Mondrian Investment Partners 13F: Cuts MSFT Stake by $114M

Mondrian Investment Partners reduced its stake in Microsoft Corporation MSFT by 222,484 shares during the period, according to a Form 13F filing on October 23, 2026. The reduction represents a 43.3% cut, leaving the firm with 291,748 shares worth approximately $149.6 million.

MSFT Microsoft Corporation

$524.51 ▲ +11.61% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mondrian Investment Partners's Microsoft Corporation Position

The fund held 514,232 shares of the software giant prior to the recent filing. By selling 222,484 shares, Mondrian lowered its investment value significantly based on the reported figures.

Other Institutional Activity in Microsoft Corporation

Other asset managers adjusted their positions in the technology leader around the same time. Wilmington Savings Fund Society, FSB trimmed its stake by 6,047 shares, ending with 262,866 shares valued at about $134.8 million. NTV Asset Management added 2,634 shares to hold 57,407 shares worth roughly $29.4 million. Simplicity Wealth, LLC grew its holdings by 7,515 shares to finish with 93,276 shares valued at about $47.8 million.

Microsoft Corporation Stock Down 1.6%

Microsoft shares traded at $524.51 on the filing date and recently changed hands around $524.52. The stock trades about 20.2% above its 200-day moving average of $436.31 and sits roughly 5.3% below its 52-week peak of $553.72.

Recent Earnings

Microsoft generated trailing twelve month revenue of $331.84 billion alongside basic earnings of $17.95 per share. The business achieved a net profit margin of 40.3% and a return on equity of 34.0%, with year-over-year revenue growth landing at 17.7%. The next financial results are scheduled for release on October 28, 2026.

Dividend

Microsoft distributes an annual dividend of $3.92 per share, giving the stock a yield of 0.75% with a payout ratio of 19.8%.

Insider Buying and Selling at Microsoft Corporation

Company insiders completed several share sales prior to the filing. Officer Judson Althoff sold 10,000 shares on August 5, 2026, at an average price of $487.89. Chief Executive Officer Satya Nadella disposed of 86,525 shares on September 1, 2026. Chief Financial Officer Amy E. Hood executed two sales, parting with 41,674 shares on September 14, 2026, and another 7,305 shares on October 13, 2026.

Analysts Set New Price Targets

Wall Street firms maintained mostly positive stances ahead of the filing. UBS maintained a buy rating on October 15, 2026, lifting its target from $525 to $675. StoneX kept a buy rating on October 16, 2026, raising its target to $600 from $525. Bernstein maintained an outperform rating on October 19, 2026, nudging its target from $660 to $662. BMO Capital maintained an outperform rating on October 20, 2026, moving its target from $515 to $600. Guggenheim reiterated a buy rating with a $586 target on October 21, 2026. The stock holds a consensus strong buy rating and a mean target price of $601.73 across 53 analyst opinions.

About Microsoft Corporation

Based in Redmond, Washington, Microsoft builds software, operating systems, hardware devices, and cloud infrastructure solutions for personal and enterprise use worldwide. Its ecosystem includes productivity tools, server applications, gaming consoles, and developer utilities.

Bottom Line

Investors will watch Microsoft's upcoming earnings report on October 28, 2026, for further updates on revenue growth and profit margins. Future institutional filings will show whether other asset managers follow Mondrian's lead in trimming exposure.