Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,399,725,316
-$66,899,515 QoQ
Shares Held
6,433,235
-3.5% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#98
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. MSFT ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,725,316 | 6,433,235 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,466,624,831 | 6,663,492 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,393,999,696 | 7,017,906 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,690,378,725 | 7,124,971 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,562,785,669 | 7,162,674 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,689,173,457 | 7,163,679 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,015,627,228 | 7,154,513 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,079,246,161 | 7,156,045 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,193,820,222 | 7,145,811 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,043,379,089 | 7,233,740 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,704,532,697 | 7,192,141 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,276,793,363 | 7,210,747 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,468,150,483 | 7,247,755 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,194,695,566 | 7,612,541 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,866,569,659 | 7,783,211 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,770,191,148 | 7,600,649 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,940,531,967 | 7,555,706 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,290,386,273 | 7,428,842 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,470,569,384 | 7,345,889 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,023,711,969 | 7,178,320 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,933,359,930 | 7,136,803 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,642,410,598 | 6,966,156 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,526,853,688 | 6,864,732 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,397,859,277 | 6,646,029 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,319,435,917 | 6,483,396 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,072,545,490 | 6,800,745 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||