SEC 13F Intelligence

Summit Global Investments / MSFT

Summit Global Investments’s Microsoft Corp Position

Does Summit Global Investments own Microsoft Corp (MSFT)? Yes — 51.3K shares worth $19M (+1.12% of its 13F portfolio) as of Q1 2026, up from 44.5K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
51.3K
% of Portfolio
+1.12%
Quarters Held
28
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $12MQ2 ’20: $27MQ3 ’20: $29MQ4 ’20: $32MQ4 ’20Q3 ’21: $37MQ4 ’21: $44MQ1 ’22: $27MQ2 ’22: $24MQ2 ’22Q3 ’22: $22MQ4 ’22: $21MQ1 ’23: $27MQ2 ’23: $38MQ2 ’23Q3 ’23: $38MQ4 ’23: $42MQ1 ’24: $21MQ2 ’24: $24MQ2 ’24Q3 ’24: $19MQ4 ’24: $14MQ1 ’25: $7MQ2 ’25: $24MQ2 ’25Q3 ’25: $25MQ4 ’25: $22MQ1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.3K$19M+1.12%
Q4 202544.5K$22M+1.27%
Q3 202547.7K$25M+1.44%
Q2 202548.6K$24M+1.43%
Q1 202519.6K$7M+0.54%
Q4 202434.1K$14M+0.90%
Q3 202444.8K$19M+1.23%
Q2 202453.6K$24M+1.62%
Q1 202450.1K$21M+1.57%
Q4 2023110.9K$42M+2.73%
Q3 2023119.3K$38M+2.51%
Q2 2023112.7K$38M+2.54%
Q1 202393.2K$27M+2.08%
Q4 202288.7K$21M+1.80%
Q3 202292.4K$22M+1.99%
Q2 202293.4K$24M+2.11%
Q1 202287.1K$27M+1.98%
Q4 2021129.6K$44M+2.80%
Q3 2021131.9K$37M+2.79%
Q4 2020141.9K$32M+3.15%
Q3 2020138.8K$29M+3.02%
Q2 2020132.5K$27M+3.11%
Q1 202077.3K$12M+1.78%
Q4 201919.5K$3M+0.33%
Q3 201918.3K$3M+0.30%
Q2 201918.3K$2M+0.31%
Q1 201918.2K$2M+0.27%
Q4 201819.8K$2M+0.31%

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