Steward Partners Investment Advisory, LLC
Position in MSFT — Microsoft Corp
CIK 1723397
STAMFORD, CT
Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$372,930,475
-$22,216,375 QoQ
Shares Held
999,760
-6.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#372
of 6,189 holders
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. MSFT ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,930,475 | 999,760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $395,146,850 | 1,067,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $436,623,742 | 902,824 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $425,258,185 | 821,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,248,572 | 788,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $296,179,331 | 788,991 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $330,525,126 | 784,164 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $331,156,298 | 769,594 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $314,062,826 | 702,680 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $286,333,617 | 680,580 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $227,805,032 | 605,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $184,277,067 | 583,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $186,869,281 | 548,744 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $158,934,024 | 551,280 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $131,551,102 | 548,541 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $130,868,140 | 561,907 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $143,605,467 | 559,146 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $171,258,188 | 555,474 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $188,792,223 | 561,347 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $149,897,145 | 531,701 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $138,746,311 | 512,168 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $128,728,769 | 545,993 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $107,559,642 | 483,588 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $97,758,860 | 464,788 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $88,672,156 | 435,714 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $63,447,521 | 402,305 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||