Microsoft Shares Owned by Institutions

MSFT
 Stock
  

USD 244.37  0.75  0.31%   

Microsoft fundamentals help investors to digest information that contributes to Microsoft's financial success or failures. It also enables traders to predict the movement of Microsoft Stock. The fundamental analysis module provides a way to measure Microsoft's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Microsoft stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Microsoft Shares Owned by Institutions Analysis

Microsoft's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Microsoft Shares Owned by Institutions

    
  72.20 %  
Most of Microsoft's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Microsoft is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Microsoft Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for Microsoft is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since Microsoft's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Microsoft's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Microsoft's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 72% of Microsoft are shares owned by institutions. This is 58.19% higher than that of the Software sector and significantly higher than that of the Information Technology industry. The shares owned by institutions for all United States stocks is 84.14% lower than that of the firm.

Microsoft Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Microsoft's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Microsoft could also be used in its relative valuation, which is a method of valuing Microsoft by comparing valuation metrics of similar companies.
Microsoft is currently under evaluation in shares owned by institutions category among related companies.

Microsoft Current Valuation Drivers

We derive many important indicators used in calculating different scores of Microsoft from analyzing Microsoft's financial statements. These drivers represent accounts that assess Microsoft's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Microsoft's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee169.9 K272.5 K270.92 K338.51 K329.13 K265.33 K
Revenue Per Employee1.13 M873.91 K875 K928.66 K897.15 K818.65 K
Average Assets252.36 B266.58 B287.13 B311.95 B346.31 B311.27 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA44.69 B53.31 B63.65 B80.62 B83.7 B90.31 B
Earnings Before Interest Taxes and Depreciation Amortization USD49.47 B58.06 B68.42 B85.13 B100.24 B81.78 B
Earnings before Tax36.47 B43.69 B53.04 B71.1 B83.72 B67.18 B
Average Equity82.49 B93.82 B112.24 B132.53 B160.36 B139.34 B
Enterprise Value708.28 B973.97 B1,479.54 B1,982.23 B1,877.43 B2,025.65 B
Free Cash Flow32.25 B38.26 B45.23 B56.12 B65.15 B55.24 B
Invested Capital104.66 B111.91 B113.08 B125.05 B147.45 B124.34 B
Invested Capital Average105.36 B108.1 B113.54 B120.65 B141.25 B118.76 B
Market Capitalization757.64 B1,026.51 B1,543.31 B2,040.3 B1,920.84 B2,072.49 B
Tangible Asset Value215.11 B236.78 B250.92 B276.27 B286.02 B264.71 B
Working Capital111.17 B106.13 B109.61 B95.75 B74.6 B88.88 B

Microsoft ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Microsoft's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Microsoft's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

Microsoft Institutional Holders

Institutional Holdings refers to the ownership stake in Microsoft that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Microsoft's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Microsoft's value.
Security TypeSharesValue
Zwj Investment Counsel IncCommon Shares199.5 K46.5 M
Zwj Investment Counsel IncCommon Shares198 K50.9 M
Zwj Investment Counsel IncCommon Shares195.1 K60.1 M
Zwj Investment Counsel IncCommon Shares231.3 K77.8 M
Zwj Investment Counsel IncCommon Shares244.1 K68.8 M
Zwj Investment Counsel IncCommon Shares244.6 K66.3 M
Zwj Investment Counsel IncCommon Shares251.1 K59.2 M

Microsoft Fundamentals

About Microsoft Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Microsoft's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Microsoft using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Microsoft based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington. Microsoft Corp operates under SoftwareInfrastructure classification in the United States and is traded on NASDAQ Exchange. It employs 221000 people.

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Our tools can tell you how much better you can do entering a position in Microsoft without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Additionally, see Microsoft Piotroski F Score and Microsoft Altman Z Score analysis. Note that the Microsoft information on this page should be used as a complementary analysis to other Microsoft's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Microsoft price analysis, check to measure Microsoft's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Microsoft is operating at the current time. Most of Microsoft's value examination focuses on studying past and present price action to predict the probability of Microsoft's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Microsoft's price. Additionally, you may evaluate how the addition of Microsoft to your portfolios can decrease your overall portfolio volatility.
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Is Microsoft's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Microsoft. If investors know Microsoft will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Microsoft listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.13) 
Market Capitalization
1865.1 B
Quarterly Revenue Growth YOY
0.106
Return On Assets
0.1522
Return On Equity
0.4288
The market value of Microsoft is measured differently than its book value, which is the value of Microsoft that is recorded on the company's balance sheet. Investors also form their own opinion of Microsoft's value that differs from its market value or its book value, called intrinsic value, which is Microsoft's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Microsoft's market value can be influenced by many factors that don't directly affect Microsoft's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Microsoft's value and its price as these two are different measures arrived at by different means. Investors typically determine Microsoft value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Microsoft's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.