SEC 13F Intelligence

Capital Advisors Inc/Ok / MSFT

Capital Advisors Inc/Ok’s Microsoft Corp Position

Does Capital Advisors Inc/Ok own Microsoft Corp (MSFT)? Yes — 499.5K shares worth $185M (+2.97% of its 13F portfolio) as of Q1 2026, down from 536.4K shares the prior filed quarter.

Position Value
$185M
Q1 2026
Shares
499.5K
% of Portfolio
+2.97%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $30MQ2 ’19: $49MQ3 ’19: $49MQ4 ’19: $61MQ4 ’19Q1 ’20: $61MQ2 ’20: $79MQ3 ’20: $79MQ4 ’20: $86MQ4 ’20Q1 ’21: $83MQ2 ’21: $97MQ3 ’21: $105MQ4 ’21: $130MQ4 ’21Q1 ’22: $121MQ2 ’22: $109MQ3 ’22: $98MQ4 ’22: $105MQ4 ’22Q1 ’23: $129MQ2 ’23: $155MQ3 ’23: $147MQ4 ’23: $177MQ4 ’23Q1 ’24: $206MQ2 ’24: $224MQ3 ’24: $221MQ4 ’24: $217MQ4 ’24Q1 ’25: $193MQ2 ’25: $261MQ3 ’25: $275MQ4 ’25: $259MQ4 ’25Q1 ’26: $185Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026499.5K$185M+2.97%
Q4 2025536.4K$259M+4.18%
Q3 2025530.8K$275M+4.60%
Q2 2025525.0K$261M+4.69%
Q1 2025513.0K$193M+3.83%
Q4 2024515.1K$217M+4.33%
Q3 2024513.2K$221M+4.42%
Q2 2024500.8K$224M+4.62%
Q1 2024490.2K$206M+4.42%
Q4 2023470.6K$177M+3.96%
Q3 2023467.1K$147M+3.86%
Q2 2023455.4K$155M+3.94%
Q1 2023447.8K$129M+3.47%
Q4 2022436.4K$105M+2.97%
Q3 2022429.8K$98M+3.05%
Q2 2022424.5K$109M+3.27%
Q1 2022391.6K$121M+3.31%
Q4 2021387.9K$130M+3.49%
Q3 2021372.6K$105M+3.12%
Q2 2021357.5K$97M+2.90%
Q1 2021352.9K$83M+2.72%
Q4 2020388.0K$86M+3.08%
Q3 2020375.2K$79M+3.19%
Q2 2020366.1K$79M+3.29%
Q1 2020389.4K$61M+3.33%
Q4 2019394.5K$61M+2.66%
Q3 2019363.8K$49M+2.41%
Q2 2019363.8K$49M+2.41%
Q1 2019253.5K$30M+3.20%
Q4 2018372.2K$38M+2.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Advisors Inc/Ok’s full portfolio or all institutional holders of MSFT.