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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Cantillon Capital Management, Parnassus Endeavor Fund, Sequoia Financial Advisors, Torray Fund, and Matrix Advisors Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025FundsmithSell-503,3982,079,971$1,005,915,575
Q4 2025AltaRock PartnersSell-486,9102,082,357$1,007,069,492
Q4 2025Dodge & Cox Stock FundSell-430,4117,441,750$3,598,979,135
Q4 2025Fundsmith Investment ServicesSell-337,084668,549$323,323,667
Q4 2025Jensen Investment ManagementSell-192,6061,326,840$641,686,361
Q4 2025TCI Fund ManagementBuy189,74916,781,953$8,116,088,110
Q4 2025Parnassus Endeavor FundSell-184,9304,505,495$2,178,947,492
Q4 2025Third PointSell-175,000925,000$447,348,500
Q4 2025Meritage GroupBuy137,6131,262,311$610,478,846
Q4 2025Sequoia Financial AdvisorsBuy82,439852,389$412,232,008
Q4 2025Yacktman Asset ManagementSell-64,193963,825$466,125,047
Q4 2025Egerton Capital UKSell-62,1321,748,656$845,685,015
Q4 2025Eagle Capital ManagementSell-60,4723,893,229$1,882,843,413
Q4 2025Joho CapitalSell-49,400359,300$173,764,666
Q4 2025AKO CapitalSell-48,2811,020,715$493,638
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 2025First Eagle U.S. ValueBuy11,748557,601$269,667,189
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 2025Torray FundSell-1,57033,960$16,423,911
Q4 2025Olstein Capital ManagementBuy90010,000$4,836
Q4 2025Hillman Value FundSell-88510,585$5,119,118
Q4 2025Matrix Advisors Value FundBuy787142,717$69,020,618

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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