Question 1

How many shares of MSFT does FIRST MANHATTAN CO. LLC. own?

Accepted Answer

As of 2026-Q2, FIRST MANHATTAN CO. LLC. holds 4.3M shares of MSFT (MICROSOFT CORP).

Question 2

What is FIRST MANHATTAN CO. LLC.'s MSFT position worth?

Accepted Answer

As of 2026-Q2, FIRST MANHATTAN CO. LLC.'s MSFT position is worth $1.6B.

Question 3

Is FIRST MANHATTAN CO. LLC. buying or selling MSFT?

Accepted Answer

In 2026-Q2, FIRST MANHATTAN CO. LLC. decreased their MSFT position (-0.6% change in shares).

Question 4

When did FIRST MANHATTAN CO. LLC. first buy MSFT?

Accepted Answer

Based on available 13F filings, FIRST MANHATTAN CO. LLC. first reported a position in MSFT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4.3M	-0.6%	$1.6B	4.1%	$372.32	0
2026-Q1	Increased	4.4M	+0.3%	$1.6B	4.5%	$368.68	59
2025-Q4	Decreased	4.4M	-0.1%	$2.1B	5.5%	$480.57	0
2025-Q3	Decreased	4.4M	-1.5%	$2.3B	6.0%	$513.72	0
2025-Q2	Decreased	4.4M	-1.0%	$2.2B	6.2%	$492.54	0
2025-Q1	Increased	4.5M	+1.0%	$1.7B	4.9%	$371.03	59
2024-Q4	Decreased	4.4M	-1.0%	$1.9B	5.5%	$415.78	0
2024-Q3	Decreased	4.5M	-0.9%	$1.9B	5.7%	$423.61	0