Main Street Research Boosts Microsoft Stake

Investment firm increases holdings in software giant by 77.6% in Q3

Mar. 14, 2026 at 9:34am

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Main Street Research LLC, an investment management firm, increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 77.6% during the third quarter, according to a recent SEC filing. The firm now owns 168,164 shares of the software giant's stock, making it one of the largest holdings in its portfolio.

Why it matters

Microsoft is one of the most widely held and influential technology companies in the world, so changes in institutional ownership can provide insights into market sentiment and investment trends around the stock.

The details

According to the filing, Main Street Research added 73,462 shares of Microsoft to its portfolio during the third quarter. The firm now holds a total of 168,164 shares, which account for approximately 4.7% of its overall assets under management.

  • Main Street Research filed the 13F report disclosing the increased Microsoft stake on March 14, 2026.
  • The reported changes in ownership occurred during the third quarter of the previous year.

The players

Main Street Research LLC

An investment management firm that oversees a portfolio of stocks, with Microsoft being one of its largest holdings.

Microsoft Corporation

A global technology company headquartered in Redmond, Washington, known for its Windows operating system, Microsoft 365 productivity suite, and other software and cloud computing services.

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The takeaway

The increased stake in Microsoft by Main Street Research reflects the firm's confidence in the software giant's long-term growth potential, as the company continues to be a dominant player in the technology industry.