SEC 13F Intelligence

Gfi Investment Counsel Ltd. / MSFT

Gfi Investment Counsel Ltd.’s Microsoft Corp Position

Does Gfi Investment Counsel Ltd. own Microsoft Corp (MSFT)? Yes142.2K shares worth $53M (+7.20% of its 13F portfolio) as of Q1 2026, down from 179.9K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
142.2K
% of Portfolio
+7.20%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $33MQ4 ’19Q1 ’20: $35MQ2 ’20: $46MQ3 ’20: $47MQ4 ’20: $52MQ4 ’20Q1 ’21: $57MQ2 ’21: $66MQ3 ’21: $70MQ4 ’21: $83MQ4 ’21Q1 ’22: $76MQ2 ’22: $63MQ3 ’22: $57MQ4 ’22: $57,295Q4 ’22Q1 ’23: $68,363Q2 ’23: $79,105Q3 ’23: $72,045Q4 ’23: $79,987Q4 ’23Q1 ’24: $84,400Q2 ’24: $84,648Q3 ’24: $80,031Q4 ’24: $78,977Q4 ’24Q1 ’25: $70MQ2 ’25: $92MQ3 ’25: $95MQ4 ’25: $87MQ4 ’25Q1 ’26: $53Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026142.2K$53M+7.20%
Q4 2025179.9K$87M+9.28%
Q3 2025183.8K$95M+9.91%
Q2 2025185.7K$92M+10.06%
Q1 2025187.4K$70M+8.18%
Q4 2024187.4K$78,977+9.07%
Q3 2024186.0K$80,031+9.29%
Q2 2024189.4K$84,648+11.07%
Q1 2024200.6K$84,400+10.69%
Q4 2023212.7K$79,987+11.06%
Q3 2023228.2K$72,045+10.99%
Q2 2023232.3K$79,105+12.04%
Q1 2023237.1K$68,363+11.70%
Q4 2022238.9K$57,295+9.65%
Q3 2022243.8K$57M+9.85%
Q2 2022245.5K$63M+9.90%
Q1 2022246.6K$76M+9.97%
Q4 2021247.2K$83M+9.63%
Q3 2021247.8K$70M+8.98%
Q2 2021242.7K$66M+9.03%
Q1 2021241.4K$57M+9.09%
Q4 2020232.3K$52M+9.62%
Q3 2020223.6K$47M+10.19%
Q2 2020224.7K$46M+11.09%
Q1 2020221.1K$35M+13.59%
Q4 2019211.1K$33M+11.34%

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