SEC 13F Intelligence

Klingman & Associates, LLC / MSFT

Klingman & Associates, LLC’s Microsoft Corp Position

Does Klingman & Associates, LLC own Microsoft Corp (MSFT)? Yes — 37.2K shares worth $14M (+0.66% of its 13F portfolio) as of Q1 2026, up from 35.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
37.2K
% of Portfolio
+0.66%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $469,000Q3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $8MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $12MQ4 ’24Q1 ’25: $11MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $17MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.2K$14M+0.66%
Q4 202535.8K$17M+0.83%
Q3 202535.5K$18M+0.93%
Q2 202534.0K$17M+0.93%
Q1 202530.3K$11M+0.70%
Q4 202428.9K$12M+0.75%
Q3 202430.1K$13M+0.80%
Q2 202427.8K$12M+0.84%
Q1 202426.9K$11M+0.79%
Q4 202326.6K$10M+0.74%
Q3 202328.4K$9M+0.72%
Q2 202328.5K$10M+0.78%
Q1 202326.7K$8M+0.66%
Q4 202227.0K$6M+0.57%
Q3 202224.8K$6M+0.57%
Q2 202224.7K$6M+0.62%
Q1 202225.1K$8M+0.66%
Q4 202123.0K$8M+0.67%
Q3 202122.3K$6M+0.59%
Q2 202122.9K$6M+0.59%
Q1 202122.7K$5M+0.55%
Q4 202021.9K$5M+0.56%
Q3 202021.2K$4M+0.60%
Q2 202018.5K$4M+0.58%
Q1 202016.8K$3M+0.54%
Q4 201916.8K$3M+0.43%
Q3 201916.3K$2M+0.41%
Q2 20193.5K$469,000+0.24%
Q1 201916.0K$2M+0.37%
Q4 201815.0K$2M+0.34%

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