MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | BSW Wealth Partners#3201 · 15,173 sh | 15,173 | $5.7M | 0.63% | -2.8% |
| 3202 | WNY Asset Management#3202 · 15,148 sh | 15,148 | $5.7M | 0.50% | -1.7% |
| 3203 | Consolidated Planning#3203 · 15,147 sh | 15,147 | $5.7M | — | -0.9% |
| 3204 | NORTH DALLAS BANK#3204 · 15,131 sh | 15,131 | $5.6M | 3.35% | +1.7% |
| 3205 | RIDGECREST WEALTH PARTNERS#3205 · 15,127 sh | 15,127 | $5.6M | — | +0.1% |
| 3206 | Clarus Group#3206 · 15,125 sh | 15,125 | $5.6M | — | -0.4% |
| 3207 | Vickerman Investment Advisors#3207 · 15,050 sh | 15,050 | $5.6M | 1.09% | +6.9% |
| 3208 | Guardian Asset Advisors#3208 · 15,019 sh | 15,019 | $5.6M | — | +16.7% |
| 3209 | SWISS RE LTD#3209 · 15,033 sh | 15,033 | $5.6M | 0.51% | +836.6% |
| 3210 | WASATCH ADVISORS#3210 · 15,027 sh | 15,027 | $5.6M | — | New |
| 3211 | SHEETS SMITH WEALTH MANAGEMENT#3211 · 15,023 sh | 15,023 | $5.6M | — | +0.4% |
| 3212 | FIRST UNITED BANK#3212 · 15,015 sh | 15,015 | $5.6M | — | +2.6% |
| 3213 | ELCO Management#3213 · 15,003 sh | 15,003 | $5.6M | — | +3.7% |
| 3214 | Bay Rivers Group#3214 · 15,003 sh | 15,003 | $5.6M | 1.91% | -0.3% |
| 3215 | MORGENS WATERFALL VINTIADIS#3215 · 15,000 sh | 15,000 | $5.6M | 4.27% | +41.5% |
| 3216 | Clearwater Capital Advisors#3216 · 14,999 sh | 14,999 | $5.6M | 0.41% | +4.7% |
| 3217 | Affinity Capital Advisors#3217 · 14,462 sh | 14,462 | $5.6M | — | -3.6% |
| 3218 | HOLLENCREST SECURITIES#3218 · 14,992 sh | 14,992 | $5.6M | 0.36% | -89.8% |
| 3219 | MADDEN SECURITIES#3219 · 14,992 sh | 14,992 | $5.6M | — | -5.9% |
| 3220 | Global Assets Advisory#3220 · 14,395 sh | 14,395 | $5.6M | 1.22% | +12.6% |
| 3221 | AGP FRANKLIN#3221 · 14,970 sh | 14,970 | $5.6M | 2.42% | +3.5% |
| 3222 | JACKSON THORNTON WEALTH MANAGEMENT#3222 · 14,964 sh | 14,964 | $5.6M | 0.44% | +33.6% |
| 3223 | Payne Capital#3223 · 14,541 sh | 14,541 | $5.6M | 4.65% | -3.8% |
| 3224 | Silphium Asset Management Ltd#3224 · 14,955 sh | 14,955 | $5.6M | 1.88% | +5.7% |
| 3225 | ASHFORD CAPITAL MANAGEMENT#3225 · 14,935 sh | 14,935 | $5.6M | 0.60% | 0.0% |
| 3226 | Aspire Private Capital#3226 · 14,932 sh | 14,932 | $5.6M | 1.15% | +4.5% |
| 3227 | SOUTH PLAINS FINANCIAL#3227 · 14,926 sh | 14,926 | $5.6M | 2.99% | -0.2% |
| 3228 | Kera Capital Partners#3228 · 14,923 sh | 14,923 | $5.6M | 0.53% | +14.7% |
| 3229 | Mirabaud Asset Management Ltd#3229 · 15,089 sh | 15,089 | $5.6M | 4.63% | -32.1% |
| 3230 | ATTICUS WEALTH MANAGEMENT#3230 · 14,907 sh | 14,907 | $5.6M | — | +0.5% |
| 3231 | Eaton Financial Company#3231 · 14,889 sh | 14,889 | $5.6M | 1.53% | +19.7% |
| 3232 | SkyOak Wealth#3232 · 14,876 sh | 14,876 | $5.5M | 0.91% | -8.2% |
| 3233 | Trueblood Wealth Management#3233 · 14,875 sh | 14,875 | $5.5M | — | +2.6% |
| 3234 | Lewis Asset Management#3234 · 14,864 sh | 14,864 | $5.5M | — | +3.1% |
| 3235 | Capital Advantage#3235 · 14,843 sh | 14,843 | $5.5M | — | -8.4% |
| 3236 | Roehl & Yi Investment Advisors#3236 · 65,373 sh | 65,373 | $5.5M | 1.82% | +0.4% |
| 3237 | BridgePort Financial Solutions#3237 · 14,812 sh | 14,812 | $5.5M | 1.41% | +13.1% |
| 3238 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#3238 · 14,800 sh | 14,800 | $5.5M | — | -0.3% |
| 3239 | ENGLISH CAPITAL MANAGEMENT#3239 · 9,795 sh | 9,795 | $5.5M | 2.54% | -19.5% |
| 3240 | Juno Financial Group#3240 · 14,775 sh | 14,775 | $5.5M | 1.95% | +5.4% |
| 3241 | MITCHELL & PAHL PRIVATE WEALTH#3241 · 14,770 sh | 14,770 | $5.5M | — | +0.9% |
| 3242 | Pitcairn Wealth Advisors#3242 · 14,738 sh | 14,738 | $5.5M | 0.60% | -19.1% |
| 3243 | KHAZANAH NASIONAL BERHAD#3243 · 14,738 sh | 14,738 | $5.5M | 0.32% | -0.2% |
| 3244 | Wealthquest#3244 · 14,724 sh | 14,724 | $5.5M | 0.35% | +15.8% |
| 3245 | Steele Capital Management#3245 · 14,721 sh | 14,721 | $5.5M | 0.20% | +8.2% |
| 3246 | Steamboat Capital Partners#3246 · 14,721 sh | 14,721 | $5.5M | 1.17% | -1.3% |
| 3247 | Stanley Capital Management#3247 · 14,695 sh | 14,695 | $5.5M | 0.73% | 0.0% |
| 3248 | J. Derek Lewis & Associates#3248 · 14,689 sh | 14,689 | $5.5M | 1.04% | -9.9% |
| 3249 | Somerset Group#3249 · 14,182 sh | 14,182 | $5.5M | 3.83% | +1.0% |
| 3250 | McAlister, Sweet & Associates#3250 · 14,632 sh | 14,632 | $5.5M | — | -0.2% |
| 3251 | Werlinich Asset Management#3251 · 14,630 sh | 14,630 | $5.5M | — | +0.3% |
| 3252 | CITY NATIONAL BANK OF FLORIDA#3252 · 14,629 sh | 14,629 | $5.5M | 2.29% | +58.5% |
| 3253 | Walsky Investment Management#3253 · 14,621 sh | 14,621 | $5.5M | 5.06% | -0.8% |
| 3254 | Balentine#3254 · 14,618 sh | 14,618 | $5.5M | 0.19% | +31.3% |
| 3255 | Meridian Financial Partners#3255 · 13,776 sh | 13,776 | $5.5M | — | -2.7% |
| 3256 | Trust Co#3256 · 14,607 sh | 14,607 | $5.4M | — | -5.0% |
| 3257 | Atom Investors#3257 · 14,579 sh | 14,579 | $5.4M | 0.48% | +30.6% |
| 3258 | William Allan#3258 · 14,571 sh | 14,571 | $5.4M | — | +6.7% |
| 3259 | Citadel Investment Advisory#3259 · 14,568 sh | 14,568 | $5.4M | — | 0.0% |
| 3260 | WESTBOURNE INVESTMENTS#3260 · 14,565 sh | 14,565 | $5.4M | 2.22% | -6.1% |
| 3261 | OPAL CAPITAL#3261 · 14,555 sh | 14,555 | $5.4M | 0.97% | -19.3% |
| 3262 | KIRTLAND HILLS CAPITAL MANAGEMENT#3262 · 14,550 sh | 14,550 | $5.4M | 1.54% | +9.6% |
| 3263 | Bravera Wealth#3263 · 14,544 sh | 14,544 | $5.4M | 2.08% | -2.4% |
| 3264 | Farmers & Merchants of Chambersburg PA#3264 · 14,544 sh | 14,544 | $5.4M | — | +5.8% |
| 3265 | Maridea Wealth Management#3265 · 14,534 sh | 14,534 | $5.4M | 0.59% | +50.5% |
| 3266 | Gemmer Asset Management#3266 · 14,514 sh | 14,514 | $5.4M | — | +3.2% |
| 3267 | Shoker Investment Counsel#3267 · 14,512 sh | 14,512 | $5.4M | 1.36% | +18.0% |
| 3268 | Sustainable Insight Capital Management#3268 · 14,497 sh | 14,497 | $5.4M | 2.32% | -57.2% |
| 3269 | HARVEY INVESTMENT#3269 · 14,480 sh | 14,480 | $5.4M | — | -0.9% |
| 3270 | StoneCrest Wealth Management#3270 · 14,457 sh | 14,457 | $5.4M | 1.72% | +4.9% |
| 3271 | Values Added Financial#3271 · 14,431 sh | 14,431 | $5.4M | 1.94% | +63.1% |
| 3272 | Sitrin Capital Management#3272 · 14,424 sh | 14,424 | $5.4M | — | +1.6% |
| 3273 | Tevis Investment Management#3273 · 14,417 sh | 14,417 | $5.4M | 2.94% | -2.9% |
| 3274 | Crystal Rock Capital Management#3274 · 14,415 sh | 14,415 | $5.4M | 2.74% | 0.0% |
| 3275 | waypoint wealth counsel#3275 · 14,395 sh | 14,395 | $5.4M | — | -3.4% |
| 3276 | Strategies Wealth Advisors#3276 · 14,393 sh | 14,393 | $5.4M | 0.48% | +0.5% |
| 3277 | Fluent Financial#3277 · 14,386 sh | 14,386 | $5.4M | — | New |
| 3278 | Burnham#3278 · 14,386 sh | 14,386 | $5.4M | 4.33% | — |
| 3279 | Peloton Wealth Strategists#3279 · 14,385 sh | 14,385 | $5.4M | 1.98% | -1.7% |
| 3280 | Connective Capital Management#3280 · 14,354 sh | 14,354 | $5.4M | 3.77% | 0.0% |
| 3281 | CALTON & ASSOCIATES#3281 · 14,343 sh | 14,343 | $5.4M | 0.78% | -6.7% |
| 3282 | Fruth Investment Management#3282 · 14,342 sh | 14,342 | $5.3M | — | -3.0% |
| 3283 | Palouse Capital Management#3283 · 14,330 sh | 14,330 | $5.3M | 3.33% | -8.3% |
| 3284 | InTrack Investment Management#3284 · 14,317 sh | 14,317 | $5.3M | — | -1.1% |
| 3285 | Mathes Company#3285 · 14,314 sh | 14,314 | $5.3M | 1.66% | +4.5% |
| 3286 | Leonard Rickey Investment Advisors P.L.L.C.#3286 · 14,298 sh | 14,298 | $5.3M | 0.84% | -0.5% |
| 3287 | Wealth Analytics Partners#3287 · 13,843 sh | 13,843 | $5.3M | — | -3.9% |
| 3288 | Bond & Devick Financial Network#3288 · 14,282 sh | 14,282 | $5.3M | — | +0.3% |
| 3289 | Corsicana#3289 · 14,281 sh | 14,281 | $5.3M | 2.58% | +6.1% |
| 3290 | PCA Investment Advisory Services#3290 · 14,267 sh | 14,267 | $5.3M | — | +3.3% |
| 3291 | Encore Global Management#3291 · 14,250 sh | 14,250 | $5.3M | 5.22% | +10.0% |
| 3292 | CRUX WEALTH ADVISORS#3292 · 14,249 sh | 14,249 | $5.3M | 1.84% | -2.0% |
| 3293 | Integris Wealth Management#3293 · 14,232 sh | 14,232 | $5.3M | — | +6.5% |
| 3294 | Kennebec Savings Bank#3294 · 14,226 sh | 14,226 | $5.3M | — | +7.1% |
| 3295 | MONOGRAPH WEALTH ADVISORS#3295 · 14,221 sh | 14,221 | $5.3M | 0.44% | -6.8% |
| 3296 | Convergence Investment Partners#3296 · 14,219 sh | 14,219 | $5.3M | 0.50% | -41.1% |
| 3297 | ORRSTOWN FINANCIAL SERVICES#3297 · 14,216 sh | 14,216 | $5.3M | — | +2.3% |
| 3298 | REIK#3298 · 14,213 sh | 14,213 | $5.3M | 1.38% | 0.0% |
| 3299 | Clay Northam Wealth Management#3299 · 14,203 sh | 14,203 | $5.3M | — | +2.4% |
| 3300 | GILL CAPITAL PARTNERS#3300 · 14,196 sh | 14,196 | $5.3M | — | +100.9% |
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.