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Livermore
Livermore
ZHEN

Kovitz Investment Group Partners, LLC

SEC CIK
0001665198
Latest filing
Aug 12, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Kovitz Investment Group Partners, LLC, 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)
403,049
Value
$150.3M
% of portfolio
3.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Kovitz Investment Group Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026403,049$150.3M3.3%−28,529−6.6%ReducedHolders
Q1 2026431,578$159.8M3.7%−24,147−5.3%ReducedHolders
Q4 2025455,725$220.4M4.9%−1,245,225−73.2%ReducedHolders
Q3 20251,700,950$881.0M3.4%+82,390+5.1%AddedHolders
Q2 20251,618,560$805.1M3.4%+169,804+11.7%AddedHolders
Q1 20251,448,756$543.8M2.7%+312,310+27.5%AddedHolders
Q4 20241,136,446$479.2M2.4%+308,465+37.3%AddedHolders
Q3 2024827,981$304.4M2.2%+226,342+37.6%AddedHolders
Q2 2024601,639$269.1M2.3%+341,319+131.1%AddedHolders
Q1 2024260,320$109.5M1.4%+89,935+52.8%AddedHolders
Q4 2023170,385$64.1M1.1%−4,045−2.3%ReducedHolders
Q3 2023174,430$55.1M1.0%−7,577−4.2%ReducedHolders
Q2 2023182,007$62.0M0.9%+770+0.4%AddedHolders
Q1 2023181,237$52.3M0.9%−26,011−12.6%ReducedHolders
Q4 2022207,248$49.7M1.0%+4,955+2.4%AddedHolders
Q3 2022202,293$47.1M1.1%+2,242+1.1%AddedHolders
Q2 2022200,051$51.4M1.1%−3,702−1.8%ReducedHolders
Q1 2022203,753$62.8M1.2%+45,064+28.4%AddedHolders
Q4 2021158,689$35.3M0.8%−47,779−23.1%ReducedHolders
Q3 2021206,468$58.2M1.2%−11,043−5.1%ReducedHolders
Q2 2021217,511$58.9M1.2%+58,738+37.0%AddedHolders
Q1 2021158,773$37.4M0.9%––Holders

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