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Disclosery

Corient Private Wealth LP: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on MSFT, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 5,131,824 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,131,824 shares
    Change vs previous 13F -538,891 shares

    2.65% of the 13F portfolio, value $1,914,273,989.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,128,574 shares
    • Corient IA LP: 3,250 shares

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

  2. period ended2026-03-31
    13F 5,670,715 shares
    Change vs previous 13F -367,007 shares

    3.04% of the 13F portfolio, value $2,125,005,385.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,668,485 shares
    • Corient IA LP: 2,230 shares

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

  3. period ended2025-12-31
    13F/A 6,037,722 shares
    Change vs previous 13F +705,828 shares

    3.97% of the 13F portfolio, value $2,921,788,906.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 6,035,222 shares
    • Corient IA LP: 2,500 shares

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

  4. period ended2025-09-30
    13F 5,331,894 shares
    Change vs previous 13F -5,796,114 shares

    4.32% of the 13F portfolio, value $2,745,220,280.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,329,394 shares
    • Corient IA LP: 2,500 shares

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

  5. period ended2025-06-30
    13F/A 11,128,008 shares
    Change vs previous 13F +5,370,325 shares

    7.35% of the 13F portfolio, value $5,535,184,093.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 11,124,508 shares
    • Corient IA LP: 3,500 shares

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

  6. period ended2025-03-31
    13F 5,757,683 shares
    Change vs previous 13F -419,687 shares

    3.53% of the 13F portfolio, value $2,161,378,587.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 5,754,983 shares
    • Corient IA LP: 2,700 shares

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

  7. period ended2024-12-31
    13F 6,177,370 shares
    Change vs previous 13F -383,769 shares

    4.28% of the 13F portfolio, value $2,579,942,832.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 6,561,139 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $2,823,258,530.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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