Scharf Investments, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Scharf Investments, LLC on MSFT, newest first. How the timeline and the estimate are built.
Scharf Investments, LLC held 313,848 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 313,848 sharesChange vs previous 13F -29,629 shares
3.87% of the 13F portfolio, value $117,075,089.
13F-HR 0001463746-26-000003 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 343,477 sharesChange vs previous 13F -34,619 shares
3.92% of the 13F portfolio, value $127,148,317.
13F-HR 0001463746-26-000002 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 378,096 sharesChange vs previous 13F -48,509 shares
4.91% of the 13F portfolio, value $182,859,839.
13F-HR 0001463746-26-000001 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 426,605 sharesChange vs previous 13F -18,352 shares
5.55% of the 13F portfolio, value $220,966,823.
13F-HR 0001463746-25-000002 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 444,957 sharesChange vs previous 13F +27,950 shares
6.37% of the 13F portfolio, value $221,332,955.
13F-HR 0001085146-25-003788 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 417,007 sharesChange vs previous 13F -7,888 shares
4.73% of the 13F portfolio, value $156,540,473.
13F-HR 0001085146-25-002253 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 424,895 sharesChange vs previous 13F -26,035 shares
5.31% of the 13F portfolio, value $179,093,647.
13F-HR 0001085146-25-000462 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 450,930 sharesChange vs previous 13F not available
5.34% of the 13F portfolio, value $194,035,031.
13F-HR 0001085146-24-004931 filed by Scharf Investments, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).