Follow-The-Filings

Security · featured owners

MSFT Microsoft Corp.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 58 Owners
  • #3
  • Max 23.3%
  • Master 1.48%
  • $25.3B
  • 6 new 22 add 24 reduce 6 exits

Who owns this now

Largest portfolio weights among featured holders · max 23.3% (Robert Karr - Joho Capital) · not free-float ownership

  1. Robert Karr reduce 23.3%
  2. Altarock Partners add 20.5%
  3. Chris James add 18.4%
  4. Grant Wonders add 17.5%
  5. Bill Ackman new 11.9%
  6. Triple Frond Partners 11.7%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 6.0% Add +29.9% 16,102,026 $6B history
Dodge & Cox 2026 Q2 2.5% Add +7.3% 12,836,229 $4.8B history
Bill Ackman - Pershing Square 2026 Q2 11.9% New 11.9% 6,206,730 $2.3B history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 2.5% Reduce −12.2% 3,147,241 $1.2B history
Philippe Laffont - Coatue Management 2026 Q2 2.3% Add +18.4% 2,936,409 $1.1B history
Altarock Partners 2026 Q2 20.5% Add +25.0% 2,334,482 $871M history
Chase Coleman - Tiger Global Management 2026 Q2 3.5% Reduce −9.3% 2,266,913 $846M history
Polen Capital Management 2026 Q2 6.7% Reduce −26.3% 2,098,613 $783M history
Mairs & Power 2026 Q2 6.7% Add +0.4% 1,950,737 $728M history
First Eagle Investment Management 2026 Q2 1.2% Add +46.4% 1,940,215 $724M history
Grant Wonders - Voyager Global Management 2026 Q2 17.5% Add +28.3% 1,700,000 $634M history
Terry Smith - Fundsmith 2026 Q2 4.4% Reduce −23.2% 1,596,737 $596M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 1.6% Reduce −36.8% 1,458,618 $544M history
Chris James - Meritage Group 2026 Q2 18.4% Add +0.6% 1,278,653 $477M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 4.8% Add +7.1% 1,268,082 $473M history
Farallon Capital Management 2026 Q2 1.9% Reduce −52.5% 1,112,863 $415M history
Don Yacktman - Yacktman Asset Management 2026 Q2 4.7% Add +1.6% 1,009,284 $376M history
Vulcan Value Partners 2026 Q2 11.2% Reduce −11.0% 986,905 $368M history
Lee Ainslie - Maverick Capital 2026 Q2 2.7% Add +14.7% 832,377 $310M history
Duan Yongping - H&H International Investment 2026 Q2 1.5% Reduce −25.8% 754,100 $281M history
Jensen Investment Management 2026 Q2 6.7% Reduce −37.1% 737,144 $275M history
Ako Capital 2026 Q2 5.5% Reduce −14.6% 628,224 $234M history
Thomas Gayner - Markel Group 2026 Q2 1.5% Hold 537,630 $201M history
Triple Frond Partners 2026 Q2 11.7% Hold 352,504 $131M history
Robert Karr - Joho Capital 2026 Q2 23.3% Reduce −6.9% 287,000 $107M history
George Soros - Soros Fund Management 2026 Q2 0.87% Reduce −10.4% 189,971 $71M history
David Katz - Matrix Asset Advisors 2026 Q2 5.2% Add +0.9% 172,878 $64M history
Wallace Weitz - Weitz Investment Management 2026 Q2 4.0% Reduce −9.6% 153,200 $57M history
Corvex Management 2026 Q2 1.5% Hold 131,661 $49M history
Estuary Capital Management 2026 Q2 6.4% Add +85.2% 100,472 $37M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.15% Add +18.5% 92,973 $35M history
David Rolfe - Wedgewood Partners 2026 Q2 6.9% Add +21.1% 89,518 $33M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 3.9% Reduce −93.8% 68,901 $26M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.03% Add +915.4% 68,612 $26M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.04% Reduce −13.6% 63,695 $24M history
Dennis Hong - Shawspring Partners 2026 Q2 7.3% New 7.3% 45,495 $17M history
Torray Investment Partners 2026 Q2 1.8% Reduce −53.5% 36,160 $13M history
Robert Vinall - Rv Capital AG 2026 Q2 3.2% Add +31.2% 33,100 $12M history
Muhlenkamp & Co. 2026 Q2 3.5% Reduce −0.5% 32,776 $12M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 2.2% Add +1.0% 27,758 $10M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 4.8% New 4.8% 25,000 $9M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 3.3% Add +1.8% 18,257 $7M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.5% Reduce −0.5% 11,154 $4M history
Hillman Capital Management 2026 Q2 2.8% Reduce −4.9% 10,296 $4M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.03% Reduce −0.4% 6,894 $3M history
Steven Check - Check Capital Management 2026 Q2 0.06% New 0.06% 6,229 $2M history
Cathie Wood - Ark Investment Management 2026 Q2 0.01% Reduce −3.5% 6,177 $2M history
Rule One Partners 2026 Q2 0.29% New 0.29% 5,500 $2M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.03% Add +111.1% 4,275 $2M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.01% Add +1.1% 3,584 $1M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.27% Hold 2,250 $839K history
Kahn Brothers Group 2026 Q2 0.13% Add +3.6% 2,168 $809K history
Francois Rochon - Giverny Capital 2026 Q2 0.02% Reduce −6.4% 1,787 $667K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% Reduce −0.9% 755 $282K history
Ruane, Cunniff & Goldfarb 2026 Q2 <0.01% Hold 737 $275K history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.03% New 0.03% 641 $239K history
Sarah Ketterer - Causeway Capital Management 2026 Q2 <0.01% Reduce −22.3% 600 $224K history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 <0.01% Hold 374 $140K history
Chris Hohn - Tci Fund Management exited 2026 Q2 last 2026 Q1 2.2% Exit −2.24 pp 2,728,412 $1B history
Senator Investment Group exited 2026 Q2 last 2026 Q1 2.0% Exit −2.04 pp 120,000 $44M history
David Tepper - Appaloosa exited 2026 Q2 last 2026 Q1 0.56% Exit −0.56 pp 90,000 $33M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.42% Exit −0.42 pp 83,000 $31M history
John Rogers - Ariel Investments exited 2026 Q2 last 2026 Q1 0.26% Exit −0.26 pp 62,192 $23M history
Alex Sacerdote - Whale Rock Capital Management exited 2026 Q2 last 2026 Q1 0.26% Exit −0.26 pp 53,850 $20M history

58 current · 6 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 31, 2026 · 7 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period Jun 11, 2026 · 9 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $211.92B $245.12B $281.72B $331.84B
Gross profit $146.05B $171.01B $193.89B $225.46B
Gross margin * 68.9% 69.8% 68.8% 67.9%
Net income $72.36B $88.14B $101.83B $133.75B
Net margin * 34.1% 36.0% 36.1% 40.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $184.26B $159.73B $191.13B $207.71B
Total non-current assets * $227.72B $352.43B $427.87B $550.67B
Total assets $411.98B $512.16B $619B $758.38B
Total current liabilities $104.15B $125.29B $141.22B $168.82B
Total non-current liabilities * $101.6B $118.4B $134.31B $147.16B
Total equity $206.22B $268.48B $343.48B $442.39B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $87.58B $118.55B $136.16B $182.94B
Cash from investing -$22.68B -$96.97B -$72.6B -$139.5B
Cash from financing -$43.94B -$37.76B -$51.7B -$52.55B
Net change in cash $20.77B -$16.39B $11.93B -$9.31B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders