UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1463217 IRVING, TX

Back to MSFT Full portfolio

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$286,699,996

-$78,736,817 QoQ

Shares Held

774,509

+2.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

3.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

CallValue

CallShares

PutValue

$777,357

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 Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $384,628,881 across 32 Software - Infrastructure names. MSFT ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	774,509	$286,699,996
2	ORCL	Oracle Corp	215,402	$31,687,788
3	PANW	Palo Alto Networks Inc	101,351	$16,248,592
4	FFIV	F5, Inc.	48,707	$14,092,396
5	PLTR	Palantir Technologies Inc.	75,283	$11,012,397
6	CRWD	CrowdStrike Holdings, Inc.	17,981	$7,019,962
7	SNPS	Synopsys Inc	5,838	$2,314,650
8	NET	Cloudflare, Inc.	9,154	$1,888,836

All Filings in MSFT

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,699,996	774,509	+2.5%	Shares	Defined	2026-05-15
2026-03-31	$777,357	2,100	-8.7%	Put	Defined	2026-05-15
2025-12-31	$365,436,813	755,628	+8.6%	Shares	Defined	2026-02-17
2025-12-31	$1,112,326	2,300	0.0%	Put	Defined	2026-02-17
2025-09-30	$1,191,285	2,300	0.0%	Put	Defined	2025-11-14
2025-09-30	$360,365,266	695,753	+5.5%	Shares	Defined	2025-11-14
2025-06-30	$1,144,043	2,300	0.0%	Put	Defined	2025-08-11
2025-06-30	$328,065,770	659,548	+1.4%	Shares	Defined	2025-08-11
2025-03-31	$863,397	2,300	0.0%	Put	Defined	2025-05-13
2025-03-31	$244,130,381	650,338	+4.5%	Shares	Defined	2025-05-13
2024-12-31	$969,450	2,300	-99.8%	Put	Defined	2025-02-13
2024-12-31	$262,229,481	622,134	+4.6%	Shares	Defined	2025-02-13
2024-09-30	$2,300	989,690	+42930.0%	Put	Defined	2024-11-12
2024-09-30	$255,989,773	594,910	-2.3%	Shares	Defined	2024-11-12
2024-06-30	$1,027,985	2,300	-4.2%	Put	Defined	2024-08-14
2024-06-30	$272,188,080	608,990	-9.1%	Shares	Defined	2024-08-14
2024-03-31	$1,009,728	2,400	—	Put	Defined	2024-05-15
2024-03-31	$281,749,031	669,683	-5.3%	Shares	Defined	2024-05-15
2023-12-31	$265,973,468	707,301	-9.0%	Shares	Defined	2024-02-14
2023-09-30	$245,361,115	777,074	-8.1%	Shares	Defined	2023-11-14
2023-06-30	$287,882,980	845,372	-10.7%	Shares	Defined	2023-08-14
2023-03-31	$272,898,149	946,577	-9.4%	Shares	Defined	2023-08-15
2022-12-31	$250,488,152	1,044,484	-11.1%	Shares	Defined	2023-02-15
2022-09-30	$273,567,600	1,174,614	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$309,809,662	1,206,283	+4.8%	Shares	Defined	2022-08-11
2022-03-31	$354,952,061	1,151,283	-0.4%	Shares	Defined	2022-05-16
2021-12-31	$388,816,188	1,156,090	-2.8%	Shares	Defined	2022-02-14
2021-09-30	$335,297,605	1,189,336	-0.9%	Shares	Defined	2021-11-15
2021-06-30	$325,190,527	1,200,408	+0.8%	Shares	Defined	2021-08-13
2021-03-31	$280,843,093	1,191,174	-0.2%	Shares	Defined	2021-05-14
2020-12-31	$265,387,318	1,193,181	-0.1%	Shares	Defined	2021-02-17
2020-09-30	$251,100,367	1,193,840	-0.9%	Shares	Defined	2020-11-13
2020-06-30	$245,149,163	1,204,605	+0.7%	Shares	Defined	2020-08-13
2020-06-30	$2,035	10	—	Call	Defined	2020-08-13
2020-03-31	$188,660,429	1,196,249	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.