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CAPTRUST FINANCIAL ADVISORS: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MSFT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 3,623,847 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,623,847 shares
    Change vs previous 13F +281,469 shares

    2.07% of the 13F portfolio, value $1,351,767,302.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 3,342,378 shares
    Change vs previous 13F +571,770 shares

    2.16% of the 13F portfolio, value $1,237,016,153.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,770,608 shares
    Change vs previous 13F +172,409 shares

    2.55% of the 13F portfolio, value $1,339,921,662.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,598,199 shares
    Change vs previous 13F +35,582 shares

    2.74% of the 13F portfolio, value $1,345,737,038.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,562,617 shares
    Change vs previous 13F -7,967 shares

    2.84% of the 13F portfolio, value $1,274,671,279.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,570,584 shares
    Change vs previous 13F +446,713 shares

    2.42% of the 13F portfolio, value $964,971,473.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,123,871 shares
    Change vs previous 13F +92,940 shares

    2.56% of the 13F portfolio, value $895,211,423.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,030,931 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $873,909,779.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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