Whale Analyzer
Microsoft (MSFT) Institutional Holders and 13F Ownership
Compare 23 tracked holders of Microsoft (MSFT), their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Capital Group is the largest reported holder at $35.34B; the top five funds control 85.5% of reported ownership; institutions were net selling last quarter (8 increased, 12 reduced); the stock trades above the aggregate whale cost basis of $146.73. Top tracked holders include Capital Group, NPS Korea, Dodge & Cox, and PRIMECAP Management.
Continue to the live MSFT dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Group 13F portfolio Capital Research Global Investors holdings | $35.34B | 94.8M | Reduced | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $5.68B | 15.2M | Increased | 2026-06-30 |
| Dodge & Cox 13F portfolio Dodge & Cox holdings | $4.79B | 12.8M | Increased | 2026-06-30 |
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $2.66B | 7.1M | Reduced | 2026-06-30 |
| Bill Ackman 13F portfolio Pershing Square Capital holdings | $2.09B | 5.7M | New | 2026-03-31 |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $1.16B | 3.1M | Reduced | 2026-06-30 |
| Philippe Laffont 13F portfolio Coatue Management holdings | $1.10B | 2.9M | Increased | 2026-06-30 |
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $1.01B | 2.7M | Reduced | 2026-06-30 |
| Altarock Partners 13F portfolio Altarock Partners holdings | $870.8M | 2.3M | Increased | 2026-06-30 |
| Chase Coleman 13F portfolio Tiger Global Management holdings | $845.6M | 2.3M | Reduced | 2026-06-30 |
| Polen Capital 13F portfolio Polen Capital Management holdings | $782.8M | 2.1M | Reduced | 2026-06-30 |
| Terry Smith 13F portfolio Fundsmith Equity Fund holdings | $595.6M | 1.6M | Reduced | 2026-06-30 |
Ownership concentration
Reported ownership of MSFT is highly concentrated across tracked institutions.
- Single largest holder: 59.8% of reported ownership
- Top 5 holders: 85.5%
- Top 10 holders: 93.9%
Whale activity this quarter
Across 23 tracked institutions, 12 reduced, 8 increased, 3 held. Net positioning is net selling.
- Capital Group — Capital Research Global Investors ($35.34B) (▼ 1.4% qoq shares) · avg cost $118.44
- NPS Korea — National Pension Service ($5.68B) (▲ 2.2% qoq shares) · avg cost $211.28
- Dodge & Cox — Dodge & Cox ($4.79B) (▲ 7.3% qoq shares)
- PRIMECAP Management — PRIMECAP Management Company ($2.66B) (▼ 1.7% qoq shares)
- Bill Ackman — Pershing Square Capital ($2.09B) · avg cost $356.77
- Al Gore / David Blood — Generation Investment Management ($1.16B) (▼ 30.3% qoq shares)
- Philippe Laffont — Coatue Management ($1.10B) (▲ 18.4% qoq shares)
- Baillie Gifford — Baillie Gifford & Co ($1.01B) (▼ 30.0% qoq shares)
Whale cost basis vs current price
The aggregate tracked cost basis is $146.73 versus a current price of $495.63, so MSFT trades above its cost basis (+237.8%). Average unrealized P&L across tracked holders: 136%.
Sector positioning — Information Technology
MSFT sits within the Information Technology sector alongside 135 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live MSFT dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on MSFT with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns MSFT stock?
Whale Analyzer tracks 23 public institutional holders of MSFT with a combined reported value of $59.15B. See the holder table above for the largest tracked positions.
Which top funds are buying MSFT?
Tracked institutions were net selling last quarter — 12 reduced, 8 increased, 3 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is MSFT ownership?
The top five tracked holders report 85.5% of aggregate ownership.
Is MSFT above or below the whale cost basis?
The aggregate tracked cost basis is $146.73 versus a current price of $495.63 (+237.8%).
What does 13F ownership mean for MSFT?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive MSFT dashboard to explore them, or read our 13F Alpha Signals Guide.