ZACKS INVESTMENT MANAGEMENT

Position in MSFT — Microsoft Corp

CIK 1086483 Chicago, IL

Position in MSFT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$408,531,456

-$83,350,708 QoQ

Shares Held

1,103,632

+8.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

3.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $539,605,624 across 22 Software - Infrastructure names. MSFT ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	1,103,632	$408,531,456
2	PLTR	Palantir Technologies Inc.	243,889	$35,676,082
3	ORCL	Oracle Corp	162,672	$23,930,677
4	PANW	Palo Alto Networks Inc	123,580	$19,812,345
5	TWLO	Twilio Inc	96,943	$12,197,367
6	TOST	Toast, Inc.	299,335	$7,935,370
7	OKTA	Okta, Inc.	84,411	$6,643,988
8	FTNT	Fortinet, Inc.	62,958	$5,144,927

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$408,531,456	1,103,632	+8.5%	Shares	Sole	2026-05-14
2025-12-31	$491,882,164	1,017,084	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$531,857,992	1,026,852	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$507,985,434	1,021,261	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$401,472,097	1,069,480	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$455,294,605	1,080,177	-7.2%	Shares	Sole	2025-02-13
2024-09-30	$500,768,940	1,163,767	+9.2%	Shares	Sole	2024-11-14
2024-06-30	$476,213,604	1,065,474	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$429,370,003	1,020,560	+3.8%	Shares	Sole	2024-05-15
2023-12-31	$369,853,013	983,547	-3.8%	Shares	Sole	2024-02-14
2023-09-30	$322,726,812	1,022,096	-0.0%	Shares	Sole	2023-11-14
2023-06-30	$348,201,809	1,022,499	-0.0%	Shares	Sole	2023-08-15
2023-03-31	$294,843,256	1,022,696	+4.0%	Shares	Sole	2023-05-15
2022-12-31	$235,878,318	983,564	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$234,871,498	1,008,465	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$251,071,357	977,578	+4.1%	Shares	Sole	2022-08-15
2022-03-31	$289,441,119	938,799	+5.5%	Shares	Sole	2022-05-13
2021-12-31	$299,298,567	889,922	+3.6%	Shares	Sole	2022-02-15
2021-09-30	$242,149,263	858,929	+5.6%	Shares	Sole	2021-11-15
2021-06-30	$220,303,194	813,227	+7.6%	Shares	Sole	2021-08-16
2021-03-31	$178,220,664	755,909	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$166,536,752	748,749	-0.4%	Shares	Sole	2021-02-16
2020-09-30	$158,043,434	751,407	+10.4%	Shares	Sole	2020-11-16
2020-06-30	$138,507,684	680,594	-7.0%	Shares	Sole	2020-08-14
2020-03-31	$115,449,870	732,039	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.