MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | SHERMAN PORFOLIOS#2701 · 21,698 sh | 21,698 | $8.0M | 0.63% | -1.1% |
| 2702 | KWMG#2702 · 21,531 sh | 21,531 | $8.0M | — | +2.5% |
| 2703 | GSG Advisors#2703 · 21,530 sh | 21,530 | $8.0M | 1.77% | -3.5% |
| 2704 | HAMEL ASSOCIATES#2704 · 21,522 sh | 21,522 | $8.0M | 2.21% | +2.1% |
| 2705 | Providence Wealth Advisors#2705 · 20,632 sh | 20,632 | $8.0M | 4.73% | -1.8% |
| 2706 | Zimmer Partners#2706 · 21,500 sh | 21,500 | $8.0M | 0.18% | 0.0% |
| 2707 | Diligent Investors#2707 · 21,489 sh | 21,489 | $8.0M | — | +0.2% |
| 2708 | SEIZERT CAPITAL PARTNERS#2708 · 21,405 sh | 21,405 | $8.0M | 0.33% | +38.5% |
| 2709 | LCM Capital Management#2709 · 21,398 sh | 21,398 | $8.0M | — | +1.5% |
| 2710 | Titiun Yejiel#2710 · 21,393 sh | 21,393 | $8.0M | 6.93% | 0.0% |
| 2711 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2711 · 21,388 sh | 21,388 | $8.0M | — | +29.7% |
| 2712 | LaSalle St. Investment Advisors#2712 · 21,384 sh | 21,384 | $8.0M | 0.97% | +0.4% |
| 2713 | Willow Creek Capital Management#2713 · 21,376 sh | 21,376 | $8.0M | — | — |
| 2714 | ARVEST INVESTMENTS#2714 · 21,351 sh | 21,351 | $8.0M | — | +13.4% |
| 2715 | Investment Research & Advisory Group#2715 · 21,313 sh | 21,313 | $8.0M | — | +0.5% |
| 2716 | Autumn Glory Partners#2716 · 21,310 sh | 21,310 | $7.9M | — | +92.9% |
| 2717 | Eagle Capital Management#2717 · 21,304 sh | 21,304 | $7.9M | — | -0.4% |
| 2718 | Advisors Preferred#2718 · 20,350 sh | 20,350 | $7.9M | 1.23% | -6.4% |
| 2719 | Cottage Street Advisors#2719 · 21,169 sh | 21,169 | $7.9M | — | -5.3% |
| 2720 | Park Place Capital#2720 · 21,290 sh | 21,290 | $7.9M | 1.26% | +22.6% |
| 2721 | Pinnacle Bancorp#2721 · 21,278 sh | 21,278 | $7.9M | — | 0.0% |
| 2722 | Lakeshore Financial Planning#2722 · 21,272 sh | 21,272 | $7.9M | — | +2.3% |
| 2723 | Berkeley#2723 · 21,272 sh | 21,272 | $7.9M | — | +1.4% |
| 2724 | Family Capital#2724 · 21,272 sh | 21,272 | $7.9M | — | +113.8% |
| 2725 | ALTFEST L J#2725 · 21,240 sh | 21,240 | $7.9M | 0.77% | -15.2% |
| 2726 | Forum Finance Group S.A.#2726 · 26,266 sh | 26,266 | $7.9M | 2.85% | +57.2% |
| 2727 | St. Johns Investment Management Company#2727 · 21,223 sh | 21,223 | $7.9M | 2.99% | +4.1% |
| 2728 | Synergy Financial Group, LTD#2728 · 21,205 sh | 21,205 | $7.9M | 5.69% | -13.4% |
| 2729 | Red Spruce Capital#2729 · 21,199 sh | 21,199 | $7.9M | — | +39.2% |
| 2730 | SmartHarvest Portfolios#2730 · 21,156 sh | 21,156 | $7.9M | — | -0.1% |
| 2731 | First Command Advisory Services#2731 · 21,136 sh | 21,136 | $7.9M | 0.05% | -18.2% |
| 2732 | Summit Financial Strategies#2732 · 21,133 sh | 21,133 | $7.9M | — | +0.1% |
| 2733 | BAKER TILLY WEALTH MANAGEMENT#2733 · 21,120 sh | 21,120 | $7.9M | — | +8.5% |
| 2734 | Wealth Architects#2734 · 21,111 sh | 21,111 | $7.9M | 0.62% | +2.4% |
| 2735 | Cromwell#2735 · 21,093 sh | 21,093 | $7.9M | 3.53% | +2.7% |
| 2736 | Palogic Value Management, L.P.#2736 · 21,091 sh | 21,091 | $7.9M | 2.59% | +34.8% |
| 2737 | MW ADVISORY#2737 · 21,088 sh | 21,088 | $7.9M | — | — |
| 2738 | Stiles Financial Services#2738 · 21,084 sh | 21,084 | $7.9M | 1.98% | +9.5% |
| 2739 | RED CEDAR INVESTMENT MANAGEMENT#2739 · 21,078 sh | 21,078 | $7.9M | 0.74% | 0.0% |
| 2740 | CALIBER WEALTH MANAGEMENT, / KS#2740 · 21,075 sh | 21,075 | $7.9M | 0.76% | +2.1% |
| 2741 | SWP Investment Management#2741 · 21,041 sh | 21,041 | $7.8M | 5.42% | +3.8% |
| 2742 | DIMENSION CAPITAL MANAGEMENT#2742 · 21,038 sh | 21,038 | $7.8M | 0.92% | +65.8% |
| 2743 | STUDIO INVESTMENT MANAGEMENT#2743 · 21,031 sh | 21,031 | $7.8M | — | +0.6% |
| 2744 | RAINIER FAMILY WEALTH#2744 · 21,017 sh | 21,017 | $7.8M | 4.46% | -2.6% |
| 2745 | BEACON FINANCIAL GROUP#2745 · 20,982 sh | 20,982 | $7.8M | — | +4.1% |
| 2746 | Z3 Capital Partners#2746 · 20,967 sh | 20,967 | $7.8M | 1.64% | +8.7% |
| 2747 | Burford Brothers#2747 · 20,893 sh | 20,893 | $7.8M | — | +3.3% |
| 2748 | Centerpoint Advisors#2748 · 20,868 sh | 20,868 | $7.8M | 2.21% | -0.5% |
| 2749 | Charles Schwab#2749 · 20,852 sh | 20,852 | $7.8M | — | +0.9% |
| 2750 | Alaethes Wealth#2750 · 20,849 sh | 20,849 | $7.8M | 2.26% | -0.2% |
| 2751 | Legato Capital Management#2751 · 20,846 sh | 20,846 | $7.8M | 0.64% | -1.2% |
| 2752 | Cherokee Insurance#2752 · 20,825 sh | 20,825 | $7.8M | 3.00% | 0.0% |
| 2753 | Scissortail Wealth Management#2753 · 20,797 sh | 20,797 | $7.8M | 1.49% | +1.5% |
| 2754 | Catherine Avery Investment Management#2754 · 20,780 sh | 20,780 | $7.8M | — | +196.1% |
| 2755 | Redmond Asset Management#2755 · 20,777 sh | 20,777 | $7.8M | 1.93% | -3.9% |
| 2756 | JERICHO FINANCIAL, LLP#2756 · 20,750 sh | 20,750 | $7.7M | — | +2.9% |
| 2757 | Cercano Management#2757 · 6,704 sh | 6,704 | $7.7M | 0.75% | -98.9% |
| 2758 | Waterfront Wealth#2758 · 20,059 sh | 20,059 | $7.7M | 1.20% | +20.4% |
| 2759 | Abacus Planning Group#2759 · 20,707 sh | 20,707 | $7.7M | 0.95% | -3.7% |
| 2760 | Weaver Capital Management#2760 · 20,862 sh | 20,862 | $7.7M | — | 0.0% |
| 2761 | Eos Management, L.P.#2761 · 20,696 sh | 20,696 | $7.7M | — | 0.0% |
| 2762 | Abundance Wealth Counselors#2762 · 20,677 sh | 20,677 | $7.7M | — | -17.7% |
| 2763 | Naman Capital Ltda#2763 · 20,675 sh | 20,675 | $7.7M | 2.39% | 0.0% |
| 2764 | Exeter Financial#2764 · 20,662 sh | 20,662 | $7.7M | — | +7.7% |
| 2765 | Norway Savings Bank#2765 · 20,652 sh | 20,652 | $7.7M | — | +4.2% |
| 2766 | AMARILLO NATIONAL BANK#2766 · 20,650 sh | 20,650 | $7.7M | — | +0.3% |
| 2767 | Concentric Capital Strategies#2767 · 20,641 sh | 20,641 | $7.7M | 0.43% | -10.1% |
| 2768 | Insight Wealth Strategies#2768 · 20,025 sh | 20,025 | $7.7M | — | +7.4% |
| 2769 | Financial Planning Hawaii#2769 · 20,621 sh | 20,621 | $7.7M | — | +2.5% |
| 2770 | Orographic Financial Advisors#2770 · 15,594 sh | 15,594 | $7.7M | 5.08% | +0.8% |
| 2771 | GARDNER LEWIS ASSET MANAGEMENT L P#2771 · 20,579 sh | 20,579 | $7.7M | 1.71% | -25.5% |
| 2772 | BROOKS, MOORE & ASSOCIATES#2772 · 20,529 sh | 20,529 | $7.7M | 3.44% | +11.7% |
| 2773 | E Fund Management (Hong Kong) , Ltd.#2773 · 20,516 sh | 20,516 | $7.7M | 2.54% | +26.2% |
| 2774 | Socorro Asset Management#2774 · 20,509 sh | 20,509 | $7.7M | 3.43% | +3.3% |
| 2775 | Palmer Knight#2775 · 20,504 sh | 20,504 | $7.6M | 2.94% | -2.4% |
| 2776 | Luma Capital S.A. - SPF#2776 · 20,500 sh | 20,500 | $7.6M | — | 0.0% |
| 2777 | Alteri Wealth#2777 · 20,490 sh | 20,490 | $7.6M | 2.11% | +6.1% |
| 2778 | Bullseye Investment Management#2778 · 20,484 sh | 20,484 | $7.6M | 1.88% | +85.6% |
| 2779 | 626 Financial#2779 · 20,426 sh | 20,426 | $7.6M | 2.97% | +1.2% |
| 2780 | RAELIPSKIE PARTNERSHIP#2780 · 20,422 sh | 20,422 | $7.6M | 2.88% | +5.0% |
| 2781 | Martin Capital Partners#2781 · 20,412 sh | 20,412 | $7.6M | — | +1.6% |
| 2782 | SITTNER & NELSON#2782 · 20,390 sh | 20,390 | $7.6M | 2.39% | +1.6% |
| 2783 | Nellore Capital Management#2783 · 20,388 sh | 20,388 | $7.6M | 0.84% | -44.4% |
| 2784 | Triangle Securities Wealth Management#2784 · 20,364 sh | 20,364 | $7.6M | — | -7.1% |
| 2785 | Royal Capital Wealth Management#2785 · 20,340 sh | 20,340 | $7.6M | 4.26% | -0.3% |
| 2786 | MARTIN#2786 · 20,330 sh | 20,330 | $7.6M | 1.18% | +0.4% |
| 2787 | Uncommon Cents Investing#2787 · 20,311 sh | 20,311 | $7.6M | — | 0.0% |
| 2788 | Horizon Investment Services#2788 · 20,304 sh | 20,304 | $7.6M | 2.11% | +2.1% |
| 2789 | ONEFUND#2789 · 20,241 sh | 20,241 | $7.6M | 4.28% | -0.9% |
| 2790 | Boltwood Capital Management#2790 · 20,229 sh | 20,229 | $7.5M | — | +4.9% |
| 2791 | DeDora Capital#2791 · 20,225 sh | 20,225 | $7.5M | — | +7.7% |
| 2792 | MARINO, STRAM & ASSOCIATES#2792 · 20,207 sh | 20,207 | $7.5M | — | +0.9% |
| 2793 | Summit Asset Management#2793 · 20,206 sh | 20,206 | $7.5M | 0.97% | -0.3% |
| 2794 | of the South#2794 · 20,173 sh | 20,173 | $7.5M | — | +2.5% |
| 2795 | Gold Investment Management Ltd.#2795 · 20,157 sh | 20,157 | $7.5M | — | +0.3% |
| 2796 | Intrua Financial#2796 · 20,153 sh | 20,153 | $7.5M | 0.69% | +1.8% |
| 2797 | ASAHI LIFE ASSET MANAGEMENT , LTD.#2797 · 20,148 sh | 20,148 | $7.5M | 4.25% | +2.2% |
| 2798 | SWEENEY & MICHEL#2798 · 15,027 sh | 15,027 | $7.5M | — | -2.0% |
| 2799 | Second Line Capital#2799 · 20,122 sh | 20,122 | $7.5M | 1.40% | +4.8% |
| 2800 | Koenig Investment Advisory#2800 · 20,110 sh | 20,110 | $7.5M | — | -0.1% |
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.