SEC 13F Intelligence

Phoenix Financial Ltd. / MSFT

Phoenix Financial Ltd.’s Microsoft Corp Position

Does Phoenix Financial Ltd. own Microsoft Corp (MSFT)? Yes749.3K shares worth $277M (+2.63% of its 13F portfolio) as of Q1 2026, up from 677.3K shares the prior filed quarter.

Position Value
$277M
Q1 2026
Shares
749.3K
% of Portfolio
+2.63%
Quarters Held
27
currently held

Position History MSFT

Reported value by quarter
Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ1 ’20: $31MQ2 ’20: $40MQ3 ’20: $42MQ3 ’20Q4 ’20: $69MQ1 ’21: $90MQ2 ’21: $103MQ3 ’21: $106MQ3 ’21Q4 ’21: $128MQ1 ’22: $136MQ2 ’22: $115MQ3 ’22: $138MQ3 ’22Q4 ’22: $96MQ1 ’23: $183MQ2 ’23: $234MQ3 ’23: $43MQ3 ’23Q4 ’23: $58MQ1 ’24: $89MQ2 ’24: $283MQ3 ’24: $269MQ3 ’24Q4 ’24: $264MQ1 ’25: $220MQ2 ’25: $369MQ3 ’25: $737MQ3 ’25Q4 ’25: $317MQ1 ’26: $277Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026749.3K$277M+2.63%
Q4 2025677.3K$317M+3.43%
Q3 20251.42M$737M+4.69%
Q2 2025742.8K$369M+4.87%
Q1 2025584.6K$220M+3.36%
Q4 2024625.7K$264M+3.60%
Q3 2024626.1K$269M+3.98%
Q2 2024631.2K$283M+4.30%
Q1 2024212.3K$89M+1.23%
Q4 2023142.2K$58M+0.95%
Q3 2023135.6K$43M+0.80%
Q2 2023689.3K$234M+4.79%
Q1 2023635.5K$183M+4.09%
Q4 2022399.3K$96M+1.85%
Q3 2022579.3K$138M+3.03%
Q2 2022447.5K$115M+2.35%
Q1 2022441.0K$136M+2.29%
Q4 2021380.6K$128M+2.11%
Q3 2021376.1K$106M+1.84%
Q2 2021378.8K$103M+1.95%
Q1 2021381.7K$90M+2.03%
Q4 2020312.4K$69M+1.86%
Q3 2020214.6K$42M+1.78%
Q2 2020209.5K$40M+1.71%
Q1 2020203.1K$31M+1.58%
Q4 20199.3K$1M+0.06%
Q3 201910.2K$1M+0.06%

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