Advisors Capital Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 632,044 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 632,044 sharesChange vs previous 13F +1,931 shares
2.5% of the 13F portfolio, value $235,765,229.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 630,113 sharesChange vs previous 13F +19,884 shares
2.72% of the 13F portfolio, value $233,249,294.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 610,229 sharesChange vs previous 13F +16,235 shares
3.47% of the 13F portfolio, value $295,119,032.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 593,994 sharesChange vs previous 13F +10,048 shares
3.81% of the 13F portfolio, value $307,659,408.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 583,946 sharesChange vs previous 13F +18,126 shares
3.98% of the 13F portfolio, value $290,460,783.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 565,820 sharesChange vs previous 13F -30,979 shares
3.29% of the 13F portfolio, value $212,403,268.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 596,799 sharesChange vs previous 13F +12,190 shares
3.96% of the 13F portfolio, value $251,550,905.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 584,609 sharesChange vs previous 13F not available
4.09% of the 13F portfolio, value $251,557,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).