Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionWright Investors Service Inc
Latest Disclosed Ownership34,648 shares
Latest Disclosed Value $ 12,825,650
Wright Investors Service Inc reports 3.79% increase in ownership of MSFT / Microsoft Corporation

On April 29, 2026 - Wright Investors Service Inc filed a 13F-HR form disclosing ownership of 34,648 shares of Microsoft Corporation (MX:MSFT) valued at $12,825,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 33,382 shares of Microsoft Corporation. This represents a change in shares of 3.79% 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)
2026-04-29 2026-03-31 13F MICROSOFT COM 594918104 34,648 1,266 3.79 12,826 -20.56 4.0369
2026-01-26 2025-12-31 13F MICROSOFT COM 594918104 33,382 -4,061 -10.85 16,144 -16.75 4.8467
2025-10-28 2025-09-30 13F MICROSOFT COM 594918104 37,443 -2,164 -5.46 19,394 -1.56 5.6152
2025-07-11 2025-06-30 13F MICROSOFT COM 594918104 39,607 -1,040 -2.56 19,701 29.11 5.9467
2025-04-09 2025-03-31 13F MICROSOFT COM 594918104 40,647 2,219 5.77 15,258 -5.80 5.0437
2025-01-13 2024-12-31 13F MICROSOFT COM 594918104 38,428 -12,149 -24.02 16,197 -25.58 5.2598
2024-10-04 2024-09-30 13F MICROSOFT COM 594918104 50,577 -3,169 -5.90 21,763 -9.40 5.6958
2024-07-26 2024-06-30 13F MICROSOFT COM 594918104 53,746 -6,356 -10.58 24,022 -5.00 6.3269
2024-05-02 2024-03-31 13F MICROSOFT COM 594918104 60,102 -153 -0.25 25,286 11.59 6.4094
2024-01-31 2023-12-31 13F MICROSOFT COM 594918104 60,255 -2,967 -4.69 22,658 13.51 6.3822
2023-10-31 2023-09-30 13F MICROSOFT COM 594918104 63,222 -3,519 -5.27 19,962 -12.17 5.7892
2023-07-27 2023-06-30 13F MICROSOFT COM 594918104 66,741 -335 -0.50 22,728 17.53 6.4071
2023-04-26 2023-03-31 13F MICROSOFT COM 594918104 67,076 -1,184 -1.73 19,338 18.12 5.4965
2023-01-27 2022-12-31 13F MICROSOFT COM 594918104 68,260 -2,282 -3.23 16,370 -0.36 4.6928
2022-11-01 2022-09-30 13F MICROSOFT COM 594918104 70,542 -1,550 -2.15 16,429 -11.27 5.1636
2022-08-02 2022-06-30 13F MICROSOFT COM 594918104 72,092 -4,603 -6.00 18,515 -21.70 5.2894
2022-04-22 2022-03-31 13F MICROSOFT COM 594918104 76,695 -2,424 -3.06 23,646 -11.14 5.8766
2022-01-27 2021-12-31 13F MICROSOFT COM 594918104 79,119 -2,830 -3.45 26,609 15.18 6.7298
2021-11-01 2021-09-30 13F MICROSOFT COM 594918104 81,949 766 0.94 23,103 5.05 6.5658
2021-08-03 2021-06-30 13F MICROSOFT COM 594918104 81,183 1,694 2.13 21,993 17.35 5.9667
2021-04-29 2021-03-31 13F MICROSOFT COM 594918104 79,489 11,732 17.31 18,741 24.36 5.6757
2021-02-02 2020-12-31 13F MICROSOFT COM 594918104 67,757 -21,370 -23.98 15,070 -19.61 5.1736
2020-11-06 2020-09-30 13F MICROSOFT COM 594918104 89,127 -3,043 -3.30 18,746 -0.06 6.6700
2020-07-23 2020-06-30 13F MICROSOFT COM 594918104 92,170 -13,507 -12.78 18,757 12.55 7.1985
2020-04-30 2020-03-31 13F MICROSOFT COM 594918104 105,677 -3,027 -2.78 16,666 -2.78 7.1796
2020-01-28 2019-12-31 13F MICROSOFT COM 594918104 108,704 3,744 3.57 17,142 17.48 5.8691
2019-11-01 2019-09-30 13F MICROSOFT COM 594918104 104,960 -153 -0.15 14,592 3.63 5.2407
2019-08-01 2019-06-30 13F MICROSOFT COM 594918104 105,113 -1,121 -1.06 14,081 12.38 5.3649
2019-04-24 2019-03-31 13F MICROSOFT COM 594918104 106,234 -10,463 -8.97 12,530 5.71 5.0632
2019-02-01 2018-12-31 13F MICROSOFT COM 594918104 116,697 9,711 9.08 11,853 -3.13 5.0779
2018-10-25 2018-09-30 13F MICROSOFT COM 594918104 106,986 -2,551 -2.33 12,236 13.29 4.4774
2018-08-02 2018-06-30 13F MICROSOFT COM 594918104 109,537 -16,276 -12.94 10,801 -5.94 4.2913
2018-04-25 2018-03-31 13F MICROSOFT COM 594918104 125,813 -22,846 -15.37 11,483 -9.70 3.9485
2018-01-30 2017-12-31 13F MICROSOFT COM 594918104 148,659 -1,853 -1.23 12,716 13.41 4.2564
2017-10-30 2017-09-30 13F MICROSOFT COM 594918104 150,512 -1,578 -1.04 11,212 6.95 4.0797
2017-07-21 2017-06-30 13F MICROSOFT COM 594918104 152,090 18,990 14.27 10,483 19.59 3.9613
2017-04-28 2017-03-31 13F MICROSOFT COM 594918104 133,100 5,380 4.21 8,766 10.46 3.5493
2017-01-27 2016-12-31 13F MICROSOFT COM 594918104 127,720 25,713 25.21 7,936 35.06 3.4381
2016-10-20 2016-09-30 13F MICROSOFT COM 594918104 102,007 496 0.49 5,876 13.13 2.4517
2016-08-01 2016-06-30 13F MICROSOFT COM 594918104 101,511 -65 -0.06 5,194 -7.42 2.1364
2016-04-25 2016-03-31 13F MICROSOFT COM 594918104 101,576 1,368 1.37 5,610 0.90 2.2214
2016-01-27 2015-12-31 13F MICROSOFT COM 594918104 100,208 8,792 9.62 5,560 37.42 2.0526
2015-10-27 2015-09-30 13F MICROSOFT COM 594918104 91,416 38,043 71.28 4,046 71.73 1.8291
2015-07-28 2015-06-30 13F MICROSOFT COM 594918104 53,373 2,468 4.85 2,356 13.82 1.1236
2015-04-24 2015-03-31 13F MICROSOFT COM 594918104 50,905 50,905 0.00 2,070 0.9951
2015-02-04 2014-12-31 13F MICROSOFT COM 594918104 0 -64,632 -100.00 0 -100.00
2014-10-14 2014-09-30 13F MICROSOFT COM 594918104 64,632 -1,064 -1.62 2,996 9.34 1.4792
2014-07-22 2014-06-30 13F MICROSOFT COM 594918104 65,696 6,252 10.52 2,740 12.43 1.2386
2014-04-24 2014-03-31 13F MICROSOFT COM 594918104 59,444 509 0.86 2,437 10.52 1.0950
2014-01-28 2013-12-31 13F MICROSOFT COM 594918104 58,935 7,911 15.50 2,205 29.86 0.9721
2013-10-17 2013-09-30 13F Microsoft COM 594918104 51,024 -5,045 -9.00 1,698 -12.34 0.7691
2013-07-30 2013-06-30 13F Microsoft COM 594918104 56,069 56,069 1,937 0.9158
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.