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By the People, for the People
Microsoft Corporation $MSFT is Scharf Investments LLC's 3rd Largest Position
Scharf Investments LLC trimmed its Microsoft holdings by 11.4% in Q4 2025
Apr. 13, 2026 at 8:55am
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Scharf Investments' substantial stake in Microsoft reflects the software giant's enduring appeal as a core holding for major institutional investors.Redmond TodayScharf Investments LLC, a major institutional investor, reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 11.4% in the fourth quarter of 2025. Despite the trimming, Microsoft remains Scharf Investments' third-largest holding, accounting for approximately 4.9% of the firm's overall portfolio.
Why it matters
This news provides insight into the investment strategies of a prominent institutional investor and highlights the continued importance of Microsoft as a core holding for many major funds. The stock's performance and positioning within Scharf Investments' portfolio are relevant data points for understanding broader market trends and investor sentiment around the software giant.
The details
According to a recent SEC filing, Scharf Investments LLC sold 48,509 shares of Microsoft stock during the fourth quarter of 2025, reducing its total position to 378,096 shares. Despite the 11.4% decrease, Microsoft remains Scharf Investments' third-largest holding, valued at approximately $182.86 million as of the end of the reporting period.
- Scharf Investments LLC filed its Q4 2025 disclosure with the SEC on April 13, 2026.
- The filing covers the period from October 1, 2025 to December 31, 2025.
The players
Scharf Investments LLC
A major institutional investment firm that owns a significant stake in Microsoft Corporation.
Microsoft Corporation
A global technology company and the developer of the Windows operating system, Microsoft 365 productivity suite, and other software products and services.
The takeaway
Scharf Investments' continued confidence in Microsoft, despite trimming its position, underscores the software giant's enduring appeal as a core holding for major institutional investors. This news highlights Microsoft's strength and stability within the technology sector, even as market conditions and investor preferences evolve.
