Tom Gayner's MSFT Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 537,630 shares of Microsoft Corporation (MSFT) worth $199.01 M, representing 1.67% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 96,000 shares. Largest reduction occurred in Q1 2015, reducing 500,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,950 | Add 0.36% | 537,630 | $370.17 |
| Q4 2025 | +3,600 | Add 0.68% | 535,680 | $483.62 |
| Q3 2025 | +4,600 | Add 0.87% | 532,080 | $517.95 |
| Q2 2025 | +4,750 | Add 0.91% | 527,480 | $497.41 |
| Q1 2025 | +3,250 | Add 0.63% | 522,730 | $375.39 |
| Q4 2024 | +4,500 | Add 0.87% | 519,480 | $421.50 |
| Q3 2024 | +7,500 | Add 1.48% | 514,980 | $430.30 |
| Q2 2024 | +4,650 | Add 0.92% | 507,480 | $446.95 |
| Q1 2024 | +4,350 | Add 0.87% | 502,830 | $420.72 |
| Q4 2023 | +6,000 | Add 1.22% | 498,480 | $376.04 |
| Q3 2023 | +6,500 | Add 1.34% | 492,480 | $315.75 |
| Q2 2023 | +6,000 | Add 1.25% | 485,980 | $340.54 |
| Q2 2021 | +680 | Add 0.14% | 479,980 | $270.90 |
| Q1 2021 | +580 | Add 0.12% | 479,300 | $235.77 |
| Q4 2020 | +100 | Add 0.02% | 478,720 | $222.42 |
| Q1 2020 | +4,000 | Add 0.84% | 478,620 | $157.71 |
| Q4 2019 | +11,420 | Add 2.47% | 474,620 | $157.70 |
| Q3 2019 | +16,800 | Add 3.76% | 463,200 | $139.03 |
| Q2 2019 | +34,100 | Add 8.27% | 446,400 | $133.96 |
| Q1 2019 | +23,300 | Add 5.99% | 412,300 | $117.94 |
| Q4 2018 | +2,000 | Add 0.52% | 389,000 | $101.57 |
| Q3 2018 | +26,000 | Add 7.20% | 387,000 | $114.37 |
| Q2 2018 | +22,000 | Add 6.49% | 361,000 | $98.61 |
| Q1 2018 | +27,000 | Add 8.65% | 339,000 | $91.27 |
| Q3 2017 | +32,000 | Add 11.43% | 312,000 | $74.49 |
| Q2 2017 | +37,000 | Add 15.23% | 280,000 | $68.93 |
| Q1 2017 | +36,000 | Add 17.39% | 243,000 | $65.86 |
| Q4 2016 | +15,000 | Add 7.81% | 207,000 | $62.14 |
| Q3 2016 | +32,000 | Add 20.00% | 192,000 | $57.60 |
| Q2 2016 | +96,000 | Add 150.00% | 160,000 | $51.17 |
| Q1 2016 | +34,000 | Add 113.33% | 64,000 | $55.23 |
| Q4 2015 | +30,000 | New Buy | 30,000 | $55.47 |
| Q2 2015 | -318,000 | Sold Out | 0 | $0.00 |
| Q1 2015 | -500,000 | Reduce 61.12% | 318,000 | $40.65 |
| Q1 2014 | -7,100 | Reduce 0.86% | 818,000 | $40.99 |
| Q4 2013 | +22,800 | Add 2.84% | 825,100 | $37.41 |
| Q3 2013 | +29,700 | Add 3.84% | 802,300 | $33.28 |
| Q2 2013 | +772,600 | Add 0.00% | 772,600 | $34.54 |
Tom Gayner's Microsoft Corporation Investment FAQs
Tom Gayner first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 772,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Microsoft Corporation (MSFT) for 51 quarters since Q2 2013.
Tom Gayner's largest addition to Microsoft Corporation (MSFT) was in Q2 2013, adding 772,600 shares worth $26.69 M.
According to the latest 13F filing for Q1 2026, Tom Gayner's firm, Markel Group Inc., owns 537,630 shares of Microsoft Corporation (MSFT), valued at approximately $199.01 M.
As of the Q1 2026 filing, Microsoft Corporation (MSFT) represents approximately 1.67% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Microsoft Corporation (MSFT) was 825,100 shares, as reported at the end of Q4 2013.