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Position history for Davis Selected AdvisersDavis Selected Advisers's holdings in Microsoft Corporation

Yes. Davis Selected Advisers holds 92,973 shares of MSFT (Microsoft), worth $34.7M, as of its Q2 2026 13F filing. It increased the position by 14,484 shares (+18.5%) from Q1 2026. Davis Selected Advisers has held MSFT in every 13F on record since Q1 2019, 30 quarterly filings. MSFT is 0.1% of Davis Selected Advisers' reported 13F portfolio.

Current Value

$34.7M

Current Shares

92,973

Total Value Change

-$76.4M

Total Shares Change

-165,167

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
92,973
+18.4%
$34.7M0.1%$372.32
41
2026-Q1
Increased
78,489
+29.1%
$29.1M0.1%$368.68
43
2025-Q4
Increased
60,801
+16.2%
$29.4M0.1%$480.57
40
2025-Q3
Decreased
52,306
-78.9%
$27.1M0.1%$513.72
0
2025-Q2
Decreased
247,956
-3.3%
$123.3M0.7%$492.54
0
2025-Q1
Increased
256,523
+0.6%
$96.3M0.6%$371.03
42
2024-Q4
Decreased
254,991
-1.2%
$107.5M0.6%$415.78
0
2024-Q3
Increased
258,140
+0.0%
$111.1M0.6%$423.61
42

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