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3 clusters · 3 sources · 10 days · First seen · Last updated

Microsoft Corporation institutional investment activity

Overview

Institutional investors have demonstrated mixed activity regarding their holdings in Microsoft Corporation.

Earlier reports indicated that Southpoint Capital Advisors LP increased its stake by 20.0%, while Aristotle Atlantic Partners LLC expanded its position by 3.2%. However, some entities, including Compound Planning Inc. and Epoch Investment Partners Inc., reduced their positions. During this period, China Renaissance adjusted its target price for the company from $630.00 to $550.00 while maintaining a “buy” rating.

Subsequent filings showed continued diverse movements. FinArc Investments Inc. acquired 7,106 shares, and Compass Capital Management Inc. raised its stake by 2.6%. In contrast, Cim LLC reduced its stake by 28.1%, and Arete Wealth Advisors LLC decreased its position by 8.2%. Institutional investors and hedge funds collectively own approximately 71.13% of Microsoft's stock.

More recent SEC filings reveal further shifts. During the second quarter, Grove Bank & Trust increased its position by 6.8%, while Legacy Solutions LLC, Ridgeline Wealth LLC, and Pacific Excel Wealth Advisors Inc. also reported increased stakes. Conversely, Paul R. Ried Financial Group LLC reduced its holdings by 6.2% during the same period.

Major institutional presence remains significant, with Vanguard Group Inc. holding over 717 million shares and State Street Corp maintaining notable positions. Additionally, Norges Bank reported acquiring a new stake in the company during the fourth quarter, valued at approximately $50.66 billion.

Entities

Microsoft Corporation · Compass Capital Management Inc. · Paul R. Ried Financial Group LLC · China Renaissance · Norges Bank

Timeline

  1. 23 days ago

    [BUSINESS] 3 sources
    Microsoft Corporation sees shifting institutional investment

    Recent SEC filings show diverse institutional activity in Microsoft Corporation, with Grove Bank & Trust increasing its stake while Paul R. Ried Financial Group LLC reduced its holdings.

  2. 28 days ago

    [BUSINESS] 2 sources
    Microsoft Corporation sees mixed institutional investment activity

    Recent SEC filings show mixed institutional activity for Microsoft Corporation, with firms like Compass Capital increasing stakes while others, such as Cim LLC and Arete Wealth Advisors, reduced holdings.

  3. about 1 month ago

    [BUSINESS] 2 sources
    Microsoft Corporation sees shifts in institutional stock holdings

    Institutional investors, including Southpoint Capital Advisors and Aristotle Atlantic Partners, have modified their Microsoft Corporation holdings through various purchases and sales.

Sources

knausport.nl · mommygearest.com · stocknews.com

This summary has been updated 1 time: see revision history