SEC 13F Intelligence

First Manhattan Co. LLC. / MSFT

First Manhattan Co. LLC.’s Microsoft Corp Position

Does First Manhattan Co. LLC. own Microsoft Corp (MSFT)? Yes — 4.37M shares worth $1.6B (+4.49% of its 13F portfolio) as of Q1 2026, up from 4.36M shares the prior filed quarter.

Position Value
$1.6B
Q1 2026
Shares
4.37M
% of Portfolio
+4.49%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $596MQ4 ’18Q1 ’19: $699MQ2 ’19: $779MQ3 ’19: $800MQ4 ’19: $894MQ4 ’19Q1 ’20: $879MQ2 ’20: $1.1BQ3 ’20: $1.1BQ4 ’20: $1.2BQ4 ’20Q1 ’21: $1.2BQ2 ’21: $1.4BQ3 ’21: $1.4BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.6BQ2 ’22: $1.3BQ3 ’22: $1.2BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.4BQ2 ’23: $1.7BQ3 ’23: $1.5BQ4 ’23: $1.7BQ4 ’23Q1 ’24: $1.9BQ2 ’24: $2.0BQ3 ’24: $1.9BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $1.7BQ2 ’25: $2.2BQ3 ’25: $2.3BQ4 ’25: $2.1BQ4 ’25Q1 ’26: $1.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.37M$1.6B+4.49%
Q4 20254.36M$2.1B+5.53%
Q3 20254.36M$2.3B+5.97%
Q2 20254.43M$2.2B+6.22%
Q1 20254.48M$1.7B+4.90%
Q4 20244.43M$1.9B+5.50%
Q3 20244.48M$1.9B+5.71%
Q2 20244.52M$2.0B+6.47%
Q1 20244.57M$1.9B+6.23%
Q4 20234.65M$1.7B+6.05%
Q3 20234.73M$1.5B+5.49%
Q2 20234.94M$1.7B+6.15%
Q1 20234.97M$1.4B+5.48%
Q4 20225.07M$1.2B+4.44%
Q3 20225.04M$1.2B+4.96%
Q2 20225.06M$1.3B+5.22%
Q1 20225.08M$1.6B+5.13%
Q4 20215.08M$1.7B+5.63%
Q3 20215.13M$1.4B+5.32%
Q2 20215.14M$1.4B+5.09%
Q1 20215.16M$1.2B+5.24%
Q4 20205.21M$1.2B+5.54%
Q3 20205.27M$1.1B+5.71%
Q2 20205.47M$1.1B+6.44%
Q1 20205.57M$879M+5.70%
Q4 20195.67M$894M+4.49%
Q3 20195.76M$800M+4.41%
Q2 20195.81M$779M+4.32%
Q1 20195.93M$699M+4.04%
Q4 20185.87M$596M+3.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of MSFT.