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MSFT is 11.21% of Vulcan Value Partners's portfolio as of 2026 Q2.

Holds 986,905 shares worth $368.14M.
Published · Based on SEC filings

Low impact
Outsized position
2026 Q2

Vulcan Value Partners holds 987K shares of Microsoft Corp (MSFT) worth about $368.1M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 10, 2026. The position is 11.21% of the reported portfolio, the 2nd largest of 36 stock positions. Vulcan Value Partners trimmed the share count by 11% in 2026 Q2.

What did the 2026 Q2 filing report for MSFT?

As of June 30, 2026, from the 13F-HR filed August 10, 2026.

Value
Portfolio weight 11.21%
Shares 987K
Reported value $368.1M
Rank in portfolio 2nd of 36
Largest holding EG at 11.28%
Top three holdings 31.58% of the book
Change this quarter -11% shares

How concentrated is Vulcan Value Partners in MSFT?

MSFT at 11.21% is 4 times the average stock position in the Vulcan Value Partners portfolio, which is 3%. The largest holding is EG at 11.28%. The three largest stocks together are 31.58% of the reported book. A quarter earlier MSFT was 10.88% of the book.

Where does MSFT sit in the Vulcan Value Partners portfolio?

MSFT ranks 2nd of 36 stock positions in the Vulcan Value Partners portfolio at 11.21%, above the fund's average stock position of 3%. The MSFT cut was the 10th largest of the quarter's 37 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Vulcan Value Partners reported 36 stock positions, with 4 opened and 1 closed. The total portfolio value is about $3.3B, down 13% from the prior quarter.

Vulcan Value Partners top holdings, 2026 Q2

How long has Vulcan Value Partners held MSFT?

Vulcan Value Partners has held MSFT since at least the quarter ended June 30, 2013, the start of the filings we track. The fund sold out of the name in 2016 Q2 and came back in 2018 Q4. The current weight is the highest the fund has reported for the name. Last quarter the fund cut the position by 3%. Every reported trade is on the Vulcan Value Partners MSFT trade history page.

Vulcan Value Partners shares of MSFT by quarter

Did other funds buy or sell MSFT in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 10, 2026, 36 hold MSFT. Of those, 3 opened it this quarter. Another 4 sold out of it. The largest buyers of MSFT this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Eagle Capital Management, Polen Capital Management and Chris Hohn. Every tracked holder of MSFT is on the MSFT ownership page.

FAQ

What share of the Vulcan Value Partners portfolio is MSFT?

MSFT is 11.21% of the Vulcan Value Partners portfolio as of 2026 Q2, the 2nd largest of 36 stock positions.

What is the MSFT stake of Vulcan Value Partners worth?

Vulcan Value Partners holds 987K shares of MSFT, worth about $368.1M at June 30, 2026 prices, 11.21% of the reported portfolio.

What are the largest holdings of Vulcan Value Partners?

The largest stock positions of Vulcan Value Partners as of 2026 Q2 are EG (11.28%), MSFT (11.21%) and RYAN (9.09%), together 31.58% of the book.

Did Vulcan Value Partners change its MSFT position in 2026 Q2?

Vulcan Value Partners trimmed the share count by 11% in 2026 Q2.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst