BlackRock Amends Microsoft Stake, Maintains Passive Position
Ticker: MSFT · Form: SC 13G/A · Filed: Feb 13, 2024 · CIK: 789019
| Field | Detail |
|---|---|
| Company | Microsoft Corp (MSFT) |
| Form Type | SC 13G/A |
| Filed Date | Feb 13, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, passive-investing, amendment, large-cap
TL;DR
**BlackRock still owns a big chunk of Microsoft, but it's a passive stake.**
AI Summary
BlackRock Inc. filed an amended SC 13G/A on February 13, 2024, disclosing its ownership of Microsoft Corporation's common stock as of December 31, 2023. This filing, Amendment No. 12, indicates BlackRock's continued significant passive stake in Microsoft, a major technology company. For investors, this means a large institutional investor like BlackRock maintains confidence in Microsoft, which can be a positive signal, but it doesn't suggest any active changes in corporate control or strategy.
Why It Matters
This filing confirms BlackRock's ongoing substantial, but passive, investment in Microsoft, signaling institutional confidence without indicating any intent to influence company management or strategy.
Risk Assessment
Risk Level: low — This filing is routine for large institutional investors and indicates no immediate new risks or significant changes in company control.
Analyst Insight
An investor should note that BlackRock's continued passive stake in Microsoft suggests long-term institutional confidence, but this filing alone doesn't provide new information for short-term trading decisions or signal any change in Microsoft's operational outlook.
Key Players & Entities
- BlackRock Inc. (company) — the reporting person and institutional investor
- Microsoft Corporation (company) — the issuer whose securities are being reported
- December 31, 2023 (date) — the date of the event requiring the filing
- February 13, 2024 (date) — the filing date of the SC 13G/A
- Amendment No. 12 (number) — the specific amendment number of this filing
FAQ
What type of filing is this and what does it generally indicate?
This is an SC 13G/A filing, which is an amendment to a Schedule 13G. It's typically filed by institutional investors like BlackRock to report a passive ownership stake of 5% or more in a company's stock, indicating they don't intend to influence management.
Who is the reporting person in this filing?
The reporting person is BlackRock, Inc., a major asset management firm with a Central Index Key (CIK) of 0001364742.
Which company's stock is the subject of this filing?
The subject company is MICROSOFT CORPORATION, identified by CIK 0000789019, with its common stock being the class of securities reported.
What was the 'Date of Event Which Requires Filing of this Statement'?
The 'Date of Event Which Requires Filing of this Statement' was December 31, 2023, as stated in the filing.
What rule is BlackRock filing under for this Schedule 13G/A?
BlackRock is filing under Rule 13d-1(b), as indicated by the '[X] Rule 13d-1(b)' checkbox in the filing.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on February 13, 2024 regarding MICROSOFT CORP (MSFT).