Skip to content
Disclosery

Morningstar Investment Management LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on MSFT, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 144,303 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,303 shares
    Change vs previous 13F 0 shares

    3.29% of the 13F portfolio, value $53,416,642.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    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 144,303 shares
    Change vs previous 13F +31,622 shares

    3.31% of the 13F portfolio, value $53,416,642.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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 112,681 shares
    Change vs previous 13F -50,462 shares

    3.22% of the 13F portfolio, value $54,494,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    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 163,143 shares
    Change vs previous 13F +33,139 shares

    3.11% of the 13F portfolio, value $84,500,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    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 130,004 shares
    Change vs previous 13F -22,467 shares

    5.67% of the 13F portfolio, value $64,665,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    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 152,471 shares
    Change vs previous 13F -17,380 shares

    3.33% of the 13F portfolio, value $57,236,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 24,172 shares
    • Morningstar Investment Management LLC: 128,299 shares

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

  7. period ended2024-12-31
    13F 169,851 shares
    Change vs previous 13F -415,926 shares

    3.02% of the 13F portfolio, value $71,592,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 46,343 shares
    • Morningstar Investment Management LLC: 123,508 shares

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

  8. period ended2024-09-30
    13F 585,777 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $249,913,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 494,506 shares
    • Morningstar Investment Management LLC: 91,271 shares

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