ASR Vermogensbeheer N.V. 13F: Adds $35M to Microsoft (MSFT) Stake

ASR Vermogensbeheer N.V. grew its holdings in Microsoft Corporation (NasdaqGS: MSFT) during the period, according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 16, 2026. Because 13F filings look backward, these figures reflect holdings as of the end of the reporting quarter and may not show the fund's current stance.

Inside ASR Vermogensbeheer N.V.'s Microsoft Trade

The fund added 68,450 shares to its portfolio during the period, marking a 6.59% increase. That brought its total stake in Microsoft Corporation to 1,106,556 shares. The reported value of this holding stood at $567,552,572.00 at the time of the filing.

Other Institutional Activity in Microsoft Corporation

Other large funds also adjusted their positions in the software giant during the same window. Blackrock Inc. grew its holdings by 14,061,346 shares, ending with 607,367,113 shares worth about $321,327,563,718.00. Vanguard Capital Management LLC added 2,653,959 shares for a 0.5% increase, finishing with 485,192,007 shares valued at $256,690,825,380.00. State Street Corporation lifted its stake by 8,955,571 shares, or 2.9%, to hold 315,653,206 shares worth $166,996,324,781.00. Geode Capital Management, LLC grew its holdings by 1,131,007 shares, ending with 189,632,090 shares worth $100,324,854,899.00. FMR, LLC trimmed its position by 4,260,951 shares, or 2.2%, leaving it with 185,960,066 shares valued at $98,382,170,647.00.

Microsoft Corporation Stock Down 1.4%

Microsoft shares recently traded around $526.01 as of October 16, 2026. The stock sits about 4.2% above its 50-day moving average of $504.95 and roughly 20.9% above its 200-day moving average of $435.04. Shares trade 5.0% below their 52-week high of $553.72 and 50.6% above their 52-week low of $349.20.

Recent Earnings

For its trailing twelve months, Microsoft generated $331,839,012,864.00 in revenue alongside a year-over-year revenue growth rate of 17.7%. The company posted trailing earnings of $17.95 per share, a net profit margin of 40.3%, and a return on equity of 34.0%. Investors look toward the upcoming earnings report on October 28, 2026, for fresh details on business momentum.

Dividend

Microsoft pays an annualized dividend yielding 0.73%, supported by a dividend payout ratio of 19.8%.

Insider Buying and Selling at Microsoft Corporation

Company insiders executed several transactions prior to the filing. Officer Judson Althoff sold 10,000 shares on August 5, 2026, at an average price of $487.89 for a total value of $4,878,930.00. Chief Executive Officer Satya Nadella disposed of 86,525 shares on September 1, 2026, valued at $43,388,532.00. Chief Financial Officer Amy E. Hood sold 41,674 shares on September 14, 2026, for $20,764,845.00, and later sold another 7,305 shares on October 13, 2026, valued at $3,984,303.00.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On October 15, 2026, UBS maintained a Buy rating on Microsoft while lifting its target from $525.00 to $675.00. Citigroup maintained a Buy rating on October 15, 2026, lifting its target from $600.00 to $636.00. Mizuho maintained an Outperform rating on October 15, 2026, raising its target to $600.00 from $510.00. Jefferies maintained a Buy rating on October 15, 2026, pushing its target from $575.00 to $650.00. StoneX maintained a Buy rating on October 16, 2026, raising its target from $525.00 to $600.00. Across 53 analyst opinions, the stock holds a consensus recommendation of Strong Buy with a mean price target of $596.22.

About Microsoft Corporation

Headquartered in Redmond, Washington, Microsoft develops and supports a broad portfolio of software, hardware, cloud services, and digital entertainment products for individuals and businesses around the globe. Its offerings range from widely used operating systems and server applications to gaming consoles and productivity tools. Institutional interest in the tech bellwether remains high as the company prepares for its next quarterly financial update.

Bottom Line

ASR Vermogensbeheer N.V.'s increased stake highlights steady institutional confidence in the tech leader. Market participants will watch the upcoming earnings report on October 28, 2026, for further guidance. Remember that 13F filings look backward and may not reflect current holdings.