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 (Q1 2026), investors with some of the largest reported share count changes include Hancock Classic Value, Jensen Investment Management, Cantillon Capital Management, Sequoia Financial Advisors, and Torray Fund. 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
Q4 2025H&H International InvestmentBuy579,800859,000$415,429,580
Q4 2025Third PointSell-175,000925,000$447,348,500
Q4 2025Lone Pine CapitalBuy25,5201,234,125$596,847,533
Q4 2025Cantillon Capital ManagementBuy9,4951,262,019$610,337,629
Q4 2025Meritage GroupBuy137,6131,262,311$610,478,846
Q4 2025Mairs & Power Growth FundBuy7,3491,912,896$925,114,873
Q4 2025FundsmithSell-503,3982,079,971$1,005,915,575
Q4 2025AltaRock PartnersSell-486,9102,082,357$1,007,069,492
Q4 2025Eagle Capital ManagementSell-60,4723,893,229$1,882,843,413
Q4 2025Polen Capital ManagementSell-1,110,1733,909,985$1,890,947,237
Q4 2025Tiger Global ManagementSell-1,073,6215,477,747$2,649,148,004
Q4 2025Bill & Melinda Gates Foundation TrustSell-1,500,0007,691,207$3,719,621,529
Q4 2025TCI Fund ManagementBuy189,74916,781,953$8,116,088,110
Q4 2025Eagle Capital ManagementSell-29221,859$10,571
Q4 2025Viking Global InvestorsBuy788,2303,217,642$1,556,116,024
Q4 2025Yacktman Asset ManagementSell-64,193963,825$466,125,047
Q4 2025Cullen Value FundSell-4,75883,479$40,009,341
Q3 2025Torray FundSell-1,15135,530$18,402,764
Q3 2025Gardner Russo & QuinnSell-7353,505$1,815,415
Q3 2025ARK InvestBuy3,5136,124$3,171,926
Q3 2025Jensen Investment ManagementSell-50,0831,519,446$786,997,056
Q3 2025Yacktman Asset ManagementSell-77,2461,028,018$532,461,923
Q3 2025Dodge & Cox Stock FundSell-270,0997,872,161$4,077,385,790
Q3 2025Olstein Capital ManagementSell-9009,100$4,713
Q3 2025Triple Frond PartnersSell-17,865385,178$199,503
Q3 2025Giverny CapitalSell-6001,703$882,069
Q3 2025Matrix Private Capital GroupBuy112,309$1,195,998
Q3 2025Hillman Value FundSell-1,62511,470$5,940,887
Q3 2025Muhlenkamp & CoBuy3632,347$16,754,108
Q3 2025Wedgewood PartnersBuy2,60379,208$41,025,625

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.