Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,297,536
+$332,332 QoQ
Shares Held
70,499
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#1,487
of 6,194 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $27,980,997 across 4 Software - Infrastructure names. MSFT ranks #1 (94.0% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,297,536 | 70,499 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $25,965,204 | 70,144 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,611,716 | 71,568 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $38,459,859 | 74,254 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $37,366,931 | 75,123 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $28,694,436 | 76,439 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,599,047 | 84,458 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $36,928,346 | 85,820 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $39,042,423 | 87,353 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $37,537,479 | 89,222 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $35,319,180 | 93,924 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,854,438 | 100,885 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $34,484,442 | 101,264 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,950,684 | 96,950 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $24,063,298 | 100,339 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $23,650,529 | 101,548 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $26,259,069 | 102,243 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,093,227 | 110,581 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $41,121,509 | 122,269 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $36,870,623 | 130,784 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,273,346 | 130,208 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $27,213,752 | 115,425 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $27,695,736 | 124,520 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $37,654,538 | 179,026 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $34,489,856 | 169,475 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $28,208,167 | 178,861 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||