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 3,511 19.10 Premium 5,459 6.33
New Owners Premium 266 245.45 Premium 136 25.93
Sold Out Premium 105 26.51 Premium 137 -29.74
# of Owners Buying Premium 1,093 5.50 Premium 1,313 5.46
# of Owners Selling Premium 1,499 13.65 Premium 1,594 -3.16
Total Shares Owned (Mil) Premium 5,741 6.82 Premium 3,305 3.12
Total Shares Bought (Mil) Premium 433 50.09 Premium 74 57.53
Total Shares Sold (Mil) Premium 287 4.99 Premium 80 -1.57
Net Share Change (Mil) Premium 146 869.03 Premium -6 -82.62

Fund Owners' Style

 MSFT

927 2,674 1,720 Lg
15 68 48 Md
1 5 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 927 443,230,723 9,579,800 21,530,455 -2.63
Large Blend 2,674 1,613,705,190 24,117,187 28,594,455 -0.28
Large Growth 1,720 1,232,110,929 38,723,174 28,676,342 0.82
Mid Value 15 1,146,118 401,385 153,041 27.66
Mid Blend 68 8,145,527 717,444 322,781 5.09
Mid Growth 48 6,698,220 74,573 60,139 0.22
Small Value 1 304 -- -- --
Small Blend 5 3,950 50 -- --
Small Growth 1 90 90 5,350 -98.32
Total 5,459 3,305,041,051 73,613,703 79,342,563 -0.17
Data displayed as of  09/30/2017

Equity Ownership

 MSFT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 182,334,517 2,281,247 2.37 2.25 08/31/2017
Vanguard 500 Index Inv Premium 124,505,245 634,494 1.61 2.65 09/30/2017
SPDR® S&P 500 ETF Premium 87,779,007 264,438 1.20 2.74 10/20/2017
Vanguard Institutional Index I Premium 81,996,501 -708,572 1.06 2.65 09/30/2017
VA CollegeAmerica WA Mutual 529B Premium 72,168,500 -5,545,300 0.94 5.79 09/30/2017
PowerShares QQQ ETF Premium 58,403,558 -360,624 0.79 8.59 10/19/2017
VA CollegeAmerica Amercn Bal 529E Premium 60,262,000 -1,750,000 0.78 3.95 09/30/2017
VA CollegeAmerica Fundamental Invs 529E Premium 59,525,100 -189,000 0.77 5.01 09/30/2017
VA CollegeAmerica Grth Fund of Amer 529F Premium 58,385,100 -924,000 0.76 2.69 09/30/2017
VA CollegeAmerica Inc Fund of Amer 529E Premium 48,856,635 -1,906,574 0.63 3.51 09/30/2017
Total: Top 10 funds Premium 834,216,163 -8,203,891 10.91

Bond Ownership

 MSFT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 60,254,000 -50,000 13,513,000 -- 73,767,000
AEGON Intl M&G Strat Corp Bd 60,500,000 -3,750,000 0 -- 60,500,000
Vanguard Total Bond Market Index Fund 39,594,000 54,000 22,850,000 -- 62,444,000
Vanguard Short-Term Corp Bd Idx 0 850,000 35,521,000 850,000 35,521,000
Vanguard Total Bond Market II Index Fund 27,480,000 -- 7,090,000 -125,000 34,570,000
Undrly Pru (M&G) Corp Bd Life 33,000,000 -3,750,000 0 -- 33,000,000
Vanguard Wellesley Income Fund 18,210,000 -- 10,000,000 -- 28,210,000
iShares Core US Aggregate Bond 14,547,000 -- 9,946,000 -- 24,493,000
Vanguard Interm-Tm Corp Bd Idx 18,782,000 1,281,000 0 -- 18,782,000
AEGON Intl International M&G Optimal Inc 15,000,000 -- 0 -- 15,000,000
Total: Top 10 funds 287,367,000 -6,215,000 98,920,000 725,000 386,287,000
Bond Ownership for Funds only
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Peer Comparison

 MSFT

Equity Ownership MSFT  
Go
 
Go
 
Go
Market Cap (Mil USD) 608,053 807,067 205,544 135,218
# of Institution Owners 3,511 3,483 2,303 392
# of Fund Owners 5459 5352 3306 138
% Owned by Institutions 74.40 61.65 59.50 3.67
% Owned by Funds 43.03 31.17 30.46 0.77
% Owned by Insiders 1.37 0.06 27.02 0.0