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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+36+0.7%5,331$2.58MQ4 2025Oct 07, 2026
Op Asset Management LtdBuy+79,569+9.3%933,141$451.29MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+2,393—2,393$1.16MQ4 2025Aug 28, 2026
Vela Investment Management, LlcBuy+7,268—7,268$3.52MQ4 2025Aug 27, 2026
Boston Research & Management IncSell-2,362-5.7%39,185$18.95MQ4 2025Aug 27, 2026
Advisors Asset Management, Inc.Sell-285,306-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+31,251+13.2%267,231$129.24MQ4 2025Aug 26, 2026
Redwood Investment Management, LlcBuy+6,928+34.7%26,906$13.01KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-183,027-2.6%6,788,744$3.28BQ4 2025Aug 18, 2026
Arete Wealth Advisors, LlcBuy+52,205—52,205$25.25MQ4 2025Aug 11, 2026
Algert Global LlcBuy+12,425+17.4%83,689$40.47MQ4 2025Aug 11, 2026
Capitalatwork S.A.Buy+14,230+16.6%100,056$48.39MQ4 2025Aug 07, 2026
Pegasus Asset Management, Inc.Buy+96+0.3%36,344$17.58MQ4 2025Aug 06, 2026
Vawter Financial, Ltd.Sell-58-6.0%902$436.23KQ4 2025Aug 04, 2026
Invesco Ltd.Buy+60,484,060—60,484,060$29.25BQ4 2025Jul 15, 2026
Robinswood Financial LlcSell-837-6.7%11,581$5.60MQ4 2025Jul 14, 2026
Verus Capital Partners, LlcBuy+429+0.3%166,402$80.48MQ4 2025Jul 09, 2026
Kerr Financial Planning CorpSell-27-1.2%2,189$871.78KQ4 2025Jul 01, 2026
Vilga Financial Planning LlcBuy+5,526—5,526$2.67MQ4 2025Jun 22, 2026
Dala Group, LlcBuy+3,197—3,197$1.55MQ4 2025Jun 18, 2026
Southern Financial Group, LlcBuy+1,582—1,582$765.10KQ4 2025Jun 18, 2026
Bannerstone Capital Management, LlcBuy+7,129—7,129$3.45MQ4 2025May 28, 2026
Sima Wealth Partners, LlcSell-57-41.6%80$38.81KQ4 2025May 28, 2026
Cedrus Wealth Group LlcBuy+3,207—3,207$1.55MQ4 2025May 27, 2026
Flatrock Wealth Partners LlcBuy+8,612—8,612$3.19MQ4 2025May 26, 2026
Storebrand Asset Management AsSell-83,699-1.8%4,492,730$2.17BQ4 2025May 20, 2026
Pathway Wealth Management LlcBuy+6,365—6,365$3.08MQ4 2025May 20, 2026
Cadia Private Client LlcBuy+2,617—2,617$1.27MQ4 2025May 20, 2026
Alamar Capital Management, LlcBuy+1,596—1,596$771.67KQ4 2025May 20, 2026
Norris Financial Group, LlcBuy+263+6.8%4,117$1.99MQ4 2025May 20, 2026
Showing 30 of 6,082

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.