MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | E&G Advisors#3501 · 12,294 sh | 12,294 | $4.6M | — | +1.5% |
| 3502 | Kercheville Advisors#3502 · 12,294 sh | 12,294 | $4.6M | — | -17.9% |
| 3503 | Signature Wealth Management Partners#3503 · 12,291 sh | 12,291 | $4.6M | — | +3.9% |
| 3504 | Roof Eidam Maycock Peralta#3504 · 12,265 sh | 12,265 | $4.6M | — | -0.7% |
| 3505 | Samalin Investment Counsel#3505 · 12,262 sh | 12,262 | $4.6M | — | +9.1% |
| 3506 | South Shore Capital Advisors#3506 · 12,259 sh | 12,259 | $4.6M | — | -4.0% |
| 3507 | PRUDENT INVESTORS NETWORK#3507 · 12,258 sh | 12,258 | $4.6M | 0.89% | -45.3% |
| 3508 | Omnia Family Wealth#3508 · 12,258 sh | 12,258 | $4.6M | 1.23% | +0.2% |
| 3509 | Southland Equity Partners#3509 · 12,256 sh | 12,256 | $4.6M | — | +2.6% |
| 3510 | RW Investment Management#3510 · 12,251 sh | 12,251 | $4.6M | 0.40% | +3.9% |
| 3511 | CASTLE WEALTH MANAGEMENT#3511 · 12,228 sh | 12,228 | $4.6M | 1.35% | +2.7% |
| 3512 | Walker Asset Management#3512 · 12,227 sh | 12,227 | $4.6M | — | +0.3% |
| 3513 | Gould Capital#3513 · 12,223 sh | 12,223 | $4.6M | 2.54% | +19.9% |
| 3514 | Fjell Capital#3514 · 12,219 sh | 12,219 | $4.6M | — | +5.4% |
| 3515 | Monte Financial Group#3515 · 9,805 sh | 9,805 | $4.6M | 1.46% | +3.7% |
| 3516 | WOLFF WIESE MAGANA#3516 · 12,195 sh | 12,195 | $4.5M | — | -2.4% |
| 3517 | Wagner Wealth Management#3517 · 12,175 sh | 12,175 | $4.5M | — | -0.1% |
| 3518 | COOKSON PEIRCE#3518 · 12,170 sh | 12,170 | $4.5M | 0.15% | -1.9% |
| 3519 | CABOT WEALTH MANAGEMENT#3519 · 12,163 sh | 12,163 | $4.5M | 0.46% | -5.6% |
| 3520 | Northstar Group#3520 · 12,157 sh | 12,157 | $4.5M | 0.58% | +0.3% |
| 3521 | MANCHESTER FINANCIAL#3521 · 12,143 sh | 12,143 | $4.5M | — | +0.3% |
| 3522 | BARINGS#3522 · 12,119 sh | 12,119 | $4.5M | — | +1.0% |
| 3523 | Goldstein Advisors#3523 · 12,107 sh | 12,107 | $4.5M | — | +12.5% |
| 3524 | Counterweight Ventures#3524 · 12,103 sh | 12,103 | $4.5M | 2.25% | -3.5% |
| 3525 | Forza Wealth Management#3525 · 12,100 sh | 12,100 | $4.5M | — | -2.0% |
| 3526 | JM2 Capital#3526 · 12,090 sh | 12,090 | $4.5M | — | +2.4% |
| 3527 | Wealth Science Advisors#3527 · 12,088 sh | 12,088 | $4.5M | — | +385.3% |
| 3528 | Sunbeam Capital Management#3528 · 12,085 sh | 12,085 | $4.5M | 2.06% | +3.4% |
| 3529 | ESG Planning DBA Harper Investing#3529 · 12,078 sh | 12,078 | $4.5M | — | +78.9% |
| 3530 | Kapstone Financial Advisors#3530 · 12,065 sh | 12,065 | $4.5M | 1.88% | +6.8% |
| 3531 | Activest Wealth Management#3531 · 12,034 sh | 12,034 | $4.5M | — | -32.3% |
| 3532 | Benchmark Financial Wealth Advisors#3532 · 12,014 sh | 12,014 | $4.5M | — | +0.5% |
| 3533 | Private Harbour Investment Management & Counsel#3533 · 12,008 sh | 12,008 | $4.5M | 5.31% | +0.2% |
| 3534 | Collaborative Fund Advisors#3534 · 12,008 sh | 12,008 | $4.5M | 2.61% | +175.9% |
| 3535 | WEALTHSPAN PARTNERS#3535 · 11,989 sh | 11,989 | $4.5M | 1.41% | -1.1% |
| 3536 | TODD ASSET MANAGEMENT#3536 · 11,983 sh | 11,983 | $4.5M | 0.08% | 0.0% |
| 3537 | GUIDANCE CAPITAL#3537 · 11,143 sh | 11,143 | $4.5M | 0.96% | -12.9% |
| 3538 | HERBST GROUP#3538 · 11,980 sh | 11,980 | $4.5M | — | -0.6% |
| 3539 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#3539 · 11,971 sh | 11,971 | $4.5M | 0.53% | +36.8% |
| 3540 | LONGFELLOW INVESTMENT MANAGEMENT#3540 · 11,970 sh | 11,970 | $4.5M | 0.91% | +0.2% |
| 3541 | LIBERTY SQUARE WEALTH PARTNERS#3541 · 11,952 sh | 11,952 | $4.5M | 1.06% | -0.5% |
| 3542 | Wellington Grp#3542 · 12,039 sh | 12,039 | $4.5M | 1.37% | 0.0% |
| 3543 | Midwest Financial Partners Investments#3543 · 11,942 sh | 11,942 | $4.5M | — | -4.3% |
| 3544 | Successful Portfolios#3544 · 11,572 sh | 11,572 | $4.5M | — | -0.7% |
| 3545 | One Day In July#3545 · 11,932 sh | 11,932 | $4.5M | 0.31% | +6.3% |
| 3546 | PLANNING ALTERNATIVES LTD#3546 · 11,924 sh | 11,924 | $4.4M | 0.48% | +23.0% |
| 3547 | Elevation Wealth Management#3547 · 11,921 sh | 11,921 | $4.4M | 3.32% | +11.1% |
| 3548 | Cladis Investment Advisory#3548 · 11,911 sh | 11,911 | $4.4M | 2.08% | +4.7% |
| 3549 | Empirical Asset Management#3549 · 11,857 sh | 11,857 | $4.4M | 1.00% | -14.4% |
| 3550 | Silver Lake Advisory#3550 · 11,849 sh | 11,849 | $4.4M | — | -2.7% |
| 3551 | Samara Investment Management#3551 · 11,845 sh | 11,845 | $4.4M | 4.07% | -21.7% |
| 3552 | Taylor Hoffman Capital Management#3552 · 11,844 sh | 11,844 | $4.4M | 1.07% | +5.2% |
| 3553 | Pacific Excel Wealth Advisors#3553 · 11,842 sh | 11,842 | $4.4M | 1.71% | +300.5% |
| 3554 | Heritage Family Offices, LLP#3554 · 11,842 sh | 11,842 | $4.4M | 1.71% | +8.1% |
| 3555 | Richard W. Paul & Associates#3555 · 11,839 sh | 11,839 | $4.4M | 1.35% | +22.7% |
| 3556 | PENNINGTON PARTNERS#3556 · 11,831 sh | 11,831 | $4.4M | 1.41% | +6.0% |
| 3557 | BLUEDOOR PRIVATE WEALTH#3557 · 11,829 sh | 11,829 | $4.4M | 1.86% | +0.8% |
| 3558 | Anchor Bay Capital#3558 · 8,717 sh | 8,717 | $4.4M | 2.38% | — |
| 3559 | Pine Harbor Wealth Management#3559 · 11,819 sh | 11,819 | $4.4M | 1.18% | +0.2% |
| 3560 | ADVISORS MANAGEMENT GROUP#3560 · 11,811 sh | 11,811 | $4.4M | 0.73% | -7.7% |
| 3561 | BLUE BELL PRIVATE WEALTH MANAGEMENT#3561 · 11,808 sh | 11,808 | $4.4M | 0.55% | +9.2% |
| 3562 | SLT#3562 · 11,783 sh | 11,783 | $4.4M | — | -8.6% |
| 3563 | International Private Wealth Advisors#3563 · 11,766 sh | 11,766 | $4.4M | 2.26% | +41.0% |
| 3564 | Avantra Family Wealth#3564 · 11,753 sh | 11,753 | $4.4M | — | +4.7% |
| 3565 | Impact Partnership Wealth#3565 · 11,747 sh | 11,747 | $4.4M | 0.43% | +9.7% |
| 3566 | Rooted Wealth Advisors#3566 · 11,745 sh | 11,745 | $4.4M | 1.07% | +5.8% |
| 3567 | Abound Wealth Management#3567 · 11,734 sh | 11,734 | $4.4M | — | +39.7% |
| 3568 | Midwest Professional Planners, LTD.#3568 · 11,705 sh | 11,705 | $4.4M | 0.86% | -5.3% |
| 3569 | CrossGen Wealth#3569 · 11,698 sh | 11,698 | $4.4M | 3.39% | -0.6% |
| 3570 | WITTENBERG INVESTMENT MANAGEMENT#3570 · 11,695 sh | 11,695 | $4.4M | 1.49% | 0.0% |
| 3571 | ACTION POINT FINANCIAL PLANNING#3571 · 11,699 sh | 11,699 | $4.4M | 0.44% | New |
| 3572 | Barrier Capital Management#3572 · 11,686 sh | 11,686 | $4.4M | 3.19% | -47.3% |
| 3573 | TrustBank#3573 · 11,686 sh | 11,686 | $4.4M | — | -3.2% |
| 3574 | Northwest Wealth Advisors#3574 · 11,673 sh | 11,673 | $4.4M | 2.50% | +2.2% |
| 3575 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#3575 · 11,669 sh | 11,669 | $4.4M | 0.69% | 0.0% |
| 3576 | Fremen Capital Management#3576 · 11,645 sh | 11,645 | $4.3M | 3.81% | -60.5% |
| 3577 | Modus Advisors#3577 · 11,639 sh | 11,639 | $4.3M | 1.07% | -5.7% |
| 3578 | K2 PRINCIPAL FUND, L.P.#3578 · 11,638 sh | 11,638 | $4.3M | 0.32% | +94.0% |
| 3579 | Gallagher Capital Advisors#3579 · 11,633 sh | 11,633 | $4.3M | — | -1.0% |
| 3580 | Alliance Wealth Advisors#3580 · 11,626 sh | 11,626 | $4.3M | 0.82% | -9.8% |
| 3581 | Benchmark Investment Advisors#3581 · 11,600 sh | 11,600 | $4.3M | 1.90% | +7.8% |
| 3582 | Crescent Sterling, Ltd.#3582 · 11,584 sh | 11,584 | $4.3M | — | +1.8% |
| 3583 | SUMMIT WEALTH & RETIREMENT PLANNING#3583 · 11,583 sh | 11,583 | $4.3M | 0.92% | -0.2% |
| 3584 | PKS Advisory Services#3584 · 11,572 sh | 11,572 | $4.3M | — | +30.6% |
| 3585 | Prostatis Group#3585 · 11,570 sh | 11,570 | $4.3M | 1.01% | +11.8% |
| 3586 | Peoples Bank#3586 · 11,569 sh | 11,569 | $4.3M | — | -0.9% |
| 3587 | Provenance Wealth Advisors#3587 · 11,567 sh | 11,567 | $4.3M | 0.41% | +8.1% |
| 3588 | Pinnacle#3588 · 11,555 sh | 11,555 | $4.3M | 1.33% | -5.1% |
| 3589 | Centurion Wealth Management#3589 · 11,552 sh | 11,552 | $4.3M | — | +8.4% |
| 3590 | StoryOne#3590 · 11,546 sh | 11,546 | $4.3M | — | New |
| 3591 | CAHILL FINANCIAL ADVISORS#3591 · 11,545 sh | 11,545 | $4.3M | 0.41% | +1.8% |
| 3592 | MATAURO#3592 · 11,532 sh | 11,532 | $4.3M | 0.57% | +9.2% |
| 3593 | LIBRA WEALTH#3593 · 11,520 sh | 11,520 | $4.3M | 1.10% | +4.3% |
| 3594 | Hubbell Strickland Wealth Management#3594 · 11,516 sh | 11,516 | $4.3M | 1.55% | -0.3% |
| 3595 | William Mack & Associates#3595 · 11,511 sh | 11,511 | $4.3M | 1.51% | +22.7% |
| 3596 | KP Management#3596 · 11,500 sh | 11,500 | $4.3M | 0.81% | 0.0% |
| 3597 | LEGACY CAPITAL WEALTH MANAGEMENT#3597 · 11,483 sh | 11,483 | $4.3M | 1.97% | +3.3% |
| 3598 | Stonebridge Financial Group#3598 · 11,483 sh | 11,483 | $4.3M | 0.59% | — |
| 3599 | FINANCIAL ADVISORY PARTNERS#3599 · 11,481 sh | 11,481 | $4.3M | — | -0.3% |
| 3600 | Vantus Wealth#3600 · 11,479 sh | 11,479 | $4.3M | 2.30% | — |
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.