Comprehensive Financial Consultants Institutional, Inc.
Position in MSFT — Microsoft Corp
CIK 1915714
Bloomington, IN
Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,409,975
+$723,054 QoQ
Shares Held
17,184
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#2,975
of 6,179 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2025CallValue
$48,362
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Comprehensive Financial Consultants Institutional, Inc. holds $9,698,189 across 3 Software - Infrastructure names. MSFT ranks #1 (66.1% of the industry book) .
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,409,975 | 17,184 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,686,921 | 15,363 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,902,224 | 14,272 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $48,362 | 100 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $7,529,439 | 14,537 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $7,301,481 | 14,679 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,586,929 | 14,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,193,942 | 14,695 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,186,423 | 14,377 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,541,113 | 14,635 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,059,209 | 14,402 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,286,370 | 14,058 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,340,931 | 13,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,474,695 | 13,140 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,961,818 | 13,742 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,011,659 | 12,558 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,778,962 | 11,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,776,589 | 10,811 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,306,933 | 10,726 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,475,530 | 10,334 | Shares | Sole | 2022-03-10 | |
| No filing history on record for this holder in this stock. | ||||||