Equity and Debt

 MSFT

 
Type Mil USD
Equity 87,424.0
Debt 22,679.0
 

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 3,442 9.55 Premium 5,345 12.34
New Owners Premium 359 11.84 Premium 431 82.63
Sold Out Premium 195 0.00 Premium 199 -53.40
# of Owners Buying Premium 1,202 15.02 Premium 1,426 5.94
# of Owners Selling Premium 1,271 -0.55 Premium 1,436 -2.11
Total Shares Owned (Mil) Premium 6,013 2.55 Premium 3,201 5.71
Total Shares Bought (Mil) Premium 420 2.09 Premium 128 4.05
Total Shares Sold (Mil) Premium 305 -21.20 Premium 93 -44.38
Net Share Change (Mil) Premium 114 381.92 Premium 35 -178.72

Fund Owners' Style

 MSFT

1,458 2,680 1,017 Lg
66 66 49 Md
4 4 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,458 659,418,250 29,342,828 21,587,082 1.19
Large Blend 2,680 1,632,599,351 50,828,245 43,242,003 0.47
Large Growth 1,017 847,714,791 42,092,020 25,576,923 1.99
Mid Value 66 38,568,453 355,835 921,721 -1.45
Mid Blend 66 7,098,315 718,303 149,511 8.71
Mid Growth 49 14,835,542 5,059,722 640,570 42.42
Small Value 4 35,150 -- 3,000 --
Small Blend 4 12,470 5,600 2,169 37.96
Small Growth 1 200 -- -- --
Total 5,345 3,200,282,522 128,402,553 92,122,979 1.15
Data displayed as of  06/30/2014

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 118,295,378 -303,059 1.43 1.42 06/30/2014
PowerShares QQQ ETF Premium 84,774,195 -558,558 1.09 8.21 07/24/2014
VA CollegeAmerica WA Mutual 529B Premium 87,171,800 2,100,000 1.06 5.01 06/30/2014
Vanguard 500 Index Inv Premium 77,337,357 242,774 0.94 1.79 06/30/2014
SPDR S&P 500 Premium 72,348,013 29,568 0.93 1.88 07/24/2014
Vanguard Institutional Index I Premium 75,519,151 -126,100 0.91 1.8 06/30/2014
VA CollegeAmerica Amercn Bal 529E Premium 60,883,000 4,598,000 0.74 3.5 06/30/2014
VA CollegeAmerica Inc Fund of Amer 529E Premium 60,846,100 4,105,000 0.74 2.78 06/30/2014
VA CollegeAmerica Fundamental Invs 529E Premium 55,390,000 3,755,000 0.67 3.42 06/30/2014
Dodge & Cox Stock Premium 50,892,700 0 0.62 3.63 06/30/2014
Total: Top 10 funds Premium 743,457,694 13,842,625 9.13

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
AXA LE M&G Strategic Corporate Bond 92,928,000 -- 0 -- 92,928,000
Vanguard Total Bond Market Index Fund 52,002,000 -- 32,190,000 100,000 84,192,000
iShares iBoxx $ Invst Grade Crp Bond 54,071,000 -- 20,523,000 -- 74,594,000
ZI Invesco Euro Corporate Bond 52,200,000 -- 0 -- 52,200,000
KLP Obligasjon Global I 52,000,000 3,000,000 11,000,000 -- 63,000,000
Undrly Pru (M&G) Corp Bd Life 65,250,000 -5,000,000 0 -- 65,250,000
Vanguard Total Bond Market II Index Fund 36,705,000 -- 13,895,000 -- 50,600,000
Vanguard Wellesley Income 41,710,000 -- 0 -- 41,710,000
Vanguard Intermediate-Term Invmt-Grd 35,500,000 -- 3,800,000 -- 39,300,000
iShares 1-3 Year Credit Bond 0 -- 34,021,000 -- 34,021,000
Total: Top 10 funds 482,366,000 -2,000,000 115,429,000 100,000 597,795,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 366,762 581,003 180,289 97,710
# of Institution Owners 3,442 3,424 2,458 384
# of Fund Owners 5345 5246 3579 134
% Owned by Institutions 72.71 63.78 64.03 3.85
% Owned by Funds 38.96 29.61 32.00 0.59
% Owned by Insiders 8.05 0.01 25.0 0.0