Banco Bilbao Vizcaya Argentaria S.A. Boosts Microsoft Stake

Spanish bank increases holding in software giant by 5.6% in Q3

Mar. 16, 2026 at 8:19am

Banco Bilbao Vizcaya Argentaria S.A. (BBVA), a major Spanish financial institution, increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.6% in the third quarter of 2025, according to a recent 13F filing with the U.S. Securities and Exchange Commission. BBVA now holds 1,166,303 shares of the software giant, valued at $603,754,000, making Microsoft the fourth-largest position in the bank's portfolio.

Why it matters

BBVA's increased investment in Microsoft reflects the Spanish bank's confidence in the technology company's long-term growth prospects. As one of the world's largest institutional investors, BBVA's portfolio decisions can provide valuable insights into the broader market sentiment towards major tech stocks like Microsoft.

The details

According to the 13F filing, BBVA purchased an additional 61,568 shares of Microsoft during the third quarter, bringing its total holding to 1,166,303 shares. This represents a 5.6% increase in the bank's position in the software company. Microsoft now accounts for 4.6% of BBVA's overall investment portfolio, making it the fourth-largest holding.

  • BBVA filed its 13F report for the third quarter of 2025 on March 16, 2026.

The players

Banco Bilbao Vizcaya Argentaria S.A.

A major Spanish financial institution and one of the largest banks in Europe, with a significant global presence and a diversified portfolio of investments.

Microsoft Corporation

An American multinational technology company that develops, licenses, and supports a wide range of software products, services, and devices for consumers, enterprises, and governments worldwide.

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The takeaway

BBVA's increased stake in Microsoft underscores the Spanish bank's confidence in the technology company's long-term growth potential, as well as the broader market's positive sentiment towards the software giant. This move highlights the importance of institutional investors' portfolio decisions in shaping the overall market landscape.