SEC 13F Intelligence

Creative Planning / MSFT

Creative Planning’s Microsoft Corp Position

Does Creative Planning own Microsoft Corp (MSFT)? Yes3.87M shares worth $1.4B (+0.97% of its 13F portfolio) as of Q1 2026, up from 3.52M shares the prior filed quarter.

Position Value
$1.4B
Q1 2026
Shares
3.87M
% of Portfolio
+0.97%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $125MQ4 ’18Q1 ’19: $148MQ2 ’19: $177MQ3 ’19: $185MQ4 ’19: $210MQ4 ’19Q1 ’20: $215MQ2 ’20: $279MQ3 ’20: $300MQ4 ’20: $327MQ4 ’20Q1 ’21: $347MQ2 ’21: $417MQ3 ’21: $438MQ4 ’21: $536MQ4 ’21Q1 ’22: $543MQ2 ’22: $513MQ3 ’22: $438MQ4 ’22: $485MQ4 ’22Q1 ’23: $585MQ2 ’23: $709MQ3 ’23: $714MQ4 ’23: $889MQ4 ’23Q1 ’24: $1.0BQ2 ’24: $1.1BQ3 ’24: $1.1BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.5BQ3 ’25: $1.7BQ4 ’25: $1.7BQ4 ’25Q1 ’26: $1.4Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.87M$1.4B+0.97%
Q4 20253.52M$1.7B+1.22%
Q3 20253.34M$1.7B+1.32%
Q2 20252.92M$1.5B+1.24%
Q1 20252.78M$1.0B+0.98%
Q4 20242.66M$1.1B+1.09%
Q3 20242.56M$1.1B+1.08%
Q2 20242.49M$1.1B+1.19%
Q1 20242.41M$1.0B+1.12%
Q4 20232.36M$889M+1.65%
Q3 20232.26M$714M+0.95%
Q2 20232.08M$709M+0.94%
Q1 20232.03M$585M+0.84%
Q4 20222.02M$485M+0.73%
Q3 20221.88M$438M+0.76%
Q2 20222.00M$513M+0.84%
Q1 20221.76M$543M+0.84%
Q4 20211.59M$536M+0.86%
Q3 20211.55M$438M+0.78%
Q2 20211.54M$417M+0.74%
Q1 20211.47M$347M+0.70%
Q4 20201.47M$327M+0.72%
Q3 20201.43M$300M+0.78%
Q2 20201.37M$279M+0.81%
Q1 20201.36M$215M+0.76%
Q4 20191.33M$210M+0.63%
Q3 20191.33M$185M+0.60%
Q2 20191.32M$177M+0.60%
Q1 20191.25M$148M+0.53%
Q4 20181.23M$125M+0.51%

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