SEC 13F Intelligence

Lpl Financial LLC / MSFT

Lpl Financial LLC’s Microsoft Corp Position

Does Lpl Financial LLC own Microsoft Corp (MSFT)? Yes — 10.34M shares worth $3.8B (+1.02% of its 13F portfolio) as of Q1 2026, up from 10.01M shares the prior filed quarter.

Position Value
$3.8B
Q1 2026
Shares
10.34M
% of Portfolio
+1.02%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $189MQ4 ’18Q1 ’19: $233MQ2 ’19: $278MQ3 ’19: $302MQ4 ’19: $381MQ4 ’19Q1 ’20: $423MQ2 ’20: $590MQ3 ’20: $661MQ4 ’20: $808MQ4 ’20Q1 ’21: $874MQ2 ’21: $1.1BQ3 ’21: $1.2BQ4 ’21: $1.5BQ4 ’21Q1 ’22: $1.4BQ2 ’22: $1.2BQ3 ’22: $1.1BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.5BQ2 ’23: $1.8BQ3 ’23: $1.8BQ4 ’23: $2.3BQ4 ’23Q1 ’24: $2.7BQ2 ’24: $3.1BQ3 ’24: $3.2BQ4 ’24: $3.3BQ4 ’24Q1 ’25: $3.1BQ2 ’25: $4.5BQ3 ’25: $4.9BQ4 ’25: $4.8BQ4 ’25Q1 ’26: $3.8Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.34M$3.8B+1.02%
Q4 202510.01M$4.8B+1.32%
Q3 20259.51M$4.9B+1.43%
Q2 20258.96M$4.5B+1.49%
Q1 20258.38M$3.1B+1.22%
Q4 20247.93M$3.3B+1.36%
Q3 20247.35M$3.2B+1.41%
Q2 20246.89M$3.1B+1.53%
Q1 20246.38M$2.7B+1.44%
Q4 20236.10M$2.3B+1.39%
Q3 20235.69M$1.8B+1.26%
Q2 20235.24M$1.8B+1.28%
Q1 20235.06M$1.5B+1.14%
Q4 20224.82M$1.2B+0.99%
Q3 20224.73M$1.1B+1.06%
Q2 20224.63M$1.2B+1.13%
Q1 20224.42M$1.4B+1.17%
Q4 20214.38M$1.5B+1.24%
Q3 20214.19M$1.2B+1.11%
Q2 20213.96M$1.1B+1.08%
Q1 20213.71M$874M+1.01%
Q4 20203.63M$808M+1.05%
Q3 20203.14M$661M+1.03%
Q2 20202.90M$590M+1.03%
Q1 20202.68M$423M+0.91%
Q4 20192.42M$381M+0.69%
Q3 20192.17M$302M+0.62%
Q2 20192.07M$278M+0.59%
Q1 20191.97M$233M+0.53%
Q4 20181.86M$189M+0.50%

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