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Jefferies Group’s MSFT Holdings & Trades

First Buy
Q4 2022
Duration Held
14 Quarters
Largest Add
Q4 2024
+618,774 Shares
Current Position
11,759 Shares
$4.35 M Value

Jefferies Group's MSFT Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 11,759 shares of Microsoft Corporation (MSFT) worth $4.35 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in MSFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 618,774 shares. Largest reduction occurred in Q1 2025, reducing 608,736 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Microsoft Corporation (MSFT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Microsoft Corporation (MSFT) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -262,889 Reduce 95.72% 11,759 $369.96
Q4 2025 +158,528 Add 136.52% 274,648 $483.62
Q3 2025 +26,573 Add 29.67% 116,120 $517.95
Q2 2025 +66,200 Add 283.55% 89,547 $497.41
Q1 2025 -608,736 Reduce 96.31% 23,347 $375.39
Q4 2024 +618,774 Add 4649.29% 632,083 $421.50
Q3 2024 -13,828 Reduce 50.96% 13,309 $430.31
Q2 2024 -16,299 Reduce 37.52% 27,137 $446.95
Q1 2024 +3,728 Add 9.39% 43,436 $420.72
Q4 2023 -27,419 Reduce 40.85% 39,708 $376.04
Q3 2023 -19,830 Reduce 22.80% 67,127 $315.75
Q2 2023 +24,077 Add 38.29% 86,957 $340.54
Q1 2023 -33,010 Reduce 34.42% 62,880 $288.30
Q4 2022 +95,890 New Buy 95,890 $239.82

Jefferies Group's Microsoft Corporation Investment FAQs

Jefferies Group first purchased Microsoft Corporation (MSFT) in Q4 2022, acquiring 95,890 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Microsoft Corporation (MSFT) for 14 quarters since Q4 2022.

Jefferies Group's largest addition to Microsoft Corporation (MSFT) was in Q4 2024, adding 632,083 shares worth $266.42 M.

According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 11,759 shares of Microsoft Corporation (MSFT), valued at approximately $4.35 M.

As of the Q1 2026 filing, Microsoft Corporation (MSFT) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Microsoft Corporation (MSFT) was 632,083 shares, as reported at the end of Q4 2024.