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.
Explore more:
- MICROSOFT CORP (MSFT) stock institutional ownership
- MICROSOFT CORP (MSFT) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2024 | Matrix Private Capital Group | Buy | 259 | 3,691 | $1,649,692 |
| Q2 2024 | Hillman Value Fund | Sell | -2,083 | 23,675 | $10,581,569 |
| Q2 2024 | Muhlenkamp & Co | Buy | 82 | 31,945 | $14,277,860 |
| Q2 2024 | Wedgewood Partners | Sell | -1,645 | 68,970 | $28,057,884 |
| Q2 2024 | Greenbrier Partners Capital Management | Buy | 14,412 | 120,000 | $53,634,000 |
| Q2 2024 | Matrix Advisors Value Fund | Sell | -1,350 | 141,606 | $63,291,000 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -830,857 | 324,925 | $145,226,437 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 43,200 | 565,642 | $252,813,883 |
| Q2 2024 | First Eagle U.S. Value | Sell | -1,752 | 659,204 | $294,631,067 |
| Q2 2024 | Appaloosa Management | Sell | -218,644 | 1,181,356 | $528,007,064 |
| Q2 2024 | Cantillon Capital Management | Sell | -70,166 | 1,376,106 | $615,050,577 |
| Q2 2024 | Egerton Capital UK | Buy | 102,398 | 1,489,464 | $665,715,935 |
| Q2 2024 | Third Point | Sell | -185,000 | 1,580,000 | $706,181,000 |
| Q2 2024 | AltaRock Partners | Buy | 180,630 | 1,934,816 | $864,766,011 |
| Q2 2024 | Mairs & Power Growth Fund | Sell | -9,682 | 1,957,122 | $874,735,707 |
| Q2 2024 | Lone Pine Capital | Buy | 90,287 | 2,020,205 | $902,930,625 |
| Q2 2024 | Fundsmith Investment Services | Buy | 5,465 | 2,255,346 | $1,008,026,895 |
| Q2 2024 | Eagle Capital Management | Sell | -1,183,651 | 3,523,496 | $1,574,826,537 |
| Q2 2024 | Parnassus Endeavor Fund | Sell | -213,157 | 6,067,322 | $2,711,789,568 |
| Q2 2024 | Fundsmith | Sell | -477,288 | 7,140,615 | $3,191,497,874 |
| Q2 2024 | Polen Capital Management | Sell | -679,823 | 8,985,549 | $4,016,091,007 |
| Q2 2024 | Bill & Melinda Gates Foundation Trust | Sell | -1,610,000 | 34,889,597 | $15,593,905,379 |
| Q2 2024 | Eagle Capital Management | Sell | -759 | 23,091 | $10,321 |
| Q2 2024 | Viking Global Investors | Buy | 695,444 | 2,292,331 | $1,024,557,340 |
| Q2 2024 | Cullen Value Fund | Sell | -2,743 | 87,774 | $39,230,727 |
| Q1 2024 | Torray Fund | Sell | -39,844 | 2,041 | $17,170,004 |
| Q1 2024 | Kahn Brothers Group | Buy | 1,902 | 1,902 | $800,684 |
| Q1 2024 | Gardner Russo & Quinn | Buy | 144 | 5,362 | $2,255,901 |
| Q1 2024 | ARK Invest | Sell | -19,724 | 38,582 | $16,232,219 |
| Q1 2024 | Ariel Appreciation Fund | Sell | -1,891 | 365,791 | $153,895,590 |
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.