MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Barbara Oil#2601 · 23,220 sh | 23,220 | $8.7M | 2.93% | 0.0% |
| 2602 | Northstar Advisory Group#2602 · 23,272 sh | 23,272 | $8.7M | 2.69% | +11.3% |
| 2603 | PINKERTON WEALTH#2603 · 23,432 sh | 23,432 | $8.7M | 0.74% | +7.8% |
| 2604 | ARQ WEALTH ADVISORS#2604 · 22,202 sh | 22,202 | $8.7M | 1.07% | -11.1% |
| 2605 | Madison Wealth Partners#2605 · 23,220 sh | 23,220 | $8.7M | 1.10% | +20.8% |
| 2606 | MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS#2606 · 23,211 sh | 23,211 | $8.7M | 5.19% | -25.6% |
| 2607 | DILLON & ASSOCIATES#2607 · 23,204 sh | 23,204 | $8.7M | — | +12.7% |
| 2608 | Aspen Investment Management#2608 · 23,195 sh | 23,195 | $8.7M | 2.33% | +1.8% |
| 2609 | Breakwater Capital Group#2609 · 23,177 sh | 23,177 | $8.6M | — | -19.3% |
| 2610 | Range Advisory#2610 · 23,157 sh | 23,157 | $8.6M | 1.03% | +55.3% |
| 2611 | Ayrshire Capital Management#2611 · 23,150 sh | 23,150 | $8.6M | — | -7.3% |
| 2612 | Concentrum Wealth Management#2612 · 23,149 sh | 23,149 | $8.6M | 2.07% | -0.8% |
| 2613 | Riverview Capital Advisers#2613 · 23,104 sh | 23,104 | $8.6M | 2.47% | -1.4% |
| 2614 | Purkiss Capital Advisors#2614 · 23,091 sh | 23,091 | $8.6M | 3.28% | -0.7% |
| 2615 | Centric Wealth Management#2615 · 20,794 sh | 20,794 | $8.6M | 1.34% | 0.0% |
| 2616 | OceanIQ Capital#2616 · 17,018 sh | 17,018 | $8.6M | — | — |
| 2617 | BLODGETT WEALTH ADVISORS#2617 · 22,969 sh | 22,969 | $8.6M | — | +0.5% |
| 2618 | New Republic Capital#2618 · 22,953 sh | 22,953 | $8.6M | 1.97% | +29.1% |
| 2619 | Summa#2619 · 22,948 sh | 22,948 | $8.6M | 2.69% | +1.0% |
| 2620 | GRAYBILL WEALTH MANAGEMENT, LTD.#2620 · 22,933 sh | 22,933 | $8.6M | 2.30% | -1.4% |
| 2621 | RIHO Partners#2621 · 22,931 sh | 22,931 | $8.6M | 4.81% | -5.4% |
| 2622 | Secure Asset Management#2622 · 22,923 sh | 22,923 | $8.6M | — | -4.0% |
| 2623 | Blackhawk Capital Partners#2623 · 22,914 sh | 22,914 | $8.5M | 2.79% | +7.9% |
| 2624 | Franklin, Parlapiano, Turner & Welch#2624 · 22,873 sh | 22,873 | $8.5M | 1.93% | -0.1% |
| 2625 | Stablepoint Partners#2625 · 22,861 sh | 22,861 | $8.5M | 1.18% | -0.6% |
| 2626 | Solstein Capital#2626 · 22,846 sh | 22,846 | $8.5M | 2.92% | -0.4% |
| 2627 | COMPASS CAPITAL /MA#2627 · 16,916 sh | 16,916 | $8.5M | 2.77% | -2.7% |
| 2628 | Focused Wealth Management#2628 · 22,779 sh | 22,779 | $8.5M | 0.74% | +9.4% |
| 2629 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#2629 · 22,759 sh | 22,759 | $8.5M | — | +0.8% |
| 2630 | CLEAR WAVE WEALTH MANAGEMENT#2630 · 22,756 sh | 22,756 | $8.5M | 1.57% | +3.2% |
| 2631 | HARBOR ADVISORY#2631 · 22,750 sh | 22,750 | $8.5M | 2.27% | +3.3% |
| 2632 | SBI Okasan Asset Management Ltd.#2632 · 23,023 sh | 23,023 | $8.5M | 0.28% | -1.2% |
| 2633 | Blue Edge Capital#2633 · 22,682 sh | 22,682 | $8.5M | 1.02% | -0.6% |
| 2634 | Wealth Management Partners#2634 · 22,681 sh | 22,681 | $8.5M | — | +5.2% |
| 2635 | AMJ Financial Wealth Management#2635 · 22,839 sh | 22,839 | $8.5M | 1.99% | 0.0% |
| 2636 | Castle Rock Wealth Management#2636 · 21,962 sh | 21,962 | $8.4M | — | -27.1% |
| 2637 | Cox Capital Mgt#2637 · 22,610 sh | 22,610 | $8.4M | — | +13.4% |
| 2638 | Aurora Investment Managers#2638 · 22,603 sh | 22,603 | $8.4M | — | +2.6% |
| 2639 | CCG WEALTH MANAGEMENT#2639 · 22,598 sh | 22,598 | $8.4M | 1.96% | +6.1% |
| 2640 | of Kansas#2640 · 22,575 sh | 22,575 | $8.4M | 4.32% | +4.6% |
| 2641 | Notis-McConarty Edward#2641 · 22,516 sh | 22,516 | $8.4M | 3.63% | +0.7% |
| 2642 | Graham Capital Management, L.P.#2642 · 22,479 sh | 22,479 | $8.4M | 0.15% | -14.4% |
| 2643 | FULCRUM WEALTH ADVISORS#2643 · 22,471 sh | 22,471 | $8.4M | — | +7.9% |
| 2644 | Main Street Group, LTD#2644 · 22,468 sh | 22,468 | $8.4M | 1.95% | -3.8% |
| 2645 | CORSAIR CAPITAL MANAGEMENT, L.P.#2645 · 22,460 sh | 22,460 | $8.4M | 1.05% | -4.2% |
| 2646 | TBH Global Asset Management#2646 · 22,404 sh | 22,404 | $8.4M | 1.53% | +0.9% |
| 2647 | Reflection Asset Management#2647 · 22,373 sh | 22,373 | $8.3M | 3.90% | +13.8% |
| 2648 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2648 · 22,364 sh | 22,364 | $8.3M | 3.42% | +35.9% |
| 2649 | Highview Capital Management#2649 · 22,315 sh | 22,315 | $8.3M | 2.40% | +8.4% |
| 2650 | Sonoma Private Wealth#2650 · 22,313 sh | 22,313 | $8.3M | 8.94% | -7.3% |
| 2651 | CIM INVESTMENT MANAGEMENT#2651 · 22,281 sh | 22,281 | $8.3M | 1.99% | -4.0% |
| 2652 | Ramirez Asset Management#2652 · 22,270 sh | 22,270 | $8.3M | 0.87% | +35.9% |
| 2653 | Keating Financial Advisory Services#2653 · 22,270 sh | 22,270 | $8.3M | 1.09% | +8.7% |
| 2654 | Markowski Investments#2654 · 22,269 sh | 22,269 | $8.3M | 1.83% | — |
| 2655 | SHP Wealth Management#2655 · 22,265 sh | 22,265 | $8.3M | 0.57% | -4.8% |
| 2656 | TANDEM CAPITAL MANAGEMENT#2656 · 22,215 sh | 22,215 | $8.3M | — | -2.2% |
| 2657 | Abel Hall#2657 · 22,194 sh | 22,194 | $8.3M | — | +40.1% |
| 2658 | High Note Wealth#2658 · 22,176 sh | 22,176 | $8.3M | 1.41% | -0.6% |
| 2659 | MAGNOLIA CAPITAL ADVISORS#2659 · 22,161 sh | 22,161 | $8.3M | 1.42% | +3.2% |
| 2660 | PICTET BANK & Ltd#2660 · 22,238 sh | 22,238 | $8.3M | — | +6.6% |
| 2661 | Yukon Wealth Management#2661 · 22,139 sh | 22,139 | $8.3M | 2.36% | +357.4% |
| 2662 | Pines Wealth Management#2662 · 22,137 sh | 22,137 | $8.3M | — | -0.9% |
| 2663 | ALPINE WOODS CAPITAL INVESTORS#2663 · 22,099 sh | 22,099 | $8.2M | 1.79% | +19.9% |
| 2664 | LINCLUDEN MANAGEMENT LTD#2664 · 22,093 sh | 22,093 | $8.2M | 0.81% | +0.4% |
| 2665 | Intellectus Partners#2665 · 22,053 sh | 22,053 | $8.2M | 1.42% | +5.1% |
| 2666 | Advanced Asset Management Advisors#2666 · 22,049 sh | 22,049 | $8.2M | — | 0.0% |
| 2667 | BYRNE FINANCIAL FREEDOM#2667 · 22,012 sh | 22,012 | $8.2M | 3.21% | +5.5% |
| 2668 | Atlanta Consulting Group Advisors#2668 · 21,978 sh | 21,978 | $8.2M | 1.30% | +4.3% |
| 2669 | Aristides Capital#2669 · 21,977 sh | 21,977 | $8.2M | 1.59% | +8.1% |
| 2670 | Income Insurance Ltd#2670 · 21,940 sh | 21,940 | $8.2M | — | +1.9% |
| 2671 | Hixon Zuercher#2671 · 21,938 sh | 21,938 | $8.2M | — | +26.2% |
| 2672 | MARSHALL INVESTMENT MANAGEMENT#2672 · 21,931 sh | 21,931 | $8.2M | 3.40% | +8.6% |
| 2673 | O'Brien Greene#2673 · 21,930 sh | 21,930 | $8.2M | 2.26% | -0.3% |
| 2674 | Penbrook Management#2674 · 21,920 sh | 21,920 | $8.2M | — | -1.5% |
| 2675 | FORTRESS PRIVATE LEDGER#2675 · 21,914 sh | 21,914 | $8.2M | 2.22% | +2.3% |
| 2676 | Summerhill Capital Management lnc.#2676 · 21,887 sh | 21,887 | $8.2M | 6.52% | +27.7% |
| 2677 | Karani Asset Management#2677 · 21,877 sh | 21,877 | $8.2M | 5.88% | +3.4% |
| 2678 | NEXT CENTURY GROWTH INVESTORS#2678 · 21,862 sh | 21,862 | $8.2M | 0.43% | -27.1% |
| 2679 | BlackDiamond Wealth Management#2679 · 16,108 sh | 16,108 | $8.2M | 3.28% | +2.4% |
| 2680 | Elefante Mark B#2680 · 21,836 sh | 21,836 | $8.1M | 3.51% | +13.8% |
| 2681 | StrongBox Wealth#2681 · 21,817 sh | 21,817 | $8.1M | 2.32% | -1.9% |
| 2682 | EPG Wealth Management#2682 · 21,812 sh | 21,812 | $8.1M | 1.95% | +0.3% |
| 2683 | Union Heritage Capital#2683 · 21,796 sh | 21,796 | $8.1M | 2.76% | 0.0% |
| 2684 | CLOVERFIELDS CAPITAL GROUP#2684 · 21,792 sh | 21,792 | $8.1M | 2.46% | +24.1% |
| 2685 | Aft, Forsyth & Sober#2685 · 21,950 sh | 21,950 | $8.1M | 2.54% | 0.0% |
| 2686 | Golden State Wealth Management#2686 · 21,778 sh | 21,778 | $8.1M | 0.74% | -1.0% |
| 2687 | Westwood Wealth Management#2687 · 21,778 sh | 21,778 | $8.1M | 2.35% | -9.5% |
| 2688 | Lakehouse Capital Pty Ltd#2688 · 21,773 sh | 21,773 | $8.1M | — | 0.0% |
| 2689 | Sylvest Advisors#2689 · 21,770 sh | 21,770 | $8.1M | — | +9.3% |
| 2690 | MOUNT VERNON ASSOCIATES#2690 · 21,760 sh | 21,760 | $8.1M | — | -4.4% |
| 2691 | FLC Capital Advisors#2691 · 21,751 sh | 21,751 | $8.1M | 1.31% | +4.0% |
| 2692 | CUMBERLAND ADVISORS#2692 · 21,745 sh | 21,745 | $8.1M | 2.86% | +1.7% |
| 2693 | Outlook Capital Management#2693 · 21,668 sh | 21,668 | $8.1M | 2.62% | — |
| 2694 | Octavia Wealth Advisors#2694 · 21,711 sh | 21,711 | $8.1M | 0.70% | +6.3% |
| 2695 | Arkfeld Wealth Strategies, L.L.C.#2695 · 20,928 sh | 20,928 | $8.1M | — | +0.8% |
| 2696 | Artemis Investment Management LLP#2696 · 21,647 sh | 21,647 | $8.1M | — | -53.3% |
| 2697 | HAZLETT, BURT & WATSON#2697 · 21,618 sh | 21,618 | $8.1M | 2.14% | +4.9% |
| 2698 | Groupe des Assurances du Credit Mutuel#2698 · 21,560 sh | 21,560 | $8.0M | 100.00% | -77.0% |
| 2699 | Tempus Wealth Planning#2699 · 21,552 sh | 21,552 | $8.0M | — | +1.1% |
| 2700 | Independent Solutions Wealth Management#2700 · 21,540 sh | 21,540 | $8.0M | 1.05% | -15.3% |
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.