Atria Investments 13F: Adds $45M to Microsoft (MSFT) Stake

Atria Investments raised its stake in Microsoft Corporation (NasdaqGS: MSFT) by 25.0% during the reported period, according to a Form 13F filing with the SEC on October 15, 2026. The filing provides a look at portfolio adjustments from the reported quarter and may not reflect current holdings.

What Changed in Atria Investments's Microsoft Corporation Position

Atria Investments added 87,420 shares of Microsoft Corporation to bring its total holdings to 436,951 shares. The reported value of the position reached $224,112,042 at the close of the quarter.

Other Institutional Activity in Microsoft Corporation

Blackrock Inc. grew its holdings by 14,061,346 shares, ending with 607,367,113 shares worth about $321.3 billion. Vanguard Capital Management LLC raised its stake by 2,653,959 shares, finishing with 485,192,007 shares valued at roughly $256.7 billion. State Street Corporation added 8,955,571 shares to hold 315,653,206 shares worth about $167.0 billion. Geode Capital Management, LLC grew its position by 1,131,007 shares, ending with 189,632,090 shares valued at approximately $100.3 billion. FMR, LLC reduced its stake by 4,260,951 shares, finishing with 185,960,066 shares worth about $98.4 billion.

Microsoft Corporation Stock Down 1.4%

Microsoft Corporation shares recently traded around $526.01 as of October 16, 2026. The stock sits 4.2% above its 50-day moving average of $504.95 and 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

Microsoft Corporation reported trailing twelve-month revenue of $331.8 billion alongside trailing earnings of $17.95 per share. The company posted a net margin of 40.3% and a return on equity of 34.0%, with year-over-year revenue growth reaching 17.7%. Investors look toward the company's next earnings report scheduled for October 28, 2026.

Dividend

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

Insider Buying and Selling at Microsoft Corporation

Chief Executive Officer Satya Nadella sold 86,525 shares on September 1, 2026, for a total value of $43.4 million. Chief Financial Officer Amy E. Hood sold 41,674 shares on September 14, 2026, valued at $20.8 million. Additionally, Amy E. Hood sold 7,305 shares on October 13, 2026, for about $4.0 million under a planned trading setup, and another 7,305 shares on the same date for $4.0 million.

Analysts Set New Price Targets

On October 15, 2026, UBS maintained a Buy rating on the stock while raising its price target from $525.00 to $675.00. Citigroup maintained a Buy rating and lifted its target from $600.00 to $636.00. Mizuho kept an Outperform rating and raised its target from $510.00 to $600.00. Jefferies maintained a Buy rating with a target increase from $575.00 to $650.00. TD Cowen maintained a Buy rating and raised its target from $540.00 to $625.00. Wall Street firms maintain a consensus Strong Buy rating for Microsoft with a mean price target of $596.22 across 53 analyst opinions.

About Microsoft Corporation

Microsoft Corporation develops software, services, hardware, and digital solutions for personal and enterprise use. Key offerings include operating systems, productivity applications, cloud infrastructure, developer tools, and gaming hardware. Institutional interest remains high as the company continues expanding its technology infrastructure.

Bottom Line

Atria Investments holds a sizable stake in Microsoft following its recent addition. Investors can monitor the upcoming earnings report on October 28, 2026, for further operational updates. Remember that 13F filings are historical snapshots and do not represent live trading activity.