Stocklore

Microsoft Corporation (MSFT)

Software · US stock

What changed in recent filings

  • Revenue +18% YoYQuarter ended Mar 31, 2026
  • Server Products and Cloud Services segment 34% → 39%Dec 31, 2024 → Mar 31, 2026
  • Institutions — 1 new · 2 added · 5 reduced13F · 2026 Q1 · 45-day lag

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

Institutions holding Microsoft Corporation

How many of the institutions we track reported this stock among their largest positions, quarter by quarter.

2019 Q1 · 82019 Q2 · 82019 Q3 · 82019 Q4 · 52020 Q1 · 92020 Q2 · 72020 Q3 · 72020 Q4 · 72021 Q1 · 72021 Q2 · 82021 Q3 · 92021 Q4 · 92022 Q1 · 82022 Q2 · 82022 Q3 · 82022 Q4 · 72023 Q1 · 92023 Q2 · 122023 Q3 · 142023 Q4 · 82024 Q1 · 92024 Q2 · 122024 Q3 · 112024 Q4 · 132025 Q1 · 92025 Q2 · 122025 Q3 · 132025 Q4 · 132026 Q1 · 919 Q122 Q326 Q1max 14

2019 Q1: 8 → 2026 Q1: 9 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

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 · latest quarter (TTM)

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 15 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
17.8%vs benchmark 18.8%↓ below
Operating margin
45.1%vs benchmark 21.1%↑ above
Net margin
40.3%vs benchmark 18.7%↑ above
ROE
30.2%vs benchmark 14.5%↑ 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-Q · segment totals cross-checked against total revenue

2026-03-31 revenue was $82.9B, +18.3% YoY.

The largest segment is Server Products and Cloud Services, 39.3% of revenue — a relatively diversified structure.

Recent revenue growth was led mainly by the Server Products and Cloud Services segment (about 61% of the increase).

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

MSFT segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

24.12월25.3월25.6월25.9월25.12월26.3월
Server Products and Cloud Services 39%Microsoft 365 Commercial Products and Cloud Services 31%Gaming 6%LinkedIn 6%Windows and Devices 5%Other 13%

ETFs holding Microsoft Corporation

Per SEC N-PORT · 2026-03-31 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
10.05%
QQQMInvesco NASDAQ 100 ETF
5.67%
QQQInvesco QQQ Trust, Series 1
5.63%
DIA
5.05%
SPY
4.91%
VOOVANGUARD 500 INDEX FUND
4.91%
IVViShares Core S&P 500 ETF
4.91%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
4.38%
ITOTiShares Core S&P Total U.S. Stock Market ETF
4.34%
JEPIJPMorgan Equity Premium Income ETF
1.28%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

MSFT on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs 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?

Based on the latest quarter (TTM) from 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 Server Products and Cloud Services, about 39.3% 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, 45-day delay), 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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