FIRST FOUNDATION ADVISORS

Endowment

Position in MSFT — Microsoft Corp

CIK 1086763 Irvine, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$370,196,238

+$327,557 QoQ

Shares Held

992,430

-0.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

25.22%

of 13F equity value

Holder Rank

#374

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $383,326,888 across 5 Software - Infrastructure names. MSFT ranks #1 (96.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	992,430	$370,196,238
2	FTNT	Fortinet, Inc.	59,686	$9,168,962
3	ORCL	Oracle Corp	13,758	$2,016,234
4	CRWD	CrowdStrike Holdings, Inc.	5,448	$1,039,396
5	PLTR	Palantir Technologies Inc.	7,766	$906,058

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,196,238	992,430	-0.7%	Shares	Defined	2026-08-14
2026-03-31	$369,868,681	999,186	-0.0%	Shares	Defined	2026-05-04
2025-12-31	$483,431,870	999,611	-0.3%	Shares	Defined	2026-02-04
2025-09-30	$519,207,064	1,002,427	-2.0%	Shares	Defined	2025-11-17
2025-06-30	$508,816,107	1,022,931	-0.6%	Shares	Defined	2025-08-14
2025-03-31	$386,213,619	1,028,833	-1.3%	Shares	Defined	2025-05-08
2024-12-31	$439,437,775	1,042,557	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$450,962,145	1,048,018	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$474,831,187	1,062,381	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$448,620,045	1,066,315	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$405,700,905	1,078,877	-6.8%	Shares	Sole	2024-02-14
2023-09-30	$365,348,009	1,157,080	-1.1%	Shares	Defined	2023-11-15
2023-06-30	$398,263,913	1,169,507	-4.2%	Shares	Defined	2023-08-14
2023-03-31	$352,114,627	1,221,348	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$294,686,978	1,228,784	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$288,319,486	1,237,954	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$320,602,686	1,248,307	-2.2%	Shares	Sole	2022-08-12
2022-03-31	$393,601,495	1,276,642	-0.5%	Shares	Sole	2022-05-05
2021-12-31	$431,531,183	1,283,097	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$361,592,283	1,282,606	-0.0%	Shares	Sole	2021-11-15
2021-06-30	$347,465,550	1,282,634	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$301,267,849	1,277,804	-0.2%	Shares	Sole	2021-05-18
2020-12-31	$284,778,783	1,280,365	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$267,395,263	1,271,313	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$260,159,654	1,278,363	-0.3%	Shares	Sole	2020-08-14
2020-03-31	$202,290,989	1,282,677	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.