Migdal Insurance & Financial Holdings Ltd. MSFT — MICROSOFT CORP

Ownership history in Migdal Insurance & Financial Holdings Ltd.  ·  40 quarters on record

AI Ownership Summary

Migdal Insurance & Financial Holdings Ltd. reported MICROSOFT CORP (MSFT) in 40 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.7% in 2024 Q2. The latest visible filing shows MSFT at 2.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Migdal Insurance & Financial Holdings Ltd.'s position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSFT was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page Migdal Insurance & Financial Holdings Ltd. fund profile Migdal Insurance & Financial Holdings Ltd. full holdings
How Migdal Insurance & Financial Holdings Ltd. held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 945,938 +566,159 +149.1% 2.26% $352.8M 2026-08-10 $505.11
2026 Q1 ADDED — — — 379,779 +2,172 +0.6% 1.22% $140.5M 2026-05-14 $407.78
2025 Q4 ADDED — — — 377,607 +178,249 +89.4% 1.57% $183K 2026-01-28 $478.59
2025 Q3 REDUCED 20.4% -5.8% ✅ 199,358 -51,164 -20.4% 1.11% $103K 2025-10-30 $521.47
2025 Q2 REDUCED 18.8% +3.6% ❌ 250,522 -57,957 -18.8% 1.48% $125K 2025-08-04 $530.40
2025 Q1 ADDED — — — 308,479 +120,244 +63.9% 1.63% $116K 2025-05-05 $431.11
2024 Q4 REDUCED 38.4% -10.8% ✅ 188,235 -117,421 -38.4% 1.14% $79K 2025-01-28 $441.13
2024 Q3 REDUCED 15.4% -1.1% ✅ 305,656 -55,721 -15.4% 2.13% $132K 2024-11-04 $402.11
2024 Q2 ADDED — — — 361,377 +92,093 +34.2% 2.70% $162K 2024-07-29 $419.34
2024 Q1 ADDED — — — 269,284 +88,453 +48.9% 1.81% $113K 2024-05-01 $387.40
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q2 — sorted by position size

Groupe des Assurances du Credit Mutuel 100.0% Soroban Capital Partners LP 3Y 7Y 46.82% SANDER CAPITAL ADVISORS INC 3Y 7Y 38.92% DDD Partners, LLC 3Y 7Y 26.44% Elite Wealth Management, Inc. 3Y 7Y 24.91% JOHO CAPITAL LLC 3Y 7Y 23.25% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 22.48% BELLEVUE ASSET MANAGEMENT, LLC 3Y 22.39% Finepoint Capital LP 3Y 7Y 21.16% Palidye Holdings (Caymans) Ltd 20.6%

FAQ About Migdal Insurance & Financial Holdings Ltd. and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Migdal Insurance & Financial Holdings Ltd. reported owning MSFT?

Migdal Insurance & Financial Holdings Ltd. reported MSFT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MSFT position in Migdal Insurance & Financial Holdings Ltd.'s portfolio?

The largest reported portfolio weight for MSFT was 2.70% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q2, when Migdal Insurance & Financial Holdings Ltd. reported 945,938 shares, equal to 2.26% of portfolio, with an estimated market value of $352.8M.

What does the chart on this MSFT ownership page compare?

The chart compares Migdal Insurance & Financial Holdings Ltd.'s quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Migdal Insurance & Financial Holdings Ltd. time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, Migdal Insurance & Financial Holdings Ltd. correctly timed 25 out of 39 reported position changes (64%). The annualised alpha on MSFT relative to SPY over the holding period was +51.8%.

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