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
Q3 2025FundsmithSell-2,358,1402,583,369$1,338,055,974
Q3 2025Eagle Capital ManagementBuy8,8383,953,701$2,047,819,283
Q3 2025Parnassus Endeavor FundSell-553,1424,690,425$2,429,405,628
Q3 2025Polen Capital ManagementSell-405,9655,020,158$2,600,190,996
Q3 2025Bill & Melinda Gates Foundation TrustSell-17,000,0009,191,207$4,760,585,666
Q3 2025TCI Fund ManagementSell-973,02716,592,204$8,593,932,062
Q3 2025Eagle Capital ManagementSell-30622,151$11,473
Q3 2025AKO CapitalSell-203,5611,068,996$553,686
Q3 2025Viking Global InvestorsBuy1,745,4942,429,412$1,258,313,945
Q3 2025Disciplined Growth InvestorsSell-7672$348,062
Q3 2025Cullen Value FundSell-37488,237$45,648,812
Q2 2025Torray FundSell-1,77536,681$18,245,496
Q2 2025Kahn Brothers GroupBuy661,905$947,566
Q2 2025ARK InvestSell-27,4292,611$1,298,738
Q2 2025Gardner Russo & QuinnSell-3804,240$2,109,018
Q2 2025Jensen Investment ManagementSell-207,9741,569,529$780,699,420
Q2 2025Yacktman Asset ManagementSell-98,2161,105,264$549,769,366
Q2 2025Dodge & Cox Stock FundSell-738,0938,142,260$4,050,041,547
Q2 2025Brave Warrior AdvisorsSell-750525$261,140
Q2 2025Sequoia FundBuy40689$342,715
Q2 2025Matrix Private Capital GroupSell-8652,298$1,143,048
Q2 2025Giverny CapitalBuy3162,303$1,145,535
Q2 2025Hillman Value FundSell-3,05013,095$6,513,584
Q2 2025Muhlenkamp & CoBuy7032,311$16,071,745
Q2 2025Wedgewood PartnersSell-55676,605$41,032,945
Q2 2025Matrix Advisors Value FundSell-950142,135$70,699,474
Q2 2025Ariel Appreciation FundBuy89,244213,138$106,016,973
Q2 2025H&H International InvestmentSell-20,000279,200$138,876,872
Q2 2025Renaissance Technologies LLCBuy30,250378,772$188,407,012
Q2 2025Third PointBuy85,000400,000$198,964,000

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.