Ninety One (UK)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.08B | Buy |
5,568,293
+171,988
| +3% | +$69.6M | 4.64% | 4 |
|
|
2026
Q1 | $2B | Sell |
5,396,305
-1,196,588
| -18% | -$501M | 4.63% | 2 |
|
|
2025
Q4 | $3.19B | Sell |
6,592,893
-860,554
| -12% | -$431M | 6.84% | 1 |
|
|
2025
Q3 | $3.86B | Sell |
7,453,447
-44,928
| -0.6% | -$22.9M | 8.34% | 1 |
|
|
2025
Q2 | $3.73B | Buy |
7,498,375
+511,401
| +7% | +$222M | 8.75% | 1 |
|
|
2025
Q1 | $2.62B | Buy |
6,986,974
+430,357
| +7% | +$175M | 7.3% | 1 |
|
|
2024
Q4 | $2.76B | Buy |
6,556,617
+147,660
| +2% | +$62.9M | 7.39% | 1 |
|
|
2024
Q3 | $2.76B | Sell |
6,408,957
-837,156
| -12% | -$358M | 7.36% | 1 |
|
|
2024
Q2 | $3.24B | Sell |
7,246,113
-48,947
| -0.7% | -$20.7M | 8.94% | 1 |
|
|
2024
Q1 | $3.07B | Sell |
7,295,060
-90,442
| -1% | -$36.6M | 8.62% | 1 |
|
|
2023
Q4 | $2.78B | Sell |
7,385,502
-334,407
| -4% | -$119M | 8.26% | 1 |
|
|
2023
Q3 | $2.44B | Sell |
7,719,909
-187,908
| -2% | -$62.1M | 7.71% | 1 |
|
|
2023
Q2 | $2.69B | Buy |
7,907,817
+978,108
| +14% | +$307M | 7.86% | 1 |
|
|
2023
Q1 | $2B | Sell |
6,929,709
-63,489
| -0.9% | -$16.2M | 6.22% | 1 |
|
|
2022
Q4 | $1.68B | Sell |
6,993,198
-1,753,266
| -20% | -$421M | 5.38% | 2 |
|
|
2022
Q3 | $2.04B | Sell |
8,746,464
-212,354
| -2% | -$56.1M | 6.72% | 1 |
|
|
2022
Q2 | $2.3B | Buy |
8,958,818
+43,309
| +0.5% | +$11.8M | 6.84% | 1 |
|
|
2022
Q1 | $2.75B | Buy |
8,915,509
+98,819
| +1% | +$29.7M | 7% | 1 |
|
|
2021
Q4 | $2.97B | Sell |
8,816,690
-281,459
| -3% | -$91.3M | 7.04% | 1 |
|
|
2021
Q3 | $2.56B | Buy |
9,098,149
+297,535
| +3% | +$86.6M | 6.55% | 1 |
|
|
2021
Q2 | $2.38B | Buy |
8,800,614
+224,555
| +3% | +$57.1M | 6.18% | 1 |
|
|
2021
Q1 | $2.02B | Sell |
8,576,059
-942,453
| -10% | -$219M | 5.75% | 1 |
|
|
2020
Q4 | $2.12B | Sell |
9,518,512
-3,964
| -0% | -$852K | 6.51% | 1 |
|
|
2020
Q3 | $2B | Sell |
9,522,476
-8,936
| -0.1% | -$1.88M | 7.24% | 1 |
|
|
2020
Q2 | $1.94B | Sell |
9,531,412
-990,937
| -9% | -$180M | 6.87% | 1 |
|
|
2020
Q1 | $1.66B | Sell |
10,522,349
-1,972,929
| -16% | -$324M | 6.98% | 1 |
|
|
2019
Q4 | $1.97B | Buy |
12,495,278
+819,671
| +7% | +$120M | 6.54% | 1 |
|
|
2019
Q3 | $1.62B | Buy |
11,675,607
+195,740
| +2% | +$26.9M | 6.32% | 1 |
|
|
2019
Q2 | $1.54B | Buy |
11,479,867
+92,652
| +0.8% | +$11.8M | 5.85% | 1 |
|
|
2019
Q1 | $1.34B | Buy |
11,387,215
+664,230
| +6% | +$72.5M | 5.32% | 1 |
|
|
2018
Q4 | $1.09B | Sell |
10,722,985
-463,003
| -4% | -$49.6M | 4.7% | 1 |
|
|
2018
Q3 | $1.28B | Buy |
11,185,988
+1,484,634
| +15% | +$161M | 4.77% | 1 |
|
|
2018
Q2 | $957M | Sell |
9,701,354
-139,511
| -1% | -$13.5M | 4.75% | 1 |
|
|
2018
Q1 | $898M | Sell |
9,840,865
-1,966,656
| -17% | -$180M | 4.81% | 1 |
|
|
2017
Q4 | $1.01B | Sell |
11,807,521
-13,245
| -0.1% | -$1.09M | 4.15% | 1 |
|
|
2017
Q3 | $881M | Buy |
11,820,766
+1,222,869
| +12% | +$89.3M | 3.87% | 2 |
|
|
2017
Q2 | $731M | Buy |
10,597,897
+1,504,627
| +17% | +$103M | 3.48% | 1 |
|
|
2017
Q1 | $599M | Buy |
9,093,270
+2,754,877
| +43% | +$177M | 2.96% | 3 |
|
|
2016
Q4 | $394M | Buy |
6,338,393
+63,333
| +1% | +$3.81M | 2.06% | 4 |
|
|
2016
Q3 | $361M | Buy |
6,275,060
+162,780
| +3% | +$9.19M | 1.76% | 5 |
|
|
2016
Q2 | $313M | Buy |
6,112,280
+61,827
| +1% | +$3.21M | 1.62% | 7 |
|
|
2016
Q1 | $334M | Buy |
6,050,453
+638,569
| +12% | +$33.5M | 1.81% | 3 |
|
|
2015
Q4 | $300M | Sell |
5,411,884
-74,250
| -1% | -$3.91M | 1.71% | 8 |
|
|
2015
Q3 | $243M | Buy |
5,486,134
+424
| +0% | +$19K | 1.52% | 13 |
|
|
2015
Q2 | $242M | Sell |
5,485,710
-4,781,324
| -47% | -$218M | 1.38% | 20 |
|
|
2015
Q1 | $417M | Sell |
10,267,034
-2,358,302
| -19% | -$103M | 2.44% | 2 |
|
|
2014
Q4 | $586M | Buy |
12,625,336
+15,113
| +0.1% | +$709K | 3.58% | 1 |
|
|
2014
Q3 | $585M | Buy |
12,610,223
+37,199
| +0.3% | +$1.66M | 3.44% | 1 |
|
|
2014
Q2 | $524M | Buy |
12,573,024
+1,359,286
| +12% | +$55M | 3.04% | 1 |
|
|
2014
Q1 | $460M | Buy |
11,213,738
+1,979,111
| +21% | +$74.3M | 3.06% | 1 |
|
|
2013
Q4 | $346M | Buy |
9,234,627
+623,516
| +7% | +$22.6M | 2.41% | 3 |
|
|
2013
Q3 | $287M | Sell |
8,611,111
-2,983
| -0% | -$98.1K | 2.11% | 3 |
|
|
2013
Q2 | $297M | Buy |
+8,614,094
| New | +$282M | 2.28% | 3 |
|
Other funds holding MSFT
UBP
LMFP
PAM
CRM
FWIA
CNB
Ninety One (UK)'s MSFT Position: Q2 2026 in Review
Ninety One (UK) increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $69.6M and bringing the position to 5,568,293 shares worth $2.08B. The position accounts for 4.64% of the portfolio, ranked #4.
Ninety One (UK) first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.86B in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Ninety One (UK) held 5,568,293 shares of Microsoft worth $2.08B as of Q2 2026.
- Ninety One (UK) bought 171,988 Microsoft shares in Q2 2026, an estimated $69.6M.
- Microsoft made up 4.64% of Ninety One (UK)'s portfolio in Q2 2026, its #4 holding.
- Ninety One (UK) first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Ninety One (UK)'s Microsoft position peaked at $3.86B in Q3 2025.
- 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.