Equity and Debt

 MSFT

 
Type Mil USD
Equity 72,394.0
Debt 86,194.0
 

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 3,478 18.54 Premium 5,575 11.30
New Owners Premium 261 248.00 Premium 145 64.77
Sold Out Premium 117 40.96 Premium 143 -23.94
# of Owners Buying Premium 1,084 6.90 Premium 1,304 14.89
# of Owners Selling Premium 1,500 13.55 Premium 1,828 10.99
Total Shares Owned (Mil) Premium 5,523 2.86 Premium 3,302 3.57
Total Shares Bought (Mil) Premium 341 18.25 Premium 122 162.58
Total Shares Sold (Mil) Premium 280 2.56 Premium 80 1.17
Net Share Change (Mil) Premium 61 301.06 Premium 42 -228.12

Fund Owners' Style

 MSFT

1,011 2,678 1,752 Lg
19 60 49 Md
1 5 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,011 464,553,979 19,952,741 24,040,706 -0.87
Large Blend 2,678 1,600,255,835 48,444,791 26,276,006 1.4
Large Growth 1,752 1,226,364,757 53,053,889 28,109,420 2.08
Mid Value 19 986,155 52,348 903,335 -46.32
Mid Blend 60 3,292,167 397,821 367,825 0.92
Mid Growth 49 6,671,289 57,598 48,201 0.14
Small Value 1 500 -- 4,399 --
Small Blend 5 4,204 2,480 -- --
Small Growth 0 0 -- 5,350 --
Total 5,575 3,302,128,886 121,961,668 79,755,242 1.29
Data displayed as of  07/31/2017

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 177,774,267 9,706,733 2.31 2.09 06/30/2017
Vanguard 500 Index Inv Premium 121,969,818 1,358,348 1.58 2.55 06/30/2017
SPDR® S&P 500 ETF Premium 87,774,424 125,860 1.12 2.63 08/10/2017
Vanguard Institutional Index I Premium 84,707,687 -124,458 1.10 2.55 06/30/2017
VA CollegeAmerica WA Mutual 529B Premium 77,713,800 0 1.01 6.11 06/30/2017
VA CollegeAmerica Amercn Bal 529E Premium 62,012,000 -2,549,407 0.80 3.86 06/30/2017
PowerShares QQQ ETF Premium 58,632,307 -713,313 0.75 8.31 08/10/2017
VA CollegeAmerica Fundamental Invs 529E Premium 59,714,100 1,710,000 0.77 4.89 06/30/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 59,309,100 6,293,000 0.77 2.65 06/30/2017
VA CollegeAmerica Inc Fund of Amer 529E Premium 50,763,209 -430,000 0.66 3.51 06/30/2017
Total: Top 10 funds Premium 840,370,712 15,376,763 10.87

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 69,529,000 -- 14,203,000 -- 83,732,000
AEGON Intl M&G Strat Corp Bd 64,250,000 -- 0 -- 64,250,000
Vanguard Total Bond Market Index Fund 39,565,000 250,000 22,850,000 -4,400,000 62,415,000
Undrly Pru (M&G) Corp Bd Life 36,750,000 -- 0 -- 36,750,000
Vanguard Total Bond Market II Index Fund 27,480,000 -- 7,215,000 -4,300,000 34,695,000
Vanguard Short-Term Corp Bd Idx 0 450,000 34,171,000 450,000 34,171,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 14,297,000 -- 9,946,000 -- 24,243,000
KLP Obligasjon Global I 9,000,000 -- 5,500,000 -- 14,500,000
Vanguard Interm-Tm Corp Bd Idx 16,701,000 2,007,000 0 -- 16,701,000
Total: Top 10 funds 295,782,000 2,257,000 103,885,000 -8,250,000 399,667,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 558,336 813,523 201,125 125,288
# of Institution Owners 3,478 3,478 2,245 381
# of Fund Owners 5575 5594 3347 139
% Owned by Institutions 71.54 61.63 56.40 3.83
% Owned by Funds 42.80 31.71 31.90 0.66
% Owned by Insiders 1.39 0.06 27.17 0.0