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Vulcan Value Partners, LLC: MSFT position timeline

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

Vulcan Value Partners, LLC held 986,905 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 986,905 shares
    Change vs previous 13F -122,086 shares

    11.21% of the 13F portfolio, value $368,135,303.

    13F-HR 0001556785-26-000016 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,108,991 shares
    Change vs previous 13F -32,587 shares

    10.88% of the 13F portfolio, value $410,515,198.

    13F-HR 0001556785-26-000008 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 1,141,578 shares
    Change vs previous 13F -43,824 shares

    9.96% of the 13F portfolio, value $551,996,000.

    13F-HR 0001556785-26-000004 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,185,402 shares
    Change vs previous 13F -33,092 shares

    11.13% of the 13F portfolio, value $614,016,194.

    13F-HR 0001556785-25-000034 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,218,494 shares
    Change vs previous 13F -174,645 shares

    10.99% of the 13F portfolio, value $623,705,520.

    13F-HR 0001556785-25-000025 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,393,139 shares
    Change vs previous 13F +204,881 shares

    9.83% of the 13F portfolio, value $523,166,505.

    13F-HR 0001556785-25-000022 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,188,258 shares
    Change vs previous 13F +366,085 shares

    8.38% of the 13F portfolio, value $500,765,996.

    13F-HR 0001556785-25-000002 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 822,173 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $353,781,027.

    13F-HR 0001556785-24-000020 filed by Vulcan Value Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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