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 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include TCI Fund Management, Pershing Square Capital Management, Dodge & Cox Stock Fund, Tiger Global Management, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Joho CapitalSell-49,400359,300$173,764,666
Q4 2025Vulcan Value PartnersSell-43,8241,141,578$551,996
Q4 2025Appaloosa ManagementBuy37,500500,000$241,810,000
Q4 2025Triple Frond PartnersSell-32,674352,504$170,478
Q4 2025Lone Pine CapitalBuy25,5201,234,125$596,847,533
Q4 2025Alta Fox Capital ManagementSell-24,30018,000$8,705,160
Q4 2025Ariel Appreciation FundSell-21,679172,455$83,402,687
Q4 2025Cantillon Capital ManagementBuy9,4951,262,019$610,337,629
Q4 2025Mairs & Power Growth FundBuy7,3491,912,896$925,114,873
Q4 2025Cullen Value FundSell-4,75883,479$40,009,341
Q4 2025Wedgewood PartnersSell-1,71277,496$37,478,601
Q4 2025Olstein Capital ManagementBuy90010,000$4,836
Q4 2025Matrix Advisors Value FundBuy787142,717$69,020,618
Q4 2025Kahn Brothers GroupBuy4872,392$1,156,819
Q4 2025Matrix Private Capital GroupBuy4002,709$1,310,230
Q4 2025Eagle Capital ManagementSell-29221,859$10,571
Q4 2025Causeway Capital ManagementBuy25965$466,693
Q4 2025Giverny CapitalBuy11,704$824,088
Q3 2025Bill & Melinda Gates Foundation TrustSell-17,000,0009,191,207$4,760,585,666
Q3 2025FundsmithSell-2,358,1402,583,369$1,338,055,974
Q3 2025Viking Global InvestorsBuy1,745,4942,429,412$1,258,313,945
Q3 2025TCI Fund ManagementSell-973,02716,592,204$8,593,932,062
Q3 2025Renaissance Technologies LLCBuy940,1351,318,907$683,126,166
Q3 2025Third PointBuy700,0001,100,000$569,745,000
Q3 2025Lone Pine CapitalSell-646,2511,208,605$625,996,960
Q3 2025Fundsmith Investment ServicesSell-584,2981,005,633$520,867,612
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 2025Dodge & Cox Stock FundSell-270,0997,872,161$4,077,385,790
Q3 2025AKO CapitalSell-203,5611,068,996$553,686

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.

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