Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionPuzo Michael J
Latest Disclosed Ownership38,022 shares
Latest Disclosed Value $ 14,074,604
Puzo Michael J reports 2.38% increase in ownership of MSFT / Microsoft Corporation

On May 7, 2026 - Puzo Michael J filed a 13F-HR form disclosing ownership of 38,022 shares of Microsoft Corporation (MX:MSFT) valued at $14,074,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 37,137 shares of Microsoft Corporation. This represents a change in shares of 2.38% 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)
2026-05-07 2026-03-31 13F MICROSOFT COM 594918104 38,022 885 2.38 14,075 -21.64 0.6188
2026-02-14 2025-12-31 13F MICROSOFT COM 594918104 37,137 172 0.47 17,960 -6.19 4.8892
2025-11-10 2025-09-30 13F MICROSOFT COM 594918104 36,965 -89 -0.24 19,146 3.88 5.2224
2025-07-23 2025-06-30 13F MICROSOFT COM 594918104 37,054 -1,565 -4.05 18,431 27.14 5.2514
2025-04-21 2025-03-31 13F MICROSOFT COM 594918104 38,619 421 1.10 14,497 -9.96 4.1544
2025-02-13 2024-12-31 13F MICROSOFT COM 594918104 38,198 -1,287 -3.26 16,100 -5.24 4.5011
2024-11-12 2024-09-30 13F MICROSOFT COM 594918104 39,485 32 0.08 16,990 -3.65 4.4414
2024-08-12 2024-06-30 13F MICROSOFT COM 594918104 39,453 -502 -1.26 17,634 4.90 4.8943
2024-05-13 2024-03-31 13F MICROSOFT COM 594918104 39,955 1,483 3.85 16,810 16.19 4.6594
2024-02-14 2023-12-31 13F MICROSOFT COM 594918104 38,472 -63 -0.16 14,467 18.90 4.5950
2023-11-14 2023-09-30 13F MICROSOFT COM 594918104 38,535 -317 -0.82 12,167 -8.03 4.1271
2023-08-11 2023-06-30 13F MICROSOFT COM 594918104 38,852 -1,451 -3.60 13,231 13.87 4.1882
2023-05-11 2023-03-31 13F MICROSOFT COM 594918104 40,303 1,126 2.87 11,619 23.67 3.8762
2023-02-09 2022-12-31 13F MICROSOFT COM 594918104 39,177 288 0.74 9,395 3.73 3.3926
2022-11-08 2022-09-30 13F MICROSOFT COM 594918104 38,889 130 0.34 9,057 -9.03 3.4426
2022-07-19 2022-06-30 13F MICROSOFT COM 594918104 38,759 -146 -0.38 9,956 -17.00 3.5353
2022-05-17 2022-03-31 13F MICROSOFT COM 594918104 38,905 -1,474 -3.65 11,995 -11.67 3.6100
2022-02-08 2021-12-31 13F MICROSOFT COM 594918104 40,379 852 2.16 13,580 21.86 3.8354
2021-11-10 2021-09-30 13F MICROSOFT COM 594918104 39,527 -1,880 -4.54 11,144 -0.65 3.5321
2021-08-09 2021-06-30 13F MICROSOFT COM 594918104 41,407 -3,166 -7.10 11,217 6.74 3.4853
2021-05-17 2021-03-31 13F MICROSOFT COM 594918104 44,573 -2,167 -4.64 10,509 1.09 3.3457
2021-02-16 2020-12-31 13F MICROSOFT COM 594918104 46,740 -762 -1.60 10,396 4.04 3.3942
2020-10-28 2020-09-30 13F MICROSOFT COM 594918104 47,502 -3,225 -6.36 9,992 -3.22 3.5560
2020-07-28 2020-06-30 13F MICROSOFT COM 594918104 50,727 -3,178 -5.90 10,324 21.43 3.8623
2020-05-07 2020-03-31 13F MICROSOFT COM 594918104 53,905 -3,810 -6.60 8,502 -6.59 3.7413
2020-01-15 2019-12-31 13F MICROSOFT COM 594918104 57,715 -2,585 -4.29 9,102 8.55 3.2570
2019-11-06 2019-09-30 13F MICROSOFT COM 594918104 60,300 -1,568 -2.53 8,385 1.17 3.1581
2019-07-24 2019-06-30 13F MICROSOFT COM 594918104 61,868 -358 -0.58 8,288 12.96 3.0782
2019-05-01 2019-03-31 13F MICROSOFT COM 594918104 62,226 -3,520 -5.35 7,337 9.90 2.8601
2019-01-24 2018-12-31 13F MICROSOFT COM 594918104 65,746 -5,110 -7.21 6,676 -17.62 2.9659
2018-10-15 2018-09-30 13F MICROSOFT COM 594918104 70,856 -4,150 -5.53 8,104 9.56 3.0574
2018-07-30 2018-06-30 13F MICROSOFT COM 594918104 75,006 -1,815 -2.36 7,397 5.51 3.1319
2018-04-24 2018-03-31 13F MICROSOFT COM 594918104 76,821 -5,636 -6.84 7,011 -0.58 2.9864
2018-02-02 2017-12-31 13F MICROSOFT COM 594918104 82,457 12,605 18.05 7,052 35.56 2.9061
2017-10-26 2017-09-30 13F MICROSOFT COM 594918104 69,852 -943 -1.33 5,202 6.62 2.7071
2017-07-25 2017-06-30 13F MICROSOFT COM 594918104 70,795 -700 -0.98 4,879 3.59 2.6331
2017-05-16 2017-03-31 13F MICROSOFT COM 594918104 71,495 -1,843 -2.51 4,710 3.36 2.6160
2017-02-14 2016-12-31 13F MICROSOFT Common Stock 594918104 73,338 -118 -0.16 4,557 7.71 2.6365
2016-11-16 2016-09-30 13F MICROSOFT Common Stock 594918104 73,456 9,850 15.49 4,231 30.02 2.4398
2016-08-08 2016-06-30 13F MICROSOFT Common Stock 594918104 63,606 0 0.00 3,254 -7.35 2.1465
2016-05-27 2016-03-31 13F MICROSOFT Common Stock 594918104 63,606 4,575 7.75 3,512 7.27 2.3299
2016-02-12 2015-12-31 13F MICROSOFT Common Stock 594918104 59,031 781 1.34 3,274 27.00 2.2867
2015-11-13 2015-09-30 13F MICROSOFT Common Stock 594918104 58,250 -1,465 -2.45 2,578 -2.20 1.8315
2015-08-10 2015-06-30 13F MICROSOFT Common Stock 594918104 59,715 754 1.28 2,636 9.97 1.6984
2015-05-22 2015-03-31 13F MICROSOFT Common Stock 594918104 58,961 -882 -1.47 2,397 -13.78 1.5310
2015-02-13 2014-12-31 13F MICROSOFT Common Stock 594918104 59,843 160 0.27 2,780 0.43 1.8246
2014-11-24 2014-09-30 13F MICROSOFT Common Stock 594918104 59,683 -165 -0.28 2,768 10.90 1.8993
2014-07-24 2014-06-30 13F MICROSOFT Common Stock 594918104 59,848 -972 -1.60 2,496 0.16 1.7316
2014-05-30 2014-03-31 13F MICROSOFT Common Stock 594918104 60,820 -1,258 -2.03 2,492 7.32 1.7938
2014-05-28 2013-12-31 13F MICROSOFT Common Stock 594918104 62,078 2,300 3.85 2,322 16.74 1.6936
2013-11-18 2013-09-30 13F MICROSOFT Common Stock 594918104 59,778 -10,805 -15.31 1,989 -18.42 1.6630
2013-08-19 2013-06-30 13F MICROSOFT Common Stock 594918104 70,583 200 0.28 2,438 21.11 2.1402
2013-08-16 2013-03-31 13F MICROSOFT Common Stock 594918104 70,383 3,989 6.01 2,013 13.47 1.7546
2013-08-16 2012-12-31 13F MICROSOFT Common Stock 594918104 66,394 66,394 1,774 1.6926
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.