Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 762 <0.01 Buy <0.01 $356.28–450.33 · VW $418.95i $282,070 SEC
2019   Q3 0 0.00 Sell 100.00% 0.23 $133.22–152.50 · VW $145.70i SEC
2019   Q2 318,833 0.23 Reduce 0.01% $119.01–141.68 · VW $132.85i $42,711,000 SEC
2019   Q1 318,873 0.20 Reduce 0.28% <0.01 $108.80–131.37 · VW $121.28i $37,608,000 SEC
2018   Q4 319,758 0.19 Reduce 1.68% <0.01 $93.96–113.42 · VW $106.47i $32,478,000 SEC
2018   Q3 325,238 0.18 Reduce 0.62% <0.01 $99.35–116.18 · VW $108.81i $37,197,000 SEC
2018   Q2 327,267 0.16 Reduce 49.86% 0.15 $97.26–112.78 · VW $107.46i $32,272,000 SEC
2018   Q1 652,741 0.30 Reduce 38.98% 0.18 $87.08–99.99 · VW $95.30i $59,576,000 SEC
2017   Q4 1,069,794 0.45 Reduce 16.09% 0.08 $80.70–96.07 · VW $90.18i $91,510,000 SEC
2017   Q3 1,274,898 0.50 Reduce 5.35% 0.03 $72.92–86.20 · VW $81.10i $94,967,000 SEC
2017   Q2 1,346,933 0.51 Reduce 2.25% 0.01 $68.02–74.96 · VW $72.58i $92,844,000 SEC
2017   Q1 1,377,964 0.51 Reduce 15.14% 0.09 $63.62–70.74 · VW $68.07i $90,753,000 SEC
2016   Q4 1,623,878 0.59 Reduce 42.24% 0.42 $58.80–65.91 · VW $62.90i $100,908,000 SEC
2016   Q3 2,811,349 1.00 Reduce 17.87% 0.20 $55.61–61.41 · VW $59.09i $161,934,000 SEC
2016   Q2 3,423,007 1.10 Reduce 16.60% 0.23 $48.04–58.70 · VW $54.73i $175,155,000 SEC
2016   Q1 4,104,570 1.40 Reduce 44.15% 1.13 $49.35–56.77 · VW $53.04i $226,695,000 SEC
2015   Q4 7,348,676 2.57 Reduce 27.68% 0.81 $48.19–56.85 · VW $51.97i $407,705,000 SEC
2015   Q3 10,161,006 2.91 Reduce 4.35% 0.12 $41.66–54.98 · VW $50.33i $449,726,000 SEC
2015   Q2 10,623,172 2.68 Add 15.26% 0.35 $39.72–48.41 · VW $43.88i $469,013,000 SEC
2015   Q1 9,216,540 2.12 Add 9.05% 0.18 $40.12–49.54 · VW $45.51i $374,698,000 SEC
2014   Q4 8,451,927 2.13 Reduce 16.58% 0.43 $40.23–49.06 · VW $44.38i $392,592,000 SEC
2014   Q3 10,131,902 2.61 Reduce 1.07% 0.03 $42.10–50.05 · VW $46.65i $469,715,000 SEC
2014   Q2 10,241,463 2.41 Reduce 4.81% 0.13 $39.86–45.71 · VW $43.67i $427,069,000 SEC
2014   Q1 10,758,726 2.62 Reduce 1.68% 0.04 $37.49–41.66 · VW $40.03i $441,000,000 SEC
2013   Q4 10,942,967 2.47 Reduce 24.80% 0.80 $34.63–38.98 · VW $37.31i $409,595,000 SEC
2013   Q3 14,552,334 3.24 Add 17.12% 0.47 $30.95–38.29 · VW $35.79i $484,738,000 SEC
2013   Q2 12,425,297 2.96 Reduce 6.79% 0.19 $30.84–36.43 · VW $33.56i $429,046,000 SEC
2013   Q1 13,329,880 2.73 Add 33.11% 0.68 $27.52–35.28 · VW $32.57i $381,368,000 SEC
2012   Q4 10,014,030 2.24 Add 18.95% 0.36 $26.26–28.23 · VW $27.43i $267,675,000 SEC
2012   Q3 8,418,471 2.13 Add 21.45% 0.38 $26.34–31.61 · VW $28.19i $250,702,000 SEC
2012   Q2 6,931,791 2.52 Reduce 25.27% 0.79 $28.32–31.14 · VW $30.09i $212,043,000 SEC
2012   Q1 9,275,594 3.12 Reduce 5.15% 0.14 $28.64–32.95 · VW $30.26i $299,138,000 SEC
2011   Q4 9,778,883 2.81 Add 26.87% 0.60 $25.16–32.00 · VW $29.63i $253,860,000 SEC
2011   Q3 7,707,797 2.33 Reduce 17.86% 0.41 $24.26–27.50 · VW $25.78i $191,847,000 SEC
2011   Q2 9,383,220 2.27 Add 12.97% 0.26 $23.65–28.15 · VW $26.13i $243,964,000 SEC
2011   Q1 8,305,697 1.87 Add 12.16% 0.20 $24.03–26.87 · VW $25.30i $210,632,000 SEC
2010   Q4 7,404,963 2.04 Add 3.98% 0.08 $25.56–29.46 · VW $27.20i $206,673,000 SEC
2010   Q3 7,121,564 1.87 Add 1.35% 0.02 $23.54–28.87 · VW $25.89i $174,407,000 SEC
2010   Q2 7,026,943 1.79 Reduce 1.12% 0.02 $22.73–26.93 · VW $24.38i $161,690,000 SEC
2010   Q1 7,106,666 1.95 Reduce 5.94% 0.17 $24.56–31.58 · VW $27.31i $208,012,000 SEC
2009   Q4 7,555,396 2.86 Reduce 23.09% 0.59 $27.57–31.50 · VW $29.25i $230,364,000 SEC
2009   Q3 9,824,130 2.56 Reduce 1.84% 0.06 $23.76–30.14 · VW $27.77i $254,347,000 SEC
2009   Q2 10,008,214 3.01 Reduce 19.12% 0.66 $20.86–25.72 · VW $23.74i $237,895,000 SEC
2009   Q1 12,373,685 3.43 Add 0.31% 0.01 $14.87–21.20 · VW $18.99i $227,305,000 SEC
2008   Q4 12,335,824 2.95 Reduce 29.75% 1.11 $16.10–21.25 · VW $17.83i $239,808,000 SEC
2008   Q3 17,560,379 3.72 Add 24.24% 0.73 $17.50–27.76 · VW $21.83i $468,687,000 SEC
2008   Q2 14,134,548 2.59 Reduce 1.70% 0.04 $24.87–29.57 · VW $27.24i $388,841,000 SEC
2007   Q4 14,379,233 2.60 Reduce 38.69% 1.10 $27.02–36.72 · VW $30.31i $511,901,000 SEC
2007   Q3 23,453,109 2.84 Reduce 4.04% 0.11 $28.27–37.50 · VW $33.12i $690,929,000 SEC
2007   Q2 24,441,432 2.74 Add 106.17% 1.41 $27.51–31.84 · VW $29.36i $720,289,000 SEC
2007   Q1 11,855,213 1.99 Reduce 50.88% 1.56 $26.60–31.16 · VW $29.48i $336,451,000 SEC
2006   Q4 24,136,948 3.07 Reduce 11.65% 0.41 $27.79–31.48 · VW $29.15i $720,729,000 SEC
2006   Q3 27,321,231 3.49 Add 3.60% 0.12 $25.39–30.00 · VW $28.25i $746,689,000 SEC
2006   Q2 26,371,917 3.35 Add 66.69% 1.34 $21.46–26.25 · VW $24.47i $614,466,000 SEC
2006   Q1 15,820,915 2.47 Add 10.87% 0.24 $22.45–28.22 · VW $24.44i $430,487,000 SEC
2005   Q4 14,269,310 2.80 Add 11.15% 0.28 $26.10–28.38 · VW $27.12i $373,143,000 SEC
2005   Q3 12,838,200 2.72 Add 32.60% 0.67 $24.25–28.25 · VW $26.73i $330,327,000 SEC
2005   Q2 9,681,825 2.29 Add 168.01% 1.44 $24.50–27.94 · VW $26.61i $240,497,000 SEC
2005   Q1 3,612,425 0.90 Buy 0.90 $23.82–26.09 · VW $25.24i $87,312,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$370.17
+/- since buy5.62%
52-week low$349.20
52-week high$551.05