Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,981,868
-$24,169 QoQ
Shares Held
125,950
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,086
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $117,539,142 across 8 Software - Infrastructure names. MSFT ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
909,320 | $69,108,320 | |
| 2 | MSFT |
Microsoft Corp
This page
|
125,950 | $46,981,868 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,442 | $491,750 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,356 | $449,489 | |
| 5 | OKTA |
Okta, Inc.
|
3,000 | $409,350 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
559 | $65,218 | |
| 7 | TWLO |
Twilio Inc
|
150 | $30,949 | |
| 8 | ORCL |
Oracle Corp
|
15 | $2,198 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,981,868 | 125,950 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,006,037 | 126,985 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $52,469,384 | 108,493 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $53,382,516 | 103,065 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $50,646,783 | 101,821 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $39,189,964 | 104,398 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,904,432 | 87,555 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,545,809 | 84,931 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $36,349,995 | 81,329 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,409,271 | 74,656 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $26,286,699 | 69,904 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $21,397,429 | 67,767 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $21,742,797 | 63,848 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $18,921,704 | 65,632 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $16,177,058 | 67,455 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $16,569,437 | 71,144 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,941,404 | 81,538 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $27,246,896 | 88,375 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,341,375 | 75,349 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,297,453 | 64,903 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $15,434,798 | 56,976 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,115,885 | 55,630 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,940,173 | 62,675 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,161,280 | 57,820 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,089,115 | 39,748 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,367,895 | 46,718 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||