MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Nicholas Investment Partners#3301 · 14,182 sh | 14,182 | $5.3M | 0.30% | -41.8% |
| 3302 | LifeSteps Financial#3302 · 14,179 sh | 14,179 | $5.3M | — | -0.6% |
| 3303 | Golden Reserve Retirement#3303 · 14,176 sh | 14,176 | $5.3M | 0.83% | +108.2% |
| 3304 | Pacific Wealth Strategies Group#3304 · 14,173 sh | 14,173 | $5.3M | 3.04% | -11.6% |
| 3305 | Clean Yield Group#3305 · 14,173 sh | 14,173 | $5.3M | 1.31% | +10.9% |
| 3306 | Pilgrim Partners Asia Pte Ltd#3306 · 14,160 sh | 14,160 | $5.3M | 2.26% | -11.2% |
| 3307 | Rockport Wealth#3307 · 14,149 sh | 14,149 | $5.3M | 0.89% | -4.0% |
| 3308 | BARR E S#3308 · 14,144 sh | 14,144 | $5.3M | 0.30% | -4.6% |
| 3309 | MWA Asset Management#3309 · 14,132 sh | 14,132 | $5.3M | 2.38% | +2.4% |
| 3310 | EWA#3310 · 14,118 sh | 14,118 | $5.3M | 0.96% | +1.8% |
| 3311 | Gilman Hill Asset Management#3311 · 14,115 sh | 14,115 | $5.3M | — | -1.3% |
| 3312 | REYL & Cie S.A.#3312 · 14,179 sh | 14,179 | $5.3M | 6.07% | — |
| 3313 | Sterling Investment Management#3313 · 14,108 sh | 14,108 | $5.3M | — | -5.5% |
| 3314 | VAQUERO PRIVATE WEALTH, LTD#3314 · 14,106 sh | 14,106 | $5.3M | 1.08% | — |
| 3315 | FIGURE 8 INVESTMENT STRATEGIES#3315 · 14,105 sh | 14,105 | $5.3M | 4.45% | +0.4% |
| 3316 | Powers Advisory Group#3316 · 14,098 sh | 14,098 | $5.3M | — | -3.1% |
| 3317 | NBH Bank#3317 · 14,087 sh | 14,087 | $5.3M | 2.21% | — |
| 3318 | Old North State#3318 · 14,085 sh | 14,085 | $5.3M | 2.70% | +0.2% |
| 3319 | Investment Research Partners#3319 · 14,078 sh | 14,078 | $5.3M | — | +19.5% |
| 3320 | CAPE ANN SAVINGS BANK#3320 · 14,077 sh | 14,077 | $5.3M | 2.47% | -3.5% |
| 3321 | Investment Partners Asset Management#3321 · 14,060 sh | 14,060 | $5.2M | — | +9.9% |
| 3322 | Putney Financial Group#3322 · 14,029 sh | 14,029 | $5.2M | 4.71% | -1.0% |
| 3323 | Roxbury Financial#3323 · 14,002 sh | 14,002 | $5.2M | — | +2.4% |
| 3324 | Bretton Capital Management#3324 · 14,000 sh | 14,000 | $5.2M | — | 0.0% |
| 3325 | Lee Financial#3325 · 13,998 sh | 13,998 | $5.2M | — | +0.6% |
| 3326 | Capital Markets Trading UK LLP#3326 · 13,997 sh | 13,997 | $5.2M | 0.05% | +82.5% |
| 3327 | BUTENSKY & COHEN FINANCIAL SECURITY#3327 · 13,991 sh | 13,991 | $5.2M | — | +2.5% |
| 3328 | Invera Wealth Advisors#3328 · 13,984 sh | 13,984 | $5.2M | 2.80% | +12.0% |
| 3329 | Sovereign Financial Group#3329 · 13,983 sh | 13,983 | $5.2M | 0.80% | -4.7% |
| 3330 | Aspetuck Financial Management#3330 · 13,982 sh | 13,982 | $5.2M | 3.07% | +1.3% |
| 3331 | JEPPSON WEALTH MANAGEMENT#3331 · 13,958 sh | 13,958 | $5.2M | — | -0.1% |
| 3332 | Realta Investment Advisors#3332 · 13,954 sh | 13,954 | $5.2M | — | -4.0% |
| 3333 | Alpine Bank Wealth Management#3333 · 13,948 sh | 13,948 | $5.2M | — | -1.0% |
| 3334 | BLUE SQUARE ASSET MANAGEMENT#3334 · 13,944 sh | 13,944 | $5.2M | 2.11% | +0.2% |
| 3335 | B.O.S.S. Retirement Advisors#3335 · 13,930 sh | 13,930 | $5.2M | — | +19.5% |
| 3336 | LIGHTHOUSE FINANCIAL SERVICES#3336 · 13,520 sh | 13,520 | $5.2M | 1.09% | +0.7% |
| 3337 | David R. Rahn & Associates#3337 · 13,901 sh | 13,901 | $5.2M | 1.22% | -0.2% |
| 3338 | GARRISON BRADFORD & ASSOCIATES#3338 · 13,891 sh | 13,891 | $5.2M | 5.62% | +5.1% |
| 3339 | CONTRAVISORY INVESTMENT MANAGEMENT#3339 · 13,873 sh | 13,873 | $5.2M | — | -3.5% |
| 3340 | Montz Harcus Wealth Management#3340 · 13,866 sh | 13,866 | $5.2M | — | -1.4% |
| 3341 | High Net Worth Advisory Group#3341 · 13,851 sh | 13,851 | $5.2M | — | +10.3% |
| 3342 | Granite Harbor Advisors#3342 · 13,850 sh | 13,850 | $5.2M | 2.04% | -1.8% |
| 3343 | Pine Ridge Advisers#3343 · 13,850 sh | 13,850 | $5.2M | 0.31% | 0.0% |
| 3344 | Consolidated Portfolio Review#3344 · 13,850 sh | 13,850 | $5.2M | 0.43% | 0.0% |
| 3345 | MONTCHANIN ASSET MANAGEMENT#3345 · 13,844 sh | 13,844 | $5.2M | 5.26% | -12.0% |
| 3346 | CHAPMAN FINANCIAL GROUP#3346 · 13,814 sh | 13,814 | $5.2M | — | +1.2% |
| 3347 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#3347 · 13,808 sh | 13,808 | $5.2M | — | +0.4% |
| 3348 | TILIA FIDUCIARY PARTNERS#3348 · 13,794 sh | 13,794 | $5.1M | — | +2.0% |
| 3349 | Crescent Grove Advisors#3349 · 13,769 sh | 13,769 | $5.1M | — | +9.4% |
| 3350 | RAHLFS CAPITAL#3350 · 13,765 sh | 13,765 | $5.1M | — | -1.4% |
| 3351 | Galaxy Digital Capital Management GP#3351 · 13,741 sh | 13,741 | $5.1M | 2.49% | +77.4% |
| 3352 | Register Financial Advisors#3352 · 13,721 sh | 13,721 | $5.1M | — | +0.5% |
| 3353 | Pinion Investment Advisors#3353 · 13,714 sh | 13,714 | $5.1M | 0.97% | +12.0% |
| 3354 | SAM Advisors#3354 · 13,706 sh | 13,706 | $5.1M | 1.40% | +4.1% |
| 3355 | Gradient Capital Advisors#3355 · 13,695 sh | 13,695 | $5.1M | — | -2.3% |
| 3356 | FSB PREMIER WEALTH MANAGEMENT#3356 · 13,693 sh | 13,693 | $5.1M | 1.44% | -4.0% |
| 3357 | W.H. Cornerstone Investments#3357 · 13,693 sh | 13,693 | $5.1M | 2.89% | +9.6% |
| 3358 | Applied Capital#3358 · 13,691 sh | 13,691 | $5.1M | — | +1.6% |
| 3359 | Plante Moran Financial Advisors#3359 · 13,690 sh | 13,690 | $5.1M | 0.24% | -9.6% |
| 3360 | Royal Harbor Partners#3360 · 13,682 sh | 13,682 | $5.1M | 1.58% | -6.5% |
| 3361 | Finivi#3361 · 13,677 sh | 13,677 | $5.1M | — | +0.4% |
| 3362 | Ullmann Wealth Partners Group#3362 · 13,662 sh | 13,662 | $5.1M | 0.46% | -5.3% |
| 3363 | Scott Capital Advisors#3363 · 13,659 sh | 13,659 | $5.1M | — | +0.9% |
| 3364 | Optimize Financial#3364 · 13,658 sh | 13,658 | $5.1M | 0.92% | +99.3% |
| 3365 | Parsonex Advisory Services#3365 · 13,645 sh | 13,645 | $5.1M | 4.43% | +2.5% |
| 3366 | Crusonia Wealth Advisors#3366 · 13,618 sh | 13,618 | $5.1M | — | +13.7% |
| 3367 | SCHULHOFF#3367 · 13,596 sh | 13,596 | $5.1M | 2.04% | +0.8% |
| 3368 | Winthrop Capital Management#3368 · 13,588 sh | 13,588 | $5.1M | 1.22% | -0.6% |
| 3369 | Matisse Capital#3369 · 13,588 sh | 13,588 | $5.1M | 2.03% | -5.4% |
| 3370 | FIDUCIARY FINANCIAL GROUP#3370 · 13,587 sh | 13,587 | $5.1M | — | +14.7% |
| 3371 | Watchman Group#3371 · 13,547 sh | 13,547 | $5.1M | — | +0.1% |
| 3372 | Garden State Investment Advisory Services#3372 · 13,516 sh | 13,516 | $5.0M | 0.91% | +2.2% |
| 3373 | Pathway Financial Advisers#3373 · 13,512 sh | 13,512 | $5.0M | 1.27% | +5.8% |
| 3374 | Everest Management#3374 · 13,487 sh | 13,487 | $5.0M | 1.88% | +41.9% |
| 3375 | Murphy, Middleton, Hinkle & Parker#3375 · 13,485 sh | 13,485 | $5.0M | — | +0.3% |
| 3376 | PRAIRIE ADVISORY#3376 · 13,483 sh | 13,483 | $5.0M | — | — |
| 3377 | Thrive Capital Management#3377 · 13,477 sh | 13,477 | $5.0M | 0.95% | +1.4% |
| 3378 | SSA SWISS ADVISORS AG#3378 · 13,461 sh | 13,461 | $5.0M | 1.88% | +54.2% |
| 3379 | Kampmann Melissa S.#3379 · 13,457 sh | 13,457 | $5.0M | 3.79% | -0.7% |
| 3380 | Next Level Private#3380 · 13,454 sh | 13,454 | $5.0M | — | +0.1% |
| 3381 | Terra Nova Asset Management#3381 · 13,451 sh | 13,451 | $5.0M | — | +21.6% |
| 3382 | Wharton Business Group#3382 · 13,443 sh | 13,443 | $5.0M | 0.17% | +0.2% |
| 3383 | Investors Research#3383 · 13,441 sh | 13,441 | $5.0M | — | -0.9% |
| 3384 | Operose Advisors#3384 · 13,435 sh | 13,435 | $5.0M | 0.97% | +10.1% |
| 3385 | DRW Securities#3385 · 13,414 sh | 13,414 | $5.0M | 0.12% | +0.9% |
| 3386 | EdgeRock Capital#3386 · 13,406 sh | 13,406 | $5.0M | 1.13% | +16.0% |
| 3387 | Winthrop Partners - WNY#3387 · 13,397 sh | 13,397 | $5.0M | 2.47% | -1.2% |
| 3388 | TRUSTCO BANK N Y#3388 · 13,360 sh | 13,360 | $5.0M | 3.63% | +4.2% |
| 3389 | SIH Partners, LLLP#3389 · 13,340 sh | 13,340 | $5.0M | 0.03% | -90.2% |
| 3390 | WILLIAM JOHN SEMPOLINSKI#3390 · 13,338 sh | 13,338 | $5.0M | — | -21.5% |
| 3391 | Integrated Quantitative Investments#3391 · 13,337 sh | 13,337 | $5.0M | 0.81% | -10.8% |
| 3392 | Davidson Capital Management#3392 · 13,329 sh | 13,329 | $5.0M | — | +3.2% |
| 3393 | Ironwood Financial#3393 · 12,714 sh | 12,714 | $5.0M | — | -0.5% |
| 3394 | Lodestone Wealth Management#3394 · 13,317 sh | 13,317 | $5.0M | — | 0.0% |
| 3395 | Bienville Capital Management#3395 · 13,314 sh | 13,314 | $5.0M | 0.66% | +5.8% |
| 3396 | AMG Asset Management Group#3396 · 13,305 sh | 13,305 | $5.0M | — | +1.8% |
| 3397 | Meadowbrook Advisors Group#3397 · 13,276 sh | 13,276 | $5.0M | 2.65% | -12.2% |
| 3398 | Compass Ion Advisors#3398 · 13,264 sh | 13,264 | $4.9M | — | -3.2% |
| 3399 | WealthBridge Capital Management#3399 · 13,263 sh | 13,263 | $4.9M | — | +4.5% |
| 3400 | BARON SILVER STEVENS FINANCIAL ADVISORS#3400 · 13,255 sh | 13,255 | $4.9M | 0.63% | -1.1% |
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.