Manning & Napier Group’s MSFT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q3 2016
+3.85 M Shares
Current Position
645,204 Shares
$334.18 M Value

Manning & Napier Group's MSFT Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 645,204 shares of Microsoft Corporation (MSFT) worth $334.18 M, representing 4.26% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 3.85 M shares. Largest reduction occurred in Q2 2017, reducing 2.01 M shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Microsoft Corporation (MSFT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Microsoft Corporation (MSFT) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.37 M Add 0.00% 1.37 M $34.54
Q3 2013 -332,549 Reduce 24.36% 1.03 M $33.28
Q4 2013 -70,627 Reduce 6.84% 962,124 $37.41
Q1 2014 -115,281 Reduce 11.98% 846,843 $40.99
Q2 2014 +17,453 Add 2.06% 864,296 $41.70
Q3 2014 -74,939 Reduce 8.67% 789,357 $46.36
Q4 2014 +100,392 Add 12.72% 889,749 $46.45
Q1 2015 +271,608 Add 30.53% 1.16 M $40.65
Q2 2015 -140,921 Reduce 12.13% 1.02 M $44.15
Q3 2015 -45,639 Reduce 4.47% 974,797 $44.26
Q4 2015 -176,671 Reduce 18.12% 798,126 $55.48
Q1 2016 +16,930 Add 2.12% 815,056 $55.23
Q2 2016 -55,577 Reduce 6.82% 759,479 $51.17
Q3 2016 +3.85 M Add 507.40% 4.61 M $57.60
Q4 2016 +162,884 Add 3.53% 4.78 M $62.14
Q1 2017 -677,436 Reduce 14.18% 4.1 M $65.86
Q2 2017 -2.01 M Reduce 48.93% 2.09 M $68.93
Q3 2017 -116,350 Reduce 5.56% 1.98 M $74.49
Q4 2017 +1.78 M Add 0.00% 1.78 M $85.54
Q1 2018 +442,025 Add 24.88% 2.22 M $91.27
Q2 2018 -76,925 Reduce 3.47% 2.14 M $98.61
Q3 2018 -61,480 Reduce 2.87% 2.08 M $114.37
Q4 2018 -116,630 Reduce 5.61% 1.96 M $101.57
Q1 2019 +477,691 Add 24.32% 2.44 M $117.94
Q2 2019 -117,375 Reduce 4.81% 2.32 M $133.96
Q3 2019 -829,109 Reduce 35.67% 1.49 M $139.03
Q4 2019 -383,540 Reduce 25.65% 1.11 M $157.70
Q1 2020 +183,080 Add 16.47% 1.29 M $157.71
Q2 2020 -417,190 Reduce 32.23% 877,345 $203.51
Q3 2020 -28,674 Reduce 3.27% 848,671 $210.33
Q4 2020 -20,553 Reduce 2.42% 828,118 $222.42
Q1 2021 +177,330 Add 21.41% 1.01 M $235.77
Q2 2021 -3,959 Reduce 0.39% 1 M $270.90
Q3 2021 -28,964 Reduce 2.89% 972,525 $281.92
Q4 2021 +7,850 Add 0.81% 980,375 $336.32
Q1 2022 +7,594 Add 0.77% 987,969 $308.31
Q2 2022 -3,875 Reduce 0.39% 984,094 $256.83
Q3 2022 -1,590 Reduce 0.16% 982,504 $232.90
Q4 2022 -5,641 Reduce 0.57% 976,863 $239.82
Q1 2023 -415,541 Reduce 42.54% 561,322 $288.30
Q2 2023 -185,206 Reduce 32.99% 376,116 $340.54
Q3 2023 -3,867 Reduce 1.03% 372,249 $315.75
Q4 2023 +971 Add 0.26% 373,220 $376.04
Q1 2024 -5,365 Reduce 1.44% 367,855 $420.72
Q2 2024 +503,284 Add 0.00% 503,283 $446.95
Q3 2024 -58,980 Reduce 11.72% 444,303 $430.30
Q4 2024 +257,889 Add 58.04% 702,192 $421.50
Q1 2025 +11,408 Add 1.62% 713,600 $375.39
Q2 2025 -41,378 Reduce 5.80% 672,222 $497.40
Q3 2025 -27,018 Reduce 4.02% 645,204 $517.95

Manning & Napier Group's Microsoft Corporation Investment FAQs

Manning & Napier Group first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 1,365,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Microsoft Corporation (MSFT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to Microsoft Corporation (MSFT) was in Q3 2016, adding 4,613,038 shares worth $265.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 645,204 shares of Microsoft Corporation (MSFT), valued at approximately $334.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 4.26% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's peak holding in Microsoft Corporation (MSFT) was 4,775,922 shares, as reported at the end of Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.