SEC 13F Intelligence

Saratoga Research & Investment Management / MSFT

Saratoga Research & Investment Management’s Microsoft Corp Position

Does Saratoga Research & Investment Management own Microsoft Corp (MSFT)? Yes368.8K shares worth $137M (+7.75% of its 13F portfolio) as of Q1 2026, up from 298.7K shares the prior filed quarter.

Position Value
$137M
Q1 2026
Shares
368.8K
% of Portfolio
+7.75%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $76MQ4 ’18Q1 ’19: $68MQ2 ’19: $73MQ3 ’19: $75MQ4 ’19: $82MQ4 ’19Q1 ’20: $78MQ2 ’20: $81MQ3 ’20: $80MQ4 ’20: $85MQ4 ’20Q1 ’21: $93MQ2 ’21: $107MQ3 ’21: $119MQ4 ’21: $140MQ4 ’21Q1 ’22: $132MQ2 ’22: $112MQ3 ’22: $105MQ4 ’22: $108MQ4 ’22Q1 ’23: $119MQ2 ’23: $133MQ3 ’23: $122MQ4 ’23: $140MQ4 ’23Q1 ’24: $154MQ2 ’24: $159MQ3 ’24: $155MQ4 ’24: $132MQ4 ’24Q1 ’25: $121MQ2 ’25: $158MQ3 ’25: $157MQ4 ’25: $144MQ4 ’25Q1 ’26: $137Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026368.8K$137M+7.75%
Q4 2025298.7K$144M+7.57%
Q3 2025303.5K$157M+8.18%
Q2 2025318.1K$158M+8.47%
Q1 2025321.1K$121M+6.36%
Q4 2024313.5K$132M+6.66%
Q3 2024359.5K$155M+6.77%
Q2 2024354.8K$159M+7.21%
Q1 2024365.8K$154M+6.99%
Q4 2023371.1K$140M+6.44%
Q3 2023387.1K$122M+5.97%
Q2 2023390.0K$133M+6.12%
Q1 2023413.2K$119M+5.66%
Q4 2022448.6K$108M+5.32%
Q3 2022450.9K$105M+5.55%
Q2 2022435.8K$112M+5.54%
Q1 2022427.5K$132M+5.74%
Q4 2021415.2K$140M+5.95%
Q3 2021421.4K$119M+5.49%
Q2 2021396.3K$107M+5.06%
Q1 2021393.9K$93M+4.70%
Q4 2020384.2K$85M+4.58%
Q3 2020379.4K$80M+4.78%
Q2 2020396.0K$81M+5.09%
Q1 2020491.5K$78M+5.37%
Q4 2019520.4K$82M+4.92%
Q3 2019537.5K$75M+4.83%
Q2 2019547.7K$73M+4.61%
Q1 2019576.3K$68M+4.64%
Q4 2018746.1K$76M+6.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Saratoga Research & Investment Management’s full portfolio or all institutional holders of MSFT.