SEC 13F Intelligence

Jones Financial Companies Lllp / MSFT

Jones Financial Companies Lllp’s Microsoft Corp Position

Does Jones Financial Companies Lllp own Microsoft Corp (MSFT)? Yes — 5.08M shares worth $1.8B (+0.87% of its 13F portfolio) as of Q1 2026, up from 1.68M shares the prior filed quarter.

Position Value
$1.8B
Q1 2026
Shares
5.08M
% of Portfolio
+0.87%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $22MQ2 ’19: $25MQ3 ’19: $26MQ4 ’19: $29MQ4 ’19Q1 ’20: $28MQ2 ’20: $33MQ3 ’20: $34MQ4 ’20: $36MQ4 ’20Q1 ’21: $40MQ2 ’21: $44MQ3 ’21: $46MQ4 ’21: $54MQ4 ’21Q1 ’22: $51MQ2 ’22: $44MQ3 ’22: $41MQ4 ’22: $44MQ4 ’22Q1 ’23: $53MQ2 ’23: $63MQ3 ’23: $58MQ4 ’23: $69MQ4 ’23Q1 ’24: $89MQ2 ’24: $170MQ3 ’24: $254MQ4 ’24: $345MQ4 ’24Q1 ’25: $415MQ2 ’25: $652MQ3 ’25: $762MQ4 ’25: $811MQ4 ’25Q1 ’26: $1.8Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.08M$1.8B+0.87%
Q4 20251.68M$811M+0.49%
Q3 20251.49M$762M+0.52%
Q2 20251.32M$652M+0.49%
Q1 20251.10M$415M+0.37%
Q4 2024818.2K$345M+0.33%
Q3 2024591.8K$254M+0.26%
Q2 2024381.1K$170M+0.20%
Q1 2024210.5K$89M+0.12%
Q4 2023184.2K$69M+0.10%
Q3 2023182.2K$58M+0.09%
Q2 2023186.1K$63M+0.10%
Q1 2023182.1K$53M+0.09%
Q4 2022183.9K$44M+0.08%
Q3 2022175.4K$41M+0.07%
Q2 2022173.2K$44M+0.08%
Q1 2022164.4K$51M+0.08%
Q4 2021160.9K$54M+0.08%
Q3 2021163.6K$46M+0.07%
Q2 2021162.6K$44M+0.07%
Q1 2021168.4K$40M+0.07%
Q4 2020163.5K$36M+0.07%
Q3 2020161.1K$34M+0.07%
Q2 2020164.3K$33M+0.07%
Q1 2020178.5K$28M+0.07%
Q4 2019185.4K$29M+0.06%
Q3 2019184.8K$26M+0.06%
Q2 2019189.9K$25M+0.06%
Q1 2019190.7K$22M+0.05%
Q4 2018192.1K$20M+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of MSFT.