Who owns MSFT (MSFT)
Which tracked institutional funds hold MSFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MSFT company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MSFT is one-sided between 2025-Q4 and 2026-Q1: 566 added or opened and 4928 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MSFT’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 3.9% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MSFT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 6130 tracked filers holding MSFT, 3435 increased or opened the position and 2736 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MSFT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 184
- VANGUARD CAPITAL MANAGEMENT LLC$178.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$62.0B
- VANGUARD FIDUCIARY TRUST CO$15.8B
- Vanguard Global Advisers, LLC$6.0B
- VANGUARD ASSET MANAGEMENT, Ltd$4.7B
- CIBC Bancorp USA Inc.$3.2B
Full exits 280
- VANGUARD GROUP INC$347.2B
- GATES FOUNDATION TRUST$3.7B
- CIBC Private Wealth Group LLC$3.2B
- TWO SIGMA ADVISERS, LP$1.3B
- CIBC WORLD MARKETS CORP$1.2B
- FORSTA AP-FONDEN$924M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.8B
- JONES FINANCIAL COMPANIES LLLP$1.0B
- T. Rowe Price Investment Management, Inc.$977M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$831M
- DODGE & COX$828M
- NATIXIS$786M
Largest trims
- BlackRock, Inc.$71.7B
- STATE STREET CORP$34.5B
- FMR LLC$26.8B
- JPMORGAN CHASE & CO$25.8B
- Capital International Investors$19.2B
- GEODE CAPITAL MANAGEMENT, LLC$18.5B
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 592,669,972 | $219.4B | 11.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 482,558,086 | $178.6B | 9.1% | 2026-Q1 |
| STATE STREET CORP added | 306,708,289 | $113.5B | 5.8% | 2026-Q1 |
| FMR LLC trimmed | 190,211,367 | $70.4B | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 188,501,918 | $69.6B | 3.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 167,490,848 | $62.0B | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 124,881,288 | $46.2B | 2.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 127,128,999 | $45.6B | 2.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 117,242,934 | $43.4B | 2.2% | 2026-Q1 |
| NORGES BANK trimmed | 100,159,196 | $37.6B | 1.9% | 2026-Q1 |
| Capital Research Global Investors added | 96,093,061 | $35.6B | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 79,696,955 | $29.5B | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 70,765,459 | $26.2B | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 63,832,188 | $23.6B | 1.2% | 2026-Q1 |
| Capital World Investors trimmed | 61,734,339 | $22.8B | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 61,217,966 | $22.7B | 1.1% | 2026-Q1 |
| Invesco Ltd. added | 56,451,992 | $20.9B | 1.1% | 2026-Q1 |
| Capital International Investors trimmed | 54,837,522 | $20.3B | 1.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 52,742,167 | $19.5B | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 52,519,324 | $19.4B | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 51,657,016 | $19.1B | 1.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 50,263,312 | $18.6B | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 44,121,970 | $16.3B | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 42,631,844 | $15.8B | 0.8% | 2026-Q1 |
| Amundi added | 41,675,076 | $15.4B | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 31,797,302 | $15.4B | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 38,405,107 | $14.2B | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 37,062,879 | $13.7B | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 33,333,314 | $12.3B | 0.6% | 2026-Q1 |
| UBS Group AG added | 33,034,656 | $12.2B | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 32,615,124 | $12.1B | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 31,094,882 | $11.5B | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 29,323,744 | $10.9B | 0.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 25,473,981 | $10.7B | 0.5% | 2026-Q1 |
| Fisher Asset Management, LLC added | 25,941,594 | $9.6B | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 24,964,429 | $9.2B | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 24,264,779 | $9.0B | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 23,968,571 | $8.9B | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 23,878,982 | $8.8B | 0.4% | 2026-Q1 |
| California Public Employees Retirement System added | 21,906,086 | $8.1B | 0.4% | 2026-Q1 |
| Swiss National Bank added | 20,721,690 | $7.7B | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 19,158,356 | $7.1B | 0.4% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 17,883,560 | $6.6B | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 17,738,222 | $6.6B | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 17,687,515 | $6.5B | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 16,670,235 | $6.2B | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 16,245,489 | $6.0B | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 16,151,639 | $6.0B | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 15,440,474 | $5.7B | 0.3% | 2026-Q1 |
| Swedbank AB added | 15,139,876 | $5.6B | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 15,016,976 | $5.6B | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 15,016,936 | $5.6B | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 14,999,474 | $5.6B | 0.3% | 2026-Q1 |
| National Pension Service added | 14,917,409 | $5.5B | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 13,647,948 | $5.1B | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 13,520,853 | $4.9B | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 12,999,925 | $4.8B | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 12,842,350 | $4.8B | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 12,753,462 | $4.7B | 0.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 12,744,856 | $4.7B | 0.2% | 2026-Q1 |
| Sanders Capital, LLC added | 12,393,692 | $4.6B | 0.2% | 2026-Q1 |
| DODGE & COX added | 11,959,935 | $4.4B | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 11,902,573 | $4.4B | 0.2% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 11,816,820 | $4.4B | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,645,986 | $4.3B | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 11,385,383 | $4.2B | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 11,164,853 | $4.1B | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 10,715,663 | $4.0B | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 10,712,913 | $4.0B | 0.2% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10,360,148 | $3.8B | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 10,337,597 | $3.8B | 0.2% | 2026-Q1 |
| FIL Ltd added | 9,991,460 | $3.7B | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 10,034,204 | $3.7B | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 9,717,825 | $3.6B | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 9,405,928 | $3.5B | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 9,270,237 | $3.4B | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 9,197,631 | $3.4B | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 9,124,106 | $3.4B | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 8,872,181 | $3.3B | 0.2% | 2026-Q1 |
| TD Asset Management Inc trimmed | 8,755,159 | $3.2B | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 8,748,165 | $3.2B | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 8,645,671 | $3.2B | 0.2% | 2026-Q1 |
| Fayez Sarofim & Co added | 7,698,013 | $2.8B | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 7,565,666 | $2.8B | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale added | 7,567,273 | $2.8B | 0.1% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 7,308,123 | $2.7B | 0.1% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 7,264,560 | $2.7B | 0.1% | 2026-Q1 |
| AVIVA PLC added | 7,131,470 | $2.6B | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 7,000,712 | $2.6B | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 6,950,519 | $2.6B | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 6,921,677 | $2.6B | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 6,887,010 | $2.5B | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 6,797,181 | $2.5B | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 6,689,245 | $2.5B | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 6,663,492 | $2.5B | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 6,631,072 | $2.5B | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 6,575,643 | $2.4B | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 717,911,774 | $347.2B | 17.6% | 2025-Q4 stale |
| GATES FOUNDATION TRUST trimmed | 7,691,207 | $3.7B | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 6,533,586 | $3.2B | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.