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
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
Q2 2025Appaloosa ManagementSell-10,000500,000$248,705,000
Q2 2025First Eagle U.S. ValueSell-114,715544,978$271,077,413
Q2 2025Sequoia Financial AdvisorsBuy45,809728,783$362,504,320
Q2 2025Meritage GroupSell-260,4091,124,698$559,436,032
Q2 2025Vulcan Value PartnersSell-174,6451,218,494$623,705,520
Q2 2025Cantillon Capital ManagementSell-36,7661,266,324$629,882,221
Q2 2025Fundsmith Investment ServicesSell-181,1401,589,931$790,847,579
Q2 2025Egerton Capital UKBuy515,5331,844,066$917,256,869
Q2 2025Lone Pine CapitalSell-105,4721,854,856$922,623,923
Q2 2025Mairs & Power Growth FundBuy8,5912,004,808$997,211,515
Q2 2025Eagle Capital ManagementSell-45,5913,944,863$1,962,214,059
Q2 2025FundsmithSell-428,6534,941,509$2,457,955,992
Q2 2025Parnassus Endeavor FundSell-1,207,4045,243,567$2,608,202,661
Q2 2025Polen Capital ManagementSell-514,9835,426,123$2,699,008,078
Q2 2025Tiger Global ManagementBuy310,5036,551,368$3,258,715,957

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.