Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$75,185,536
+$180,952 QoQ
Shares Held
201,559
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
7.16%
of 13F equity value
Holder Rank
#847
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NBT BANK N A /NY holds $94,504,675 across 17 Software - Infrastructure names. MSFT ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
201,559 | $75,185,536 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,204 | $12,005,268 | |
| 3 | ORCL |
Oracle Corp
|
47,383 | $6,943,977 | |
| 4 | SNPS |
Synopsys Inc
|
304 | $135,604 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
244 | $46,550 | |
| 7 | NTAP |
NetApp, Inc.
|
200 | $30,952 | |
| 8 | XYZ |
Block, Inc.
|
328 | $24,928 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,185,536 | 201,559 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $75,004,584 | 202,622 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $98,558,369 | 203,793 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $106,423,704 | 205,471 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $103,681,133 | 208,442 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $79,073,274 | 210,643 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $90,143,254 | 213,863 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $93,064,422 | 216,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $98,510,460 | 220,406 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $84,659,381 | 201,225 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $77,177,695 | 205,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $64,203,342 | 203,336 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $31,420,944 | 92,268 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $27,183,230 | 94,288 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $22,769,709 | 94,945 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,525,389 | 96,717 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,190,399 | 98,082 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $30,346,028 | 98,427 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $34,156,658 | 101,560 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $29,426,527 | 104,379 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $28,869,270 | 106,568 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $25,948,138 | 110,057 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $25,389,464 | 114,151 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $24,761,309 | 117,726 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $24,248,826 | 119,153 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $20,096,353 | 127,426 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||