BNP Paribas Asset Management Holding S.A. has opened a new $4.7B position in $MSFT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MSFT.
$MSFT Hedge Fund Activity
We have seen 2,776 institutional investors add shares of $MSFT stock to their portfolio, and 2,694 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 178,000,181 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $86,084,447,535
- CARDANO RISK MANAGEMENT B.V. added 21,231,333 shares (+908.5%) to their portfolio in Q4 2025, for an estimated $10,267,897,265
- GATES FOUNDATION TRUST removed 17,000,000 shares (-64.9%) from their portfolio in Q3 2025, for an estimated $8,805,150,000
- VANGUARD GROUP INC added 15,955,898 shares (+2.3%) to their portfolio in Q4 2025, for an estimated $7,716,591,390
- JPMORGAN CHASE & CO removed 11,048,048 shares (-7.0%) from their portfolio in Q4 2025, for an estimated $5,343,056,973
- BLACKROCK, INC. added 10,037,437 shares (+1.7%) to their portfolio in Q4 2025, for an estimated $4,854,305,281
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 9,684,778 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,683,752,336
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$MSFT Insider Trading Activity
$MSFT insiders have traded $MSFT stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months:
- SATYA NADELLA (Chief Executive Officer) has made 0 purchases and 6 sales selling 149,205 shares for an estimated $75,315,120.
- BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 2 sales selling 38,500 shares for an estimated $19,967,707.
- JUDSON ALTHOFF (CEO Microsoft Commercial) sold 12,750 shares for an estimated $6,266,829
- TAKESHI NUMOTO (EVP, Chief Marketing Officer) sold 2,850 shares for an estimated $1,364,352
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$MSFT Government Contracts
We have seen $379,582,623 of award payments to $MSFT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MICROSOFT AZURE STRATUS HSTXXX0000002144 93A34F: $42,604,669
- MICROSOFT CONSULTING SERVICES (MCS) AND UNIFIED SUPPORT FOR THE U.S. NAVY / PROGRAM EXECUTIVE OFFICE DIGITA...: $37,515,594
- ARMY CYBER COMMANDS MICROSOFT CONSULTING SERVICES AND MICROSOFT PREMIER SUPPORT: $34,490,868
- MICROSOFT CONSULTING SERVICES (MCS) AND MICROSOFT PREMIER SUPPORT (MPS) FOR THE UNITED STATES MARINE CORPS ...: $31,639,788
- THE ENTERPRISE CLOUD MANAGEMENT AGENCY (ECMA) REQUIRES MICROSOFT AZURE CLOUD COMPUTING CAPABILITIES AT DEPA...: $29,924,141
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$MSFT Congressional Stock Trading
Members of Congress have traded $MSFT stock 35 times in the past 6 months. Of those trades, 16 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $MSFT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/21 and 1 sale worth up to $15,000 on 01/30.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 4 purchases worth up to $60,000 on 01/29, 01/16, 01/08 and 0 sales.
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $750,000 on 12/29, 11/03 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $130,000 on 11/18, 11/12, 10/09 and 1 sale worth up to $50,000 on 12/19.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 12/17.
- SENATOR SHELLEY MOORE CAPITO has traded it 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 12/16, 10/29, 10/22, 09/18.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/11 and 0 sales.
- REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 11/21.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/05 and 1 sale worth up to $15,000 on 09/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $50,000 on 10/30 and 3 sales worth up to $115,000 on 10/31, 10/30, 09/11.
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 10/28, 09/26.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 09/04.
- REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 08/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$MSFT Analyst Ratings
Wall Street analysts have issued reports on $MSFT in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 01/29/2026
- Piper Sandler issued a "Overweight" rating on 01/29/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- Citigroup issued a "Buy" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 01/20/2026
- Wedbush issued a "Outperform" rating on 12/22/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for $MSFT, check out Quiver Quantitative's $MSFT forecast page.
$MSFT Price Targets
Multiple analysts have issued price targets for $MSFT recently. We have seen 26 analysts offer price targets for $MSFT in the last 6 months, with a median target of $600.0.
Here are some recent targets:
- Brad Reback from Stifel set a target price of $392.0 on 02/05/2026
- Tyler Radke from Citigroup set a target price of $635.0 on 01/30/2026
- Kirk Materne from Evercore ISI Group set a target price of $580.0 on 01/29/2026
- Hannah Rudoff from Piper Sandler set a target price of $600.0 on 01/29/2026
- Gil Luria from DA Davidson set a target price of $650.0 on 01/29/2026
- Michael Turrin from Wells Fargo set a target price of $615.0 on 01/29/2026
- Dan Ives from Wedbush set a target price of $575.0 on 01/29/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MSFT ticker page for more data.
