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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 762 <0.01 Buy <0.01 $370.17 $282,070 SEC
2019   Q3 0 0.00 Sell 100.00% 0.23 SEC
2019   Q2 318,833 0.23 Reduce 0.01% $133.96 $42,711,000 SEC
2019   Q1 318,873 0.20 Reduce 0.28% <0.01 $117.94 $37,608,000 SEC
2018   Q4 319,758 0.19 Reduce 1.68% <0.01 $101.57 $32,478,000 SEC
2018   Q3 325,238 0.18 Reduce 0.62% <0.01 $114.37 $37,197,000 SEC
2018   Q2 327,267 0.16 Reduce 49.86% 0.15 $98.61 $32,272,000 SEC
2018   Q1 652,741 0.30 Reduce 38.98% 0.18 $91.27 $59,576,000 SEC
2017   Q4 1,069,794 0.45 Reduce 16.09% 0.08 $85.54 $91,510,000 SEC
2017   Q3 1,274,898 0.50 Reduce 5.35% 0.03 $74.49 $94,967,000 SEC
2017   Q2 1,346,933 0.51 Reduce 2.25% 0.01 $68.93 $92,844,000 SEC
2017   Q1 1,377,964 0.51 Reduce 15.14% 0.09 $65.86 $90,753,000 SEC
2016   Q4 1,623,878 0.59 Reduce 42.24% 0.42 $62.14 $100,908,000 SEC
2016   Q3 2,811,349 1.00 Reduce 17.87% 0.20 $57.60 $161,934,000 SEC
2016   Q2 3,423,007 1.10 Reduce 16.60% 0.23 $51.17 $175,155,000 SEC
2016   Q1 4,104,570 1.40 Reduce 44.15% 1.13 $55.23 $226,695,000 SEC
2015   Q4 7,348,676 2.57 Reduce 27.68% 0.81 $55.48 $407,705,000 SEC
2015   Q3 10,161,006 2.91 Reduce 4.35% 0.12 $44.26 $449,726,000 SEC
2015   Q2 10,623,172 2.68 Add 15.26% 0.35 $44.15 $469,013,000 SEC
2015   Q1 9,216,540 2.12 Add 9.05% 0.18 $40.65 $374,698,000 SEC
2014   Q4 8,451,927 2.13 Reduce 16.58% 0.43 $46.45 $392,592,000 SEC
2014   Q3 10,131,902 2.61 Reduce 1.07% 0.03 $46.36 $469,715,000 SEC
2014   Q2 10,241,463 2.41 Reduce 4.81% 0.13 $41.70 $427,069,000 SEC
2014   Q1 10,758,726 2.62 Reduce 1.68% 0.04 $40.99 $441,000,000 SEC
2013   Q4 10,942,967 2.47 Reduce 24.80% 0.80 $37.43 $409,595,000 SEC
2013   Q3 14,552,334 3.24 Add 17.12% 0.47 $33.31 $484,738,000 SEC
2013   Q2 12,425,297 2.96 Reduce 6.79% 0.19 $34.53 $429,046,000 SEC
2013   Q1 13,329,880 2.73 Add 33.11% 0.68 $28.61 $381,368,000 SEC
2012   Q4 10,014,030 2.24 Add 18.95% 0.36 $26.73 $267,675,000 SEC
2012   Q3 8,418,471 2.13 Add 21.45% 0.38 $29.78 $250,702,000 SEC
2012   Q2 6,931,791 2.52 Reduce 25.27% 0.79 $30.59 $212,043,000 SEC
2012   Q1 9,275,594 3.12 Reduce 5.15% 0.14 $32.25 $299,138,000 SEC
2011   Q4 9,778,883 2.81 Add 26.87% 0.60 $25.96 $253,860,000 SEC
2011   Q3 7,707,797 2.33 Reduce 17.86% 0.41 $24.89 $191,847,000 SEC
2011   Q2 9,383,220 2.27 Add 12.97% 0.26 $26.00 $243,964,000 SEC
2011   Q1 8,305,697 1.87 Add 12.16% 0.20 $25.36 $210,632,000 SEC
2010   Q4 7,404,963 2.04 Add 3.98% 0.08 $27.91 $206,673,000 SEC
2010   Q3 7,121,564 1.87 Add 1.35% 0.02 $24.49 $174,407,000 SEC
2010   Q2 7,026,943 1.79 Reduce 1.12% 0.02 $23.01 $161,690,000 SEC
2010   Q1 7,106,666 1.95 Reduce 5.94% 0.17 $29.27 $208,012,000 SEC
2009   Q4 7,555,396 2.86 Reduce 23.09% 0.59 $30.49 $230,364,000 SEC
2009   Q3 9,824,130 2.56 Reduce 1.84% 0.06 $25.89 $254,347,000 SEC
2009   Q2 10,008,214 3.01 Reduce 19.12% 0.67 $23.77 $237,895,000 SEC
2009   Q1 12,373,685 3.48 Add 0.31% 0.01 $18.37 $227,305,000 SEC
2008   Q4 12,335,824 2.95 Reduce 29.75% 1.11 $19.44 $239,808,000 SEC
2008   Q3 17,560,379 3.72 Add 24.24% 0.73 $26.69 $468,687,000 SEC
2008   Q2 14,134,548 2.59 Reduce 1.70% 0.04 $27.51 $388,841,000 SEC
2007   Q4 14,379,233 2.60 Reduce 38.69% 1.10 $35.60 $511,901,000 SEC
2007   Q3 23,453,109 2.84 Reduce 4.04% 0.11 $29.46 $690,929,000 SEC
2007   Q2 24,441,432 2.74 Add 106.17% 1.41 $29.47 $720,289,000 SEC
2007   Q1 11,855,213 1.99 Reduce 50.88% 1.56 $28.38 $336,451,000 SEC
2006   Q4 24,136,948 3.07 Reduce 11.65% 0.42 $29.86 $720,729,000 SEC
2006   Q3 27,321,231 3.63 Add 3.60% 0.13 $27.33 $746,689,000 SEC
2006   Q2 26,371,917 3.48 Add 66.69% 1.39 $23.30 $614,466,000 SEC
2006   Q1 15,820,915 2.57 Add 10.87% 0.25 $27.21 $430,487,000 SEC
2005   Q4 14,269,310 2.86 Add 11.15% 0.29 $26.15 $373,143,000 SEC
2005   Q3 12,838,200 2.73 Add 32.60% 0.67 $25.73 $330,327,000 SEC
2005   Q2 9,681,825 2.29 Add 168.01% 1.44 $24.84 $240,497,000 SEC
2005   Q1 3,612,425 0.90 Buy 0.90 $24.17 $87,312,000 SEC