Stocklore

Microsoft Corporation (MSFT)

Software · US stock

What changed in recent filings

  • Revenue +18% YoYQuarter ended Jun 30, 2026
  • Institutions — 11 new · 4 added · 8 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Microsoft Corporation

How many of the institutions we track reported holding this stock, quarter by quarter.

max 24
2019 Q1 · 152019 Q2 · 142019 Q3 · 132019 Q4 · 122020 Q1 · 142020 Q2 · 142020 Q3 · 152020 Q4 · 172021 Q1 · 162021 Q2 · 152021 Q3 · 152021 Q4 · 152022 Q1 · 152022 Q2 · 162022 Q3 · 162022 Q4 · 142023 Q1 · 162023 Q2 · 172023 Q3 · 182023 Q4 · 162024 Q1 · 162024 Q2 · 152024 Q3 · 162024 Q4 · 172025 Q1 · 152025 Q2 · 162025 Q3 · 162025 Q4 · 162026 Q1 · 152026 Q2 · 24
19 Q122 Q326 Q2

2019 Q1: 15 → 2026 Q2: 24 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Microsoft Corporation

Institutions we track that reported holding this stock in their most recent 13F.

  • Tudor Investment Corp0.87% of portfolio · held as of 2019 Q1 or earlier
  • ARK Invest0.01% of portfolio · held as of 2019 Q1 or earlier
  • Tiger Global Management3.53% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox2.51% of portfolio · held as of 2019 Q1 or earlier
  • Maverick Capital2.74% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.92% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates1.09% of portfolio · since 2020 Q4
  • Coatue Management2.25% of portfolio · since 2021 Q3
  • Moore Capital Management0.24% of portfolio · since 2023 Q1
  • Temasek Holdings (Singapore)2.65% of portfolio · since 2023 Q3
  • Point72 Asset Management0.01% of portfolio · since 2024 Q3
  • Soros Fund Management0.87% of portfolio · since 2025 Q2
  • Viking Global Investors1.55% of portfolio · since 2025 Q3
  • Generation Investment Management11.29% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)3.67% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)3.21% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.42% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partners0.59% of portfolio · held as of 2026 Q2 or earlier
  • Fundsmith4.36% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors2.43% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management1.81% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management1.58% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)0.03% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Managementunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A leader in enterprise software and infrastructure centered on Windows, Office, and Azure cloud, driving an AI shift on the back of its OpenAI investment. Stable subscription/cloud cash flow and enterprise customer lock-in are strengths. But the durability of Azure growth and the huge capital spending on AI infrastructure (data centers) are cited as cautions.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Microsoft Corporation is classified under the Software sector. See peers below.

Microsoft Corporation key financials

Based on SEC filings · as of Jun 30, 2026

30.2%
0.09x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Microsoft Corporation vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
17.8%vs benchmark 21.1%↓ below
Operating margin
45.1%vs benchmark 4.9%↑ above
Net margin
40.3%vs benchmark 10.1%↑ above
ROE
30.2%vs benchmark 4.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

MSFT revenue by segment summary

SEC 10-K · segment totals cross-checked against total revenue

2026-06-30 revenue was $331.8B, +17.8% YoY.

The largest segment is Productivity And Business Processes, 42.2% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Intelligent Cloud segment (about 63% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Microsoft Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
8.38%
VUGVANGUARD GROWTH INDEX FUND
7.61%
QQQMInvesco NASDAQ 100 ETF
5.30%
DIA
5.26%
QQQInvesco QQQ Trust, Series 1
4.35%
SPY
4.30%
VOOVANGUARD 500 INDEX FUND
4.30%
IVViShares Core S&P 500 ETF
4.29%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
3.83%
ITOTiShares Core S&P Total U.S. Stock Market ETF
3.79%
JEPIJPMorgan Equity Premium Income ETF
1.28%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

MSFT on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full MSFT analysis →

Peers · Software

MSFT FAQ

What is Microsoft Corporation (MSFT)?

A leader in enterprise software and infrastructure centered on Windows, Office, and Azure cloud, driving an AI shift on the back of its OpenAI investment. Stable subscription/cloud cash flow and enterprise customer lock-in are strengths. But the durability of Azure growth and the huge capital spending on AI infrastructure (data centers) are cited as cautions.

What sector is Microsoft Corporation in?

Microsoft Corporation is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Microsoft Corporation's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 17.8%, Operating margin 45.1%, Net margin 40.3%, ROE 30.2%, Debt-to-equity 0.09x. Definitions and interpretation are available on Stocklore.

What are Microsoft Corporation's main revenue segments?

The largest segment is Productivity And Business Processes, about 42.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Microsoft Corporation (MSFT) stock?

On Stocklore you can see MSFT's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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