LPL Financial LLC

Position in MSFT — Microsoft Corp

CIK 1403438 FORT MILL, SC

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,013,971,234

+$187,302,953 QoQ

Shares Held

10,760,740

+4.1% QoQ

Ownership

0.145%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#66

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

$3,580,992

CallShares

9,600

PutValue

$4,961,166

PutShares

13,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. MSFT ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,760,740	$4,013,971,234
2	PLTR	Palantir Technologies Inc.	5,004,376	$583,860,547
3	PANW	Palo Alto Networks Inc	1,707,431	$582,268,119
4	CRWD	CrowdStrike Holdings, Inc.	2,959,528	$564,633,549
5	ORCL	Oracle Corp	2,689,269	$394,112,371
6	CRWV	CoreWeave, Inc.	981,268	$97,675,416
7	FTNT	Fortinet, Inc.	562,344	$86,387,285
8	NET	Cloudflare, Inc.	249,090	$61,096,795

All Filings in MSFT

Export CSV

50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,580,992	9,600	+23.1%	Call	Sole	2026-08-07
2026-06-30	$4,961,166	13,300	+2.3%	Put	Sole	2026-08-07
2026-06-30	$4,013,971,234	10,760,740	+4.1%	Shares	Sole	2026-08-07
2026-03-31	$4,812,210	13,000	-12.8%	Put	Sole	2026-05-06
2026-03-31	$3,826,668,281	10,337,597	+3.3%	Shares	Sole	2026-05-06
2026-03-31	$2,887,326	7,800	+50.0%	Call	Sole	2026-05-06
2025-12-31	$2,514,824	5,200	+333.3%	Call	Sole	2026-02-11
2025-12-31	$7,205,938	14,900	+0.7%	Put	Sole	2026-02-11
2025-12-31	$4,840,078,632	10,008,020	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$7,665,660	14,800	+22.3%	Put	Sole	2025-11-12
2025-09-30	$4,923,603,176	9,505,943	+6.1%	Shares	Sole	2025-11-12
2025-06-30	$4,456,995,051	8,960,405	+6.9%	Shares	Sole	2025-08-12
2025-06-30	$6,018,661	12,100	0.0%	Put	Sole	2025-08-12
2025-03-31	$450,468	1,200	+20.0%	Call	Sole	2025-05-07
2025-03-31	$3,147,610,614	8,384,908	+5.7%	Shares	Sole	2025-05-07
2025-03-31	$4,542,219	12,100	+0.8%	Put	Sole	2025-05-07
2024-12-31	$3,344,427,577	7,934,585	+7.9%	Shares	Sole	2025-02-11
2024-12-31	$5,058,000	12,000	-6.2%	Put	Sole	2025-02-11
2024-09-30	$3,163,404,667	7,351,626	+6.7%	Shares	Sole	2024-11-08
2024-09-30	$5,507,840	12,800	+7.6%	Put	Sole	2024-11-08
2024-06-30	$5,318,705	11,900	+12976.9%	Put	Sole	2024-08-07
2024-06-30	$3,079,384,936	6,889,775	+8.0%	Shares	Sole	2024-08-07
2024-06-30	$446,950	1,000	+3125.8%	Call	Sole	2024-08-07
2024-03-31	$13,042	31	-94.8%	Call	Sole	2024-05-10
2024-03-31	$2,682,848,978	6,376,804	+4.6%	Shares	Sole	2024-05-10
2024-03-31	$38,285	91	-99.0%	Put	Sole	2024-05-10
2023-12-31	$3,384,360	9,000	+246.2%	Put	Sole	2024-02-14
2023-12-31	$2,292,284,562	6,095,853	+7.0%	Shares	Sole	2024-02-14
2023-12-31	$225,624	600	-53.8%	Call	Sole	2024-02-14
2023-09-30	$1,798,007,431	5,694,402	+8.6%	Shares	Sole	2023-11-13
2023-09-30	$820,950	2,600	+116.7%	Put	Sole	2023-11-13
2023-06-30	$1,785,350,420	5,242,704	+3.5%	Shares	Sole	2023-07-31
2023-06-30	$442,702	1,300	-68.3%	Call	Sole	2023-07-31
2023-03-31	$1,460,000,211	5,064,170	+5.0%	Shares	Sole	2023-05-10
2022-12-31	$1,157,106,798	4,824,897	+1.9%	Shares	Sole	2023-02-07
2022-09-30	$1,102,658,295	4,734,471	+2.3%	Shares	Sole	2022-11-14
2022-09-30	$279,480	1,200	-45.5%	Put	Sole	2022-11-14
2022-06-30	$1,053,003	4,100	+105.0%	Call	Sole	2022-08-12
2022-06-30	$565,026	2,200	+29.4%	Put	Sole	2022-08-12
2022-06-30	$1,188,671,649	4,628,243	+4.7%	Shares	Sole	2022-08-12
2022-03-31	$1,363,453,186	4,422,345	+1.0%	Shares	Sole	2022-05-16
2022-03-31	$524,127	1,700	+41.7%	Put	Sole	2022-05-16
2021-12-31	$1,471,963,336	4,376,675	+4.4%	Shares	Sole	2022-02-14
2021-09-30	$563,840	2,000	+100.0%	Call	Sole	2021-11-15
2021-09-30	$1,181,512,342	4,190,949	+5.8%	Shares	Sole	2021-11-15
2021-09-30	$338,304	1,200	0.0%	Put	Sole	2021-11-15
2021-06-30	$270,900	1,000	—	Call	Sole	2021-08-13
2021-06-30	$325,080	1,200	—	Put	Sole	2021-08-13
2021-06-30	$1,072,679,208	3,959,687	+6.8%	Shares	Sole	2021-08-13
2021-03-31	$874,286,322	3,708,217	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.