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	-84,100	Closed	-$41.8M	–	1595
2025 Q2	$41.8M	Buy	+84,100	New	+$36.5M	0.35%	54
2025 Q1	–	Sell	-470,000	Closed	-$198M	–	1863
2024 Q4	$198M	Buy	+470,000	New	+$200M	1.19%	12
2024 Q1	–	Sell	-37,500	Closed	-$14.1M	–	1871
2023 Q4	$14.1M	Sell	37,500 -3,300	-8%	-$1.17M	0.09%	161
2023 Q3	$12.9M	Sell	40,800 -21,500	-35%	-$7.1M	0.12%	138
2023 Q2	$21.2M	Sell	62,300 -50,700	-45%	-$15.9M	0.19%	97
2023 Q1	$32.6M	Sell	113,000 -97,600	-46%	-$24.9M	0.26%	64
2022 Q4	$50.5M	Buy	+210,600	New	+$50.5M	0.35%	40

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jefferies Financial Group's MSFT Position: Q3 2026 in Review

Jefferies Financial Group reduced its Microsoft (MSFT) stake by 96% in Q3 2026, selling an estimated $55.6M and leaving 5,386 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #450.

Jefferies Financial Group first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $266M in Q4 2024. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Jefferies Financial Group held 5,386 shares of Microsoft worth $2.77M as of Q3 2026.
Jefferies Financial Group sold 120,274 Microsoft shares in Q3 2026, an estimated $55.6M.
Microsoft made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #450 holding.
Jefferies Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
Jefferies Financial Group's Microsoft position peaked at $266M in Q4 2024.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.