MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | Exit Wealth Advisors#3101 · 16,140 sh | 16,140 | $6.0M | 2.74% | -1.0% |
| 3102 | Sierra Legacy Group#3102 · 16,109 sh | 16,109 | $6.0M | 4.66% | +1.8% |
| 3103 | UNION SAVINGS BANK#3103 · 16,107 sh | 16,107 | $6.0M | — | -1.3% |
| 3104 | MERIDIAN MANAGEMENT#3104 · 16,106 sh | 16,106 | $6.0M | 1.35% | +143.2% |
| 3105 | Manske Wealth Management#3105 · 16,101 sh | 16,101 | $6.0M | — | +1.9% |
| 3106 | W ADVISORS#3106 · 16,081 sh | 16,081 | $6.0M | 2.73% | -0.2% |
| 3107 | Chung Wu Investment Group#3107 · 16,054 sh | 16,054 | $6.0M | 3.94% | -0.7% |
| 3108 | Beaton Management#3108 · 16,049 sh | 16,049 | $6.0M | 2.44% | -2.0% |
| 3109 | PARADIGM ASSET MANAGEMENT#3109 · 16,050 sh | 16,050 | $6.0M | 1.28% | +64.6% |
| 3110 | Bank#3110 · 16,046 sh | 16,046 | $6.0M | — | -2.8% |
| 3111 | Falcon Wealth Planning#3111 · 16,025 sh | 16,025 | $6.0M | 0.38% | +2.8% |
| 3112 | Evolution Wealth Advisors#3112 · 16,012 sh | 16,012 | $6.0M | 0.70% | -25.1% |
| 3113 | Weaver Consulting Group#3113 · 15,979 sh | 15,979 | $6.0M | — | +1.8% |
| 3114 | CHESAPEAKE ASSET MANAGEMENT#3114 · 15,970 sh | 15,970 | $6.0M | 4.55% | +0.9% |
| 3115 | Jones Kertz & Associates#3115 · 15,967 sh | 15,967 | $6.0M | 2.75% | -4.5% |
| 3116 | BRIA Capital Group#3116 · 15,967 sh | 15,967 | $6.0M | — | -31.9% |
| 3117 | Enclave Advisors#3117 · 15,934 sh | 15,934 | $5.9M | — | -20.0% |
| 3118 | New England Research & Management#3118 · 15,927 sh | 15,927 | $5.9M | — | +6.1% |
| 3119 | Richmond Brothers#3119 · 15,886 sh | 15,886 | $5.9M | 3.08% | +600.4% |
| 3120 | Vertrix Wealth Management#3120 · 15,873 sh | 15,873 | $5.9M | — | -1.3% |
| 3121 | Prairie Wealth Advisors#3121 · 0 sh | 0 | $5.9M | 1.41% | New |
| 3122 | Boothe Investment Group#3122 · 15,837 sh | 15,837 | $5.9M | — | +1.3% |
| 3123 | ENCOMPASS WEALTH ADVISORS#3123 · 15,836 sh | 15,836 | $5.9M | — | +0.4% |
| 3124 | Dickmeyer Boyce Financial Management#3124 · 15,818 sh | 15,818 | $5.9M | — | +6.2% |
| 3125 | CREATIVE FINANCIAL DESIGNS#3125 · 15,805 sh | 15,805 | $5.9M | 0.28% | +37.1% |
| 3126 | MORTON COMMUNITY BANK#3126 · 15,799 sh | 15,799 | $5.9M | 1.20% | +3.0% |
| 3127 | C2C Wealth Management#3127 · 15,788 sh | 15,788 | $5.9M | — | -4.2% |
| 3128 | Coastwise Capital Group#3128 · 15,783 sh | 15,783 | $5.9M | 3.42% | +9.1% |
| 3129 | Darwin Wealth Management#3129 · 15,781 sh | 15,781 | $5.9M | 1.61% | +18.7% |
| 3130 | Aspire Growth Partners#3130 · 15,778 sh | 15,778 | $5.9M | 3.42% | +5.2% |
| 3131 | INFRASTRUCTURE CAPITAL ADVISORS#3131 · 15,776 sh | 15,776 | $5.9M | 0.34% | +175.8% |
| 3132 | Core Wealth Partners#3132 · 15,768 sh | 15,768 | $5.9M | 2.51% | -0.1% |
| 3133 | ROI Financial Advisors#3133 · 15,764 sh | 15,764 | $5.9M | — | -1.5% |
| 3134 | Eagle Strategies#3134 · 15,752 sh | 15,752 | $5.9M | — | +8.7% |
| 3135 | LEGACY FINANCIAL INDEPENDENT ADVISORS#3135 · 15,743 sh | 15,743 | $5.9M | 2.76% | +23.1% |
| 3136 | AMES NATIONAL#3136 · 15,736 sh | 15,736 | $5.9M | 3.23% | -0.8% |
| 3137 | May Hill Capital#3137 · 15,730 sh | 15,730 | $5.9M | 1.23% | +11.6% |
| 3138 | Astoria Portfolio Advisors#3138 · 15,726 sh | 15,726 | $5.9M | 0.99% | +17.8% |
| 3139 | Hilltop Partners#3139 · 15,726 sh | 15,726 | $5.9M | 1.42% | +6.4% |
| 3140 | ESSEX INVESTMENT MANAGEMENT#3140 · 15,714 sh | 15,714 | $5.9M | — | -0.5% |
| 3141 | Insight Advisors, / PA#3141 · 15,706 sh | 15,706 | $5.9M | — | -3.1% |
| 3142 | TFC Financial Management#3142 · 15,703 sh | 15,703 | $5.9M | — | -2.3% |
| 3143 | MOSAIC FINANCIAL GROUP#3143 · 15,684 sh | 15,684 | $5.9M | 3.74% | -3.8% |
| 3144 | SAYBROOK CAPITAL#3144 · 15,670 sh | 15,670 | $5.8M | 1.46% | -2.1% |
| 3145 | Atlantic Edge Private Wealth Management#3145 · 15,624 sh | 15,624 | $5.8M | — | +0.2% |
| 3146 | Bluesphere Advisors#3146 · 15,610 sh | 15,610 | $5.8M | — | -0.1% |
| 3147 | TRAPHAGEN INVESTMENT ADVISORS#3147 · 15,594 sh | 15,594 | $5.8M | — | +0.9% |
| 3148 | Blueprint Financial Advisors#3148 · 15,590 sh | 15,590 | $5.8M | 0.65% | New |
| 3149 | WT Wealth Management#3149 · 15,582 sh | 15,582 | $5.8M | — | +29.8% |
| 3150 | Certified Advisory#3150 · 15,580 sh | 15,580 | $5.8M | 0.47% | -0.9% |
| 3151 | Sunpointe#3151 · 15,565 sh | 15,565 | $5.8M | — | -2.0% |
| 3152 | Jacobsen Capital Management#3152 · 15,561 sh | 15,561 | $5.8M | — | +3.1% |
| 3153 | Granite Group Advisors#3153 · 15,558 sh | 15,558 | $5.8M | — | +0.2% |
| 3154 | HOME FEDERAL BANK OF TENNESSEE#3154 · 15,557 sh | 15,557 | $5.8M | — | +4.0% |
| 3155 | SC&H Financial Advisors#3155 · 15,538 sh | 15,538 | $5.8M | — | -0.9% |
| 3156 | Summit Financial Wealth Advisors#3156 · 15,528 sh | 15,528 | $5.8M | — | +8.6% |
| 3157 | First Heartland Consultants#3157 · 15,527 sh | 15,527 | $5.8M | — | +3.5% |
| 3158 | Private Wealth Advisors#3158 · 15,527 sh | 15,527 | $5.8M | 1.48% | +2003.9% |
| 3159 | Edgestream Partners, L.P.#3159 · 15,522 sh | 15,522 | $5.8M | 0.17% | -58.2% |
| 3160 | Hunter Perkins Capital Management#3160 · 15,515 sh | 15,515 | $5.8M | 1.30% | +82.7% |
| 3161 | RiverPark Advisors#3161 · 15,481 sh | 15,481 | $5.8M | 2.64% | -0.3% |
| 3162 | ALESCO ADVISORS#3162 · 15,476 sh | 15,476 | $5.8M | 0.13% | -23.6% |
| 3163 | JSF Financial#3163 · 15,472 sh | 15,472 | $5.8M | — | -1.5% |
| 3164 | TWIN PEAKS WEALTH ADVISORS#3164 · 15,468 sh | 15,468 | $5.8M | 1.31% | +6.6% |
| 3165 | Argent Advisors#3165 · 15,439 sh | 15,439 | $5.8M | 1.44% | +1.5% |
| 3166 | Ebert Capital Management#3166 · 15,425 sh | 15,425 | $5.8M | — | +2.0% |
| 3167 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#3167 · 15,420 sh | 15,420 | $5.8M | 1.71% | +1.1% |
| 3168 | Cornerstone Planning#3168 · 15,405 sh | 15,405 | $5.8M | 1.33% | +5.7% |
| 3169 | SAGE RHINO CAPITAL#3169 · 15,414 sh | 15,414 | $5.7M | 0.93% | +0.5% |
| 3170 | Summit Wealth Partners#3170 · 15,413 sh | 15,413 | $5.7M | 0.82% | +8.7% |
| 3171 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#3171 · 15,390 sh | 15,390 | $5.7M | 1.10% | -0.1% |
| 3172 | Variant Private Wealth#3172 · 15,389 sh | 15,389 | $5.7M | — | +0.2% |
| 3173 | Madison Park Capital Advisors#3173 · 38,705 sh | 38,705 | $5.7M | 4.09% | +153.9% |
| 3174 | Foster Group#3174 · 15,379 sh | 15,379 | $5.7M | — | +0.9% |
| 3175 | CFS Investment Advisory Services#3175 · 14,685 sh | 14,685 | $5.7M | — | +5.4% |
| 3176 | DAGCO#3176 · 15,361 sh | 15,361 | $5.7M | — | +14.7% |
| 3177 | BDF-GESTION#3177 · 131,497 sh | 131,497 | $5.7M | — | -12.8% |
| 3178 | Vienna Asset Management#3178 · 15,353 sh | 15,353 | $5.7M | 4.00% | +52.4% |
| 3179 | Beacon Financial Advisory#3179 · 15,344 sh | 15,344 | $5.7M | — | +4.4% |
| 3180 | WealthPLAN Partners#3180 · 15,340 sh | 15,340 | $5.7M | — | +9.3% |
| 3181 | Cloud Capital Management#3181 · 15,337 sh | 15,337 | $5.7M | 2.09% | -29.6% |
| 3182 | Delos Wealth Advisors#3182 · 15,337 sh | 15,337 | $5.7M | 2.93% | +4.8% |
| 3183 | Altus Wealth Group#3183 · 15,321 sh | 15,321 | $5.7M | — | +5.1% |
| 3184 | G&S Capital#3184 · 15,319 sh | 15,319 | $5.7M | — | +121.2% |
| 3185 | SUMMIT WEALTH GROUP#3185 · 15,314 sh | 15,314 | $5.7M | 0.47% | +6.2% |
| 3186 | GenTrust#3186 · 15,314 sh | 15,314 | $5.7M | 0.22% | -21.5% |
| 3187 | MFA WEALTH ADVISORS#3187 · 15,300 sh | 15,300 | $5.7M | — | +15.2% |
| 3188 | Prasad Wealth Partners#3188 · 15,298 sh | 15,298 | $5.7M | 1.37% | +3.2% |
| 3189 | Essex#3189 · 15,283 sh | 15,283 | $5.7M | — | +16.7% |
| 3190 | Purus Wealth Management#3190 · 15,273 sh | 15,273 | $5.7M | — | +2.1% |
| 3191 | Physician Wealth Advisors#3191 · 15,262 sh | 15,262 | $5.7M | — | -3.7% |
| 3192 | Runnymede Capital Advisors#3192 · 15,253 sh | 15,253 | $5.7M | 3.39% | -0.1% |
| 3193 | KTF INVESTMENTS#3193 · 15,236 sh | 15,236 | $5.7M | — | -11.4% |
| 3194 | WD RUTHERFORD#3194 · 15,230 sh | 15,230 | $5.7M | — | -2.4% |
| 3195 | U S WEALTH GROUP#3195 · 15,220 sh | 15,220 | $5.7M | 3.40% | +39.3% |
| 3196 | VIAWEALTH#3196 · 15,216 sh | 15,216 | $5.7M | 2.86% | +0.4% |
| 3197 | Oak Harvest Investment Services#3197 · 15,197 sh | 15,197 | $5.7M | — | +3.7% |
| 3198 | American State Bank (Iowa)#3198 · 15,196 sh | 15,196 | $5.7M | 2.30% | +6.2% |
| 3199 | Prospect Capital Advisors#3199 · 15,190 sh | 15,190 | $5.7M | 2.57% | +3.2% |
| 3200 | RFP Financial Group#3200 · 15,182 sh | 15,182 | $5.7M | 2.54% | +1.3% |
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.