MICROSOFT (MSFT) — Institutional Holders & Hedge Fund Ownership
MICROSOFT (MSFT) institutional ownership: 59 hedge funds and institutional investors, holding 54.5M shares ($20.19B), as of Q1 2026, per SEC Form 13F-HR filings.
Held across hedge funds, family offices, and large institutional portfolios, MICROSOFT (MSFT)'s reported 13F ownership offers a quarterly read on professional buyer / seller positioning in MSFT. These filings are aggregated to surface top holders, quarterly buyers and sellers, position changes, and peer-fund overlap.
The top MSFT shareholders by portfolio weight are Meritage Group (17.75%), AltaRock Partners (16.75%), and Voyager Global Management (16.68%). In Q1 2026, Pershing Square made the largest position increase (+15.26%).
Top 10 Institutional Holders of MICROSOFT (MSFT) — Q1 2026
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Meritage Group | 1,270,530 | $470.3M | 17.75% |
| 2 | AltaRock Partners | 1,867,537 | $691.3M | 16.75% |
| 3 | Voyager Global Management | 1,325,000 | $490.5M | 16.68% |
| 4 | Pershing Square | 5,654,078 | $2.09B | 15.26% |
| 5 | Triple Frond Partners | 352,504 | $130.5M | 13.55% |
| 6 | Cryder | 478,708 | $177.2M | 11.57% |
| 7 | Vulcan Value Partners | 1,108,991 | $410.5M | 10.88% |
| 8 | Harvard Management Company | 513,065 | $189.9M | 10.46% |
| 9 | Soroban Capital | 3,584,691 | $1.33B | 9.49% |
| 10 | Georgetown University | 55,867 | $20.7M | 9.36% |
- 59Hedge funds holding
- 54,530,777Shares held (disclosed)
- $20.19B13F market value
- 3.12%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of MSFT. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold MSFT. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Pershing Square+15.26% · +5,654,078 shares
- Georgetown University+8.58% · +51,794 shares
- Voyager Global Management+2.19% · +300,000 shares
Top sellers
- BlueSpruce-17.16% · -1,463,321 shares
- TCI Fund Management-12.89% · -14,053,541 shares
- Agave Capital Management-11.82% · -146,000 shares
Options Activity
- Total calls60,000,000 (+59,918,000)
Ownership Statistics
- Funds holding
- 59
- Median weight
- 3.12%
- Largest holder
- Meritage Group · 17.75%
- Smallest holder
- Pzena Investment Management · 0.00%
- Shares held
- 54,530,777 (-28,768,802)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding MSFT in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Meritage Group | 1,270,530 | $470.3M | 17.75% |
| 2 | AltaRock Partners | 1,867,537 | $691.3M | 16.75% |
| 3 | Voyager Global Management | 1,325,000 | $490.5M | 16.68% |
| 4 | Pershing Square | 5,654,078 | $2.09B | 15.26% |
| 5 | Triple Frond Partners | 352,504 | $130.5M | 13.55% |
| 6 | Cryder | 478,708 | $177.2M | 11.57% |
| 7 | Vulcan Value Partners | 1,108,991 | $410.5M | 10.88% |
| 8 | Harvard Management Company | 513,065 | $189.9M | 10.46% |
| 9 | Soroban Capital | 3,584,691 | $1.33B | 9.49% |
| 10 | Georgetown University | 55,867 | $20.7M | 9.36% |
| 11 | Altimeter | 1,183,632 | $438.1M | 7.69% |
| 12 | Mairs & Power | 1,942,391 | $719.0M | 7.35% |
| 13 | Polen Capital Management | 2,845,888 | $1.05B | 7.29% |
| 14 | Avala Global | 399,180 | $147.8M | 7.10% |
| 15 | Two Creeks | 158,604 | $58.7M | 6.20% |
| 16 | Fundsmith | 2,079,737 | $769.9M | 6.00% |
| 17 | Matrix Asset Advisors | 171,359 | $63.4M | 5.82% |
| 18 | Wedgewood Partners | 73,919 | $27.4M | 5.65% |
| 19 | AKO Capital | 735,214 | $272.2M | 5.33% |
| 20 | Locust Wood | 521,945 | $193.2M | 5.30% |
| 21 | Yacktman Asset Management | 992,916 | $367.5M | 4.90% |
| 22 | Senator | 267,500 | $99.0M | 4.55% |
| 23 | Weitz Investment Management | 169,450 | $62.7M | 4.38% |
| 24 | Torray Investment Partners | 77,732 | $28.8M | 4.22% |
| 25 | Tiger Global | 2,500,000 | $925.4M | 4.05% |
| 26 | Greenbrier | 118,838 | $44.0M | 3.39% |
| 27 | UTIMCO - The University of Texas | 62,628 | $23.2M | 3.37% |
| 28 | Estuary Capital Management | 54,248 | $20.1M | 3.36% |
| 29 | Coatue Management | 2,480,017 | $918.0M | 3.16% |
| 30 | Maverick Capital | 725,649 | $268.6M | 3.12% |
| 31 | Kensico | 403,400 | $149.3M | 3.05% |
| 32 | Hillman Capital Management | 10,828 | $4.0M | 2.78% |
| 33 | Cantillon Capital Management | 1,112,265 | $411.7M | 2.74% |
| 34 | Newlands Management Operations | 1,050,322 | $388.8M | 2.52% |
| 35 | RV Capital | 25,220 | $9.4M | 2.46% |
| 36 | Dodge & Cox | 11,959,935 | $4.43B | 2.43% |
| 37 | TCI Fund Management | 2,728,412 | $1.01B | 2.24% |
| 38 | Corvex Management | 131,661 | $48.7M | 1.94% |
| 39 | H&H International Investment | 1,016,000 | $376.1M | 1.88% |
| 40 | Markel Group | 537,630 | $199.0M | 1.67% |
| 41 | Vanderbilt University | 22,164 | $8.2M | 1.56% |
| 42 | Olstein Capital Management | 16,700 | $6.2M | 1.35% |
| 43 | FengHe Fund Management | 26,200 | $9.7M | 1.34% |
| 44 | BlueSpruce | 19,344 | $7.2M | 1.13% |
| 45 | First Eagle Investment Management | 1,325,098 | $490.5M | 0.65% |
| 46 | Appaloosa | 90,000 | $33.3M | 0.56% |
| 47 | Ariel Investments | 124,384 | $46.0M | 0.26% |
| 48 | Whale Rock | 53,850 | $19.9M | 0.26% |
| 49 | Kahn Brothers Group | 2,092 | $774.4K | 0.14% |
| 50 | Davis Selected Advisers | 78,489 | $29.1M | 0.13% |
See MICROSOFT CORP (MSFT) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track MSFT Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for MICROSOFT CORP (MSFT). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to MSFT on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in MSFT?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Meritage Group , AltaRock Partners , and Voyager Global Management as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the MSFT ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this MSFT data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds MSFT stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for MSFT as of each filing date.