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Advisory Research Inc

SEC CIK
0000902584
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Advisory Research Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
43,670
Value
$16.3M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Advisory Research Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,670$16.3M1.6%+933+2.2%AddedHolders
Q1 202642,737$15.8M1.9%+994+2.4%AddedHolders
Q4 202541,743$20.2M2.5%−70.0%ReducedHolders
Q3 202541,750$21.6M2.8%+9,320+28.7%AddedHolders
Q2 202532,430$16.1M2.5%+4,833+17.5%AddedHolders
Q1 202527,597$10.4M1.8%−1,257−4.4%ReducedHolders
Q4 202428,854$12.2M2.0%−193−0.7%ReducedHolders
Q3 202429,047$12.5M2.2%−11,312−28.0%ReducedHolders
Q2 202440,359$18.0M3.4%−4,403−9.8%ReducedHolders
Q1 202444,762$18.8M3.7%−2,521−5.3%ReducedHolders
Q4 202347,283$17.8M2.7%−9,227−16.3%ReducedHolders
Q3 202356,510$17.8M2.5%−844−1.5%ReducedHolders
Q2 202357,354$19.5M2.5%+8,848+18.2%AddedHolders
Q1 202348,506$14.0M2.3%−6,708−12.1%ReducedHolders
Q4 202255,214$13.2M1.2%−34,339−38.3%ReducedHolders
Q3 202289,553$20.9M2.0%+37,072+70.6%AddedHolders
Q2 202252,481$13.5M1.3%−2,080−3.8%ReducedHolders
Q1 202254,561$16.8M1.3%+14,399+35.9%AddedHolders
Q4 202140,162$13.5M1.1%−952−2.3%ReducedHolders
Q3 202141,114$11.6M0.7%+24,161+142.5%AddedHolders
Q2 202116,953$4.59M0.3%+561+3.4%AddedHolders
Q1 202116,392$3.86M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.