Tokio Marine Asset Management 13F: Adds $3M to MSFT Stake

On October 26, 2026, Tokio Marine Asset Management boosted its position in Microsoft Corporation (MSFT) by 5,944 shares, increasing its total holdings to 387,119 shares. This change is valued at approximately $198.6 million, according to the fund's latest Form 13F filing with the SEC.

MSFT Microsoft Corporation

$532.60 ▲ +13.33% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Tokio Marine Asset Management's Microsoft Position

Tokio Marine Asset Management's stake in Microsoft grew by 5,944 shares, a 1.6% increase, bringing its total to 387,119 shares. This position now represents 13.6% of the fund's total reported value of about $1.46 billion, making Microsoft its second-largest holding.

Where Microsoft Fits in Tokio Marine Asset Management's Portfolio

With a portfolio weight of 13.6%, Microsoft is a significant part of Tokio Marine Asset Management's investments. The fund ranks second among its 503 positions, reflecting its increased stake's importance relative to its overall strategy.

Other Institutional Activity in Microsoft

Several other funds also adjusted their positions in Microsoft around the same time. Ag2R la Mondiale Gestion D'Actifs added 6,118 shares, bringing its total to 335,130 shares worth about $171.9 million. In contrast, J. Safra Sarasin Holding reduced its stake by 110,744 shares, now holding 677,819 shares valued at approximately $304.6 million. UniSuper Management increased its holdings by 73,643 shares to a total of 2,618,697 shares.

Microsoft Corporation Stock Up 1.6%

Microsoft shares closed at $532.60 on October 26, 2026, and have recently traded around $532.75, which is about equal to its closing price. The stock is currently above its 50-day moving average by 4.8% and significantly above its 200-day average by 22.0%. However, it is slightly below its 52-week high of $553.72.

Recent Earnings

Microsoft reported trailing twelve-month revenue of approximately $331.8 billion, with a net margin of 40.3% and a return on equity of 34.0%. The next earnings report is scheduled for October 28, 2026.

Analysts Set New Price Targets

On October 26, 2026, Oppenheimer maintained its outperform rating for Microsoft with a price target of $625. Truist Securities also reiterated a buy rating, setting a target of $600. The consensus among analysts is a strong buy, with a mean price target of $601.73 based on 53 opinions.

About Microsoft Corporation

Microsoft Corporation is a leading technology company that develops software and hardware solutions for consumers and businesses worldwide. Its diverse product range includes operating systems, server applications, and gaming consoles, making it a key player in the technology sector.

Bottom Line

Investors should watch for Microsoft's upcoming earnings report on October 28, 2026, and any further institutional activity that might impact the stock. Tokio Marine Asset Management's increased stake reflects confidence in Microsoft's ongoing performance in the technology sector.