MICROSOFT CORP · CUSIP 594918104 · CIK 884414
As of 2026-06-30, JACOBS LEVY EQUITY MANAGEMENT, INC reported 1.74M MSFT (shares), valued at $648.19M, or 2.33% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 7.47%; reported value increased 8.30%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.33% | 1,737,693 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 2.52% | 1,616,923 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 3.41% | 1,824,986 | SEC filing ↗Filed Feb 13, 2026Combination report |
| Q3 2025 | 4.05% | 1,968,436 | SEC filing ↗Filed Nov 17, 2025Combination report |
| Q2 2025 | 4.08% | 2,091,104 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 3.83% | 2,571,195 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 3.47% | 2,326,692 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 3.54% | 2,135,289 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 4.14% | 2,239,001 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 4.07% | 2,162,871 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 3.95% | 2,084,449 | SEC filing ↗Filed Feb 14, 2024Combination report |
| Q3 2023 | 3.53% | 1,887,020 | SEC filing ↗Filed Nov 17, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.53% | 1,887,020 | $595.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 17, 2023 |
| Q4 2023 | 3.95% | 2,084,449 | $783.84M | Shares increased 10.46%; reported value increased 31.55%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 4.07% | 2,162,871 | $909.96M | Shares increased 3.76%; reported value increased 16.09%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 4.14% | 2,239,001 | $1.00B | Shares increased 3.52%; reported value increased 9.97%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 3.54% | 2,135,289 | $918.81M | Shares decreased 4.63%; reported value decreased 8.18%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 3.47% | 2,326,692 | $980.70M | Shares increased 8.96%; reported value increased 6.74%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.83% | 2,571,195 | $965.20M | Shares increased 10.51%; reported value decreased 1.58%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.08% | 2,091,104 | $1.04B | Shares decreased 18.67%; reported value increased 7.76%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 4.05% | 1,968,436 | $1.02B | Shares decreased 5.87%; reported value decreased 1.98%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q4 2025 | 3.41% | 1,824,986 | $882.60M | Shares decreased 7.29%; reported value decreased 13.43%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.52% | 1,616,923 | $598.54M | Shares decreased 11.40%; reported value decreased 32.18%, and weight changed -0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.33% | 1,737,693 | $648.19M | Shares increased 7.47%; reported value increased 8.30%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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