MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 21)
6,270 institutional investment managers reported a MSFT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2045.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 2,001 to 2,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSFT 13F holders ranked 2,001–2,100 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | BRADY FAMILY WEALTH#2001 · 40,301 sh | 40,301 | $15.0M | 4.34% | +0.4% |
| 2002 | WESPAC Advisors SoCal#2002 · 40,255 sh | 40,255 | $15.0M | — | +3.0% |
| 2003 | WBH ADVISORY#2003 · 40,212 sh | 40,212 | $15.0M | 1.01% | -1.0% |
| 2004 | Iowa State Bank#2004 · 40,177 sh | 40,177 | $15.0M | — | -0.2% |
| 2005 | Keel Point#2005 · 40,125 sh | 40,125 | $15.0M | 0.88% | +0.4% |
| 2006 | Core Alternative Capital#2006 · 40,104 sh | 40,104 | $15.0M | 4.48% | -6.8% |
| 2007 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#2007 · 40,103 sh | 40,103 | $15.0M | 1.85% | New |
| 2008 | Westover Capital Advisors#2008 · 40,093 sh | 40,093 | $15.0M | — | -0.1% |
| 2009 | DAVIDSON#2009 · 40,069 sh | 40,069 | $14.9M | — | +0.1% |
| 2010 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#2010 · 40,046 sh | 40,046 | $14.9M | 0.90% | -1.0% |
| 2011 | Strategic Investment Advisors / MI#2011 · 40,039 sh | 40,039 | $14.9M | 0.90% | -3.3% |
| 2012 | Resurgent Financial Advisors#2012 · 40,008 sh | 40,008 | $14.9M | 4.15% | +21.7% |
| 2013 | Live Oak Private Wealth#2013 · 39,987 sh | 39,987 | $14.9M | 1.86% | -6.0% |
| 2014 | Morton Capital Management#2014 · 39,977 sh | 39,977 | $14.9M | — | +3.5% |
| 2015 | Timber Creek Capital Management#2015 · 39,965 sh | 39,965 | $14.9M | 3.04% | -0.4% |
| 2016 | Allred Capital Management#2016 · 39,864 sh | 39,864 | $14.9M | 4.88% | -3.4% |
| 2017 | Shepherd Financial Partners#2017 · 39,783 sh | 39,783 | $14.8M | 1.22% | -1.4% |
| 2018 | WINMILL#2018 · 39,775 sh | 39,775 | $14.8M | 3.29% | New |
| 2019 | GPM Growth Investors#2019 · 39,706 sh | 39,706 | $14.8M | 6.18% | -10.9% |
| 2020 | HARRELL INVESTMENT PARTNERS#2020 · 39,649 sh | 39,649 | $14.8M | — | +1.0% |
| 2021 | CHANNEL WEALTH#2021 · 39,634 sh | 39,634 | $14.8M | 3.32% | +17.4% |
| 2022 | Costello Asset Management#2022 · 39,499 sh | 39,499 | $14.7M | 4.42% | -0.6% |
| 2023 | Churchill Financial Advisors#2023 · 39,470 sh | 39,470 | $14.7M | — | -2.2% |
| 2024 | Indivisible Partners#2024 · 39,457 sh | 39,457 | $14.7M | — | +46.9% |
| 2025 | Kentucky Farm Bureau Mutual Insurance#2025 · 39,435 sh | 39,435 | $14.7M | 4.08% | 0.0% |
| 2026 | McCollum Christoferson Group#2026 · 83,769 sh | 83,769 | $14.7M | — | -0.9% |
| 2027 | Manchester Capital Management#2027 · 39,310 sh | 39,310 | $14.7M | — | +0.8% |
| 2028 | Osprey Private Wealth#2028 · 39,269 sh | 39,269 | $14.6M | 3.78% | +14.3% |
| 2029 | Legacy Financial Advisors#2029 · 39,173 sh | 39,173 | $14.6M | 1.78% | +11.7% |
| 2030 | True North Advisors#2030 · 39,011 sh | 39,011 | $14.6M | — | +0.8% |
| 2031 | VALLEY NATIONAL ADVISERS#2031 · 38,982 sh | 38,982 | $14.5M | — | -3.7% |
| 2032 | Quent Capital#2032 · 38,947 sh | 38,947 | $14.5M | 0.89% | +1.8% |
| 2033 | Heartland Bank#2033 · 38,925 sh | 38,925 | $14.5M | 3.00% | -1.9% |
| 2034 | Hennion & Walsh Asset Management#2034 · 38,852 sh | 38,852 | $14.5M | — | +6.0% |
| 2035 | Fischer Financial Services#2035 · 38,825 sh | 38,825 | $14.5M | 3.64% | +0.7% |
| 2036 | Lafayette Investments#2036 · 38,816 sh | 38,816 | $14.5M | 2.67% | +5.5% |
| 2037 | TORQUE ASSET MANAGEMENT#2037 · 38,798 sh | 38,798 | $14.5M | 5.86% | 0.0% |
| 2038 | Transamerica Financial Advisors#2038 · 38,794 sh | 38,794 | $14.5M | 1.23% | +31.3% |
| 2039 | Westmount Partners#2039 · 38,728 sh | 38,728 | $14.4M | 3.16% | +2.0% |
| 2040 | Corecam Pte. Ltd.#2040 · 38,600 sh | 38,600 | $14.4M | — | +31.6% |
| 2041 | SCHOLTZ & COMPANY#2041 · 38,572 sh | 38,572 | $14.4M | 7.18% | -5.1% |
| 2042 | STONEBRIDGE CAPITAL MANAGEMENT#2042 · 38,569 sh | 38,569 | $14.4M | 6.93% | -11.3% |
| 2043 | Bradyco#2043 · 38,531 sh | 38,531 | $14.4M | 16.48% | 0.0% |
| 2044 | Sage Capital Advisors#2044 · 38,484 sh | 38,484 | $14.4M | — | +1.0% |
| 2045 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2045 · 38,470 sh | 38,470 | $14.4M | 0.86% | -25.7% |
| 2046 | Texas Bank#2046 · 38,460 sh | 38,460 | $14.3M | 4.70% | +1.5% |
| 2047 | QV Investors#2047 · 38,460 sh | 38,460 | $14.3M | — | New |
| 2048 | Diversified Enterprises#2048 · 38,457 sh | 38,457 | $14.3M | — | -0.2% |
| 2049 | Apollon Financial#2049 · 38,455 sh | 38,455 | $14.3M | — | -2.8% |
| 2050 | PUZO MICHAEL J#2050 · 38,446 sh | 38,446 | $14.3M | 3.70% | +1.1% |
| 2051 | Adalta Capital Management#2051 · 38,424 sh | 38,424 | $14.3M | 6.29% | -2.7% |
| 2052 | JT Stratford#2052 · 38,388 sh | 38,388 | $14.3M | 1.57% | +29.7% |
| 2053 | Berger Financial Group#2053 · 38,384 sh | 38,384 | $14.3M | 0.73% | -4.2% |
| 2054 | Hudson Value Partners#2054 · 38,209 sh | 38,209 | $14.3M | 3.58% | +7.7% |
| 2055 | ZEGA Investments#2055 · 38,149 sh | 38,149 | $14.2M | 1.46% | +11.5% |
| 2056 | Concord Wealth Partners#2056 · 38,122 sh | 38,122 | $14.2M | 1.63% | -7.5% |
| 2057 | LRZ CAPITAL#2057 · 38,110 sh | 38,110 | $14.2M | 7.20% | -24.5% |
| 2058 | Acropolis Investment Management#2058 · 38,008 sh | 38,008 | $14.2M | — | -8.0% |
| 2059 | BONNESS ENTERPRISES#2059 · 37,990 sh | 37,990 | $14.2M | — | -1.3% |
| 2060 | Ravenstone Capital Management#2060 · 37,943 sh | 37,943 | $14.2M | 5.79% | +3.2% |
| 2061 | J.Safra Asset Management#2061 · 37,914 sh | 37,914 | $14.1M | 0.65% | +2.0% |
| 2062 | KNIGHTSBRIDGE ASSET MANAGEMENT#2062 · 29,198 sh | 29,198 | $14.1M | 1.99% | -10.1% |
| 2063 | Root Financial Partners#2063 · 37,854 sh | 37,854 | $14.1M | — | +8.1% |
| 2064 | Optas#2064 · 37,849 sh | 37,849 | $14.1M | 1.98% | +6.8% |
| 2065 | Allegiance Financial Group Advisory Services#2065 · 37,834 sh | 37,834 | $14.1M | 2.44% | +1.2% |
| 2066 | Miller Investment Management#2066 · 37,833 sh | 37,833 | $14.1M | 1.29% | +5.0% |
| 2067 | Clear Creek Financial Management#2067 · 37,829 sh | 37,829 | $14.1M | 0.91% | +7.1% |
| 2068 | Havemeyer Place#2068 · 37,809 sh | 37,809 | $14.1M | 1.39% | +188.1% |
| 2069 | SOMERVILLE KURT F#2069 · 37,796 sh | 37,796 | $14.1M | 3.37% | -2.1% |
| 2070 | Inlet Private Wealth#2070 · 37,772 sh | 37,772 | $14.1M | — | -1.3% |
| 2071 | Brookwood Investment Group#2071 · 37,768 sh | 37,768 | $14.1M | 1.59% | +18.7% |
| 2072 | Klingman & Associates#2072 · 37,765 sh | 37,765 | $14.1M | — | +1.6% |
| 2073 | 1248 Management#2073 · 37,753 sh | 37,753 | $14.1M | 5.50% | -1.6% |
| 2074 | OLD SECOND NATIONAL BANK OF AURORA#2074 · 37,750 sh | 37,750 | $14.1M | — | +4.6% |
| 2075 | QVT Financial#2075 · 37,710 sh | 37,710 | $14.1M | 0.83% | -17.2% |
| 2076 | Codex Capital Asset Management L.L.C.#2076 · 37,700 sh | 37,700 | $14.1M | 4.87% | -2.3% |
| 2077 | Legacy Advisors#2077 · 37,656 sh | 37,656 | $14.0M | — | +15.7% |
| 2078 | ROMANO BROTHERS AND COMPANY#2078 · 37,609 sh | 37,609 | $14.0M | — | -1.0% |
| 2079 | Grandview Asset Management#2079 · 37,614 sh | 37,614 | $14.0M | — | -2.9% |
| 2080 | Citizens National Bank Department#2080 · 37,580 sh | 37,580 | $14.0M | 2.06% | +2.8% |
| 2081 | Paragon Capital Management#2081 · 37,515 sh | 37,515 | $14.0M | 6.48% | -0.7% |
| 2082 | Siren, L.L.C.#2082 · 37,500 sh | 37,500 | $14.0M | 0.28% | -9.4% |
| 2083 | Brentview Investment Management#2083 · 37,464 sh | 37,464 | $14.0M | 5.53% | +4.0% |
| 2084 | Spinnaker Investment Group#2084 · 37,457 sh | 37,457 | $14.0M | — | -5.3% |
| 2085 | OXFORD FINANCIAL GROUP, LTD.#2085 · 37,439 sh | 37,439 | $14.0M | 0.71% | -3.7% |
| 2086 | Jones Collombin Investment Counsel#2086 · 37,703 sh | 37,703 | $14.0M | 4.27% | 0.0% |
| 2087 | Herold Advisors#2087 · 37,327 sh | 37,327 | $13.9M | — | +1.9% |
| 2088 | Point#2088 · 37,329 sh | 37,329 | $13.9M | 1.18% | +2.1% |
| 2089 | CVFG#2089 · 37,270 sh | 37,270 | $13.9M | 1.46% | -8.7% |
| 2090 | Perennial Investment Advisors#2090 · 37,244 sh | 37,244 | $13.9M | 0.92% | +9.5% |
| 2091 | Grove Bank#2091 · 37,203 sh | 37,203 | $13.9M | — | +6.8% |
| 2092 | KLCM Advisors#2092 · 37,189 sh | 37,189 | $13.9M | 1.09% | +17.7% |
| 2093 | HALL CAPITAL MANAGEMENT#2093 · 37,139 sh | 37,139 | $13.9M | 4.31% | -0.3% |
| 2094 | WRIGHT INVESTORS SERVICE#2094 · 37,028 sh | 37,028 | $13.8M | 3.78% | +6.9% |
| 2095 | Advisor OS#2095 · 37,002 sh | 37,002 | $13.8M | 0.92% | -13.9% |
| 2096 | BOSTON RESEARCH & MANAGEMENT#2096 · 36,953 sh | 36,953 | $13.8M | 3.05% | +0.3% |
| 2097 | Harold Davidson & Associates#2097 · 36,932 sh | 36,932 | $13.8M | 5.97% | -6.2% |
| 2098 | NatWest Group plc#2098 · 36,927 sh | 36,927 | $13.8M | 2.46% | -27.0% |
| 2099 | CoreCap Advisors#2099 · 36,882 sh | 36,882 | $13.8M | — | +12.6% |
| 2100 | CENTRAL BANK#2100 · 36,871 sh | 36,871 | $13.8M | — | +0.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.