SEC 13F Intelligence

Capstone Investment Advisors, LLC / MSFT

Capstone Investment Advisors, LLC’s Microsoft Corp Position

Does Capstone Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes — 2.77M shares worth $1.0B (+1.79% of its 13F portfolio) as of Q1 2026, up from 722.3K shares the prior filed quarter.

Position Value
$1.0B
Q1 2026
Shares
2.77M
% of Portfolio
+1.79%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $16MQ4 ’19: $40MQ4 ’19Q1 ’20: $7MQ2 ’20: $11MQ3 ’20: $753,000Q4 ’20: $15MQ4 ’20Q1 ’21: $20MQ2 ’21: $2MQ3 ’21: $113MQ4 ’21: $37MQ4 ’21Q1 ’22: $91MQ2 ’22: $57MQ3 ’22: $120MQ4 ’22: $15MQ4 ’22Q1 ’23: $16MQ2 ’23: $4MQ3 ’23: $12MQ4 ’23: $1MQ4 ’23Q1 ’24: $12MQ2 ’24: $2MQ3 ’24: $15MQ4 ’24: $1.6BQ4 ’24Q1 ’25: $927MQ2 ’25: $807MQ3 ’25: $1.1BQ4 ’25: $349MQ4 ’25Q1 ’26: $1.0Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.77M$1.0B+1.79%
Q4 2025722.3K$349M+0.68%
Q3 20252.14M$1.1B+2.06%
Q2 20251.62M$807M+2.00%
Q1 20252.47M$927M+2.45%
Q4 20243.72M$1.6B+3.78%
Q3 202435.0K$15M+0.05%
Q2 20244.2K$2M+0.01%
Q1 202429.2K$12M+0.04%
Q4 20232.9K$1M0.00%
Q3 202336.8K$12M+0.05%
Q2 202312.6K$4M+0.02%
Q1 202355.1K$16M+0.08%
Q4 202262.4K$15M+0.11%
Q3 2022514.9K$120M+0.72%
Q2 2022222.1K$57M+0.28%
Q1 2022293.9K$91M+0.25%
Q4 2021108.9K$37M+0.06%
Q3 2021401.7K$113M+0.22%
Q2 20216.2K$2M0.00%
Q1 202185.5K$20M+0.06%
Q4 202067.1K$15M+0.05%
Q3 20203.6K$753,0000.00%
Q2 202056.2K$11M+0.08%
Q1 202041.5K$7M+0.11%
Q4 2019253.0K$40M+0.22%
Q3 2019118.7K$16M+0.11%
Q2 201916.0K$2M+0.02%
Q1 201916.0K$2M+0.02%
Q4 201880.4K$8M+0.10%

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