SEC 13F Intelligence

Beacon Pointe Advisors, LLC / MSFT

Beacon Pointe Advisors, LLC’s Microsoft Corp Position

Does Beacon Pointe Advisors, LLC own Microsoft Corp (MSFT)? Yes — 891.1K shares worth $330M (+1.74% of its 13F portfolio) as of Q1 2026, up from 675.7K shares the prior filed quarter.

Position Value
$330M
Q1 2026
Shares
891.1K
% of Portfolio
+1.74%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $5MQ2 ’19: $4MQ3 ’19: $3MQ4 ’19: $5MQ4 ’19Q1 ’20: $9MQ2 ’20: $16MQ3 ’20: $13MQ4 ’20: $21MQ4 ’20Q1 ’21: $20MQ2 ’21: $48MQ3 ’21: $117MQ4 ’21: $94MQ4 ’21Q1 ’22: $200MQ2 ’22: $139MQ3 ’22: $125MQ4 ’22: $132MQ4 ’22Q1 ’23: $160MQ2 ’23: $175MQ3 ’23: $211MQ4 ’23: $241MQ4 ’23Q1 ’24: $268MQ2 ’24: $264MQ3 ’24: $244MQ4 ’24: $232MQ4 ’24Q1 ’25: $210MQ2 ’25: $275MQ3 ’25: $328MQ4 ’25: $327MQ4 ’25Q1 ’26: $330Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026891.1K$330M+1.74%
Q4 2025675.7K$327M+2.29%
Q3 2025633.8K$328M+2.78%
Q2 2025553.4K$275M+2.87%
Q1 2025559.6K$210M+2.36%
Q4 2024551.2K$232M+2.57%
Q3 2024566.5K$244M+2.81%
Q2 2024590.8K$264M+3.12%
Q1 2024637.6K$268M+2.98%
Q4 2023640.3K$241M+2.88%
Q3 2023667.7K$211M+2.63%
Q2 2023515.1K$175M+2.86%
Q1 2023554.0K$160M+2.72%
Q4 2022549.5K$132M+2.56%
Q3 2022536.3K$125M+2.80%
Q2 2022540.6K$139M+2.93%
Q1 2022649.7K$200M+2.75%
Q4 2021279.0K$94M+2.45%
Q3 2021413.9K$117M+2.88%
Q2 2021176.2K$48M+1.69%
Q1 202185.7K$20M+1.24%
Q4 202096.4K$21M+1.47%
Q3 202063.5K$13M+1.29%
Q2 202076.5K$16M+1.56%
Q1 202054.1K$9M+1.36%
Q4 201929.9K$5M+1.46%
Q3 201923.6K$3M+1.42%
Q2 201926.4K$4M+1.29%
Q1 201945.8K$5M+2.03%
Q4 201814.9K$2M+0.92%

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