Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership292,123 shares
Latest Disclosed Value $ 108,203,079
Prospera Financial Services Inc reports 6.18% increase in ownership of MSFT / Microsoft Corporation

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 292,123 shares of Microsoft Corporation (MX:MSFT) valued at $108,203,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 275,124 shares of Microsoft Corporation. This represents a change in shares of 6.18% 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 COM 594918104 292,123 16,999 6.18 108,203 -18.73 1.7425
2026-02-09 2025-12-31 13F MICROSOFT COM 594918104 275,124 12,135 4.61 133,145 -2.32 2.1854
2025-11-06 2025-09-30 13F MICROSOFT COM 594918104 262,989 8,198 3.22 136,305 7.48 2.3251
2025-08-06 2025-06-30 13F MICROSOFT COM 594918104 254,791 18,935 8.03 126,822 43.16 2.3626
2025-05-15 2025-03-31 13F MICROSOFT COM 594918104 235,856 15,020 6.80 88,587 -4.89 2.0356
2025-02-13 2024-12-31 13F MICROSOFT COM 594918104 220,836 13,855 6.69 93,140 4.51 2.1694
2024-11-07 2024-09-30 13F MICROSOFT COM 594918104 206,981 24,040 13.14 89,117 8.92 2.2758
2024-08-13 2024-06-30 13F MICROSOFT COM 594918104 182,941 9,298 5.35 81,818 11.92 2.2750
2024-08-13 2024-03-31 13F MICROSOFT COM 594918104 173,643 3,486 2.05 73,106 14.25 2.1779
2024-02-14 2023-12-31 13F MICROSOFT COM 594918104 170,157 3,130 1.87 63,986 21.24 2.1186
2023-11-13 2023-09-30 13F MICROSOFT COM 594918104 167,027 6,951 4.34 52,775 -3.25 2.0406
2023-08-08 2023-06-30 13F MICROSOFT COM 594918104 160,076 5,238 3.38 54,546 22.11 2.0876
2023-05-12 2023-03-31 13F MICROSOFT COM 594918104 154,838 44,334 40.12 44,669 68.55 1.8358
2023-02-08 2022-12-31 13F MICROSOFT COM 594918104 110,504 -57,687 -34.30 26,501 -32.39 1.3276
2022-10-27 2022-09-30 13F MICROSOFT COM 594918104 168,191 6,168 3.81 39,194 -5.90 2.0450
2022-08-08 2022-06-30 13F MICROSOFT COM 594918104 162,023 3,732 2.36 41,651 -14.68 2.1239
2022-05-04 2022-03-31 13F MICROSOFT COM 594918104 158,291 10,434 7.06 48,816 -1.87 2.0440
2022-02-10 2021-12-31 13F MICROSOFT COM 594918104 147,857 527 0.36 49,747 19.73 2.1503
2021-11-12 2021-09-30 13F MICROSOFT COM 594918104 147,330 -1,129 -0.76 41,549 3.28 2.0700
2021-08-16 2021-06-30 13F/A-1 MICROSOFT COM 594918104 148,459 7,762 5.52 40,230 21.24 2.0168
2021-08-12 2021-06-30 13F MICROSOFT COM 594918104 148,459 7,762 40,230 2.0712
2021-05-06 2021-03-31 13F MICROSOFT COM 594918104 140,697 25,459 22.09 33,181 29.41 1.9690
2021-02-12 2020-12-31 13F MICROSOFT COM 594918104 115,238 112,521 4,141.37 25,640 4,438.05 1.7663
2020-11-04 2020-09-30 13F MICROSOFT COM 594918104 2,717 -104,351 -97.46 565 -97.34 0.2159
2020-08-10 2020-06-30 13F MICROSOFT COM 594918104 107,068 -8,471 -7.33 21,277 16.77 1.8852
2020-05-15 2020-03-31 13F MICROSOFT COM 594918104 115,539 -22,300 -16.18 18,222 -16.17 1.9337
2020-02-12 2019-12-31 13F MICROSOFT COM 594918104 137,839 74,141 116.39 21,737 145.45 1.6746
2019-10-22 2019-09-30 13F MICROSOFT COM 594918104 63,698 5,960 10.32 8,856 13.09 0.9095
2019-08-14 2019-06-30 13F/A-1 MICROSOFT COM 594918104 57,738 57,738 7,831 0.8791
2019-08-14 2019-06-30 13F MICROSOFT COM 594918104 35,801 35,801 3,641
2019-05-02 2019-03-31 13F MICROSOFT COM 594918104 0 -35,801 -100.00 0 -100.00
2019-02-13 2018-12-31 13F MICROSOFT COM 594918104 35,801 1,501 4.38 3,641 1.56 0.7348
2018-10-25 2018-09-30 13F MICROSOFT COM 594918104 34,300 -7,211 -17.37 3,585 -12.94 0.6683
2018-07-18 2018-06-30 13F MICROSOFT COM 594918104 41,511 4,459 12.03 4,118 21.01 0.5579
2018-04-12 2018-03-31 13F MICROSOFT COM 594918104 37,052 4,289 13.09 3,403 20.25 0.4752
2018-01-23 2017-12-31 13F MICROSOFT COM 594918104 32,763 -5,424 -14.20 2,830 -0.67 0.4323
2017-10-11 2017-09-30 13F MICROSOFT COM 594918104 38,187 -81 -0.21 2,849 8.37 0.4334
2017-07-19 2017-06-30 13F MICROSOFT COM 594918104 38,268 6,164 19.20 2,629 24.60 0.4217
2017-04-13 2017-03-31 13F MICROSOFT COM 594918104 32,104 -290 -0.90 2,110 4.66 0.3803
2017-01-11 2016-12-31 13F MICROSOFT COM 594918104 32,394 954 3.03 2,016 11.32 0.3950
2016-10-12 2016-09-30 13F MICROSOFT COM 594918104 31,440 970 3.18 1,811 16.16 0.3637
2016-07-26 2016-06-30 13F MICROSOFT COM 594918104 30,470 -2,225 -6.81 1,559 -13.68 0.3223
2016-04-12 2016-03-31 13F MICROSOFT COM 594918104 32,695 -2,366 -6.75 1,806 -7.15 0.4020
2016-01-12 2015-12-31 13F MICROSOFT COM 594918104 35,061 1,735 5.21 1,945 35.92 0.4266
2015-10-16 2015-09-30 13F MICROSOFT COM 594918104 33,326 833 2.56 1,431 2.95 0.3620
2015-08-07 2015-06-30 13F MICROSOFT COM 594918104 32,493 -227 -0.69 1,390 7.75 0.3307
2015-04-22 2015-03-31 13F MICROSOFT COM 594918104 32,720 -3,933 -10.73 1,290 -24.25 0.2873
2015-01-14 2014-12-31 13F MICROSOFT COM 594918104 36,653 1,098 3.09 1,703 14.53 0.4245
2014-10-16 2014-09-30 13F MICROSOFT COM 594918104 35,555 3,771 11.86 1,487 12.23 0.4008
2014-07-07 2014-06-30 13F MICROSOFT COM 594918104 31,784 1,126 3.67 1,325 9.87 0.3584
2014-04-04 2014-03-31 13F MICROSOFT COM 594918104 30,658 612 2.04 1,206 7.30 0.3809
2014-02-13 2013-12-31 13F MICROSOFT COM 594918104 30,046 -4,989 -14.24 1,124 -4.42 0.3779
2013-11-04 2013-09-30 13F MICROSOFT COM 594918104 35,035 -9,071 -20.57 1,176 -22.38 0.4461
2013-08-15 2013-06-30 13F MICROSOFT COM 594918104 44,106 44,106 1,515 0.7013
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.