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
Q1 2025Alta Fox Capital ManagementSell-19,50042,300$15,878,997
Q1 2025Yacktman Asset ManagementSell-13,5271,203,480$451,774,357
Q1 2025Wedgewood PartnersBuy11,94277,161$34,949,393
Q1 2025Hillman Value FundSell-5,34216,145$6,060,672
Q1 2025Ariel Appreciation FundSell-4,009123,894$46,508,569
Q1 2025First Eagle U.S. ValueBuy2,149659,693$247,641,998
Q1 2025Matrix Advisors Value FundBuy1,986143,085$53,712,562
Q1 2025ARK InvestSell-72130,040$11,276,716
Q1 2025Matrix Private Capital GroupSell-5623,163$1,187,359
Q1 2025Torray FundSell-55438,456$14,435,998
Q1 2025Olstein Capital ManagementBuy50010,000$3,754
Q1 2025Giverny CapitalSell-3671,987$745,900
Q1 2025Cullen Value FundSell-36487,925$33,006,059
Q1 2025Gardner Russo & QuinnSell-3354,620$1,734,302
Q1 2025Lountzis Asset ManagementBuy2711,382$540,583
Q1 2025Eagle Capital ManagementSell-23922,858$8,581
Q1 2025Muhlenkamp & CoBuy20332,241$12,102,831
Q4 2024TCI Fund ManagementBuy2,003,04713,993,637$5,898,317,996
Q4 2024Renaissance Technologies LLCSell-1,568,8882,383$1,030,438
Q4 2024FundsmithSell-713,2426,187,033$2,607,834,410
Q4 2024Polen Capital ManagementSell-601,5836,410,882$2,702,186,554
Q4 2024Bill & Melinda Gates Foundation TrustSell-500,00028,457,247$11,994,729,611
Q4 2024Vulcan Value PartnersBuy366,0851,188,258$500,765,996
Q4 2024Viking Global InvestorsBuy345,8712,390,300$1,007,511,450
Q4 2024Third PointSell-270,000600,000$252,900,000
Q4 2024Parnassus Endeavor FundSell-237,4435,976,144$2,518,944,697
Q4 2024AKO CapitalSell-122,5251,142,735$481,663
Q4 2024Fundsmith Investment ServicesSell-115,1832,077,968$875,863,512
Q4 2024Joho CapitalSell-95,500556,200$234,438,300
Q4 2024Ariel Appreciation FundSell-90,085127,903$53,911,115

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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