MSFT MICROSOFT CORP COM

Ownership history in OPPENHEIMER & CO INC  ·  107 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported MICROSOFT CORP COM (MSFT) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.09% in 2024 Q2. The latest visible filing shows MSFT at 4.81% 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 OPPENHEIMER & CO INC's position in MICROSOFT CORP COM, 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
2025 Q4

MSFT was reported at 4.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.09% 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
2023 Q4 to 2025 Q4

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.

How OPPENHEIMER & CO INC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 700,036 -2,054 -0.3% 4.81% $338.6M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 702,090 +1,620 +0.2% 4.44% $363.6M 2025-11-06 $495.04
2025 Q2 ADDED 700,470 +3,569 +0.5% 4.61% $348.4M 2025-07-31 $530.42
2025 Q1 REDUCED 696,901 -11,690 -1.6% 3.95% $261.6M 2025-04-23 $371.55
2024 Q4 ADDED 708,591 +1,782 +0.3% 4.46% $298.7M 2025-02-05 $409.33
2024 Q3 REDUCED 706,809 -11,317 -1.6% 4.64% $304.1M 2024-11-05 $406.70
2024 Q2 ADDED 718,126 +7,547 +1.1% 5.09% $321.0M 2024-08-08 $397.32
2024 Q1 REDUCED 710,579 -6,782 -0.9% 4.96% $299.0M 2024-05-07 $403.15
2023 Q4 REDUCED 717,361 -1,907 -0.3% 4.96% $269.8M 2024-02-13 $399.44
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and MSFT

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

How long has OPPENHEIMER & CO INC reported owning MSFT?

OPPENHEIMER & CO INC reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for MSFT was 5.09% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when OPPENHEIMER & CO INC reported 700,036 shares, equal to 4.81% of portfolio, with an estimated market value of $338.6M.

What does the chart on this MSFT ownership page compare?

The chart compares OPPENHEIMER & CO INC'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.

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