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Jefferies Financial Group’s Microsoft MSFT Stock Holding History

Jefferies Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-96,000
Closed -$47.8M – 1594
2025
Q2 		$47.8M Buy
+96,000
New +$41.7M 0.4% 40
2023
Q4 		– Sell
-12,500
Closed -$3.95M – 1888
2023
Q3 		$3.95M Sell
12,500
-106,800
-90% -$35.3M 0.04% 404
2023
Q2 		$40.6M Sell
119,300
-140,700
-54% -$44.1M 0.36% 43
2023
Q1 		$75M Buy
260,000
+234,000
+900% +$59.7M 0.61% 21
2022
Q4 		$6.24M Buy
+26,000
New +$6.24M 0.04% 337

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's MSFT Position: Q2 2026 in Review

Jefferies Financial Group increased its Microsoft (MSFT) stake by 969% in Q2 2026, buying an estimated $46.1M and bringing the position to 125,660 shares worth $46.9M. The position accounts for 0.31% of the portfolio, ranked #65.

Jefferies Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $266M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jefferies Financial Group held 125,660 shares of Microsoft worth $46.9M as of Q2 2026.
  • Jefferies Financial Group bought 113,901 Microsoft shares in Q2 2026, an estimated $46.1M.
  • Microsoft made up 0.31% of Jefferies Financial Group's portfolio in Q2 2026, its #65 holding.
  • Jefferies Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Microsoft position peaked at $266M in Q4 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.