Follow The Filings

MSFT Microsoft

Information Technology, filed as MICROSOFT CORP (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 19 managers in 2026 Q2, sold by 24

  • 3 Owners
  • #3
  • Max 7.3%
  • Master 1.48%
  • $103M
  • 1 add 2 reduce

In 2026 Q3 David Katz added to Microsoft, while Kentucky Trust and Murphy Pohlad trimmed.

Who owns this now

Largest portfolio weights among holders, up to 7.3% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 7.3%
  2. Kentucky Trust Co. Reduce 4.4%
  3. Murphy Pohlad Reduce 1.9%

Who owns MSFT

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 7.3%, was 5.2% Add +0.1% 173,012 $89M History
Kentucky Trust Co., Kentucky Trust 4.4% Reduce −5.5% 17,249 $8.8M History
Murphy Pohlad, Murphy Pohlad Asset Management 1.9% Reduce −2.6% 10,862 $5.6M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MSFT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MSFT insider trades
  • $2M bought by 1 insider
  • $50.4M sold by 5 insiders outside a trading plan
  • $68.1M sold by 2 insiders under 10b5-1 plans
  1. Amy Hood CFO
    Planned sale
    $4M 7,305 shares at $545.42 1.3% of stake
    Traded Oct 13 Filed Oct 14
    ↗
  2. Amy Hood CFO
    Planned sale
    $20.8M 41,674 shares at $498.27 7.2% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  3. Satya Nadella CEO
    Planned sale
    $43.4M 86,525 shares at $501.46 15% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  4. Judson Althoff CEO
    Sale
    $4.9M 10,000 shares at $487.89 9.1% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  5. Takeshi Numoto EVP, Chief Marketing Officer
    Sale
    $2.4M 4,810 shares at $496.48 10% of stake
    Traded Aug 4 Filed Aug 5
    ↗
  6. Takeshi Numoto EVP, Chief Marketing Officer
    Sale
    $1.8M 4,500 shares at $402.84 8.7% of stake
    Traded Jun 10 Filed Jun 12
    ↗
  7. Takeshi Numoto EVP, Chief Marketing Officer
    Sale
    $1M 2,500 shares at $412.45 4.6% of stake
    Traded Jun 8 Filed Jun 10
    ↗
  8. Judson Althoff CEO
    Sale
    $7.1M 15,500 shares at $460.99 12% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  9. Amy Coleman EVP, Chief Human Resources Off
    Sale
    $519K 1,262 shares at $411.34 2.7% of stake
    Traded May 14 Filed May 18
    ↗
  10. Kathleen T Hogan EVP, Strategy
    Sale
    $5M 12,321 shares at $409.52 8.2% of stake
    Traded Mar 6 Filed Mar 9
    ↗
  11. John W Stanton Director
    Buy
    $2M 5,000 shares at $397.35 +6.3% to stake
    Traded Feb 18 Filed Feb 18
    ↗
  12. Bradford L Smith Vice Chair and President
    Buy
    $1.5M 3,842 shares at $377.47 +0.9% to stake
    Traded Apr 23, 2025 Filed Dec 12, 2025
    ↗
  13. Bradford L Smith Vice Chair and President
    Sale
    $1.7M 3,842 shares at $438.44 0.8% of stake
    Traded Apr 30, 2025–May 5, 2025 Filed Dec 12, 2025
    ↗
  14. Takeshi Numoto EVP, Chief Marketing Officer
    Sale
    $1.4M 2,850 shares at $478.72 4.9% of stake
    Traded Dec 4, 2025 Filed Dec 5, 2025
    ↗
  15. Judson Althoff CEO
    Sale
    $6.3M 12,750 shares at $491.52 9% of stake
    Traded Dec 2, 2025 Filed Dec 3, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 32 share withholdings for taxes, 27 stock grants, and 5 gifts.

Congress

55 members of Congress traded MSFT in the last three years: 142 buys and 153 sales. 71 members listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 30 filed Oct 12
  2. Maria Elvira Salazar R-FL-27 Partial sale $1K–$15K Sep 24 filed Oct 7
  3. Michael A. Rulli R-OH-6 Partial sale $1K–$15K Sep 28 filed Oct 2
  4. Cleo Fields D-LA-6 Buy $1K–$15K Sep 10 filed Oct 1
  5. Cleo Fields D-LA-6 Buy $1K–$15K Sep 10 filed Oct 1
  6. Josh Gottheimer D-NJ-5Joint SellOption $500K–$1M Aug 14 filed Sep 14

SEC filings

Recent issuer filings from EDGAR, 3 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.