SEC 13F Intelligence

Ballentine Partners, LLC / MSFT

Ballentine Partners, LLC’s Microsoft Corp Position

Does Ballentine Partners, LLC own Microsoft Corp (MSFT)? Yes206.2K shares worth $76M (+1.06% of its 13F portfolio) as of Q1 2026, up from 193.6K shares the prior filed quarter.

Position Value
$76M
Q1 2026
Shares
206.2K
% of Portfolio
+1.06%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $13MQ2 ’20: $17MQ3 ’20: $18MQ4 ’20: $17MQ4 ’20Q1 ’21: $18MQ2 ’21: $21MQ3 ’21: $22MQ4 ’21: $32MQ4 ’21Q1 ’22: $30MQ2 ’22: $26MQ3 ’22: $26MQ4 ’22: $28MQ4 ’22Q1 ’23: $39MQ2 ’23: $46MQ3 ’23: $46MQ4 ’23: $58MQ4 ’23Q1 ’24: $69MQ2 ’24: $76MQ3 ’24: $79MQ4 ’24: $79MQ4 ’24Q1 ’25: $70MQ2 ’25: $96MQ3 ’25: $101MQ4 ’25: $94MQ4 ’25Q1 ’26: $76Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026206.2K$76M+1.06%
Q4 2025193.6K$94M+1.32%
Q3 2025195.9K$101M+1.41%
Q2 2025193.3K$96M+1.45%
Q1 2025186.3K$70M+1.21%
Q4 2024186.3K$79M+1.35%
Q3 2024183.2K$79M+1.35%
Q2 2024170.3K$76M+1.41%
Q1 2024164.4K$69M+1.31%
Q4 2023155.3K$58M+1.19%
Q3 2023144.5K$46M+1.07%
Q2 2023136.5K$46M+1.07%
Q1 2023134.4K$39M+0.98%
Q4 2022117.0K$28M+0.83%
Q3 2022111.4K$26M+0.90%
Q2 2022101.2K$26M+0.92%
Q1 202297.5K$30M+0.94%
Q4 202194.4K$32M+0.95%
Q3 202177.9K$22M+0.74%
Q2 202177.4K$21M+0.72%
Q1 202178.4K$18M+0.69%
Q4 202077.9K$17M+0.69%
Q3 202085.1K$18M+0.79%
Q2 202083.5K$17M+0.81%
Q1 202083.0K$13M+0.76%
Q4 201976.8K$12M+0.55%
Q3 201976.3K$11M+0.50%
Q2 201975.7K$10M+0.49%
Q1 201960.6K$7M+0.37%
Q4 201860.4K$6M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ballentine Partners, LLC’s full portfolio or all institutional holders of MSFT.