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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1463217 IRVING, TX
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$290,660,168
+$3,960,172 QoQ
Shares Held
779,208
+0.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$783,342
PutShares
2,100

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names. MSFT ranks #1 (68.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		779,208 $290,660,168
2 ORCL
Oracle Corp
 222,959 $32,674,641
3 PANW
Palo Alto Networks Inc
 95,488 $32,563,317
4 FFIV
F5, Inc.
 47,670 $19,828,813
5 CRWD
CrowdStrike Holdings, Inc.
 74,184 $14,153,194
6 PLTR
Palantir Technologies Inc.
 70,548 $8,230,835
7 FTNT
Fortinet, Inc.
 21,470 $3,298,221
8 NET
Cloudflare, Inc.
 13,130 $3,220,526

All Filings in MSFT

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $783,342 2,100
2026-06-30 $290,660,168 779,208
2026-03-31 $286,699,996 774,509
2026-03-31 $777,357 2,100
2025-12-31 $365,436,813 755,628
2025-12-31 $1,112,326 2,300
2025-09-30 $1,191,285 2,300
2025-09-30 $360,365,266 695,753
2025-06-30 $1,144,043 2,300
2025-06-30 $328,065,770 659,548
2025-03-31 $863,397 2,300
2025-03-31 $244,130,381 650,338
2024-12-31 $969,450 2,300
2024-12-31 $262,229,481 622,134
2024-09-30 $2,300 989,690
2024-09-30 $255,989,773 594,910
2024-06-30 $1,027,985 2,300
2024-06-30 $272,188,080 608,990
2024-03-31 $1,009,728 2,400
2024-03-31 $281,749,031 669,683
2023-12-31 $265,973,468 707,301
2023-09-30 $245,361,115 777,074
2023-06-30 $287,882,980 845,372
2023-03-31 $272,898,149 946,577
2022-12-31 $250,488,152 1,044,484
2022-09-30 $273,567,600 1,174,614
2022-06-30 $309,809,662 1,206,283
2022-03-31 $354,952,061 1,151,283
2021-12-31 $388,816,188 1,156,090
2021-09-30 $335,297,605 1,189,336
2021-06-30 $325,190,527 1,200,408
2021-03-31 $280,843,093 1,191,174
2020-12-31 $265,387,318 1,193,181
2020-09-30 $251,100,367 1,193,840
2020-06-30 $245,149,163 1,204,605
2020-06-30 $2,035 10
2020-03-31 $188,660,429 1,196,249