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Richard Bernstein Advisors LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 50,480 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 50,480 shares
    Change vs previous 13F +2,231 shares

    0.54% of the 13F portfolio, value $18,686,182.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 48,249 shares
    Change vs previous 13F -8,314 shares

    0.69% of the 13F portfolio, value $23,334,181.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 56,563 shares
    Change vs previous 13F -65,321 shares

    0.84% of the 13F portfolio, value $29,296,806.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 121,884 shares
    Change vs previous 13F -11,871 shares

    1.5% of the 13F portfolio, value $60,626,320.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 133,755 shares
    Change vs previous 13F -6,958 shares

    1.21% of the 13F portfolio, value $50,210,290.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 140,713 shares
    Change vs previous 13F -5,076 shares

    1.34% of the 13F portfolio, value $59,310,530.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 145,789 shares
    Change vs previous 13F -1,872 shares

    1.34% of the 13F portfolio, value $62,733,007.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 147,661 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $65,997,084.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).