• MICROSOFT CORP Ownership Breakdown

  • Ownership Breakdown: MSFT

    as of 7/6/08
    Large Block Holder Type Number  
    Institutions 2,285
     
    Total Number of Shares Held
    9.31 B
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 5,079
    Other Major 20
    Total Number of Large Block Holders 7,384
  • Top 10 Institutional Holders: MSFT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Barclays Global Investors, N.A. 306.05 M 8.69 B 1.18% 3.29% Low
    State Street Global Advisors (US) 274.91 M 7.80 B 1.50% 2.95% Low
    Capital World Investors 265.44 M 7.53 B 1.68% 2.85% Medium
    Capital Research Global Investors 264.44 M 7.50 B 1.58% 2.84% Medium
    Vanguard Group, Inc. 248.06 M 7.04 B 1.28% 2.66% Low
    Fidelity Management & Research 161.99 M 4.60 B 0.67% 1.74% Low
    Wellington Management Company, LLP 131.21 M 3.72 B 1.20% 1.41% Low
    T. Rowe Price Associates, Inc. 119.27 M 3.38 B 1.35% 1.28% Low
    TIAA-CREF 81.19 M 2.30 B 1.32% 0.87% Low
    Goldman Sachs Asset Management (US) 73.45 M 2.08 B 1.59% 0.79% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    20.68%
    Top 25 Holders
    29.44%
    Top 50 Holders
    37.38%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: MSFT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    American Funds Growth Fund of America 121.32 M 3.44 B 2.34% 1.30% Low
    Vanguard 500 Index Fund 76.08 M 2.16 B 1.97% 0.82% Low
    American Funds Investment Company of America 71.08 M 2.02 B 3.26% 0.76% Low
    American Funds Capital World Growth & Income Fund 62.66 M 1.78 B 1.97% 0.67% Low
    Vanguard Total Stock Market Index Fund 59.8 M 1.70 B 1.67% 0.64% Low
    CREF Stock Account 52.52 M 1.49 B 1.26% 0.56% Low
    American Funds New Perspective Fund 50.86 M 1.44 B 3.16% 0.55% Low
    SPDR Trust Series 1 50.57 M 1.43 B 1.86% 0.54% Low
    Vanguard Institutional Index Fund 46.66 M 1.32 B 1.97% 0.50% Low
    American Funds American Balanced Fund 41.15 M 1.17 B 3.42% 0.44% Low

    Total % of Shares Owned by:

    Top 10 Holders
    6.79%
    Top 25 Holders
    10.68%
    Top 50 Holders
    13.99%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: MSFT

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Gates (William H III) 813.89 M 23.05 B 8.74% Low
    Ballmer (Steven A) 408.25 M 12.03 B 4.38% Low
    BNP Paribas Arbitrage SA 9.84 M 279.21 M 0.11% High
    Raikes (Jeffrey S) 5.03 M 148.20 M 0.05% Low
    KBC Group NV 2.78 M 78.96 M 0.03% Medium
    Marquardt (David F) 1.47 M 41.74 M 0.02% Low
    Shirley (Jon A) 1.44 M 40.83 M 0.02% Low
    Turner (Brian Kevin) 244,072 8.98 M 0.00% Low
    Johnson (Kevin R) 212,245 6.92 M 0.00% Low
    Hastings (Reed) 100,000 2.95 M 0.00% Low

    Total % of Shares Owned by:

    Top 10 Holders
    13.35%
    Top 25 Holders
    13.35%
    Top 50 Holders
    13.35%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.