JENSEN INVESTMENT MANAGEMENT INC

Position in MSFT — Microsoft Corp

CIK 1106129 Lake Oswego, OR

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Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$274,969,454

-$158,502,947 QoQ

Shares Held

737,144

-37.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

6.87%

of 13F equity value

Holder Rank

#438

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

JENSEN INVESTMENT MANAGEMENT INC holds $296,522,011 across 4 Software - Infrastructure names. MSFT ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	737,144	$274,969,454
2	ORCL	Oracle Corp	118,394	$17,350,640
3	FFIV	F5, Inc.	7,470	$3,107,221
4	DOX	Amdocs Ltd	21,660	$1,094,696

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,969,454	737,144	-37.1%	Shares	Sole	2026-08-07
2026-03-31	$433,472,401	1,171,009	-11.7%	Shares	Sole	2026-05-05
2025-12-31	$641,686,360	1,326,840	-12.7%	Shares	Sole	2026-02-11
2025-09-30	$786,997,055	1,519,446	-3.2%	Shares	Sole	2025-11-06
2025-06-30	$780,699,419	1,569,529	-11.7%	Shares	Sole	2025-08-08
2025-03-31	$667,256,851	1,777,503	-13.5%	Shares	Sole	2025-05-09
2024-12-31	$866,327,496	2,055,344	-3.1%	Shares	Sole	2025-02-10
2024-09-30	$912,831,965	2,121,385	-3.9%	Shares	Sole	2024-11-04
2024-06-30	$986,986,723	2,208,271	-5.7%	Shares	Sole	2024-08-05
2024-03-31	$985,374,202	2,342,114	-9.1%	Shares	Sole	2024-05-07
2023-12-31	$969,144,953	2,577,239	-10.9%	Shares	Sole	2024-02-12
2023-09-30	$913,141,737	2,891,977	-1.1%	Shares	Sole	2023-11-07
2023-06-30	$995,341,890	2,922,834	-5.2%	Shares	Sole	2023-08-07
2023-03-31	$888,818,232	3,082,963	-3.3%	Shares	Sole	2023-05-08
2022-12-31	$764,931,790	3,189,608	+5.1%	Shares	Sole	2023-04-05
2022-09-30	$707,021,749	3,035,731	-0.4%	Shares	Sole	2022-11-07
2022-06-30	$782,421,294	3,046,456	+3.1%	Shares	Sole	2022-08-12
2022-03-31	$911,408,140	2,956,142	+0.5%	Shares	Sole	2022-05-10
2021-12-31	$989,677,765	2,942,667	-8.6%	Shares	Sole	2022-02-14
2021-09-30	$907,987,637	3,220,728	-9.0%	Shares	Sole	2021-11-12
2021-06-30	$958,717,267	3,539,008	-0.9%	Shares	Sole	2021-08-05
2021-03-31	$842,143,090	3,571,884	-7.0%	Shares	Sole	2021-05-06
2020-12-31	$854,639,285	3,842,457	+0.4%	Shares	Sole	2021-02-09
2020-09-30	$804,706,805	3,825,925	-6.4%	Shares	Sole	2020-11-03
2020-06-30	$831,726,647	4,086,908	-3.2%	Shares	Sole	2020-08-10
2020-03-31	$665,609,692	4,220,466	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.