Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership239,267 shares
Latest Disclosed Value $ 88,569,493
Ancora Advisors, LLC reports 1.15% increase in ownership of MSFT / Microsoft Corporation

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 239,267 shares of Microsoft Corporation (MX:MSFT) valued at $88,569,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 236,544 shares of Microsoft Corporation. This represents a change in shares of 1.15% 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)
2026-05-15 2026-03-31 13F MICROSOFT COM 594918104 239,267 2,723 1.15 88,569 -22.58 1.8841
2026-02-17 2025-12-31 13F MICROSOFT COM 594918104 236,544 -781 -0.33 114,398 -6.94 2.3566
2025-11-14 2025-09-30 13F MICROSOFT COM 594918104 237,325 -7,485 -3.06 122,923 0.95 2.4553
2025-08-14 2025-06-30 13F MICROSOFT COM 594918104 244,810 37 0.02 121,771 32.52 2.5257
2025-05-15 2025-03-31 13F MICROSOFT COM 594918104 244,773 2,716 1.12 91,885 -9.94 2.0503
2025-02-14 2024-12-31 13F MICROSOFT COM 594918104 242,057 1,407 0.58 102,027 -1.47 2.2761
2024-11-14 2024-09-30 13F MICROSOFT COM 594918104 240,650 3,139 1.32 103,552 -2.45 2.3576
2024-08-14 2024-06-30 13F MICROSOFT COM 594918104 237,511 -269 -0.11 106,156 6.11 2.6297
2024-05-16 2024-03-31 13F MICROSOFT COM 594918104 237,780 999 0.42 100,039 12.35 2.2731
2024-02-14 2023-12-31 13F MICROSOFT COM 594918104 236,781 -1,814 -0.76 89,039 18.19 2.0912
2023-11-14 2023-09-30 13F MICROSOFT COM 594918104 238,595 -2,392 -0.99 75,337 -8.20 1.9996
2023-08-14 2023-06-30 13F MICROSOFT COM 594918104 240,987 -63 -0.03 82,066 18.09 2.1586
2023-05-16 2023-03-31 13F MICROSOFT COM 594918104 241,050 706 0.29 69,495 20.57 1.9709
2023-02-14 2022-12-31 13F MICROSOFT COM 594918104 240,344 4,864 2.07 57,639 5.10 1.6603
2022-11-14 2022-09-30 13F MICROSOFT COM 594918104 235,480 5,904 2.57 54,843 -6.99 1.6950
2022-08-15 2022-06-30 13F MICROSOFT COM 594918104 229,576 -5,419 -2.31 58,962 -18.62 1.6607
2022-05-16 2022-03-31 13F/A-1 MICROSOFT COM 594918104 234,995 -6,775 -2.80 72,452 -10.90 1.7587
2022-05-13 2022-03-31 13F MICROSOFT COM 594918104 239,266 -2,504 56,412 0.9729
2022-02-14 2021-12-31 13F MICROSOFT COM 594918104 241,770 1,763 0.73 81,312 20.17 1.9275
2021-11-15 2021-09-30 13F MICROSOFT COM 594918104 240,007 5,223 2.22 67,663 6.38 1.7481
2021-11-12 2021-06-30 13F/A-1 MICROSOFT COM 594918104 234,784 -4,482 -1.87 63,603 12.75 1.6613
2021-08-13 2021-06-30 13F MICROSOFT COM 594918104 234,784 -4,482 63,603 1.6613
2021-11-12 2021-03-31 13F/A-1 MICROSOFT COM 594918104 239,266 -12,886 -5.11 56,412 0.58 1.5578
2021-05-14 2021-03-31 13F MICROSOFT COM 594918104 239,266 -12,886 56,412 1.5578
2021-11-12 2020-12-31 13F/A-1 MICROSOFT COM 594918104 252,152 -5,493 -2.13 56,084 3.49 1.8069
2021-02-12 2020-12-31 13F MICROSOFT COM 594918104 252,152 -5,493 56,084 1.8069
2021-11-12 2020-09-30 13F/A-1 MICROSOFT COM 594918104 257,645 7,027 2.80 54,191 6.25 2.1520
2020-11-13 2020-09-30 13F MICROSOFT COM 594918104 257,645 7,027 54,191 2.1520
2021-11-12 2020-06-30 13F/A-1 MICROSOFT COM 594918104 250,618 3,161 1.28 51,004 30.69 2.1346
2020-08-14 2020-06-30 13F MICROSOFT COM 594918104 250,618 3,161 51,004 2.1346
2021-11-12 2020-03-31 13F/A-1 MICROSOFT COM 594918104 247,457 8,288 3.47 39,027 3.47 1.8050
2020-05-14 2020-03-31 13F MICROSOFT COM 594918104 247,457 8,288 39,027 1.8050
2020-02-14 2019-12-31 13F MICROSOFT COM 594918104 239,169 2,552 1.08 37,717 14.65 1.4034
2019-11-19 2019-09-30 13F/A-2 MICROSOFT COM 594918104 236,617 -6,731 -2.77 32,897 0.91 1.4355
2019-11-18 2019-09-30 13F/A-1 MICROSOFT COM 594918104 236,617 -6,731 32,897 1.4355
2019-11-14 2019-09-30 13F MICROSOFT COM 594918104 236,617 -6,731 32,897 1.4424
2019-11-14 2019-06-30 13F/A-1 MICROSOFT COM 594918104 243,348 2,518 1.05 32,599 14.77 1.4616
2019-08-12 2019-06-30 13F MICROSOFT COM 594918104 243,348 2,518 32,599 1,346,479.1176
2019-11-14 2019-03-31 13F/A-1 MICROSOFT COM 594918104 240,830 1,528 0.64 28,404 16.86 1.2889
2019-05-15 2019-03-31 13F MICROSOFT COM 594918104 240,830 1,528 28,404 1,183,265.8120
2019-11-14 2018-12-31 13F/A-1 MICROSOFT COM 594918104 239,302 1,496 0.63 24,306 -10.63 1.1687
2019-02-14 2018-12-31 13F MICROSOFT COM 594918104 239,302 1,496 24,306
2018-11-13 2018-09-30 13F MICROSOFT COM 594918104 237,806 13,488 6.01 27,197 22.96 1.0478
2018-08-10 2018-06-30 13F MICROSOFT COM 594918104 224,318 1,958 0.88 22,119 8.99 0.9606
2018-05-15 2018-03-31 13F MICROSOFT COM 594918104 222,360 -14,537 -6.14 20,294 0.14 0.9131
2018-02-14 2017-12-31 13F MICROSOFT COM 594918104 236,897 42,750 22.02 20,265 40.13 1.0813
2017-11-14 2017-09-30 13F MICROSOFT COM 594918104 194,147 1,483 0.77 14,462 8.90 0.8383
2017-08-14 2017-06-30 13F MICROSOFT COM 594918104 192,664 1,446 0.76 13,280 5.45 0.8601
2017-05-15 2017-03-31 13F MICROSOFT COM 594918104 191,218 -311 -0.16 12,594 5.81 0.8528
2017-02-14 2016-12-31 13F MICROSOFT COM 594918104 191,529 58,222 43.68 11,902 54.99 0.8681
2016-11-14 2016-09-30 13F MICROSOFT COM 594918104 133,307 2,192 1.67 7,679 14.46 0.7772
2016-08-11 2016-06-30 13F MICROSOFT COM 594918104 131,115 3,707 2.91 6,709 -4.66 0.7804
2016-05-13 2016-03-31 13F MICROSOFT COM 594918104 127,408 -272 -0.21 7,037 -0.66 0.8644
2016-02-12 2015-12-31 13F/A MICROSOFT COM 594918104 127,680 490 0.39 7,084 25.85 0.9061
2016-02-11 2015-12-31 13F MICROSOFT COM 594918104 125,566 -1,624 5,833 0.7665
2015-10-30 2015-09-30 13F MICROSOFT COM 594918104 127,190 451 0.36 5,629 0.59 0.7246
2015-07-30 2015-06-30 13F MICROSOFT COM 594918104 126,739 126,739 0.00 5,596 8.05 0.6574
2015-05-15 2015-03-31 13F/A-1 MICROSOFT CORP COM COM 594918104 0 -126,216 -100.00 5,179 -11.67 0.6338
2015-05-15 2015-03-31 13F MICROSOFT CORP COM COM 594918104 0 5,179
2015-02-11 2014-12-31 13F/A-1 MICROSOFT CORP COM COM 594918104 126,216 -2,494 -1.94 5,863 -1.74 0.7154
2015-02-11 2014-12-31 13F MICROSOFT CORP COM COM 594918104 126,216 -2,494 5,863 0.7154
2014-11-07 2014-09-30 13F MICROSOFT CORP COM COM 594918104 128,710 -2,390 -1.82 5,967 9.15 0.7653
2014-07-31 2014-06-30 13F MICROSOFT CORP COM COM 594918104 131,100 526 0.40 5,467 2.15 0.7083
2014-05-13 2014-03-31 13F MICROSOFT CORP COM COM 594918104 130,574 -25,050 -16.10 5,352 -8.07 0.7564
2014-02-07 2013-12-31 13F MICROSOFT CORP COM COM 594918104 155,624 6,200 4.15 5,822 17.07 0.8788
2013-10-31 2013-09-30 13F/A-1 MICROSOFT CORP COM COM 594918104 149,424 -5,850 -3.77 4,973 -7.29 0.8535
2013-10-25 2013-09-30 13F MICROSOFT CORP COM COM 594918104 149,424 4,973
2013-07-22 2013-06-30 13F MICROSOFT CORP COM COM 594918104 155,274 155,274 5,364 0.9195
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.