Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership237,664 shares
Latest Disclosed Value $ 87,976,140
Wealthspire Advisors, LLC reports 16.10% decrease in ownership of MSFT / Microsoft Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 237,664 shares of Microsoft Corporation (MX:MSFT) valued at $87,976,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 283,281 shares of Microsoft Corporation. This represents a change in shares of -16.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F MICROSOFT COM 594918104 237,664 -45,617 -16.10 87,976 -35.78 0.6909
2026-02-12 2025-12-31 13F MICROSOFT COM 594918104 283,281 67,789 31.46 137,000 22.75 1.0903
2025-11-14 2025-09-30 13F MICROSOFT COM 594918104 215,492 -228,882 -51.51 111,614 -49.50 0.5836
2025-08-11 2025-06-30 13F MICROSOFT COM 594918104 444,374 -3,514 -0.78 221,036 31.47 1.2421
2025-05-09 2025-03-31 13F MICROSOFT COM 594918104 447,888 216,032 93.18 168,132 72.04 1.0045
2025-02-04 2024-12-31 13F MICROSOFT COM 594918104 231,856 9,371 4.21 97,727 2.08 0.9713
2024-11-13 2024-09-30 13F MICROSOFT COM 594918104 222,485 61,624 38.31 95,735 33.16 0.9740
2024-08-08 2024-06-30 13F MICROSOFT COM 594918104 160,861 15,290 10.50 71,897 17.39 0.9207
2024-05-06 2024-03-31 13F MICROSOFT COM 594918104 145,571 -6,038 -3.98 61,245 7.42 0.8169
2024-02-07 2023-12-31 13F MICROSOFT COM 594918104 151,609 10,646 7.55 57,011 28.09 0.8099
2023-11-06 2023-09-30 13F MICROSOFT COM 594918104 140,963 28,153 24.96 44,509 15.86 0.7350
2023-08-01 2023-06-30 13F MICROSOFT COM 594918104 112,810 5,402 5.03 38,416 24.06 0.6279
2023-05-09 2023-03-31 13F MICROSOFT COM 594918104 107,408 -12,438 -10.38 30,966 7.74 0.5315
2023-02-14 2022-12-31 13F MICROSOFT COM 594918104 119,846 29,551 32.73 28,742 36.67 0.5230
2022-11-14 2022-09-30 13F MICROSOFT COM 594918104 90,295 4,294 4.99 21,030 -4.79 0.4395
2022-08-09 2022-06-30 13F MICROSOFT COM 594918104 86,001 26,739 45.12 22,088 20.89 0.4618
2022-05-09 2022-03-31 13F MICROSOFT COM 594918104 59,262 -31,428 -34.65 18,271 -40.10 0.4110
2022-02-14 2021-12-31 13F MICROSOFT COM 594918104 90,690 -5,103 -5.33 30,501 12.94 0.6748
2021-11-15 2021-09-30 13F MICROSOFT COM 594918104 95,793 33,380 53.48 27,006 59.72 0.5604
2021-08-13 2021-06-30 13F MICROSOFT COM 594918104 62,413 -111,655 -64.14 16,908 -58.80 0.4445
2021-05-17 2021-03-31 13F MICROSOFT COM 594918104 174,068 23,467 15.58 41,040 22.52 0.9740
2021-02-16 2020-12-31 13F MICROSOFT COM 594918104 150,601 72,929 93.89 33,497 105.04 0.9969
2020-11-16 2020-09-30 13F MICROSOFT COM 594918104 77,672 7,068 10.01 16,337 13.70 0.9713
2020-08-14 2020-06-30 13F MICROSOFT COM 594918104 70,604 -118,316 -62.63 14,369 -51.77 1.0008
2020-05-12 2020-03-31 13F MICROSOFT COM 594918104 188,920 150,546 392.31 29,795 392.32 1.2489
2020-02-14 2019-12-31 13F MICROSOFT COM 594918104 38,374 6,747 21.33 6,052 37.64 0.4407
2019-11-12 2019-09-30 13F MICROSOFT COM 594918104 31,627 18,979 150.06 4,397 159.56 0.3601
2019-08-13 2019-06-30 13F MICROSOFT COM 594918104 12,648 12,648 1,694 0.1475
2019-05-07 2019-03-31 13F MICROSOFT COM 594918104 0 -9,340 -100.00 0 -100.00
2019-02-14 2018-12-31 13F MICROSOFT COM 594918104 9,340 9,340 949 0.0915
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.