Microsoft Corp (MSFT) is 14.93% of the Vulcan Value Partners portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 10, 2026: 912K shares worth about $468M, the largest of 34 stock positions. Vulcan Value Partners trimmed the share count by 8% in 2026 Q3.
What did the 2026 Q3 filing report for MSFT?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Value | |
|---|---|
| Portfolio weight | 14.93% |
| Shares | 912K |
| Reported value | $468M |
| Rank in portfolio | 1st of 34 |
| Next largest holding | EG at 11.25% |
| Top three holdings | 34.28% of the book |
| Change this quarter | -8% shares |
How concentrated is Vulcan Value Partners in MSFT?
MSFT at 14.93% is 5.1 times the average stock position in the Vulcan Value Partners portfolio, which is 3%. The next largest holding is EG at 11.25%. The three largest stocks together are 34.28% of the reported book. A quarter earlier MSFT was 11.21% of the book.
Where does MSFT sit in the Vulcan Value Partners portfolio?
MSFT is the largest of 34 stock positions in the Vulcan Value Partners portfolio at 14.93%, above the fund's average stock position of 3%. The MSFT cut was the 6th largest of the quarter's 38 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Vulcan Value Partners reported 34 stock positions, with 2 opened and 4 closed. The total portfolio value is about $3.13B, down 5% from the prior quarter.
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 11%. Every reported trade is on the Vulcan Value Partners MSFT trade history page.
Did other funds buy or sell MSFT in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 10, 2026, 6 hold MSFT. One other tracked fund sold out of it. The largest buyers of MSFT this quarter were Donald Yacktman, Richard Pzena and Paul Lountzis. The largest sellers were Lewis Sanders, Greenbrier Partners Capital Management and Torray Fund. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What share of the Vulcan Value Partners portfolio is MSFT?
MSFT is 14.93% of the Vulcan Value Partners portfolio as of 2026 Q3, the largest of 34 stock positions.
What is the MSFT stake of Vulcan Value Partners worth?
Vulcan Value Partners holds 912K shares of MSFT, worth about $468M at September 30, 2026 prices, 14.93% of the reported portfolio.
What are the largest holdings of Vulcan Value Partners?
The largest stock positions of Vulcan Value Partners as of 2026 Q3 are MSFT (14.93%), EG (11.25%) and RYAN (8.11%), together 34.28% of the book.
Did Vulcan Value Partners change its MSFT position in 2026 Q3?
Vulcan Value Partners trimmed the share count by 8% in 2026 Q3.