MSFT 13F holders: the hedge funds that own, bought and sold Microsoft Corp in Q2 2026
Funds holding Microsoft Corp (MSFT) at 5% or more of their reported 13F portfolio, and the largest moves in reported value for 2026-06-30. Straight from SEC EDGAR, with no price data involved.
Funds with a high-conviction position
Only positions worth 5% or more of the fund's reported 13F portfolio, largest first
| Fund | % of fund | Filed |
|---|---|---|
| Pershing Square | 15.26% | 2026-05-15 |
| Wedgewood Partners | 6.89% | 2026-08-14 |
| Polen Capital | 6.74% | 2026-08-04 |
Biggest adds and trims
By reported position value, largest first. Capped upstream at 10 on each side, so 10 means “10 or more”
| Adding | Value | % of fund | Trimming | Value | % of fund |
|---|---|---|---|---|---|
| Dodge & Cox | $4.79 bn | 2.51% | D. E. Shaw | $1.33 bn | 0.82% |
| Pershing Square new | $2.09 bn | 15.26% | Baillie Gifford | $1.01 bn | 0.92% |
| Millennium Management | $1.58 bn | 1.07% | Tiger Global | $846 m | 3.53% |
| Citadel Advisors | $1.41 bn | 0.81% | Polen Capital | $783 m | 6.74% |
| Coatue Management | $1.10 bn | 2.25% | Viking Global | $544 m | 1.55% |
| First Eagle Investment | $724 m | 1.19% | Sands Capital | $488 m | 1.81% |
| Two Sigma Investments | $682 m | 0.51% | Bridgewater Associates | $266 m | 1.09% |
| Tudor Investment | $624 m | 2.58% | Soros Fund Management | $71 m | 0.93% |
| Altimeter Capital | $473 m | 4.81% | Appaloosa | $0 | 0.00% |
| Farallon Capital new | $415 m | 2.43% | TCI Fund Management | $0 | 0.00% |
MSFT institutional ownership: what the Q2 2026 13F filings show
3 of the 59 funds tracked here hold Microsoft Corp (MSFT) at 5% or more of their reported 13F portfolio. The largest weighting belongs to Pershing Square (15.26%), followed by Wedgewood Partners (6.89%) and Polen Capital (6.74%). A 5% position is a deliberate one: at that size MSFT is among the handful of names that decide how the fund's quarter goes.
On the buying side, 10 or more tracked funds increased their MSFT position in Q2 2026. Ranked by the size of the position they now report, the list is led by Dodge & Cox ($4.79 bn), Pershing Square ($2.09 bn) and Millennium Management ($1.58 bn). Pershing Square and Farallon Capital reported it as new positions, with no MSFT in the previous filing. On the selling side, 10 or more funds cut their position, led by D. E. Shaw ($1.33 bn), Baillie Gifford ($1.01 bn) and Tiger Global ($846 m). Appaloosa and TCI Fund Management sold out of MSFT entirely. The dollar figures are the positions as reported at quarter end, not the amounts bought or sold — a 13F gives share counts on two dates, not the trades in between. Each list stops at 10 funds, so a count of 10 means 10 or more.
Among the funds with a page of their own on this site, Polen Capital (6.74%), Altimeter Capital (4.81%) and Marshall Wace (1.05%) report MSFT as one of their ten largest positions; the percentage is the share of that fund's reported portfolio. Each fund's page shows what else it holds alongside MSFT.
MSFT 13F: questions and answers
Which hedge funds own MSFT?
Among the 59 funds tracked here, those holding MSFT at 5% or more of their portfolio in Q2 2026 are Pershing Square (15.26%), Wedgewood Partners (6.89%) and Polen Capital (6.74%). Funds holding it as a smaller position are not in that list, so this is the high-conviction end of the ownership, not the full shareholder register.
Which funds bought MSFT in Q2 2026?
Dodge & Cox, Pershing Square (new position), Millennium Management, Citadel Advisors, Coatue Management, First Eagle Investment, Two Sigma Investments, Tudor Investment, Altimeter Capital and Farallon Capital (new position) — the list is capped at 10, so there may be more. “Bought” here means the share count in the Q2 2026 filing is higher than in the one before.
Which funds sold MSFT in Q2 2026?
D. E. Shaw, Baillie Gifford, Tiger Global, Polen Capital, Viking Global, Sands Capital, Bridgewater Associates, Soros Fund Management, Appaloosa (sold out) and TCI Fund Management (sold out) — capped at 10, so there may be more. A fund marked as sold out reported no MSFT at all at the end of Q2 2026; the others still hold a reduced position.
How current is this MSFT 13F data?
It reflects positions on 2026-06-30, the end of Q2 2026. Managers have 45 days after quarter end to file, so the holdings shown are always between six weeks and four and a half months old; filings for the quarter ending 2026-09-30 are due by 2026-11-14. The page is rebuilt daily, so a late or amended filing is picked up when it reaches the SEC.
Is this every institution that holds MSFT?
No. It covers the 59 funds tracked on this site, and within those only positions of 5% or more in the holders table and the 10 largest moves on each side. Index funds, pension plans and thousands of other 13F filers hold MSFT too; a fund with a position between 0.5% and 5% of its portfolio appears in the adds and trims only if it changed its share count.
Source: SEC EDGAR, Form 13F-HR and Form 4 — public domain, reproduced as filed. The table above lists only the funds, among the 59 we track, holding this stock at 5% or more of their portfolio. It is neither the total number of institutions holding the stock nor every fund we track that holds it — smaller positions, down to the 0.5% reporting floor, do not appear here. 13F carries up to a 45-day reporting delay and options are excluded. Values are as reported in the filing, not current market value. Insiders are counted, never named. The company name is EDGAR's own spelling.
See the filings for MSFT on SEC EDGAR
This page covers one stock in one quarter. Every fund, every quarter-over-quarter change and every insider purchase live in WhaleSignals.