MICROSOFT CORP (MSFT) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to MICROSOFT CORP (MSFT) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of MSFT during the latest reporting period was Pershing Square Capital Management, which increased its reported MSFT position by approximately $2.09B based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in MSFT exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward MICROSOFT CORP (MSFT). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $4.08B in reported MSFT exposure during the latest filing period, reflecting continued institutional interest in MICROSOFT CORP's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Pershing Square Capital Management | Buy | 5,654,078 | 5,654,078 | $2,092,970,053 |
| Q1 2026 | Dodge & Cox Stock Fund | Buy | 4,087,774 | 11,959,935 | $4,427,209,139 |
| Q1 2026 | First Eagle U.S. Value | Buy | 779,245 | 1,325,098 | $490,511,631 |
| Q1 2026 | H&H International Investment | Buy | 157,000 | 1,016,000 | $376,092,720 |
| Q1 2026 | Eagle Capital Management | Buy | 112,076 | 4,005,305 | $1,482,643,885 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 62,843 | 832,793 | $308,274,816 |
| Q1 2026 | Torray Fund | Buy | 42,202 | 77,732 | $28,774,189 |
| Q1 2026 | Mairs & Power Growth Fund | Buy | 29,495 | 1,942,391 | $719,014,922 |
| Q1 2026 | Yacktman Asset Management | Buy | 29,091 | 992,916 | $367,547,716 |
| Q1 2026 | Matrix Advisors Value Fund | Buy | 28,642 | 171,359 | $63,432,000 |
| Q1 2026 | RV Capital | Buy | 13,720 | 25,220 | $9,407,607 |
| Q1 2026 | Meritage Group | Buy | 8,219 | 1,270,530 | $470,312,090 |
| Q1 2026 | Olstein Capital Management | Buy | 6,700 | 16,700 | $6,182 |
| Q1 2026 | Cullen Value Fund | Buy | 2,101 | 85,580 | $31,675,066 |
| Q1 2026 | Brave Warrior Advisors | Buy | 1,500 | 2,025 | $749,594 |
| Q1 2026 | Muhlenkamp & Co | Buy | 590 | 32,937 | $12,192,295 |
| Q1 2026 | Matrix Private Capital Group | Buy | 403 | 3,112 | $1,152,098 |
| Q1 2026 | ARK Invest | Buy | 275 | 6,399 | $2,368,718 |
| Q1 2026 | Giverny Capital | Buy | 206 | 1,910 | $707,025 |
| Q1 2026 | Arbiter Partners Capital Management | Buy | 149 | 2,000 | $740,340 |
| Q1 2026 | Sequoia Fund | Buy | 48 | 737 | $272,815 |
| Q1 2026 | Gardner Russo & Quinn | Buy | 39 | 3,544 | $1,311,882 |
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.