Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership6,517 shares
Latest Disclosed Value $ 2,412,429
PSI Advisors, LLC reports 2.65% increase in ownership of MSFT / Microsoft Corporation

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 6,517 shares of Microsoft Corporation (MX:MSFT) valued at $2,412,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,349 shares of Microsoft Corporation. This represents a change in shares of 2.65% 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 Common Stock 594918104 6,517 168 2.65 2,412 -21.43 0.3828
2026-02-09 2025-12-31 13F MICROSOFT Common Stock 594918104 6,349 823 14.89 3,071 7.27 0.7712
2025-11-12 2025-09-30 13F MICROSOFT Common Stock 594918104 5,526 -5,272 -48.82 2,862 -46.71 0.7373
2025-08-12 2025-06-30 13F MICROSOFT Common Stock 594918104 10,798 5,490 103.43 5,371 169.63 2.6369
2025-04-21 2025-03-31 13F MICROSOFT COMMON STOCK 594918104 5,308 -963 -15.36 1,993 -24.60 0.6482
2025-01-13 2024-12-31 13F MICROSOFT Common Stock 594918104 6,271 93 1.51 2,643 -0.56 0.7842
2024-10-22 2024-09-30 13F MICROSOFT COMMON STOCK 594918104 6,178 -220 -3.44 2,658 -7.07 0.7784
2024-07-23 2024-06-30 13F MICROSOFT COMMON STOCK 594918104 6,398 -276 -4.14 2,859 1.85 0.9050
2024-04-24 2024-03-31 13F MICROSOFT COMMON STOCK 594918104 6,674 -961 -12.59 2,808 -2.20 1.0146
2024-02-01 2023-12-31 13F MICROSOFT COM 594918104 7,635 -264 -3.34 2,871 15.08 1.0715
2023-10-13 2023-09-30 13F MICROSOFT Common Stock 594918104 7,899 442 5.93 2,494 -1.77 1.0797
2023-07-21 2023-06-30 13F MICROSOFT COM 594918104 7,457 -1,160 -13.46 2,539 2.21 1.1146
2023-04-25 2023-03-31 13F MICROSOFT Common Stock 594918104 8,617 227 2.71 2,484 23.46 1.1996
2023-01-19 2022-12-31 13F MICROSOFT Common Stock 594918104 8,390 351 4.37 2,012 7.48 1.0708
2022-10-20 2022-09-30 13F MICROSOFT Common Stock 594918104 8,039 -741 -8.44 1,872 -17.02 0.9835
2022-07-18 2022-06-30 13F MICROSOFT COMMON STOCK 594918104 8,780 1,592 22.15 2,256 1.81 1.1091
2022-04-20 2022-03-31 13F MICROSOFT Common Stock 594918104 7,188 2,501 53.36 2,216 40.52 0.9122
2022-02-11 2021-12-31 13F MICROSOFT MSFT 594918104 4,687 333 7.65 1,577 28.52 0.6418
2021-11-12 2021-09-30 13F MICROSOFT Stock 594918104 4,354 -2,031 -31.81 1,227 -29.03 0.5639
2021-08-10 2021-06-30 13F MICROSOFT COM 594918104 6,385 117 1.87 1,729 17.06 0.9112
2021-05-11 2021-03-31 13F MICROSOFT COM 594918104 6,268 -88 -1.38 1,477 4.53 0.8701
2021-02-08 2020-12-31 13F MICROSOFT COM 594918104 6,356 253 4.15 1,413 10.13 0.9743
2020-11-12 2020-09-30 13F MICROSOFT COM 594918104 6,103 560 10.10 1,283 13.74 0.9792
2020-11-24 2020-06-30 13F/A-1 MICROSOFT COM 594918104 5,543 -1,442 -20.64 1,128 2.45 0.9095
2020-08-04 2020-06-30 13F MICROSOFT COM 594918104 5,543 -1,442 1,128 128,438.1106
2020-05-15 2020-03-31 13F MICROSOFT COM 594918104 6,985 1,853 36.11 1,101 36.09 1.0126
2020-02-13 2019-12-31 13F MICROSOFT COM 594918104 5,132 5,132 809 0.5201
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.