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 2025TCI Fund ManagementBuy265,35017,565,231$8,737,121,552
Q2 2025Bill & Melinda Gates Foundation TrustSell-2,266,04026,191,207$13,027,768,274
Q2 2025Eagle Capital ManagementSell-40122,457$11,170
Q2 2025AKO CapitalBuy21,8391,272,557$632,983
Q2 2025Cullen Value FundBuy68688,611$44,076,200
Q1 2025Torray FundSell-55438,456$14,435,998
Q1 2025Lountzis Asset ManagementBuy2711,382$540,583
Q1 2025Gardner Russo & QuinnSell-3354,620$1,734,302
Q1 2025ARK InvestSell-72130,040$11,276,716
Q1 2025Jensen Investment ManagementSell-277,8411,777,503$667,256,851
Q1 2025Yacktman Asset ManagementSell-13,5271,203,480$451,774,357
Q1 2025Dodge & Cox Stock FundSell-180,7388,880,353$3,333,595,713
Q1 2025Olstein Capital ManagementBuy50010,000$3,754
Q1 2025Triple Frond PartnersBuy124,585403,043$151,298
Q1 2025AKO CapitalBuy107,9831,250,718$469,507
Q1 2025Giverny CapitalSell-3671,987$745,900
Q1 2025Matrix Private Capital GroupSell-5623,163$1,187,359
Q1 2025Hillman Value FundSell-5,34216,145$6,060,672
Q1 2025Muhlenkamp & CoBuy20332,241$12,102,831
Q1 2025Alta Fox Capital ManagementSell-19,50042,300$15,878,997
Q1 2025Wedgewood PartnersBuy11,94277,161$34,949,393
Q1 2025Ariel Appreciation FundSell-4,009123,894$46,508,569
Q1 2025Matrix Advisors Value FundBuy1,986143,085$53,712,562
Q1 2025H&H International InvestmentBuy299,200299,200$112,316,688
Q1 2025Third PointSell-285,000315,000$118,247,850
Q1 2025Renaissance Technologies LLCBuy346,139348,522$130,832,659
Q1 2025Appaloosa ManagementSell-460,000510,000$191,448,900
Q1 2025First Eagle U.S. ValueBuy2,149659,693$247,641,998
Q1 2025Sequoia Financial AdvisorsBuy62,618682,974$256,381,449
Q1 2025Cantillon Capital ManagementSell-40,3101,303,090$489,166,956

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.