Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership84,305 shares
Latest Disclosed Value $ 31,207,003
River Wealth Advisors LLC reports 3.91% increase in ownership of MSFT / Microsoft Corporation

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 84,305 shares of Microsoft Corporation (MX:MSFT) valued at $31,207,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 81,133 shares of Microsoft Corporation. This represents a change in shares of 3.91% 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)
2026-05-13 2026-03-31 13F MICROSOFT COM 594918104 84,305 3,172 3.91 31,207 -20.47 3.5839
2026-02-13 2025-12-31 13F MICROSOFT COM 594918104 81,133 -778 -0.95 39,237 -7.51 4.4001
2025-11-12 2025-09-30 13F MICROSOFT COM 594918104 81,911 168 0.21 42,426 4.34 4.9602
2025-08-13 2025-06-30 13F MICROSOFT COM 594918104 81,743 2,054 2.58 40,660 35.92 5.0541
2025-05-14 2025-03-31 13F MICROSOFT COM 594918104 79,689 1,511 1.93 29,915 -9.22 4.1576
2025-02-13 2024-12-31 13F MICROSOFT COM 594918104 78,178 2,332 3.07 32,952 0.97 4.3677
2024-11-12 2024-09-30 13F MICROSOFT COM 594918104 75,846 1,818 2.46 32,636 -1.36 4.3502
2024-08-13 2024-06-30 13F MICROSOFT COM 594918104 74,028 1,366 1.88 33,087 8.23 4.7454
2024-05-14 2024-03-31 13F MICROSOFT COM 594918104 72,662 1,714 2.42 30,570 14.58 4.4437
2024-02-13 2023-12-31 13F MICROSOFT COM 594918104 70,948 -1,379 -1.91 26,679 16.82 4.2603
2023-11-13 2023-09-30 13F MICROSOFT COM 594918104 72,327 -179 -0.25 22,837 -7.51 4.0853
2023-08-09 2023-06-30 13F MICROSOFT COM 594918104 72,506 1,673 2.36 24,691 20.91 4.1896
2023-05-11 2023-03-31 13F MICROSOFT COM 594918104 70,833 632 0.90 20,421 21.30 3.7157
2023-02-10 2022-12-31 13F MICROSOFT COM 594918104 70,201 2,034 2.98 16,836 6.04 3.2430
2022-11-14 2022-09-30 13F MICROSOFT COM 594918104 68,167 -1,174 -1.69 15,876 -10.85 3.4217
2022-08-10 2022-06-30 13F MICROSOFT COM 594918104 69,341 983 1.44 17,809 -15.50 3.2816
2022-05-09 2022-03-31 13F MICROSOFT COM 594918104 68,358 2,196 3.32 21,075 -5.29 3.3651
2022-02-11 2021-12-31 13F MICROSOFT COM 594918104 66,162 1,497 2.32 22,251 22.06 3.4498
2021-11-12 2021-09-30 13F MICROSOFT COM 594918104 64,665 1,203 1.90 18,230 6.04 3.1229
2021-08-06 2021-06-30 13F MICROSOFT COM 594918104 63,462 206 0.33 17,192 15.27 3.0080
2021-05-11 2021-03-31 13F MICROSOFT COM 594918104 63,256 2,120 3.47 14,914 9.68 2.7987
2021-02-16 2020-12-31 13F MICROSOFT COM 594918104 61,136 3,366 5.83 13,598 11.91 2.9393
2020-11-10 2020-09-30 13F MICROSOFT COM 594918104 57,770 5,056 9.59 12,151 13.26 3.1707
2020-08-11 2020-06-30 13F MICROSOFT COM 594918104 52,714 4,539 9.42 10,728 41.20 3.2580
2020-05-05 2020-03-31 13F MICROSOFT COM 594918104 48,175 2,325 5.07 7,598 5.08 3.0348
2020-02-07 2019-12-31 13F MICROSOFT COM 594918104 45,850 3,249 7.63 7,231 22.08 2.4450
2019-10-29 2019-09-30 13F MICROSOFT COM 594918104 42,601 1,567 3.82 5,923 7.75 2.2379
2019-07-30 2019-06-30 13F MICROSOFT COM 594918104 41,034 3,582 9.56 5,497 24.45 2.1447
2019-05-07 2019-03-31 13F MICROSOFT COM 594918104 37,452 2,751 7.93 4,417 25.30 1.8496
2019-01-25 2018-12-31 13F MICROSOFT COM 594918104 34,701 2,015 6.16 3,525 -5.70 1.5672
2018-11-09 2018-09-30 13F MICROSOFT COM 594918104 32,686 742 2.32 3,738 18.67 1.3778
2018-08-13 2018-06-30 13F MICROSOFT COM 594918104 31,944 651 2.08 3,150 10.29 1.2251
2018-05-02 2018-03-31 13F MICROSOFT COM 594918104 31,293 164 0.53 2,856 7.25 1.2041
2018-02-09 2017-12-31 13F MICROSOFT COM 594918104 31,129 3,385 12.20 2,663 28.83 1.1073
2017-11-06 2017-09-30 13F MICROSOFT COM 594918104 27,744 2,614 10.40 2,067 19.34 0.9349
2017-07-28 2017-06-30 13F MICROSOFT COM 594918104 25,130 1,517 6.42 1,732 11.38 0.8062
2017-05-12 2017-03-31 13F MICROSOFT COM 594918104 23,613 3,670 18.40 1,555 25.50 0.7546
2017-02-17 2016-12-31 13F MICROSOFT COM 594918104 19,943 1,034 5.47 1,239 13.77 0.6270
2016-11-02 2016-09-30 13F MICROSOFT COM 594918104 18,909 -1,832 -8.83 1,089 2.64 0.6020
2016-08-05 2016-06-30 13F MICROSOFT COM 594918104 20,741 2,694 14.93 1,061 6.42 0.6092
2016-04-27 2016-03-31 13F MICROSOFT COM 594918104 18,047 1,203 7.14 997 6.63 0.5957
2016-01-19 2015-12-31 13F MICROSOFT COM 594918104 16,844 552 3.39 935 29.68 0.5923
2015-10-26 2015-09-30 13F MICROSOFT COM 594918104 16,292 -145 -0.88 721 -0.69 0.4951
2015-07-13 2015-06-30 13F MICROSOFT COM 594918104 16,437 -110 -0.66 726 7.88 0.4614
2015-05-15 2015-03-31 13F MICROSOFT COM 594918104 16,547 16,547 673 0.4166
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.