FIRST MANHATTAN CO. LLC.

Position in MSFT — Microsoft Corp

CIK 728083 NEW YORK, NY

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Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,620,906,560

+$2,832,783 QoQ

Shares Held

4,345,361

-0.6% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

4.26%

of 13F equity value

Holder Rank

#138

of 6,218 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $2,567,244,299 across 12 Software - Infrastructure names. MSFT ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,345,361	$1,620,906,560
2	ORCL	Oracle Corp	3,772,494	$552,858,995
3	SNPS	Synopsys Inc	859,147	$383,239,702
4	PAYO	Payoneer Global Inc.	617,574	$4,397,126
5	PANW	Palo Alto Networks Inc	7,602	$2,592,434
6	DOX	Amdocs Ltd	17,335	$876,110
7	GEN	Gen Digital Inc.	24,200	$602,338
8	OKTA	Okta, Inc.	3,665	$500,089

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	$1,620,906,560	4,345,361	-0.6%	Shares	Sole	2026-08-14
2026-03-31	$1,618,073,777	4,371,164	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$2,107,623,214	4,358,015	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$2,260,649,749	4,364,610	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$2,204,565,886	4,432,090	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$1,680,794,084	4,477,461	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$1,867,933,731	4,431,634	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$1,926,553,790	4,477,234	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$2,019,076,959	4,517,456	-1.2%	Shares	Sole	2024-08-15
2024-03-31	$1,923,998,418	4,573,109	-1.7%	Shares	Sole	2024-05-15
2023-12-31	$1,749,359,514	4,652,057	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$1,492,583,719	4,727,106	-4.2%	Shares	Sole	2023-11-14
2023-06-30	$1,681,038,250	4,936,390	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,432,162,251	4,967,611	-1.9%	Shares	Sole	2023-05-15
2022-12-31	$1,214,901,739	5,065,890	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$1,174,917,151	5,044,728	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,298,471,097	5,055,761	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$1,567,366,029	5,083,734	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,709,075,662	5,081,695	-0.8%	Shares	Sole	2022-02-14
2021-09-30	$1,444,867,910	5,125,099	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$1,393,108,397	5,142,519	-0.3%	Shares	Sole	2021-08-16
2021-03-31	$1,216,439,282	5,159,432	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$1,158,220,788	5,207,359	-1.2%	Shares	Sole	2021-02-16
2020-09-30	$1,108,621,876	5,270,869	-3.7%	Shares	Sole	2020-11-12
2020-06-30	$1,113,823,254	5,473,064	-1.8%	Shares	Sole	2020-08-14
2020-03-31	$878,860,738	5,572,638	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.