JONES FINANCIAL COMPANIES LLLP

Position in MSFT — Microsoft Corp

CIK 815917 DES PERES, MO

Position in MSFT

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

Position Value

$1,879,441,929

+$1,068,073,623 QoQ

Shares Held

5,077,240

+202.6% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.98714655994202.ToString("F0")% Shared 0.ToString("F0")% None 1.0128534400579843.ToString("F0")%

Technology · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $2,598,620,177 across 106 Software - Infrastructure names. MSFT ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	5,077,240	$1,879,441,929
2	PLTR	Palantir Technologies Inc.	1,201,510	$175,756,882
3	PANW	Palo Alto Networks Inc	753,724	$120,837,030
4	ORCL	Oracle Corp	734,691	$108,080,392
5	SNPS	Synopsys Inc	175,329	$69,514,441
6	FTNT	Fortinet, Inc.	657,019	$53,691,591
7	AKAM	Akamai Technologies Inc	355,141	$40,787,943
8	WEX	WEX Inc.	106,567	$16,309,013

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,879,441,929	5,077,240	+202.6%	Shares	Sole	2026-05-15
2025-12-31	$811,368,306	1,677,698	+12.8%	Shares	Sole	2026-02-17
2025-09-30	$770,074,074	1,486,773	+13.1%	Shares	Sole	2025-11-04
2025-06-30	$654,139,414	1,315,091	+19.8%	Shares	Sole	2025-08-13
2025-03-31	$412,033,319	1,097,614	+34.2%	Shares	Sole	2025-05-28
2024-12-31	$344,866,242	818,188	+38.3%	Shares	Sole	2025-02-06
2024-09-30	$254,642,072	591,778	+55.3%	Shares	Sole	2024-11-12
2024-06-30	$170,338,901	381,114	+81.1%	Shares	Sole	2024-08-14
2024-03-31	$88,560,297	210,497	+14.3%	Shares	Sole	2024-05-14
2023-12-31	$69,277,096	184,228	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$57,517,020	182,160	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$63,380,623	186,118	+2.2%	Shares	Sole	2023-08-09
2023-03-31	$52,502,601	182,111	-1.0%	Shares	Defined	2023-05-11
2022-12-31	$44,095,463	183,869	+4.8%	Shares	Defined	2023-02-13
2022-09-30	$40,853,687	175,413	+1.3%	Shares	Defined	2022-11-03
2022-06-30	$44,487,065	173,216	+5.3%	Shares	Defined	2022-08-08
2022-03-31	$50,699,420	164,443	+2.2%	Shares	Defined	2022-05-02
2021-12-31	$54,111,533	160,893	-1.7%	Shares	Defined	2022-02-11
2021-09-30	$46,130,568	163,630	+0.6%	Shares	Defined	2021-11-12
2021-06-30	$44,052,673	162,616	-3.5%	Shares	Defined	2021-08-12
2021-03-31	$39,715,455	168,450	+3.0%	Shares	Defined	2021-04-30
2020-12-31	$36,366,559	163,504	+1.5%	Shares	Defined	2021-02-08
2020-09-30	$33,885,845	161,108	-1.9%	Shares	Sole	2020-10-29
2020-06-30	$33,431,401	164,274	-8.0%	Shares	Sole	2020-07-31
2020-03-31	$28,151,549	178,502	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.