SEC 13F Intelligence

Burney Co/ / MSFT

Burney Co/’s Microsoft Corp Position

Does Burney Co/ own Microsoft Corp (MSFT)? Yes83.4K shares worth $31M (+0.97% of its 13F portfolio) as of Q1 2026, down from 162.5K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
83.4K
% of Portfolio
+0.97%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $23MQ2 ’19: $26MQ3 ’19: $28MQ4 ’19: $32MQ4 ’19Q1 ’20: $30MQ2 ’20: $38MQ4 ’20: $38MQ1 ’21: $40MQ1 ’21Q2 ’21: $46MQ3 ’21: $49MQ4 ’21: $55MQ1 ’22: $50MQ1 ’22Q2 ’22: $42MQ3 ’22: $36MQ4 ’22: $34MQ1 ’23: $36MQ1 ’23Q2 ’23: $47MQ3 ’23: $46MQ4 ’23: $55MQ1 ’24: $64MQ1 ’24Q2 ’24: $63MQ3 ’24: $56MQ4 ’24: $54MQ1 ’25: $46MQ1 ’25Q2 ’25: $63MQ3 ’25: $74MQ4 ’25: $79MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.4K$31M+0.97%
Q4 2025162.5K$79M+2.45%
Q3 2025143.3K$74M+2.36%
Q2 2025126.3K$63M+2.13%
Q1 2025123.8K$46M+1.69%
Q4 2024128.6K$54M+1.91%
Q3 2024129.2K$56M+1.98%
Q2 2024140.3K$63M+2.40%
Q1 2024153.3K$64M+2.46%
Q4 2023147.5K$55M+2.33%
Q3 2023146.4K$46M+2.17%
Q2 2023136.9K$47M+2.14%
Q1 2023123.8K$36M+1.76%
Q4 2022141.5K$34M+1.72%
Q3 2022153.2K$36M+1.97%
Q2 2022164.9K$42M+2.23%
Q1 2022161.2K$50M+2.28%
Q4 2021164.5K$55M+2.39%
Q3 2021174.1K$49M+2.30%
Q2 2021169.5K$46M+2.14%
Q1 2021171.2K$40M+1.99%
Q4 2020169.6K$38M+2.07%
Q2 2020185.1K$38M+2.44%
Q1 2020189.1K$30M+2.29%
Q4 2019204.3K$32M+1.78%
Q3 2019200.6K$28M+1.67%
Q2 2019192.1K$26M+1.56%
Q1 2019192.5K$23M+1.41%
Q4 2018187.9K$19M+1.34%

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