IFP Advisors, Inc reports 41.45% increase in ownership of MSF / Microsoft Corporation

Microsoft Corporation

DE ˙ XTRA ˙ US5949181045

368,85 € ↓ -11,05 (-2,91%)

2026-06-03
AKTIENPREIS

Security	DE:MSF / Microsoft Corporation
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	174,800 shares
Latest Disclosed Value	$ 64,705,716

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 174,800 shares of Microsoft Corporation (DE:MSF) valued at $56,285,600 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 123,579 shares of Microsoft Corporation. This represents a change in shares of 41.45% during the quarter. The current value of the position is $64,474,980 USD.

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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	MICROSOFT	cs	594918104	174,800	51,221	41.45	64,706	8.27	1.3417
2026-02-06	2025-12-31	13F	MICROSOFT	cs	594918104	123,579	15,959	14.83	59,765	7.22	1.3417
2026-02-06	2025-09-30	13F/A-1	MICROSOFT	cs	594918104	107,620	5,881	5.78	55,742	10.09	1.4476
2025-12-02	2025-09-30	13F	MICROSOFT	cs	594918104	107,733	5,994		55,824		1.4396
2025-07-24	2025-06-30	13F	MICROSOFT	cs	594918104	101,739	-1,924	-1.86	50,633	30.07	1.4396
2025-05-05	2025-03-31	13F	MICROSOFT	cs	594918104	103,663	11,712	12.74	38,928	0.43	1.2003
2025-02-04	2024-12-31	13F	MICROSOFT	cs	594918104	91,951	14,637	18.93	38,761	16.50	1.2693
2025-02-04	2024-09-30	13F	MICROSOFT	cs	594918104	77,314	9,118	13.37	33,271	9.14	1.1992
2024-07-30	2024-06-30	13F	MICROSOFT	cs	594918104	68,196	5,291	8.41	30,485	15.17	1.2098
2024-07-30	2024-03-31	13F	MICROSOFT	cs	594918104	62,905	4,991	8.62	26,469	21.52	1.1608
2024-01-09	2023-12-31	13F	MICROSOFT	cs	594918104	57,914	-7,139	-10.97	21,781	6.03	1.0281
2023-10-12	2023-09-30	13F	MICROSOFT	cs	594918104	65,053	-9,777	-13.07	20,543	-19.39	0.9235
2023-08-14	2023-06-30	13F/A-1	MICROSOFT	cs	594918104	74,830	-12,304	-14.12	25,484	817.35	1.0657
2023-08-04	2023-06-30	13F	MICROSOFT	cs	594918104	74,830	-12,304		2,386		0.1104
2023-04-18	2023-03-31	13F	MICROSOFT	cs	594918104	87,134	-71,843	-45.19	2,779	55,460.00	0.1209
2023-02-07	2022-12-31	13F	MICROSOFT	cs	594918104	158,977	-5,632	-3.42	6	-99.92	0.1528
2022-11-08	2022-09-30	13F	MICROSOFT	cs	594918104	164,609	11,983	7.85	5,972	7.84	0.1556
2022-09-06	2022-06-30	13F/A-1	MICROSOFT	cs	594918104	152,626	0	0.00	5,538	0.00	0.1776
2022-08-12	2022-06-30	13F	MICROSOFT CORP COM	Stock	594918104	243	-152,383		8		0.0143
2022-09-06	2022-03-31	13F/A-1	MICROSOFT	cs	594918104	152,626	65,756	75.69	5,538	-81.06	0.1776
2022-08-08	2022-03-31	13F	MICROSOFT CORP COM	Stock	594918104	97,849	10,979		3,483		0.0711
2022-01-12	2021-12-31	13F	MICROSOFT CORP COM	Stock	594918104	86,870	846	0.98	29,232	20.47	0.5712
2021-10-06	2021-09-30	13F	MICROSOFT CORP COM	Stock	594918104	86,024	5,823	7.26	24,264	11.72	0.4853
2021-07-13	2021-06-30	13F	MICROSOFT CORP COM	Stock	594918104	80,201	3,018	3.91	21,719	19.31	0.4495
2021-04-30	2021-03-31	13F	MICROSOFT CORP COM	Stock	594918104	77,183	-232	-0.30	18,204	5.80	0.3543
2021-01-25	2020-12-31	13F	MICROSOFT CORP COM	Stock	594918104	77,415	2,857	3.83	17,206	9.63	0.6974
2020-10-29	2020-09-30	13F	MICROSOFT CORP COM	Stock	594918104	74,558	1,317	1.80	15,695	7.74	0.9369
2020-08-05	2020-06-30	13F	MICROSOFT CORP COM	Stock	594918104	73,241	4,339	6.30	14,567	35.51	1.1544
2020-05-12	2020-03-31	13F	MICROSOFT CORP COM	Stock	594918104	68,902	9,639	16.26	10,750	14.09	1.0848
2020-01-17	2019-12-31	13F	MICROSOFT CORP COM	Stock	594918104	59,263	-13,019	-18.01	9,422	-5.48	0.7082
2019-11-07	2019-09-30	13F	MICROSOFT CORP COM	Stock	594918104	72,282	44,135	156.80	9,968	200.06	0.6678
2019-05-15	2019-03-31	13F	MICROSOFT	Stock	594918104	28,147	-92,345	-76.64	3,322	-72.54	0.4535
2019-06-03	2018-12-31	13F/A-10	MICROSOFT	Stock	594918104	120,492	-42,577	-26.11	12,096	-35.14	0.7373
2019-01-23	2018-12-31	13F	MICROSOFT	Stock	594918104	120,492	-42,577		12,096		0.7373
2019-06-03	2018-09-30	13F/A-9	MICROSOFT	Stock	594918104	163,069	3,971	2.50	18,650	18.87	0.7601
2018-10-25	2018-09-30	13F	MICROSOFT	Stock	594918104	163,069	3,971		18,650		0.7601
2019-06-03	2018-06-30	13F/A-8	MICROSOFT	Stock	594918104	159,098	-6,444	-3.89	15,689	10.80	0.6598
2018-08-07	2018-06-30	13F	MICROSOFT	Stock	594918104	159,098	-9,113		15,689
2019-06-03	2018-03-31	13F/A-7	MICROSOFT CORP COM	Stock	594918104	165,542	0	0.00	14,160	0.00	0.6418
2018-05-09	2018-03-31	13F	MICROSOFT	Stock	594918104	168,211	2,669		15,353
2019-06-03	2017-12-31	13F/A-6	MICROSOFT CORP COM	Stock	594918104	165,542	-69,171	-29.47	14,160	-19.01	0.6418
2018-01-24	2017-12-31	13F	MICROSOFT CORP COM	Stock	594918104	165,542	-69,171		14,160
2017-10-30	2017-09-30	13F	MICROSOFT CORP COM	Stock	594918104	234,713	-3,445	-1.45	17,484	6.51	0.6943
2019-06-03	2017-06-30	13F/A-5	MICROSOFT CORP COM	Stock	594918104	238,158	5,275	2.27	16,416	7.03	0.6959
2017-07-31	2017-06-30	13F	MICROSOFT CORP COM	Stock	594918104	238,158	5,275		16,416
2019-06-03	2017-03-31	13F/A-4	MICROSOFT CORP COM	Stock	594918104	232,883	-1,267	-0.54	15,338	5.42	0.6680
2017-04-26	2017-03-31	13F	MICROSOFT CORP COM	Stock	594918104	232,883	-1,267		15,338
2019-06-03	2016-12-31	13F/A-3	MICROSOFT CORP COM	Stock	594918104	234,150	40,048	20.63	14,550	30.14	0.7021
2017-02-14	2016-12-31	13F	MICROSOFT CORP COM	Stock	594918104	234,150	40,048		14,550
2016-11-04	2016-09-30	13F	MICROSOFT	Stock	594918104	194,102	-14,674	-7.03	11,180	4.65	0.5813
2019-06-03	2016-06-30	13F/A-2	MICROSOFT CORP COM	Stock	594918104	208,776	180,629	641.73	10,683	221.58	0.5965
2016-08-22	2016-06-30	13F	MICROSOFT CORP COM	Stock	594918104	208,776	180,629		10,683
2019-06-03	2016-03-31	13F/A-1	MICROSOFT	Stock	594918104	28,147	-168,094	-85.66	3,322	-69.49	0.4535
2016-05-02	2016-03-31	13F	MICROSOFT CORP COM	Stock	594918104	200,528	4,287		11,075
2016-02-11	2015-12-31	13F	MICROSOFT	Stock	594918104	196,241	196,241		10,887		0.7308

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.