MICROSOFT CORP (MSFT) Institutional Ownership Changes & 13F Activity
MICROSOFT CORP (MSFT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Allianz Asset Management Gmbh, Corient Private Wealth Llc, and Manufacturers Life Insurance Company, The.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -148,179 | -1.3% | 11,497,807 | $4.29B | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +99,314 | +8.4% | 1,280,983 | $477.83M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +25,814 | +8.1% | 346,475 | $129.23M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +8,944,917 | +2.9% | 315,653,206 | $117.74B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -131,000 | -12.7% | 902,052 | $336.48M | Q2 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Buy | +8,022 | +5.5% | 153,778 | $57.36M | Q2 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +5,905 | +35.9% | 22,364 | $8.34M | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Sell | -2,151 | -10.2% | 18,949 | $7.07M | Q2 2026 | Sep 18, 2026 |
| Reynders Mcveigh Capital Management, Llc | Buy | +19,760 | +9.9% | 219,809 | $81.99K | Q2 2026 | Sep 15, 2026 |
| Skyview Investment Advisors, Llc | Sell | -11,174 | -83.6% | 2,200 | $821.00 | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +3,733 | +3.7% | 105,520 | $39.36M | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -235 | -2.9% | 7,750 | $2.89M | Q2 2026 | Sep 15, 2026 |
| Revere Asset Management, Inc | Buy | +800 | — | 800 | $298.42K | Q2 2026 | Sep 14, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -2,282 | -1.2% | 189,183 | $70.57M | Q2 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -1,782 | -24.9% | 5,389 | $2.01M | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -439,548 | -3.9% | 10,725,305 | $4.00B | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +31,546 | +8.7% | 392,342 | $146.35M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Buy | +5,450 | +34.8% | 21,091 | $7.87M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +1,797 | +2.7% | 67,355 | $25.12M | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Buy | +19,091 | +26.7% | 90,507 | $33.76M | Q2 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Buy | +1,132,281 | +42.9% | 3,770,405 | $1.41B | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +555,475 | +7.3% | 8,121,141 | $3.03B | Q2 2026 | Sep 02, 2026 |
| Capital & Planning, Llc | Buy | +2,296 | +5.4% | 44,584 | $16.63M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Buy | +929 | +4.8% | 20,122 | $7.51M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +763 | +2.5% | 30,974 | $11.55M | Q2 2026 | Sep 02, 2026 |
| Parrish Capital Llc | Sell | -877 | -35.6% | 1,585 | $591.23K | Q2 2026 | Sep 01, 2026 |
| Alternative Investment Advisors, Llc. | Buy | +4,163 | +158.6% | 6,788 | $2.53M | Q2 2026 | Aug 31, 2026 |
| Nwm Advisors, Llc | Buy | +680 | +6.9% | 10,588 | $3.95M | Q2 2026 | Aug 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +304 | +12.3% | 2,782 | $1.04M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -539,911 | -9.5% | 5,128,574 | $1.91B | Q2 2026 | Aug 27, 2026 |
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.
Related MSFT Institutional Insights
- MSFT Overview
- MSFT 13F Institutional Holders
- MSFT Top Institutional Shareholders
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- MSFT Insider Trading & SEC Form 4 Activity
- MSFT Articles
- Top Institutional Investor Stock Rankings