INSIGNEO ADVISORY SERVICES, LLC

Position in MSFT — Microsoft Corp

CIK 1964958 MIAMI, FL

Position in MSFT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$39,249,125

-$8,092,436 QoQ

Shares Held

106,030

+8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.96%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $55,841,094 across 11 Software - Infrastructure names. MSFT ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	106,030	$39,249,125
2	PLTR	Palantir Technologies Inc.	47,268	$6,914,363
3	ORCL	Oracle Corp	24,153	$3,553,147
4	PANW	Palo Alto Networks Inc	16,079	$2,577,785
5	XYZ	Block, Inc.	22,254	$1,339,245
6	CRWD	CrowdStrike Holdings, Inc.	7,119	$694,832
7	CRWV	CoreWeave, Inc.	5,284	$409,351
8	SNPS	Synopsys Inc	1,001	$396,876

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,249,125	106,030	+8.3%	Shares	Sole	2026-05-12
2025-12-31	$47,341,561	97,890	+2.5%	Shares	Sole	2026-02-12
2025-09-30	$49,444,542	95,462	+6.3%	Shares	Sole	2025-11-12
2025-06-30	$44,659,956	89,785	+6.9%	Shares	Sole	2025-08-12
2025-03-31	$31,524,876	83,979	+3.3%	Shares	Sole	2025-04-18
2024-12-31	$34,270,479	81,306	-4.9%	Shares	Sole	2025-02-13
2024-09-30	$36,794,092	85,508	-3.8%	Shares	Sole	2024-11-15
2024-06-30	$39,720,446	88,870	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$37,736,059	89,694	+8.5%	Shares	Sole	2024-05-15
2023-12-31	$31,072,185	82,630	+22.0%	Shares	Sole	2024-02-14
2023-09-30	$21,392,378	67,751	+7.4%	Shares	Sole	2023-11-14
2023-06-30	$21,474,452	63,060	+45.7%	Shares	Sole	2023-08-14
2023-03-31	$12,481,371	43,293	+1.2%	Shares	Sole	2023-05-11
2022-12-31	$10,255,662	42,764	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.