Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionClean Yield Group
Latest Disclosed Ownership12,785 shares
Latest Disclosed Value $ 4,732,543
Clean Yield Group ownership in MSFT / Microsoft Corporation

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 12,785 shares of Microsoft Corporation (MX:MSFT) valued at $4,732,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,785 shares of Microsoft Corporation. This represents a change in shares of 0.00% 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)
2026-04-14 2026-03-31 13F MICROSOFT CORP COM Stock 594918104 12,785 0 0.00 4,733 -23.46 1.3322
2026-01-26 2025-12-31 13F MICROSOFT CORP COM Stock 594918104 12,785 -176 -1.36 6,183 -7.90 1.7163
2025-10-23 2025-09-30 13F MICROSOFT CORP COM Stock 594918104 12,961 -53 -0.41 6,713 3.69 1.8974
2025-07-17 2025-06-30 13F MICROSOFT CORP COM Stock 594918104 13,014 -180 -1.36 6,473 30.71 1.9364
2025-04-14 2025-03-31 13F MICROSOFT CORP COM Stock 594918104 13,194 -376 -2.77 4,953 -13.41 1.6136
2025-01-13 2024-12-31 13F MICROSOFT CORP COM Stock 594918104 13,570 450 3.43 5,720 1.31 1.8192
2024-10-07 2024-09-30 13F MICROSOFT CORP COM Stock 594918104 13,120 275 2.14 5,646 -1.67 1.7889
2024-07-10 2024-06-30 13F MICROSOFT CORP COM Stock 594918104 12,845 -155 -1.19 5,741 4.97 2.1446
2024-05-29 2024-03-31 13F MICROSOFT CORP COM Stock 594918104 13,000 -570 -4.20 5,470 7.19 2.1277
2024-01-24 2023-12-31 13F MICROSOFT CORP COM Stock 594918104 13,570 -207 -1.50 5,103 11.42 2.1494
2023-10-12 2023-09-30 13F MICROSOFT CORP COM Stock 594918104 13,777 212 1.56 4,580 -0.87 2.0301
2023-07-26 2023-06-30 13F MICROSOFT CORP COM Stock 594918104 13,565 120 0.89 4,619 19.17 1.9027
2023-04-26 2023-03-31 13F MICROSOFT CORP COM Stock 594918104 13,445 1 0.01 3,876 20.22 1.6511
2023-01-31 2022-12-31 13F MICROSOFT CORP COM Stock 594918104 13,444 422 3.24 3,224 6.30 1.3848
2022-10-31 2022-09-30 13F MICROSOFT CORP COM Stock 594918104 13,022 -67 -0.51 3,033 -9.79 1.4076
2022-07-18 2022-06-30 13F MICROSOFT CORP COM Stock 594918104 13,089 55 0.42 3,362 -16.35 1.3897
2022-04-25 2022-03-31 13F MICROSOFT CORP COM Stock 594918104 13,034 -634 -4.64 4,019 -12.57 1.4194
2022-01-24 2021-12-31 13F MICROSOFT CORP COM Stock 594918104 13,668 -62 -0.45 4,597 18.75 1.4692
2021-10-27 2021-09-30 13F MICROSOFT CORP COM Stock 594918104 13,730 64 0.47 3,871 4.57 1.2698
2021-07-26 2021-06-30 13F MICROSOFT CORP COM Stock 594918104 13,666 163 1.21 3,702 16.27 1.2581
2021-04-26 2021-03-31 13F MICROSOFT CORP COM Stock 594918104 13,503 -1,289 -8.71 3,184 -3.22 1.1977
2021-01-26 2020-12-31 13F MICROSOFT CORP COM Stock 594918104 14,792 -195 -1.30 3,290 4.38 1.1826
2020-10-16 2020-09-30 13F MICROSOFT CORP COM Stock 594918104 14,987 -49 -0.33 3,152 3.01 1.2780
2020-07-22 2020-06-30 13F MICROSOFT CORP COM Stock 594918104 15,036 -601 -3.84 3,060 24.09 1.3223
2020-04-20 2020-03-31 13F MICROSOFT CORP COM Stock 594918104 15,637 -8,792 -35.99 2,466 -35.98 1.1713
2020-01-17 2019-12-31 13F MICROSOFT CORP COM Stock 594918104 24,429 -231 -0.94 3,852 12.37 1.2073
2019-10-23 2019-09-30 13F MICROSOFT CORP COM Stock 594918104 24,660 647 2.69 3,428 6.56 1.1306
2019-07-22 2019-06-30 13F MICROSOFT CORP COM Stock 594918104 24,013 -348 -1.43 3,217 11.97 1.1628
2019-04-24 2019-03-31 13F MICROSOFT CORP COM Stock 594918104 24,361 -7,574 -23.72 2,873 -11.44 1.1632
2019-01-23 2018-12-31 13F MICROSOFT CORP COM Stock 594918104 31,935 46 0.14 3,244 -11.05 1.4122
2018-10-22 2018-09-30 13F MICROSOFT CORP COM Stock 594918104 31,889 30 0.09 3,647 16.07 1.4516
2018-07-24 2018-06-30 13F MICROSOFT CORP COM Stock 594918104 31,859 -2,822 -8.14 3,142 -0.73 1.3014
2018-04-23 2018-03-31 13F MICROSOFT CORP COM Stock 594918104 34,681 109 0.32 3,165 7.03 1.3365
2018-01-16 2017-12-31 13F MICROSOFT CORP COM Stock 594918104 34,572 -465 -1.33 2,957 13.30 1.1706
2017-10-11 2017-09-30 13F MICROSOFT CORP COM Stock 594918104 35,037 -1,693 -4.61 2,610 -2.36 1.0647
2017-07-17 2017-06-30 13F MICROSOFT CORP COM Stock 594918104 36,730 -850 -2.26 2,673 8.00 1.1182
2017-05-03 2017-03-31 13F MICROSOFT CORP COM Stock 594918104 37,580 -80 -0.21 2,475 5.77 1.0427
2017-01-24 2016-12-31 13F MICROSOFT CORP COM Stock 594918104 37,660 -177 -0.47 2,340 7.39 1.0554
2016-10-28 2016-09-30 13F MICROSOFT CORP COM Stock 594918104 37,837 110 0.29 2,179 12.90 0.9472
2016-07-27 2016-06-30 13F MICROSOFT CORP COM Stock 594918104 37,727 100 0.27 1,930 -7.35 0.8285
2016-04-15 2016-03-31 13F MICROSOFT CORP COM Stock 594918104 37,627 -1,095 -2.83 2,083 3.12 0.9260
2016-01-27 2015-12-31 13F MICROSOFT Stock 594918104 38,722 -319 -0.82 2,020 -4.04 0.9967
2015-10-29 2015-09-30 13F MICROSOFT CORP COM Stock 594918104 39,041 2,502 6.85 2,105 30.50 0.9927
2015-07-31 2015-06-30 13F MICROSOFT Stock 594918104 36,539 1,050 2.96 1,613 11.78 0.7410
2015-04-24 2015-03-31 13F MICROSOFT Stock 594918104 35,489 35,489 0.00 1,443 0.6186
2015-01-29 2014-12-31 13F Microsoft COM 594918104 0 -33,341 -100.00 0 -100.00
2014-10-27 2014-09-30 13F Microsoft COM 594918104 33,341 -80 -0.24 1,546 10.90 0.7425
2014-07-21 2014-06-30 13F Microsoft COM 594918104 33,421 3,700 12.45 1,394 14.45 0.6887
2014-04-24 2014-03-31 13F Microsoft COM 594918104 29,721 0 0.00 1,218 9.53 0.6299
2014-01-31 2013-12-31 13F Microsoft COM 594918104 29,721 -150 -0.50 1,112 11.87 0.5952
2013-10-24 2013-09-30 13F Microsoft COM 594918104 29,871 -395 -1.31 994 -4.97 0.5384
2013-10-24 2013-06-30 13F Microsoft COM 594918104 30,266 30,266 1,046 0.5980
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.