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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

  1. period ended2026-06-30
    13F 632,044 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 630,113 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 610,229 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 593,994 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 583,946 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 565,820 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 596,799 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 584,609 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).