MICROSOFT CORP (MSFT) Stock Institutional Trading Activity


MICROSOFT CORP (MSFT) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Bill & Melinda Gates Foundation Trust, Polen Capital Management, Tiger Global Management, Viking Global Investors, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2024Jensen Investment ManagementSell-235,1252,342,114$985,374,202
Q1 2024Yacktman Asset ManagementSell-47,3651,589,290$668,646,089
Q1 2024Dodge & Cox Stock FundSell-1,330,5119,490,609$3,992,889,018
Q1 2024Olstein Capital ManagementSell-3,5007,000$2,945
Q1 2024Brave Warrior AdvisorsSell-500525$220,878
Q1 2024Sequoia FundSell-43649$273,047
Q1 2024Causeway Capital ManagementBuy24965$405,995
Q1 2024Vulcan Value PartnersSell-55,2491,040,526$437,863
Q1 2024AKO CapitalBuy2,6771,118,229$470,461
Q1 2024Matrix Private Capital GroupSell-3073,432$1,443,911
Q1 2024Alta Fox Capital ManagementSell-6,90014,600$6,142,512
Q1 2024Hillman Value FundSell-9825,758$10,836,929
Q1 2024Muhlenkamp & CoBuy93531,863$13,405,399
Q1 2024Wedgewood PartnersSell-1,09170,615$29,875,624
Q1 2024Greenbrier Partners Capital ManagementBuy12,505105,588$44,422,983
Q1 2024Matrix Advisors Value FundSell-2,010142,956$60,144,448
Q1 2024Sequoia Financial AdvisorsBuy4,437522,442$219,801,986
Q1 2024First Eagle U.S. ValueSell-876660,956$278,077,298
Q1 2024Egerton Capital UKSell-333,9001,387,066$583,566,408
Q1 2024Appaloosa ManagementSell-300,0001,400,000$589,008,000
Q1 2024Cantillon Capital ManagementSell-29,0051,446,272$608,475,556
Q1 2024AltaRock PartnersSell-236,5281,754,186$738,021,134
Q1 2024Third PointSell-250,0001,765,000$742,570,800
Q1 2024Lone Pine CapitalBuy118,1091,929,918$811,955,101
Q1 2024Mairs & Power Growth FundSell-8,9401,966,804$827,473,836
Q1 2024Fundsmith Investment ServicesSell-141,8432,249,881$946,569,934
Q1 2024Eagle Capital ManagementSell-454,9544,707,147$1,980,390,886
Q1 2024Parnassus Endeavor FundSell-92,1466,280,479$2,642,323,125
Q1 2024FundsmithSell-325,4217,617,903$3,205,004,150
Q1 2024Polen Capital ManagementSell-290,2109,665,372$4,066,415,110

Frequently asked questions about MSFT activity

  • Which institutional owners are buying MSFT?

    Institutional owners buying MSFT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSFT activity?

    "Buy" means an investor increased their reported position in MSFT compared to the prior reporting period. This reflects growing exposure to MICROSOFT CORP (MSFT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSFT increasing?

    Institutional interest in MSFT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.