Sumitomo Mitsui Trust Group Inc. Has $6.55 Billion Stock Holdings in Microsoft Corporation $MSFT

Posted by Wayne Rhoads on Jul 23rd, 2026

Sumitomo Mitsui Trust Group Inc. lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 17,687,515 shares of the software giant’s stock after selling 933,958 shares during the quarter. Microsoft accounts for approximately 4.2% of Sumitomo Mitsui Trust Group Inc.’s holdings, making the stock its 3rd largest holding. Sumitomo Mitsui Trust Group Inc.’s holdings in Microsoft were worth $6,547,387,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp raised its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Down 1.9%

Microsoft stock opened at $390.34 on Thursday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a fifty day simple moving average of $399.57 and a 200 day simple moving average of $408.91. The company has a market cap of $2.90 trillion, a P/E ratio of 23.23, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the firm posted $3.46 EPS. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 16.71 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says
Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal
Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push
Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand
Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite.
Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update.
Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock
Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Argus cut their price target on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price objective for the company in a research report on Wednesday, May 13th. Citizens Jmp assumed coverage on shares of Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Citigroup raised shares of Microsoft from a “market outperform” rating to an “overweight” rating in a research report on Thursday, July 16th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $575.00 target price on shares of Microsoft in a research note on Wednesday, May 13th. Forty-three equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average target price of $556.37.

Get Our Latest Stock Analysis on Microsoft

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

About Microsoft

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).