SEC 13F Intelligence

Perennial Investment Advisors, LLC / MSFT

Perennial Investment Advisors, LLC’s Microsoft Corp Position

Does Perennial Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 34.0K shares worth $13M (+1.00% of its 13F portfolio) as of Q1 2026, down from 34.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
34.0K
% of Portfolio
+1.00%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $13MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $13MQ2 ’25: $18MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$13M+1.00%
Q4 202534.2K$17M+1.30%
Q3 202533.6K$17M+1.43%
Q2 202535.7K$18M+1.72%
Q1 202533.8K$13M+1.43%
Q4 202431.2K$13M+1.55%
Q3 202429.7K$13M+1.66%
Q2 202429.8K$13M+1.90%
Q1 202428.8K$12M+1.84%
Q4 202328.8K$11M+1.80%
Q3 202328.5K$9M+1.62%
Q2 202327.8K$9M+1.67%
Q1 202327.8K$8M+1.49%
Q4 202224.9K$6M+2.43%
Q3 202225.4K$6M+2.68%
Q2 202228.4K$7M+2.85%
Q1 202229.4K$9M+2.86%
Q4 202129.5K$10M+3.10%
Q3 202128.8K$8M+2.88%
Q2 202128.6K$8M+2.83%
Q1 202126.5K$6M+2.46%
Q4 202025.3K$6M+2.41%
Q3 202024.4K$5M+2.57%
Q2 202022.2K$5M+3.06%
Q1 202020.3K$3M+2.84%
Q4 201917.4K$3M+2.17%

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