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LPL Financial LLC: MSFT position timeline

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

LPL Financial LLC held 10,760,740 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,760,740 shares
    Change vs previous 13F +423,143 shares

    0.9% of the 13F portfolio, value $4,013,971,076.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 10,337,597 shares
    Change vs previous 13F +329,577 shares

    1.02% of the 13F portfolio, value $3,826,668,069.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 10,008,020 shares
    Change vs previous 13F +502,077 shares

    1.32% of the 13F portfolio, value $4,840,078,176.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 9,505,943 shares
    Change vs previous 13F +545,538 shares

    1.44% of the 13F portfolio, value $4,923,602,970.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 8,960,405 shares
    Change vs previous 13F +575,497 shares

    1.49% of the 13F portfolio, value $4,456,995,100.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 8,384,908 shares
    Change vs previous 13F +450,323 shares

    1.22% of the 13F portfolio, value $3,146,699,913.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 7,934,585 shares
    Change vs previous 13F +582,959 shares

    1.36% of the 13F portfolio, value $3,344,789,727.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 7,351,626 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,163,404,646.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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