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
- period ended2026-06-3013F 10,760,740 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,337,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,008,020 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,505,943 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,960,405 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,384,908 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,934,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,351,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).