Richard Pzena’s Microsoft MSFT Stock Holding History

Richard Pzena’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
2026 Q3	$124M	Buy	240,993 +240,238	+31,820%	+$111M	0.36%	52
2026 Q2	$282K	Sell	755 -7	-0.9%	-$2.83K	﹤0.01%	153
2026 Q1	$282K	Buy	+762	New	+$319K	﹤0.01%	151
2019 Q3	–	Sell	-318,833	Closed	-$42.7M	–	182
2019 Q2	$42.7M	Sell	318,833 -40	-0%	-$5.08K	0.23%	78
2019 Q1	$37.6M	Sell	318,873 -885	-0.3%	-$96.6K	0.2%	86
2018 Q4	$32.5M	Sell	319,758 -5,480	-2%	-$587K	0.19%	90
2018 Q3	$37.2M	Sell	325,238 -2,029	-0.6%	-$220K	0.18%	91
2018 Q2	$32.3M	Sell	327,267 -325,474	-50%	-$31.5M	0.16%	99
2018 Q1	$59.6M	Sell	652,741 -417,053	-39%	-$38.1M	0.3%	70
2017 Q4	$91.5M	Sell	1,069,794 -205,104	-16%	-$16.8M	0.45%	59
2017 Q3	$95M	Sell	1,274,898 -72,035	-5%	-$5.26M	0.5%	56
2017 Q2	$92.8M	Sell	1,346,933 -31,031	-2%	-$2.13M	0.51%	53
2017 Q1	$90.8M	Sell	1,377,964 -245,914	-15%	-$15.8M	0.51%	53
2016 Q4	$101M	Sell	1,623,878 -1,187,471	-42%	-$71.4M	0.58%	52
2016 Q3	$162M	Sell	2,811,349 -611,658	-18%	-$34.5M	0.99%	38
2016 Q2	$175M	Sell	3,423,007 -681,563	-17%	-$35.4M	1.1%	34
2016 Q1	$227M	Sell	4,104,570 -3,244,106	-44%	-$170M	1.39%	30
2015 Q4	$408M	Sell	7,348,676 -2,812,330	-28%	-$148M	2.52%	7
2015 Q3	$450M	Sell	10,161,006 -462,166	-4%	-$20.8M	2.86%	6
2015 Q2	$469M	Buy	10,623,172 +1,406,632	+15%	+$64.2M	2.65%	5
2015 Q1	$375M	Buy	9,216,540 +764,613	+9%	+$33.3M	2.08%	13
2014 Q4	$393M	Sell	8,451,927 -1,679,975	-17%	-$78.9M	2.1%	17
2014 Q3	$470M	Sell	10,131,902 -109,561	-1%	-$4.89M	2.57%	8
2014 Q2	$427M	Sell	10,241,463 -517,263	-5%	-$20.9M	2.37%	11
2014 Q1	$441M	Sell	10,758,726 -184,241	-2%	-$6.92M	2.53%	9
2013 Q4	$410M	Sell	10,942,967 -3,609,367	-25%	-$131M	2.39%	10
2013 Q3	$485M	Buy	14,552,334 +2,127,037	+17%	+$70M	3.13%	5
2013 Q2	$429M	Buy	+12,425,297	New	+$407M	2.86%	7

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

Richard Pzena's MSFT Position: Q3 2026 in Review

Richard Pzena increased its Microsoft (MSFT) stake by 31,820% in Q3 2026, buying an estimated $111M and bringing the position to 240,993 shares worth $124M. The position accounts for 0.36% of the portfolio, ranked #52.

Richard Pzena first reported a position in MSFT in Q2 2013 and has held it in 28 quarters since. The position peaked at $485M in Q3 2013. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Richard Pzena held 240,993 shares of Microsoft worth $124M as of Q3 2026.
Richard Pzena bought 240,238 Microsoft shares in Q3 2026, an estimated $111M.
Microsoft made up 0.36% of Richard Pzena's portfolio in Q3 2026, its #52 holding.
Richard Pzena first reported a position in Microsoft in Q2 2013 and has held it in 28 quarters since.
Richard Pzena's Microsoft position peaked at $485M in Q3 2013.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Pzena Investment Management's 13F filing for Q3 2026, filed 30 Oct 2026.