.38
Total Shares Owned (Mil) Premium 5,770 0.88 Premium 3,304 4.99
Total Shares Bought (Mil) Premium 365 48.79 Premium 87 -21.83
Total Shares Sold (Mil) Premium 404 -0.68 Premium 64 -60.35
Net Share Change (Mil) Premium -39 -75.86 Premium 22 -142.81

Fund Owners' Style

 MSFT

1,198 2,708 1,580 Lg
25 56 44 Md
2 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,198 563,031,780 19,766,198 22,474,094 -0.48
Large Blend 2,708 1,638,394,147 27,116,620 24,045,335 0.19
Large Growth 1,580 1,089,290,210 38,915,884 16,515,885 2.1
Mid Value 25 1,922,156 5,844 120,226 -5.62
Mid Blend 56 3,674,795 484,408 377,132 3.01
Mid Growth 44 6,569,641 85,077 1,123,729 -13.65
Small Value 2 1,750 -- -- --
Small Blend 1 304 -- 1,450 --
Small Growth 1 7,391 140 2,929 -27.4
Total 5,615 3,302,892,174 86,374,171 64,660,780 0.66
Data displayed as of  12/31/2016

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 156,550,284 124,495 2.01 1.94 12/31/2016
Vanguard 500 Index Inv Premium 113,658,975 2,729,928 1.46 2.5 12/31/2016
SPDR® S&P 500 ETF Premium 88,313,124 -594,528 1.15 2.48 01/20/2017
Vanguard Institutional Index I Premium 84,959,548 -1,285,396 1.09 2.5 12/31/2016
VA CollegeAmerica WA Mutual 529B Premium 79,023,800 0 1.02 5.9 12/31/2016
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
PowerShares QQQ ETF Premium 57,746,467 -16,316 0.74 8.26 01/19/2017
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 800,209,614 4,423,790 10.31

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 61,886,000 -- 8,503,000 -- 70,389,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 36,335,000 -- 27,800,000 -- 64,135,000
Undrly Pru (M&G) Corp Bd Life 36,750,000 -- 0 -- 36,750,000
Vanguard Total Bond Market II Index Fund 25,830,000 200,000 11,515,000 300,000 37,345,000
KLP Obligasjon Global I 34,000,000 -- 3,000,000 -- 37,000,000
Vanguard Short-Term Corp Bd Idx 0 -- 32,108,000 -- 32,108,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 12,147,000 -- 9,296,000 -- 21,443,000
AEGON Intl International M&G Optimal Inc 15,000,000 -- 0 -- 15,000,000
Total: Top 10 funds 304,408,000 200,000 102,222,000 300,000 406,630,000
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) 487,825 630,938 163,561 109,828
# of Institution Owners 3,528 3,639 2,279 391
# of Fund Owners 5615 5869 3353 129
% Owned by Institutions 74.13 61.15 61.29 3.64
% Owned by Funds 42.50 31.70 31.95 0.60
% Owned by Insiders 2.39 0.07 26.92 0.0