Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,826,319
+$35,577,194 QoQ
Shares Held
200,596
+89.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
#857
of 6,218 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $129,186,995 across 15 Software - Infrastructure names. MSFT ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
200,596 | $74,826,319 | |
| 2 | ORCL |
Oracle Corp
|
160,799 | $23,565,093 | |
| 3 | PANW |
Palo Alto Networks Inc
|
37,734 | $12,868,048 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
56,381 | $6,577,971 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,224 | $6,338,640 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,397 | $835,836 | |
| 7 | XYZ |
Block, Inc.
|
9,984 | $758,784 | |
| 8 | SNPS |
Synopsys Inc
|
1,614 | $719,956 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,826,319 | 200,596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,249,125 | 106,030 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,341,561 | 97,890 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $49,444,542 | 95,462 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,659,956 | 89,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,524,876 | 83,979 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $34,270,479 | 81,306 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,794,092 | 85,508 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $39,720,446 | 88,870 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,736,059 | 89,694 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,072,185 | 82,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,392,378 | 67,751 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,474,452 | 63,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,481,371 | 43,293 | 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. | ||||||