Concurrent Investment Advisors 13F: Adds $55M to MSFT Stake
Concurrent Investment Advisors added to its holdings in Microsoft Corporation, joining other major institutional managers shifting positions in the software giant.
Reviewed by automated data checks against the source filing. How we make and check alerts
Concurrent Investment Advisors added 107,795 shares to its stake in Microsoft Corporation ($MSFT), a 16.72% increase, according to a 13F filing with the SEC dated October 16, 2026. It reported 752,616 shares worth $386.02 million at the end of the quarter.
Find the original: Concurrent Investment Advisors 13F filings on SEC EDGAR
MSFT
Microsoft Corporation
Key Points
- Concurrent Investment Advisors lifted its Microsoft Corporation holdings by 107,795 shares to a total of 752,616 shares valued at $386.0 million.
- Major institutions like BlackRock and State Street also adjusted their large stakes in Microsoft Corporation during the reporting period.
- Microsoft Corporation recently traded around $526.01 as investors await the company's next earnings report on October 28, 2026.
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Concurrent Investment Advisors boosted its position in Microsoft Corporation (NasdaqGS: MSFT) by purchasing an additional 107,795 shares during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 16, 2026. Keep in mind that 13F reports are backward-looking and show holdings at the end of the quarter, meaning they may not represent the investor's current position today.
Inside Concurrent Investment Advisors's Microsoft Trade
The firm grew its stake by 16.7%, bringing its total ownership to 752,616 shares. The reported value of these holdings stood at about $386.0 million at the time of the filing.
Other Institutional Activity in Microsoft Corporation
Other large funds also tweaked their bets on the software maker. BlackRock Inc. grew its holdings by 14,061,346 shares, ending with 607,367,113 shares worth about $321.3 billion after a 2.4% increase. Vanguard Capital Management LLC grew its holdings by 2,653,959 shares, ending with 485,192,007 shares worth about $256.7 billion after a 0.5% increase. State Street Corporation grew its holdings by 8,955,571 shares, ending with 315,653,206 shares worth about $167.0 billion after a 2.9% increase. Geode Capital Management, LLC grew its holdings by 1,131,007 shares, ending with 189,632,090 shares worth about $100.3 billion after a 0.6% increase. FMR, LLC reduced its holdings by 4,260,951 shares, ending with 185,960,066 shares worth about $98.4 billion after a 2.2% reduction.
Microsoft Corporation Stock Down 1.4%
Microsoft shares recently traded around $526.01, sitting 4.2% above their 50-day moving average.
Recent Earnings
Microsoft reported trailing-twelve-month revenue of $331.8 billion alongside an EPS of $17.95. The company's next earnings update is scheduled for October 28, 2026.
Dividend
Microsoft pays an annual dividend yielding 0.73% with a payout ratio of 19.8%.
Insider Buying and Selling at Microsoft Corporation
Company insiders completed several transactions prior to the filing, including stock sales by CEO Satya Nadella and CFO Amy E. Hood.
Analysts Set New Price Targets
Wall Street firms updated their views on the software maker, maintaining strong buy ratings with higher price targets ahead of upcoming results.
About Microsoft Corporation
Microsoft develops operating systems, server applications, productivity tools, and cloud infrastructure services for users worldwide. Its enterprise solutions and gaming products power a large share of the global technology landscape.
Bottom Line
Investors will look toward the upcoming earnings release on October 28, 2026, for further insight into the company's financial health. 13F filings only offer a delayed look at institutional trades, so monitoring future reports will help clarify how long-term holders are positioning themselves.
Related Filing Alerts
Source: Concurrent Investment Advisors's 13F filing on $MSFT (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Concurrent Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts