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PINNACLE ASSOCIATES LTD: MSFT position timeline

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

PINNACLE ASSOCIATES LTD held 435,694 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 435,694 shares
    Change vs previous 13F +6,583 shares

    1.77% of the 13F portfolio, value $162,522,718.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 429,111 shares
    Change vs previous 13F +2,171 shares

    2.04% of the 13F portfolio, value $158,843,860.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 426,940 shares
    Change vs previous 13F -2,740 shares

    2.65% of the 13F portfolio, value $206,476,794.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 429,680 shares
    Change vs previous 13F -9,955 shares

    2.95% of the 13F portfolio, value $222,552,638.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 439,635 shares
    Change vs previous 13F -8,218 shares

    3.17% of the 13F portfolio, value $218,679,041.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 447,853 shares
    Change vs previous 13F -12,258 shares

    2.46% of the 13F portfolio, value $168,119,556.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 460,111 shares
    Change vs previous 13F -44,980 shares

    2.63% of the 13F portfolio, value $193,936,634.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 505,091 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $189,934,347.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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