Richard Pzena's MSFT Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 240,993 shares of Microsoft Corporation (MSFT) worth $123.61 M, representing 0.36% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in MSFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2013, adding 2.13 M shares. Largest reduction occurred in Q4 2013, reducing 3.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +240,238 | Add 31819.60% | 240,993 | $512.90 |
| Q2 2026 | -7 | Reduce 0.92% | 755 | $373.02 |
| Q1 2026 | +762 | New Buy | 762 | $370.17 |
| Q3 2019 | -318,833 | Sold Out | 0 | $0.00 |
| Q2 2019 | -40 | Reduce 0.01% | 318,833 | $133.96 |
| Q1 2019 | -885 | Reduce 0.28% | 318,873 | $117.94 |
| Q4 2018 | -5,480 | Reduce 1.68% | 319,758 | $101.57 |
| Q3 2018 | -2,029 | Reduce 0.62% | 325,238 | $114.37 |
| Q2 2018 | -325,474 | Reduce 49.86% | 327,267 | $98.61 |
| Q1 2018 | -417,053 | Reduce 38.98% | 652,741 | $91.27 |
| Q4 2017 | -205,104 | Reduce 16.09% | 1.07 M | $85.54 |
| Q3 2017 | -72,035 | Reduce 5.35% | 1.27 M | $74.49 |
| Q2 2017 | -31,031 | Reduce 2.25% | 1.35 M | $68.93 |
| Q1 2017 | -245,914 | Reduce 15.14% | 1.38 M | $65.86 |
| Q4 2016 | -1.19 M | Reduce 42.24% | 1.62 M | $62.14 |
| Q3 2016 | -611,658 | Reduce 17.87% | 2.81 M | $57.60 |
| Q2 2016 | -681,563 | Reduce 16.60% | 3.42 M | $51.17 |
| Q1 2016 | -3.24 M | Reduce 44.15% | 4.1 M | $55.23 |
| Q4 2015 | -2.81 M | Reduce 27.68% | 7.35 M | $55.48 |
| Q3 2015 | -462,166 | Reduce 4.35% | 10.16 M | $44.26 |
| Q2 2015 | +1.41 M | Add 15.26% | 10.62 M | $44.15 |
| Q1 2015 | +764,613 | Add 9.05% | 9.22 M | $40.65 |
| Q4 2014 | -1.68 M | Reduce 16.58% | 8.45 M | $46.45 |
| Q3 2014 | -109,561 | Reduce 1.07% | 10.13 M | $46.36 |
| Q2 2014 | -517,263 | Reduce 4.81% | 10.24 M | $41.70 |
| Q1 2014 | -184,241 | Reduce 1.68% | 10.76 M | $40.99 |
| Q4 2013 | -3.61 M | Reduce 24.80% | 10.94 M | $37.43 |
| Q3 2013 | +2.13 M | Add 17.12% | 14.55 M | $33.31 |
| Q2 2013 | +12.43 M | Add 0.00% | 12.43 M | $34.53 |
Richard Pzena's Microsoft Corporation Investment FAQs
Richard Pzena first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 12,425,297 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Microsoft Corporation (MSFT) for 29 quarters since Q2 2013.
Richard Pzena's largest addition to Microsoft Corporation (MSFT) was in Q2 2013, adding 12,425,297 shares worth $429.05 M.
According to the latest 13F filing for Q3 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 240,993 shares of Microsoft Corporation (MSFT), valued at approximately $123.61 M.
As of the Q3 2026 filing, Microsoft Corporation (MSFT) represents approximately 0.36% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Microsoft Corporation (MSFT) was 14,552,334 shares, as reported at the end of Q3 2013.