Microsoft (MSFT)Ninety One UK Ltd added to its stake +172K shares

5.57M

Shares reported · +172K vs prior quarter

4.6%

Disclosed portfolio weight

$2.08B

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 16, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 26, 2026Federal contract · $18.5M obligatedDepartment of Defense awarded Microsoft: $18.5M obligated to date
2. Mar 27, 2026Federal contract · $36.3M obligatedDepartment of Defense awarded Microsoft: $36.3M obligated to date
3. Mar 27, 2026CongressDisclosed purchase of MSFT — reported range $15,001 - $50,000
4. Mar 30, 2026CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
5. May 11, 2026Federal contract · $4.2M obligatedDepartment of Defense awarded Microsoft: $4.23M obligated to date
6. May 12, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
7. May 14, 2026InsiderOfficer sold ~$519K of MSFT shares in the open market
8. May 15, 2026CongressDisclosed purchase of MSFT — reported range $50,001 - $100,000
9. May 19, 2026Congress · 1 personMembers of Congress: 2 purchases, 2 sales
10. May 29, 2026Federal contract · $4.0M obligatedDepartment of State awarded Microsoft: $4.03M obligated to date
11. Jun 1, 2026Insider · 1 day before an 8-KCEO sold ~$7.15M of MSFT shares in the open market
12. Jun 2, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 2, 2026, Reid Hoffman, a member of the Board of Directors of Microsoft Corporation (the “Company”) since 2017, informed the Company of his decision not to stand for re-election at the Company’s 2026 annual shareholder meeting (the “Annual Meeting”).”
13. Jun 2, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
14. Jun 8, 2026Federal contract · $6.7M obligatedDepartment of State awarded Microsoft: $6.74M obligated to date
15. Jun 8, 2026InsiderOfficer sold ~$1.03M of MSFT shares in the open market
16. Jun 10, 2026Insider · Their largest sale since 2024Officer sold ~$1.81M of MSFT shares in the open market
17. Jun 11, 2026Congress · 1 personMembers of Congress: 2 purchases
18. Jun 12, 2026Court · District Court, W.D. WashingtonSecurities lawsuit filed: In Re: Microsoft Corporation Securities Litigation
19. Jun 12, 2026Government · Federal Register noticeCertain GPU Computing Systems, Data Processing Unit (DPU) Technologies, and Associated Components Thereof, and Products Containing the Same; Notice of Institution of Investigation
20. Jun 16, 2026Congress · 2 peopleMembers of Congress: 2 sales
21. Jun 17, 2026Congress · 1 personMembers of Congress: 2 purchases
22. Jun 22, 2026Federal contract · $8.1M obligatedDepartment of Justice awarded Microsoft: $8.15M obligated to date
23. Jun 25, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
24. Jul 6, 2026Layoff notice · RedmondLayoff notice filed in WA: 605 employees
25. Jul 14, 2026Government · Federal Register ruleEnhanced Favorable Treatment for the United Arab Emirates Under the Export Administration Regulations

What came next

1. Jul 17, 2026CongressDisclosed purchase of MSFT — reported range $15,001 - $50,000
2. Jul 21, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
3. Jul 22, 2026Government · Federal Register noticeNotice Pursuant to the National Cooperative Research and Production Act of 1993-Dynamic Spectrum Alliance, Inc.
4. Jul 24, 2026Congress · 1 personMembers of Congress: 2 purchases
5. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
6. Jul 30, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
7. Aug 4, 2026Insider · Their largest sale since 2024Officer sold ~$2.39M of MSFT shares in the open market
8. Aug 5, 2026InsiderCEO sold ~$4.88M of MSFT shares in the open market
9. Aug 11, 2026CongressDisclosed sale of MSFT — reported range $15,001 - $50,000
10. Aug 14, 2026Congress · 1 personMembers of Congress: 2 purchases, 2 sales
11. Aug 18, 2026CongressDisclosed purchase of MSFT — reported range $15,001 - $50,000
12. Aug 21, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
13. Aug 26, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
14. Aug 27, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
15. Sep 1, 2026Insider · 1 personInsiders: 8 sales (~$43.4M)
16. Sep 10, 2026Congress · 1 personMembers of Congress: 2 purchases
17. Sep 14, 2026Insider · 1 personInsiders: 6 sales (~$20.8M)
18. Sep 22, 2026Layoff notice · RedmondLayoff notice filed in WA: 277 employees
19. Sep 24, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
20. Sep 28, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Microsoft

For Microsoft, OQRO holds 20 insider filings (SEC Form 4 or Form 144), 27 Congress trade reports and 293 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MSFT page.

How this filing works

• SEC Form 13F

Other disclosures at Microsoft

• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportOct 2, 2026
• House Clerk periodic transaction reportOct 1, 2026
• House Clerk periodic transaction reportOct 1, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026

Everything OQRO holds on this company is on its MSFT page.