Lumida
/MSFT
⌘K
Microsoft Corp

Microsoft Corp

MSFT
$495.63USD+0.65%+3.19 today

MARKET CAP

3.68T

P/E (TTM)

28.5x

FWD P/E

24.5x

DAY RANGE

$493 – $499

52W RANGE

$349
$554

AI Summary

Stalk
Sell NowMedium

MSFT is exhibiting Stage 4 distribution with a dominant Lower Highs & Lower Lows pattern; price has broken below the flattening 9- and 20-day EMAs and downward momentum is intact. Medium-term bias is bearish, and short-term conditions favor immediate sell-side execution near the short-EMA region upon any rally or rejection.

  • Q4 revenue $90B +18% YoY; Azure revenue >$100B +41%.
  • AI ARR >$37B +123% YoY; Copilot paid seats exceed 30M.
  • Negative earnings yield of -1.24 indicates overvaluation risks.
Full analysis →

Buying

18

institutions

Selling

22

institutions

New Positions

4

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY607.44 M226.59 B+13.99 M+3.1%3.37%
JC

Jpmorgan Chase & Co

Q2 2026

BUY135.17 M49.82 B+8.04 M+9.2%2.91%
SC

Soroban Capital Partners LP

Q2 2026

SELL63.15 M23.56 B+-437.45 K+0.1%49.28%
JH

Janus Henderson Group Plc

Q1 2026

BUY47.76 M17.61 B+20.96 M+36.4%4.29%
CA

Citadel Advisors LLC

Q2 2026

BUY46.72 M17.43 B+14.55 M+46.3%2.00%
FA

Fisher Asset Management, LLC

Q2 2026

BUY26.61 M9.93 B+670.13 K+3.4%2.96%
CP

California Public Employees Retirement System

Q2 2026

SELL15.80 M5.89 B+-6.11 M-27.3%3.32%
MM

Millennium Management LLC

Q2 2026

BUY13.27 M4.95 B+810.83 K+7.3%1.83%
AC

Aqr Capital Management LLC

Q2 2026

BUY11.47 M4.26 B+1.44 M+15.7%1.49%
PS

Pershing Square Capital Management, L.P.

Q1 2026

BUYNEW11.31 M4.19 B+11.31 M+0.0%15.26%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

SELL10.57 M3.94 B+-2.18 M-16.4%2.59%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

BUY6.82 M2.54 B+640.19 K+11.2%5.73%
MG

Man Group Plc

Q2 2026

SELL4.20 M1.57 B+-950.70 K-17.8%2.54%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL3.93 M1.47 B+-101.50 K-1.8%2.25%
CM

Coatue Management LLC

Q2 2026

BUY2.94 M1.10 B+456.39 K+19.3%2.25%
FC

Farallon Capital Management LLC

Q1 2026

BUY2.34 M867.97 M+130.70 K-18.9%0.00%
TG

Tiger Global Management LLC

Q2 2026

SELL2.27 M845.60 M+-233.09 K-8.6%3.53%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY1.72 M641.62 M+306.07 K+22.6%0.82%
WP

Woodline Partners LP

Q2 2026

SELL1.63 M606.77 M+-1.20 M-42.0%1.88%
VG

Viking Global Investors LP

Q2 2026

SELL1.46 M544.09 M+-850.83 K-36.4%1.55%
AC

Altimeter Capital Management, LP

Q2 2026

BUY1.27 M473.02 M+84.45 K+8.0%4.81%
FC

Farallon Capital Management, L.l.c.

Q2 2026

BUYNEW1.11 M415.12 M+1.11 M+0.0%1.93%
GP

Gqg Partners LLC

Q2 2026

BUYNEW848.55 K316.53 M+848.55 K+0.0%0.59%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL752.40 K280.66 M+-859.01 K+385.7%2.13%
BA

Bridgewater Associates, LP

Q2 2026

SELL711.90 K265.55 M+-373.08 K-33.9%1.09%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL597.32 K222.81 M+-122.82 K-16.4%0.25%
VI

Voloridge Investment Management, LLC

Q2 2026

SELL511.09 K190.65 M+-937.43 K-64.4%0.81%
VA

Value Aligned Research Advisors, LLC

Q1 2026

BUY453.67 K167.94 M+29.20 K-18.2%0.81%
PA

Polar Asset Management Partners Inc.

Q2 2026

BUYNEW400.04 K149.22 M+400.04 K+0.0%3.14%
HM

Harvard Management Co INC

Q2 2026

SELL392.26 K146.32 M+-120.80 K-23.0%3.43%
DC

Dorsal Capital Management, LP

Q2 2026

BUY355.00 K132.42 M+40.00 K+13.6%4.69%
SF

Soros Fund Management LLC

Q2 2026

SELL189.97 K70.86 M+-22.00 K-9.7%1.08%
MC

Moore Capital Management, LP

Q2 2026

SELL44.00 K16.41 M+-27.94 K-38.4%0.25%
RT

Renaissance Technologies LLC

Q2 2026

SELL6.01 K2.24 M+-3.48 K-36.3%0.00%
AC

Arcus Capital Partners, LLC

Q2 2026

SELL3.47 K1.29 M+-322.00-7.8%0.54%
RC

Ratan Capital Management LP

Q1 2026

SELL2.25 K832.88 K+-55.59 K-96.9%0.33%
AL

Appaloosa LP

Q2 2026

SELL0.000.00+-90.00 K-100.0%0.00%
AI

Ariel Investments, LLC

Q2 2026

SELL0.000.00+-62.19 K-100.0%0.00%
WR

Whale Rock Capital Management LLC

Q2 2026

SELL0.000.00+-53.85 K-100.0%0.00%
TM

Thiel Macro LLC

Q2 2026

SELL0.000.00+-49.00 K-100.0%0.00%