MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Investment Advisors#3001 · 17,339 sh | 17,339 | $6.5M | — | +0.7% |
| 3002 | NOVEM GROUP#3002 · 17,333 sh | 17,333 | $6.5M | — | +9.0% |
| 3003 | Millstone Evans Group#3003 · 17,326 sh | 17,326 | $6.5M | 3.50% | +0.1% |
| 3004 | First Financial Group#3004 · 17,322 sh | 17,322 | $6.5M | — | -0.3% |
| 3005 | CORRECT CAPITAL WEALTH MANAGEMENT#3005 · 17,311 sh | 17,311 | $6.5M | 1.11% | +6.1% |
| 3006 | Wealth Dimensions Group, Ltd.#3006 · 17,299 sh | 17,299 | $6.5M | 1.16% | +0.5% |
| 3007 | Cape Investment Advisory#3007 · 17,276 sh | 17,276 | $6.4M | — | +5.7% |
| 3008 | Congress Park Capital#3008 · 17,259 sh | 17,259 | $6.4M | — | +8.3% |
| 3009 | Mechanics Financial#3009 · 17,257 sh | 17,257 | $6.4M | 2.30% | +2.5% |
| 3010 | ORLEANS CAPITAL MANAGEMENT#3010 · 17,252 sh | 17,252 | $6.4M | 3.32% | +13.5% |
| 3011 | Columbus Macro#3011 · 17,245 sh | 17,245 | $6.4M | — | +2.2% |
| 3012 | Duncan Williams Asset Management#3012 · 17,243 sh | 17,243 | $6.4M | 1.45% | +0.5% |
| 3013 | HF Advisory Group#3013 · 17,237 sh | 17,237 | $6.4M | — | +4.5% |
| 3014 | RBA Wealth Management#3014 · 17,220 sh | 17,220 | $6.4M | 2.36% | -13.0% |
| 3015 | Legal Advantage Investments#3015 · 17,207 sh | 17,207 | $6.4M | — | +5.6% |
| 3016 | Quantum Financial Advisors#3016 · 17,205 sh | 17,205 | $6.4M | 0.63% | +6.5% |
| 3017 | Key Client Fiduciary Advisors#3017 · 17,201 sh | 17,201 | $6.4M | — | -0.5% |
| 3018 | Comprehensive Financial Consultants Institutional#3018 · 17,184 sh | 17,184 | $6.4M | — | +11.9% |
| 3019 | WEALTH EFFECTS#3019 · 17,183 sh | 17,183 | $6.4M | — | +1.5% |
| 3020 | Spectrum Strategic Capital Management#3020 · 17,182 sh | 17,182 | $6.4M | — | +22.9% |
| 3021 | Legacy CG#3021 · 17,172 sh | 17,172 | $6.4M | 1.64% | +10.8% |
| 3022 | FOUNDERS GROVE WEALTH PARTNERS#3022 · 17,171 sh | 17,171 | $6.4M | — | +2.0% |
| 3023 | NCM Capital Management#3023 · 17,156 sh | 17,156 | $6.4M | 1.97% | +0.8% |
| 3024 | Altman Advisors#3024 · 17,153 sh | 17,153 | $6.4M | 2.30% | -0.6% |
| 3025 | CHELSEA COUNSEL#3025 · 17,146 sh | 17,146 | $6.4M | 2.71% | -18.5% |
| 3026 | Commonwealth Financial Services#3026 · 20,595 sh | 20,595 | $6.4M | — | +26.1% |
| 3027 | Oak Asset Management#3027 · 17,130 sh | 17,130 | $6.4M | — | +9.0% |
| 3028 | Robbins Farley#3028 · 17,127 sh | 17,127 | $6.4M | — | +28.4% |
| 3029 | Topsail Wealth Management#3029 · 17,117 sh | 17,117 | $6.4M | 0.82% | -0.4% |
| 3030 | Bernicke Wealth Management, Ltd.#3030 · 17,096 sh | 17,096 | $6.4M | 0.74% | -6.5% |
| 3031 | Stolper#3031 · 17,093 sh | 17,093 | $6.4M | — | -42.8% |
| 3032 | New Insight Wealth Advisors#3032 · 17,083 sh | 17,083 | $6.4M | 1.88% | +23.7% |
| 3033 | IAMS WEALTH MANAGEMENT#3033 · 17,031 sh | 17,031 | $6.4M | — | +1.5% |
| 3034 | Addison Capital#3034 · 17,031 sh | 17,031 | $6.4M | 1.04% | +0.3% |
| 3035 | Headlands Technologies#3035 · 17,028 sh | 17,028 | $6.4M | 0.67% | -76.0% |
| 3036 | Freedom Day Solutions#3036 · 17,025 sh | 17,025 | $6.4M | — | +23.5% |
| 3037 | Sierra Capital#3037 · 17,005 sh | 17,005 | $6.3M | 0.61% | +6.9% |
| 3038 | Marion Wealth Management#3038 · 16,999 sh | 16,999 | $6.3M | — | +1.7% |
| 3039 | EVERMAY WEALTH MANAGEMENT#3039 · 16,981 sh | 16,981 | $6.3M | 0.65% | -2.2% |
| 3040 | SFM#3040 · 16,972 sh | 16,972 | $6.3M | — | -17.4% |
| 3041 | Pflug Koory#3041 · 16,958 sh | 16,958 | $6.3M | — | +2.3% |
| 3042 | NORTHBRIDGE FINANCIAL GROUP#3042 · 16,943 sh | 16,943 | $6.3M | 2.42% | +5.8% |
| 3043 | Eley Financial Management#3043 · 16,936 sh | 16,936 | $6.3M | 2.05% | +1.8% |
| 3044 | Darden Wealth Group#3044 · 16,925 sh | 16,925 | $6.3M | 2.50% | -5.5% |
| 3045 | Evergreen Private Wealth#3045 · 16,913 sh | 16,913 | $6.3M | 2.33% | +3.4% |
| 3046 | BOOTHBAY FUND MANAGEMENT#3046 · 16,908 sh | 16,908 | $6.3M | 0.08% | +10.7% |
| 3047 | S.A. Mason#3047 · 16,895 sh | 16,895 | $6.3M | — | +8.9% |
| 3048 | Lionhunter Capital Management#3048 · 16,884 sh | 16,884 | $6.3M | 2.84% | — |
| 3049 | BRIAN LOW FINANCIAL GROUP#3049 · 16,881 sh | 16,881 | $6.3M | 3.67% | +13.2% |
| 3050 | Aspen Grove Capital#3050 · 16,868 sh | 16,868 | $6.3M | 0.91% | +0.7% |
| 3051 | GFG Capital#3051 · 16,848 sh | 16,848 | $6.3M | — | +5.5% |
| 3052 | Houlihan Financial Resource Group, Ltd.#3052 · 16,843 sh | 16,843 | $6.3M | 2.24% | 0.0% |
| 3053 | PURSUE WEALTH PARTNERS#3053 · 16,837 sh | 16,837 | $6.3M | 3.52% | -29.2% |
| 3054 | Finward Bancorp#3054 · 16,834 sh | 16,834 | $6.3M | — | -0.6% |
| 3055 | Summit Place Financial Advisors#3055 · 16,800 sh | 16,800 | $6.3M | — | -3.5% |
| 3056 | Keeler Thomas Management#3056 · 16,794 sh | 16,794 | $6.3M | 2.22% | +6.6% |
| 3057 | 1900 WEALTH MANAGEMENT#3057 · 16,780 sh | 16,780 | $6.3M | — | +13.1% |
| 3058 | Warm Springs Advisors#3058 · 16,743 sh | 16,743 | $6.2M | 4.32% | +5.7% |
| 3059 | Rossby Financial, LCC#3059 · 16,739 sh | 16,739 | $6.2M | 1.14% | +14.2% |
| 3060 | Worth Financial Advisory Group#3060 · 16,737 sh | 16,737 | $6.2M | — | New |
| 3061 | GWN SECURITIES#3061 · 16,729 sh | 16,729 | $6.2M | 1.04% | +0.3% |
| 3062 | Beaumont Asset Management, L.L.C.#3062 · 16,722 sh | 16,722 | $6.2M | — | -0.4% |
| 3063 | FIRST FINANCIAL#3063 · 16,710 sh | 16,710 | $6.2M | — | -1.4% |
| 3064 | Acorns Advisers#3064 · 16,698 sh | 16,698 | $6.2M | 0.04% | +14.8% |
| 3065 | Widmann Financial Services#3065 · 16,699 sh | 16,699 | $6.2M | 3.34% | +8.2% |
| 3066 | Peak Retirement Planning#3066 · 16,684 sh | 16,684 | $6.2M | 0.99% | +31.5% |
| 3067 | Acorn Wealth Advisors#3067 · 16,683 sh | 16,683 | $6.2M | — | +1.0% |
| 3068 | CM WEALTH ADVISORS#3068 · 16,670 sh | 16,670 | $6.2M | 1.12% | -8.1% |
| 3069 | Semus Wealth Partners#3069 · 16,666 sh | 16,666 | $6.2M | — | -1.5% |
| 3070 | Financial Avengers#3070 · 16,666 sh | 16,666 | $6.2M | 2.58% | +6.8% |
| 3071 | PW Nova Financial Services#3071 · 16,664 sh | 16,664 | $6.2M | — | -3.2% |
| 3072 | Berkeley Capital Partners#3072 · 16,632 sh | 16,632 | $6.2M | 1.28% | +5.6% |
| 3073 | R2 Capital Strategies#3073 · 16,626 sh | 16,626 | $6.2M | — | — |
| 3074 | Drystone#3074 · 16,602 sh | 16,602 | $6.2M | 5.09% | 0.0% |
| 3075 | Capstone Financial Advisors#3075 · 16,590 sh | 16,590 | $6.2M | 0.30% | +2.4% |
| 3076 | Alcosta Capital Management#3076 · 16,590 sh | 16,590 | $6.2M | 4.19% | -5.4% |
| 3077 | Capital Advisors, Ltd.#3077 · 16,579 sh | 16,579 | $6.2M | 0.62% | -1.2% |
| 3078 | ABLE Financial Group#3078 · 16,564 sh | 16,564 | $6.2M | — | +10.3% |
| 3079 | Bell & Brown Wealth Advisors#3079 · 16,535 sh | 16,535 | $6.2M | — | +4.0% |
| 3080 | Boomfish Wealth Group#3080 · 16,514 sh | 16,514 | $6.2M | — | +81.9% |
| 3081 | DMKC Advisory Services#3081 · 16,480 sh | 16,480 | $6.1M | 1.16% | +5.0% |
| 3082 | US Asset Management#3082 · 16,472 sh | 16,472 | $6.1M | 4.68% | +0.3% |
| 3083 | Signet Investment Advisory Group#3083 · 16,470 sh | 16,470 | $6.1M | 2.70% | +2.8% |
| 3084 | First Washington#3084 · 16,460 sh | 16,460 | $6.1M | 1.47% | +0.6% |
| 3085 | OCCUDO QUANTITATIVE STRATEGIES#3085 · 16,447 sh | 16,447 | $6.1M | 0.33% | New |
| 3086 | Sandro Wealth Management#3086 · 16,438 sh | 16,438 | $6.1M | 4.43% | +4.0% |
| 3087 | TIAA , NATIONAL ASSOCIATION#3087 · 16,382 sh | 16,382 | $6.1M | 0.36% | -47.9% |
| 3088 | WILKINS INVESTMENT COUNSEL#3088 · 16,360 sh | 16,360 | $6.1M | 0.82% | -2.2% |
| 3089 | One Wealth Advisors#3089 · 16,358 sh | 16,358 | $6.1M | 0.67% | +5.0% |
| 3090 | McLean Asset Management#3090 · 13,125 sh | 13,125 | $6.1M | 0.81% | +0.7% |
| 3091 | Strategic Financial Services#3091 · 16,328 sh | 16,328 | $6.1M | 0.27% | -0.5% |
| 3092 | McGlone Suttner Wealth Management#3092 · 16,315 sh | 16,315 | $6.1M | — | +1.1% |
| 3093 | First National Bank of Hutchinson#3093 · 16,291 sh | 16,291 | $6.1M | 3.34% | +3.9% |
| 3094 | Sandy Cove Advisors#3094 · 16,244 sh | 16,244 | $6.1M | 1.52% | -0.1% |
| 3095 | WOODARD & ASSET MANAGEMENT GROUP#3095 · 16,215 sh | 16,215 | $6.0M | 0.87% | +3.2% |
| 3096 | Bayesian Capital Management#3096 · 16,196 sh | 16,196 | $6.0M | 3.86% | +118.9% |
| 3097 | Bank of Marin#3097 · 16,181 sh | 16,181 | $6.0M | 4.21% | -3.3% |
| 3098 | Gratus Wealth Advisors#3098 · 16,172 sh | 16,172 | $6.0M | — | +0.3% |
| 3099 | Transcendent Capital Group#3099 · 16,156 sh | 16,156 | $6.0M | 2.34% | +4.5% |
| 3100 | AlpenGlobal Capital#3100 · 16,155 sh | 16,155 | $6.0M | 3.87% | -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.