SEC 13F Intelligence

Independent Franchise Partners LLP / MSFT

Independent Franchise Partners LLP’s Microsoft Corp Position

Does Independent Franchise Partners LLP own Microsoft Corp (MSFT)? Not currently — the last reported position was 1.25M shares worth $426M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$426M
Q2 2023
Shares
1.25M
% of Portfolio
+3.56%
Quarters Held
19
position exited

Position History MSFT

Reported value by quarter
Q4 ’18: $709MQ4 ’18Q1 ’19: $816MQ2 ’19: $936MQ3 ’19: $886MQ3 ’19Q4 ’19: $693MQ1 ’20: $517MQ2 ’20: $673MQ2 ’20Q3 ’20: $540MQ4 ’20: $582MQ1 ’21: $626MQ1 ’21Q2 ’21: $721MQ3 ’21: $659MQ4 ’21: $588MQ4 ’21Q1 ’22: $514MQ2 ’22: $414MQ3 ’22: $365MQ3 ’22Q4 ’22: $369MQ1 ’23: $418MQ2 ’23: $426MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20231.25M$426M+3.56%
Q1 20231.45M$418M+3.76%
Q4 20221.54M$369M+3.62%
Q3 20221.57M$365M+3.84%
Q2 20221.61M$414M+3.89%
Q1 20221.67M$514M+4.06%
Q4 20211.75M$588M+4.63%
Q3 20212.34M$659M+5.18%
Q2 20212.66M$721M+5.37%
Q1 20212.66M$626M+4.99%
Q4 20202.62M$582M+5.00%
Q3 20202.57M$540M+5.35%
Q2 20203.31M$673M+6.84%
Q1 20203.28M$517M+6.37%
Q4 20194.39M$693M+6.94%
Q3 20196.37M$886M+9.03%
Q2 20196.99M$936M+9.63%
Q1 20196.92M$816M+9.21%
Q4 20186.98M$709M+8.70%

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