MSFT

Microsoft Corporation

Technology · $3.78T market cap

Share price

$517.53

close of Oct 3, 2026

Fair value

$327.98

Sticker Price

Payback Price

$131.19

buy price

Overpriced

MSFT is Overpriced: at $517.53 it trades 58% above its fair value of $327.98. Its buy price (Payback Price) is $131.19, 75% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth12.3% a year✓

Equity per share growth14.7% a year✓

Sales growth9.8% a year✗

Free cash flow growth8.9% a year✗

Return on invested capital21.5%✓

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Superinvestors

37 of the investors we track hold MSFT. In Q2 2026, 2 opened a position, 7 added, 10 trimmed and 3 sold out. Who we track

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$4.8B

12,836,229 shares

Bill Ackman

Pershing Square Capital Management · as of Q1 2026

$2.1B

5,654,078 shares

AltaRock Partners

AltaRock Partners · as of Q2 2026

$870.8M

2,334,482 shares

Chase Coleman

Tiger Global Management · as of Q2 2026

$845.6M

2,266,913 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$782.8M

2,098,613 shares

Show all 37 holders

Mairs & Power Funds

Mairs & Power Funds · as of Q2 2026

$727.7M

1,950,737 shares

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$723.7M

1,940,215 shares

Terry Smith

Fundsmith · as of Q2 2026

$595.6M

1,596,737 shares

Viking Global Investors

Viking Global Investors · as of Q2 2026

$544.1M

1,458,618 shares

Yacktman Asset Management

Yacktman Asset Management · as of Q2 2026

$376.5M

1,009,284 shares

Vulcan Value Partners

Vulcan Value Partners · as of Q2 2026

$368.1M

986,905 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$310.5M

832,377 shares

Duan Yongping

H&H International Investment · as of Q2 2026

$281.3M

754,100 shares

Jensen Investment Management

Jensen Investment Management · as of Q2 2026

$275.0M

737,144 shares

AKO Capital

AKO Capital · as of Q2 2026

$234.3M

628,224 shares

Thomas Gayner

Markel Group · as of Q2 2026

$200.5M

537,630 shares

Triple Frond Partners

Triple Frond Partners · as of Q2 2026

$131.5M

352,504 shares

David Katz

Matrix Asset Advisors · as of Q2 2026

$64.5M

172,878 shares

Wallace Weitz

Weitz Investment Management · as of Q2 2026

$57.1M

153,200 shares

David Rolfe

Wedgewood Partners · as of Q2 2026

$33.4M

89,518 shares

William Von Mueffling

Cantillon Capital Management · as of Q2 2026

$25.7M

68,901 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$25.6M

68,612 shares

Leon Cooperman

Leon Cooperman · as of Q4 2018

$25.0M

245,705 shares

Dennis Hong

ShawSpring Partners · as of Q2 2026

$17.0M

45,495 shares

Torray Funds

Torray Funds · as of Q2 2026

$13.5M

36,160 shares

Robert Vinall

RV Capital GmbH · as of Q2 2026

$12.3M

33,100 shares

Muhlenkamp

Muhlenkamp · as of Q2 2026

$12.2M

32,776 shares

Hillman Capital Management

Hillman Capital Management · as of Q2 2026

$3.8M

10,296 shares

Steven Check

Check Capital Management · as of Q2 2026

$2.3M

6,229 shares

Glenn Greenberg

Brave Warrior Advisors · as of Q2 2026

$1.6M

4,275 shares

Thomas Russo

Gardner Russo & Quinn · as of Q2 2026

$1.3M

3,584 shares

Kahn Brothers Group

Kahn Brothers Group · as of Q2 2026

$774K

2,092 shares

Francois Rochon

Giverny Capital · as of Q2 2026

$667K

1,787 shares

Richard Pzena

Pzena Investment Management · as of Q2 2026

$282K

755 shares

Ruane Cunniff LP

Ruane Cunniff LP · as of Q2 2026

$275K

737 shares

Christopher Bloomstran

Semper Augustus · as of Q2 2026

$239K

641 shares

Sarah Ketterer

Causeway Capital Management · as of Q2 2026

$224K

600 shares

Moves in Q2 2026

New position: Dennis Hong, Christopher Bloomstran

Added: Bill Nygren, Robert Vinall, Lee Ainslie, Glenn Greenberg, First Eagle Investment Management, David Rolfe, AltaRock Partners

Trimmed: Terry Smith, Torray Funds, Viking Global Investors, William Von Mueffling, Vulcan Value Partners, Sarah Ketterer, Polen Capital Management, Jensen Investment Management, Duan Yongping, AKO Capital

Sold out: David Tepper, John Rogers, Chris Hohn

Insider activity

Since Jun 15, 2026: no open-market purchases, 10 sales worth $50.7M and 40 other filings (stock awards, tax withholding and similar). Why purchases matter