MSFT — MICROSOFT CORP COM

Ownership history in Atria Investments, Inc  ·  54 quarters on record

This page tracks every 13F SEC filing in which Atria Investments, Inc reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.58% (2024 Q2)
Avg. % of fund
1.17%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
54
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 408,397 -18,296 -4.3% 2.24% $197.5M $482.52
2025 Q3 ADDED 426,693 +1,944 +0.5% 2.53% $221.0M $515.81
2025 Q2 ADDED 424,749 +6,046 +1.4% 2.49% $211.3M $494.54
2025 Q1 REDUCED 418,703 -13,532 -3.1% 2.01% $157.2M $372.54
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% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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