John Rogers's MSFT Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 62,192 shares of Microsoft Corporation (MSFT) worth $23.02 M, representing 0.26% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 530,807 shares. Largest reduction occurred in Q2 2019, reducing 326,546 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -110,263 | Reduce 63.94% | 62,192 | $370.17 |
| Q4 2025 | -21,679 | Reduce 11.17% | 172,455 | $483.62 |
| Q3 2025 | -19,004 | Reduce 8.92% | 194,134 | $517.95 |
| Q2 2025 | +89,244 | Add 72.03% | 213,138 | $497.41 |
| Q1 2025 | -4,009 | Reduce 3.13% | 123,894 | $375.39 |
| Q4 2024 | -90,085 | Reduce 41.33% | 127,903 | $421.50 |
| Q3 2024 | -47,450 | Reduce 17.88% | 217,988 | $430.30 |
| Q2 2024 | -100,353 | Reduce 27.43% | 265,438 | $446.95 |
| Q1 2024 | -1,891 | Reduce 0.51% | 365,791 | $420.72 |
| Q4 2023 | -210,715 | Reduce 36.43% | 367,682 | $376.04 |
| Q3 2023 | -137,934 | Reduce 19.26% | 578,397 | $315.75 |
| Q2 2023 | -157,142 | Reduce 17.99% | 716,331 | $340.54 |
| Q1 2023 | -126,340 | Reduce 12.64% | 873,473 | $288.30 |
| Q4 2022 | -9,261 | Reduce 0.92% | 999,813 | $239.82 |
| Q3 2022 | -18,901 | Reduce 1.84% | 1.01 M | $232.90 |
| Q2 2022 | +21,064 | Add 2.09% | 1.03 M | $256.83 |
| Q1 2022 | +6,335 | Add 0.63% | 1.01 M | $308.31 |
| Q4 2021 | -85,345 | Reduce 7.86% | 1 M | $336.32 |
| Q3 2021 | -108,119 | Reduce 9.05% | 1.09 M | $281.92 |
| Q2 2021 | -159,468 | Reduce 11.78% | 1.19 M | $270.90 |
| Q1 2021 | -69,692 | Reduce 4.90% | 1.35 M | $235.77 |
| Q4 2020 | -152,109 | Reduce 9.66% | 1.42 M | $222.42 |
| Q3 2020 | -65,062 | Reduce 3.97% | 1.58 M | $210.33 |
| Q2 2020 | -157,514 | Reduce 8.76% | 1.64 M | $203.51 |
| Q1 2020 | -294,096 | Reduce 14.06% | 1.8 M | $157.71 |
| Q4 2019 | -69,495 | Reduce 3.22% | 2.09 M | $157.70 |
| Q3 2019 | -121,713 | Reduce 5.33% | 2.16 M | $139.03 |
| Q2 2019 | -326,546 | Reduce 12.51% | 2.28 M | $133.96 |
| Q1 2019 | -119,683 | Reduce 4.38% | 2.61 M | $117.94 |
| Q4 2018 | -123,296 | Reduce 4.32% | 2.73 M | $101.57 |
| Q3 2018 | +70,471 | Add 2.53% | 2.85 M | $114.37 |
| Q2 2018 | +33,725 | Add 1.23% | 2.78 M | $98.61 |
| Q1 2018 | -55,202 | Reduce 1.97% | 2.75 M | $91.27 |
| Q4 2017 | +69,184 | Add 2.53% | 2.8 M | $85.54 |
| Q3 2017 | +119,822 | Add 4.58% | 2.73 M | $74.49 |
| Q2 2017 | +66,262 | Add 2.60% | 2.61 M | $68.93 |
| Q1 2017 | -89 | Reduce 0.00% | 2.55 M | $65.86 |
| Q4 2016 | +32,225 | Add 1.28% | 2.55 M | $62.14 |
| Q3 2016 | -7,064 | Reduce 0.28% | 2.52 M | $57.60 |
| Q2 2016 | +47,608 | Add 1.92% | 2.52 M | $51.17 |
| Q1 2016 | +440 | Add 0.02% | 2.48 M | $55.23 |
| Q4 2015 | -21,820 | Reduce 0.87% | 2.48 M | $55.48 |
| Q3 2015 | +187,793 | Add 8.13% | 2.5 M | $44.26 |
| Q2 2015 | +369,294 | Add 19.04% | 2.31 M | $44.15 |
| Q1 2015 | +333,393 | Add 20.75% | 1.94 M | $40.65 |
| Q4 2014 | +274,776 | Add 20.63% | 1.61 M | $46.45 |
| Q3 2014 | -70,335 | Reduce 5.02% | 1.33 M | $46.36 |
| Q2 2014 | +384,988 | Add 37.85% | 1.4 M | $41.70 |
| Q1 2014 | +70,549 | Add 7.45% | 1.02 M | $40.99 |
| Q4 2013 | +530,807 | Add 127.63% | 946,694 | $37.41 |
| Q3 2013 | +140,463 | Add 51.00% | 415,887 | $33.28 |
| Q2 2013 | +275,425 | Add 0.00% | 275,424 | $34.55 |
John Rogers's Microsoft Corporation Investment FAQs
John Rogers first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 275,424 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Microsoft Corporation (MSFT) for 52 quarters since Q2 2013.
John Rogers's largest addition to Microsoft Corporation (MSFT) was in Q4 2013, adding 946,694 shares worth $35.42 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 62,192 shares of Microsoft Corporation (MSFT), valued at approximately $23.02 M.
As of the Q1 2026 filing, Microsoft Corporation (MSFT) represents approximately 0.26% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Microsoft Corporation (MSFT) was 2,852,714 shares, as reported at the end of Q3 2018.