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Perpetual Ltd: MSFT position timeline

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

Perpetual Ltd held 441,582 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 441,582 shares
    Change vs previous 13F -38,991 shares

    2.35% of the 13F portfolio, value $164,718,918.

    13F-HR 0001104659-26-083835 filed by Perpetual Ltd
    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 480,573 shares
    Change vs previous 13F -10,613 shares

    2.73% of the 13F portfolio, value $177,893,707.

    13F-HR 0001104659-26-042917 filed by Perpetual Ltd
    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 491,186 shares
    Change vs previous 13F -12,426 shares

    3.44% of the 13F portfolio, value $237,547,374.

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    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 503,612 shares
    Change vs previous 13F +38,847 shares

    3.24% of the 13F portfolio, value $260,845,836.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    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 464,765 shares
    Change vs previous 13F +36,412 shares

    2.71% of the 13F portfolio, value $231,178,758.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    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 428,353 shares
    Change vs previous 13F -227,876 shares

    1.94% of the 13F portfolio, value $160,799,432.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    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 656,229 shares
    Change vs previous 13F -39,306 shares

    3.25% of the 13F portfolio, value $276,600,524.

    13F-HR 0001104659-25-004279 filed by Perpetual Ltd
    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 695,535 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $299,288,711.

    13F-HR 0001104659-24-107159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

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