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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Advisors Asset Management, Inc., Ensign Peak Advisors, Inc, Storebrand Asset Management As, and Op Asset Management Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Elm Partners Management Llc | Buy | +36 | +0.7% | 5,331 | $2.58M | Q4 2025 | Oct 07, 2026 |
| Op Asset Management Ltd | Buy | +79,569 | +9.3% | 933,141 | $451.29M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +2,393 | — | 2,393 | $1.16M | Q4 2025 | Aug 28, 2026 |
| Vela Investment Management, Llc | Buy | +7,268 | — | 7,268 | $3.52M | Q4 2025 | Aug 27, 2026 |
| Boston Research & Management Inc | Sell | -2,362 | -5.7% | 39,185 | $18.95M | Q4 2025 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | Sell | -285,306 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +31,251 | +13.2% | 267,231 | $129.24M | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Buy | +6,928 | +34.7% | 26,906 | $13.01K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -183,027 | -2.6% | 6,788,744 | $3.28B | Q4 2025 | Aug 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +52,205 | — | 52,205 | $25.25M | Q4 2025 | Aug 11, 2026 |
| Algert Global Llc | Buy | +12,425 | +17.4% | 83,689 | $40.47M | Q4 2025 | Aug 11, 2026 |
| Capitalatwork S.A. | Buy | +14,230 | +16.6% | 100,056 | $48.39M | Q4 2025 | Aug 07, 2026 |
| Pegasus Asset Management, Inc. | Buy | +96 | +0.3% | 36,344 | $17.58M | Q4 2025 | Aug 06, 2026 |
| Vawter Financial, Ltd. | Sell | -58 | -6.0% | 902 | $436.23K | Q4 2025 | Aug 04, 2026 |
| Invesco Ltd. | Buy | +60,484,060 | — | 60,484,060 | $29.25B | Q4 2025 | Jul 15, 2026 |
| Robinswood Financial Llc | Sell | -837 | -6.7% | 11,581 | $5.60M | Q4 2025 | Jul 14, 2026 |
| Verus Capital Partners, Llc | Buy | +429 | +0.3% | 166,402 | $80.48M | Q4 2025 | Jul 09, 2026 |
| Kerr Financial Planning Corp | Sell | -27 | -1.2% | 2,189 | $871.78K | Q4 2025 | Jul 01, 2026 |
| Vilga Financial Planning Llc | Buy | +5,526 | — | 5,526 | $2.67M | Q4 2025 | Jun 22, 2026 |
| Dala Group, Llc | Buy | +3,197 | — | 3,197 | $1.55M | Q4 2025 | Jun 18, 2026 |
| Southern Financial Group, Llc | Buy | +1,582 | — | 1,582 | $765.10K | Q4 2025 | Jun 18, 2026 |
| Bannerstone Capital Management, Llc | Buy | +7,129 | — | 7,129 | $3.45M | Q4 2025 | May 28, 2026 |
| Sima Wealth Partners, Llc | Sell | -57 | -41.6% | 80 | $38.81K | Q4 2025 | May 28, 2026 |
| Cedrus Wealth Group Llc | Buy | +3,207 | — | 3,207 | $1.55M | Q4 2025 | May 27, 2026 |
| Flatrock Wealth Partners Llc | Buy | +8,612 | — | 8,612 | $3.19M | Q4 2025 | May 26, 2026 |
| Storebrand Asset Management As | Sell | -83,699 | -1.8% | 4,492,730 | $2.17B | Q4 2025 | May 20, 2026 |
| Pathway Wealth Management Llc | Buy | +6,365 | — | 6,365 | $3.08M | Q4 2025 | May 20, 2026 |
| Cadia Private Client Llc | Buy | +2,617 | — | 2,617 | $1.27M | Q4 2025 | May 20, 2026 |
| Alamar Capital Management, Llc | Buy | +1,596 | — | 1,596 | $771.67K | Q4 2025 | May 20, 2026 |
| Norris Financial Group, Llc | Buy | +263 | +6.8% | 4,117 | $1.99M | Q4 2025 | May 20, 2026 |
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.
Related MSFT Institutional Insights
- MSFT Overview
- MSFT 13F Institutional Holders
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- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
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- MSFT Insider Trading & SEC Form 4 Activity
- MSFT Articles
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