Microsoft Stock Holdings Trimmed by Kovack Advisors

Firm reduces stake in software giant by 9.8% in Q3

Published on Mar. 8, 2026

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Kovack Advisors Inc. trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 9.8% in the 3rd quarter, according to the company's latest 13F filing with the SEC. The firm now owns 51,584 shares of the software giant's stock, valued at $26.7 million.

Why it matters

Microsoft is one of the most widely held and influential technology companies, so changes in major investors' positions can provide insights into broader market sentiment and outlook for the stock.

The details

Kovack Advisors reduced its Microsoft holdings by selling 5,594 shares during the quarter. The firm's portfolio now has 2.5% exposure to Microsoft, making it the 5th largest holding. Several other large investors also modified their Microsoft positions last quarter, with Vanguard Group and State Street Corp increasing their stakes.

  • Kovack Advisors filed its 13F report for the 3rd quarter of 2026.

The players

Kovack Advisors Inc.

An investment management firm that provides financial advisory and portfolio management services.

Microsoft Corporation

A multinational technology company that develops, licenses, and supports a wide range of software products, services, and devices.

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The takeaway

This filing indicates that at least one major institutional investor has become slightly more cautious on Microsoft's near-term prospects, though the company remains a core holding in Kovack's portfolio. Investors will likely watch for similar position changes from other large Microsoft shareholders in the coming quarters.