🔓
Sign in as a Member to unlock the full view of MSFT. · Full hedge fund list, every line-item carveout, cabinet conflicts, and politicians-trading detail.
Become a Member$24.50/mo already a Member? Sign in →
MSFT

Microsoft Corporation

Sector: technologySoftware - InfrastructureNASDAQMarket Cap: $2.95T

Microsoft is a diversified global technology giant whose cloud, AI, and enterprise software businesses face rising exposure to antitrust, AI regulation, cybersecurity mandates, and federal procurement policy.

Next filing → your inbox
Govt Dependence
25/100
Regulatory Density
62/100
Lobbying Intensity
78/100
Political Signal
MEDIUM

BusinessWhat MSFT does

Microsoft develops software (Windows, Office/Microsoft 365), cloud infrastructure (Azure), gaming (Xbox), LinkedIn, and enterprise services. Primary revenue streams are cloud/Azure, productivity software subscriptions, and licensing, with growing AI monetization via OpenAI partnership and Copilot.

12 months past · 3 months futureMSFT activity timeline

$558$450$342 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $542.07 hi $352.83 lo $492.50 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 48 Gilbert Ray Cisneros (D) · Purchase · 2026-08-18Gilbert Ray Cisneros (D) · Purchase · 2026-07-17David J. Taylor (R) · Sale (Full) · 2026-08-25David J. Taylor (R) · Sale · 2026-08-26Gilbert Ray Cisneros (D) · Purchase · 2026-07-16Ro Khanna (D) · Purchase · 2026-08-07Kevin Hern (R) · Sale · 2026-08-21Kevin Hern (R) · Sale (Partial) · 2026-08-20David J. Taylor (R) · Sale (Full) · 2026-08-10David J. Taylor (R) · Sale · 2026-08-11Michael A. Rulli (R) · Sale · 2026-02-20Michael A. Rulli (R) · Sale · 2026-06-25Michael A. Rulli (R) · Purchase · 2026-02-05David J. Taylor (R) · Purchase · 2026-07-24Tommy Tuberville (R) · Sale · 2025-10-07Shelley Moore Capito (R) · Sale · 2026-07-21Jared Moskowitz (D) · Purchase · 2026-06-17Thomas H. Kean (R) · Sale · 2026-06-02Gilbert Ray Cisneros (D) · Sale · 2026-06-16Cleo Fields (D) · Purchase · 2026-06-11Jonathan L. Jackson (D) · Sale · 2026-05-12Matt Van Epps (R) · Sale · 2026-06-16Gilbert Ray Cisneros (D) · Purchase · 2026-05-15Josh Gottheimer (D) · Sale · 2026-05-19Josh Gottheimer (D) · Sale · 2026-05-19 Pershing Square Capital · OPENED $2092970M · 2026-03-31Tiger Global Management · - $925425M · 2026-03-31Two Sigma Investments · + $511144M · 2026-03-31Baupost Group · holds $190271M · 2026-03-31Soros Fund Management · - $78463M · 2026-03-31Appaloosa Management · - $33315M · 2026-03-31Citadel Advisors · + $6945M · 2025-09-30Citadel Advisors · - $6049M · 2025-12-31Renaissance Technologies · - $3518M · 2026-03-31Tiger Global Management · holds $3393M · 2025-09-30Millennium Management · holds $3183M · 2025-09-30Tiger Global Management · - $2649M · 2025-12-31Millennium Management · - $2060M · 2025-12-31 HR.1588 · reported · 2026-02-04 MARKUP · House Judiciary Subcommittee on Administrative State, Regula · 2026-09-14MARKUP · Senate Judiciary · 2026-09-15MARKUP · House Financial Services · 2026-09-15MARKUP · House Science, Space, and Technology · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Energy · 2026-09-15MARKUP · House Judiciary Subcommittee on Crime and Federal Government · 2026-09-15MARKUP · House Judiciary Subcommittee on Immigration Integrity, Secur · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Health · 2026-09-15MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-09-15MARKUP · House Small Business Subcommittee on Innovation, Entrepreneu · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · House Financial Services · 2026-09-16MARKUP · House Science, Space, and Technology Subcommittee on Investi · 2026-09-16MARKUP · House Homeland Security · 2026-09-16MARKUP · Senate Commerce, Science, and Transportation · 2026-09-16MARKUP · House Education and Workforce Subcommittee on Higher Educati · 2026-09-16MARKUP · Senate Judiciary · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Banking, Housing, and Urban Affairs · 2026-09-17MARKUP · Senate Judiciary · 2026-09-17MARKUP · Senate Commerce, Science, and Transportation · 2026-09-17MARKUP · House Financial Services Subcommittee on Financial Instituti · 2026-09-18
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 25 congressional trades shown · 0 insider buys · 13 13F filings · 1 past bill actions · 23 upcoming markups

Executive Branch ConflictsMSFT held by Trump-administration officials

Lifetime Government AwardsMSFT federal contracts by year

$2.70B
total awarded · 2002–2020
1000
contracts on file
2017
peak year ($793M)
$793M $397M 2002: $1K across 1 contract $1K 2002 2004: $73M across 2 contracts $73M 2004 2 contracts 2005: $6M across 4 contracts $6M 2005 4 contracts 2006: $14M across 6 contracts $14M 2006 6 contracts 2007: $5M across 3 contracts $5M 2007 3 contracts 2008: $20M across 14 contracts $20M 2008 14 contracts 2009: $47M across 22 contracts $47M 2009 22 contracts 2010: $36M across 35 contracts $36M 2010 35 contracts 2011: $95M across 53 contracts $95M 2011 53 contracts 2012: $98M across 91 contracts $98M 2012 91 contracts 2013: $178M across 92 contracts $178M 2013 92 contracts 2014: $118M across 76 contracts $118M 2014 76 contracts 2015: $87M across 82 contracts $87M 2015 82 contracts 2016: $110M across 94 contracts $110M 2016 94 contracts 2017: $793M across 147 contracts (peak year) $793M 2017 147 contracts 2018: $646M across 144 contracts $646M 2018 144 contracts 2019: $324M across 117 contracts $324M 2019 117 contracts 2020: $47M across 17 contracts $47M 2020 17 contracts
Top contracts by award amount
$160.7M Department of Defense 2017-09-29 IGF::OT::IGF - METSS FOR USMC
$148.0M Department of Defense 2017-09-20 IGF::OT::IGF LABOR
$101.5M Department of Defense 2018-06-07 SE31&SE34 MCS LABOR
$80.5M Department of Defense 2019-06-28 MICROSOFT CONSULTING SERVICES - LABOR
$79.1M Department of Defense 2018-09-28 MICROSOFT CONSULTING SERVICE LABOR
19 years · 1000 contracts

Smart Money · 13F HoldingsHedge funds holding MSFT

$3.85T
Total MSFT held by tracked 13F funds
13
Funds with MSFT positions
+1
Funds opened this quarter
Pershing Square Capital $2092.97B opened 30 overlap 2026-03-31
Tiger Global Management $925.42B -54% 30 overlap 2026-03-31
Two Sigma Investments $511.14B +157% 30 overlap 2026-03-31
Baupost Group $190.27B holds 30 overlap 2026-03-31
Soros Fund Management $78.46B -19% 30 overlap 2026-03-31
Appaloosa Management $33.32B -82% 30 overlap 2026-03-31
Citadel Advisors $6.05B -7% 53 overlap 2025-12-31
Renaissance Technologies $3.52B -99% 30 overlap 2026-03-31
5 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading MSFTMembers of Congress with recent MSFT positions

46 politicians traded MSFT across 369 disclosed transactions totaling $60.3M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just MSFT). 0-30 LOW · 30-60 MID · 60+ HIGH.
31 more politicians active in MSFT · full table in member dashboard

Congressional TradesWho in Congress is trading MSFT

2026-08-18 Gilbert Ray Cisneros D-California · house Purchase $15,001 - $50,000
2026-07-17 Gilbert Ray Cisneros D-California · house Purchase $15,001 - $50,000
2026-08-25 David J. Taylor R-Ohio · house Sale (Full) $1,001 - $15,000
2026-08-26 David J. Taylor R-Ohio · house Sale $1,001 - $15,000
2026-07-16 Gilbert Ray Cisneros D-California · house Purchase $15,001 - $50,000
2026-08-07 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-08-21 Kevin Hern R-Oklahoma · house Sale $15,001 - $50,000
2026-08-20 Kevin Hern R-Oklahoma · house Sale (Partial) $15,001 - $50,000
2026-08-10 David J. Taylor R-Ohio · house Sale (Full) $15,001 - $50,000
2026-08-11 David J. Taylor R-Ohio · house Sale $15,001 - $50,000
2024-08-20 Tracey Mann R-Kansas · house Purchase $1,001 - $15,000
2024-09-09 Tracey Mann R-Kansas · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-09-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting MSFTLive legislation impacting this stock

Political ProfileWhere MSFT sits in Washington

bipartisan

Microsoft moves modestly on antitrust, AI regulation, and federal cloud contract news, but its scale and diversification blunt single-policy sensitivity relative to more concentrated peers.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • antitrust/cloud market scrutiny
  • AI/biometric regulation
  • data privacy mandates
  • EU/global regulatory spillover
  • cybersecurity compliance costs

Regulatory opportunities

  • federal cloud/AI procurement expansion
  • R&D tax incentives
  • government IT modernization grants
  • foreign-AI procurement bans favoring domestic vendors

LobbyingWho's hired to advocate for MSFT

Information Technology Industry Council (ITI)BSA The Software AllianceChamber of CommerceTechNet
Member intelligence layer

Live signals + predictions for MSFT — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Become a Founder · $24.50/mo Locked rate forever · cancel anytime

Frequently AskedAbout MSFT & political exposure

Does Microsoft Corporation (MSFT) hold federal contracts?
Yes. Microsoft Corporation has 1536 federal contract awards totaling $5,117,427,241, primarily from agencies including Agency for International Development, Commodity Futures Trading Commission, Corporation for National and Community Service. See full contract list and amounts on this page.
Which Trump cabinet officials own MSFT stock?
6 Trump cabinet members or senior White House staff have disclosed holdings in MSFT on their OGE 278 financial disclosures, including Donald J. Trump, Doug Burgum, Jamieson Greer. See the Cabinet Conflicts panel for details.
Has Congress traded MSFT stock?
2145 congressional trades by 133 unique members of Congress, most recently on 2026-08-26. See the Congressional Trading panel for politician-by-politician breakdown.
What is MSFT political risk profile?
Government dependence: 25/100. Lobbying intensity: 78/100. Political signal: medium. Donor party split: bipartisan.
How does GovGreed track MSFT political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. MSFT data is updated daily from these official federal sources.