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 TCI Fund Management, Pershing Square Capital Management, Dodge & Cox Stock Fund, Tiger Global Management, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Joho CapitalSell-147,500408,700$211,686,165
Q3 2025Mairs & Power Growth FundSell-99,2611,905,547$986,977,989
Q3 2025Yacktman Asset ManagementSell-77,2461,028,018$532,461,923
Q3 2025Jensen Investment ManagementSell-50,0831,519,446$786,997,056
Q3 2025Sequoia Financial AdvisorsBuy41,167769,950$398,795,371
Q3 2025Appaloosa ManagementSell-37,500462,500$239,551,875
Q3 2025Egerton Capital UKSell-33,2781,810,788$937,897,645
Q3 2025Vulcan Value PartnersSell-33,0921,185,402$614,016,194
Q3 2025Ariel Appreciation FundSell-19,004194,134$100,551,705
Q3 2025Triple Frond PartnersSell-17,865385,178$199,503
Q3 2025Cantillon Capital ManagementSell-13,8001,252,524$648,744,805
Q3 2025AltaRock PartnersSell-9,3822,569,267$1,330,751,843
Q3 2025Eagle Capital ManagementBuy8,8383,953,701$2,047,819,283
Q3 2025ARK InvestBuy3,5136,124$3,171,926
Q3 2025Wedgewood PartnersBuy2,60379,208$41,025,625
Q3 2025Hillman Value FundSell-1,62511,470$5,940,887
Q3 2025Torray FundSell-1,15135,530$18,402,764
Q3 2025Olstein Capital ManagementSell-9009,100$4,713
Q3 2025First Eagle U.S. ValueBuy875545,853$282,724,349
Q3 2025Gardner Russo & QuinnSell-7353,505$1,815,415
Q3 2025Giverny CapitalSell-6001,703$882,069
Q3 2025Cullen Value FundSell-37488,237$45,648,812
Q3 2025Eagle Capital ManagementSell-30622,151$11,473
Q3 2025Matrix Advisors Value FundSell-205141,930$73,512,767
Q3 2025Muhlenkamp & CoBuy3632,347$16,754,108
Q3 2025Matrix Private Capital GroupBuy112,309$1,195,998
Q3 2025Disciplined Growth InvestorsSell-7672$348,062
Q2 2025Bill & Melinda Gates Foundation TrustSell-2,266,04026,191,207$13,027,768,274
Q2 2025Parnassus Endeavor FundSell-1,207,4045,243,567$2,608,202,661
Q2 2025Dodge & Cox Stock FundSell-738,0938,142,260$4,050,041,547

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.