Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionInvestors Research Corp
Latest Disclosed Ownership13,561 shares
Latest Disclosed Value $ 5,019,875
Investors Research Corp reports 1.91% increase in ownership of MSFT / Microsoft Corporation

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 13,561 shares of Microsoft Corporation (MX:MSFT) valued at $5,019,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 13,307 shares of Microsoft Corporation. This represents a change in shares of 1.91% 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)
2026-04-03 2026-03-31 13F MICROSOFT COM 594918104 13,561 254 1.91 5,020 -22.00 0.9593
2026-01-06 2025-12-31 13F MICROSOFT COM 594918104 13,307 -25 -0.19 6,436 -6.81 1.1785
2025-10-02 2025-09-30 13F MICROSOFT COM 594918104 13,332 52 0.39 6,905 4.54 1.2776
2025-07-07 2025-06-30 13F MICROSOFT COM 594918104 13,280 146 1.11 6,606 33.98 1.2950
2025-04-08 2025-03-31 13F MICROSOFT COM 594918104 13,134 -84 -0.64 4,930 -11.51 1.0678
2025-02-07 2024-12-31 13F MICROSOFT COM 594918104 13,218 36 0.27 5,571 -1.78 1.2240
2024-11-12 2024-09-30 13F MICROSOFT COM 594918104 13,182 31 0.24 5,672 -3.49 1.2395
2024-07-31 2024-06-30 13F MICROSOFT COM 594918104 13,151 200 1.54 5,878 7.87 1.3733
2024-05-06 2024-03-31 13F MICROSOFT COM 594918104 12,951 -273 -2.06 5,449 9.57 1.2741
2024-01-30 2023-12-31 13F MICROSOFT COM 594918104 13,224 51 0.39 4,973 19.55 1.2003
2023-11-01 2023-09-30 13F MICROSOFT COM 594918104 13,173 29 0.22 4,159 -7.08 1.0862
2023-08-14 2023-06-30 13F MICROSOFT COM 594918104 13,144 -82 -0.62 4,476 17.39 1.1298
2023-05-11 2023-03-31 13F MICROSOFT COM 594918104 13,226 0 0.00 3,813 20.25 0.9905
2023-02-06 2022-12-31 13F MICROSOFT COM 594918104 13,226 219 1.68 3,172 4.69 0.8582
2022-11-10 2022-09-30 13F MICROSOFT COM 594918104 13,007 34 0.26 3,029 -9.09 0.9277
2022-07-21 2022-06-30 13F MICROSOFT COM 594918104 12,973 175 1.37 3,332 -15.56 1.0016
2022-04-13 2022-03-31 13F MICROSOFT COM 594918104 12,798 -25 -0.19 3,946 -8.51 1.1145
2022-01-27 2021-12-31 13F MICROSOFT COM 594918104 12,823 -45 -0.35 4,313 18.88 1.3057
2021-10-27 2021-09-30 13F MICROSOFT COM 594918104 12,868 100 0.78 3,628 4.89 1.2247
2021-07-29 2021-06-30 13F MICROSOFT COM 594918104 12,768 50 0.39 3,459 15.34 1.1967
2021-04-28 2021-03-31 13F MICROSOFT COM 594918104 12,718 -1,985 -13.50 2,999 -8.29 1.1297
2021-01-21 2020-12-31 13F MICROSOFT COM 594918104 14,703 0 0.00 3,270 5.76 1.2869
2020-10-20 2020-09-30 13F MICROSOFT COM 594918104 14,703 0 0.00 3,092 3.34 1.5006
2020-07-21 2020-06-30 13F MICROSOFT COM 594918104 14,703 240 1.66 2,992 31.17 1.5014
2020-05-05 2020-03-31 13F MICROSOFT COM 594918104 14,463 1,000 7.43 2,281 7.44 1.4234
2020-02-11 2019-12-31 13F MICROSOFT COM 594918104 13,463 -1,751 -11.51 2,123 0.38 0.9792
2019-10-22 2019-09-30 13F MICROSOFT COM 594918104 15,214 286 1.92 2,115 5.75 1.0726
2019-07-08 2019-06-30 13F MICROSOFT COM 594918104 14,928 -600 -3.86 2,000 9.23 1.0444
2019-04-23 2019-03-31 13F MICROSOFT COM 594918104 15,528 100 0.65 1,831 16.85 0.9764
2019-02-04 2018-12-31 13F MICROSOFT COM 594918104 15,428 200 1.31 1,567 -10.05 1.0943
2018-11-14 2018-09-30 13F MICROSOFT COM 594918104 15,228 459 3.11 1,742 19.64 0.9961
2018-08-10 2018-06-30 13F MICROSOFT COM 594918104 14,769 440 3.07 1,456 11.31 0.8446
2018-05-09 2018-03-31 13F MICROSOFT COM 594918104 14,329 0 0.00 1,308 6.69 0.7955
2018-02-13 2017-12-31 13F MICROSOFT COM 594918104 14,329 14,329 1,226 0.7583
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.