MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | NWM ADVISORS#3701 · 10,588 sh | 10,588 | $3.9M | 3.11% | +6.9% |
| 3702 | Shelter Rock Management#3702 · 10,585 sh | 10,585 | $3.9M | — | -23.2% |
| 3703 | 17 CAPITAL PARTNERS#3703 · 10,574 sh | 10,574 | $3.9M | 1.78% | -0.9% |
| 3704 | SEVEN MILE ADVISORY#3704 · 10,570 sh | 10,570 | $3.9M | — | -11.9% |
| 3705 | DUDLEY & SHANLEY#3705 · 10,569 sh | 10,569 | $3.9M | — | 0.0% |
| 3706 | AGH Wealth Advisors#3706 · 10,564 sh | 10,564 | $3.9M | — | +0.9% |
| 3707 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#3707 · 10,562 sh | 10,562 | $3.9M | 0.34% | +90.7% |
| 3708 | Great Point Wealth Advisors#3708 · 10,545 sh | 10,545 | $3.9M | — | +0.9% |
| 3709 | TCFG Investment Advisors#3709 · 10,534 sh | 10,534 | $3.9M | — | -4.4% |
| 3710 | Brucke Financial#3710 · 10,517 sh | 10,517 | $3.9M | — | +12.8% |
| 3711 | MAYPORT#3711 · 10,509 sh | 10,509 | $3.9M | 0.61% | +21.0% |
| 3712 | Arbor Investment Advisors#3712 · 10,485 sh | 10,485 | $3.9M | — | +39.4% |
| 3713 | Genus Capital Management#3713 · 10,479 sh | 10,479 | $3.9M | 0.38% | +4.1% |
| 3714 | Baron Wealth Management#3714 · 10,478 sh | 10,478 | $3.9M | 1.01% | +19.7% |
| 3715 | Torrey Growth & Income Advisors#3715 · 10,540 sh | 10,540 | $3.9M | 1.33% | +5.1% |
| 3716 | Verum Partners#3716 · 10,473 sh | 10,473 | $3.9M | — | +17.8% |
| 3717 | LUTS & GREENLEIGH GROUP#3717 · 10,466 sh | 10,466 | $3.9M | 2.95% | +1.2% |
| 3718 | ACCESS FINANCIAL SERVICES#3718 · 10,466 sh | 10,466 | $3.9M | 1.28% | -4.4% |
| 3719 | Gordian Advisors#3719 · 10,457 sh | 10,457 | $3.9M | 2.29% | 0.0% |
| 3720 | Brady Martz Wealth Solutions#3720 · 10,451 sh | 10,451 | $3.9M | 0.59% | +3.5% |
| 3721 | Richard P Slaughter Associates#3721 · 10,451 sh | 10,451 | $3.9M | — | -4.9% |
| 3722 | CONWAY CAPITAL MANAGEMENT#3722 · 10,445 sh | 10,445 | $3.9M | 1.73% | -11.6% |
| 3723 | CLG#3723 · 10,439 sh | 10,439 | $3.9M | — | -1.3% |
| 3724 | ROGCO#3724 · 10,438 sh | 10,438 | $3.9M | 1.19% | +1.6% |
| 3725 | PATRICK M SWEENEY & ASSOCIATES#3725 · 10,435 sh | 10,435 | $3.9M | — | +1.4% |
| 3726 | Eagle Bluffs Wealth Management#3726 · 10,432 sh | 10,432 | $3.9M | — | +4.8% |
| 3727 | Taylor & Morgan Wealth Management#3727 · 10,431 sh | 10,431 | $3.9M | — | -5.2% |
| 3728 | Signet Private Wealth#3728 · 10,430 sh | 10,430 | $3.9M | 3.10% | +9.0% |
| 3729 | Global Asset Management#3729 · 10,385 sh | 10,385 | $3.9M | — | -25.6% |
| 3730 | S Harris Financial Group#3730 · 10,384 sh | 10,384 | $3.9M | 3.00% | +1.5% |
| 3731 | Sulzberger Capital Advisors#3731 · 10,378 sh | 10,378 | $3.9M | — | -6.0% |
| 3732 | Stillwater Wealth Management Group#3732 · 10,372 sh | 10,372 | $3.9M | — | -7.1% |
| 3733 | MILESTONE ASSET MANAGEMENT#3733 · 10,371 sh | 10,371 | $3.9M | — | +6.2% |
| 3734 | Qsemble Capital Management#3734 · 10,368 sh | 10,368 | $3.9M | 0.50% | -69.5% |
| 3735 | Alan B. Lancz & Associates#3735 · 10,363 sh | 10,363 | $3.9M | 3.36% | 0.0% |
| 3736 | FIRETHORN WEALTH PARTNERS#3736 · 10,363 sh | 10,363 | $3.9M | — | +7.7% |
| 3737 | Whalen Wealth Management#3737 · 10,357 sh | 10,357 | $3.9M | — | -19.4% |
| 3738 | East Coast Asset Management#3738 · 10,356 sh | 10,356 | $3.9M | 0.62% | -13.9% |
| 3739 | UHLMANN PRICE SECURITIES#3739 · 10,353 sh | 10,353 | $3.9M | 0.14% | +2.5% |
| 3740 | BAKER BOYER NATIONAL BANK#3740 · 10,352 sh | 10,352 | $3.9M | 1.06% | -49.5% |
| 3741 | Cascade Investment Advisors#3741 · 10,319 sh | 10,319 | $3.8M | 2.10% | +1.3% |
| 3742 | Latko Wealth Management, Ltd.#3742 · 10,312 sh | 10,312 | $3.8M | 1.63% | +32.4% |
| 3743 | Mainsail Financial Group#3743 · 10,304 sh | 10,304 | $3.8M | — | +9.9% |
| 3744 | Hillman Capital Management#3744 · 10,296 sh | 10,296 | $3.8M | 2.78% | -4.9% |
| 3745 | West Wealth Group#3745 · 10,271 sh | 10,271 | $3.8M | — | +3.2% |
| 3746 | Strategic Family Wealth Counselors, L.L.C.#3746 · 10,260 sh | 10,260 | $3.8M | 0.89% | -0.6% |
| 3747 | Lynx Investment Advisory#3747 · 10,257 sh | 10,257 | $3.8M | 1.25% | +10.5% |
| 3748 | Promethos Capital#3748 · 10,245 sh | 10,245 | $3.8M | 1.04% | -50.7% |
| 3749 | James J. Burns & Company#3749 · 10,242 sh | 10,242 | $3.8M | — | -2.6% |
| 3750 | TKG Advisors#3750 · 10,225 sh | 10,225 | $3.8M | 1.32% | +545.5% |
| 3751 | Outlook Wealth Advisors#3751 · 10,227 sh | 10,227 | $3.8M | 0.82% | -1.9% |
| 3752 | SEAMOUNT FINANCIAL GROUP#3752 · 10,201 sh | 10,201 | $3.8M | — | -0.8% |
| 3753 | Cascade Wealth Advisors#3753 · 7,593 sh | 7,593 | $3.8M | 1.53% | -3.4% |
| 3754 | Alessandra Capital Management#3754 · 10,175 sh | 10,175 | $3.8M | 2.69% | -3.1% |
| 3755 | Ridge Creek Global#3755 · 10,169 sh | 10,169 | $3.8M | 2.95% | -3.3% |
| 3756 | SMITH SHELLNUT WILSON#3756 · 10,152 sh | 10,152 | $3.8M | — | -1.3% |
| 3757 | KELLY FINANCIAL GROUP#3757 · 10,150 sh | 10,150 | $3.8M | — | +0.4% |
| 3758 | Panoramic Capital Partners#3758 · 10,149 sh | 10,149 | $3.8M | 1.79% | -40.8% |
| 3759 | Lighthouse Financial#3759 · 10,146 sh | 10,146 | $3.8M | — | -0.3% |
| 3760 | Net Worth Advisory Group#3760 · 10,133 sh | 10,133 | $3.8M | — | -32.0% |
| 3761 | PARAGON FINANCIAL PARTNERS#3761 · 8,129 sh | 8,129 | $3.8M | 2.02% | +5.8% |
| 3762 | Davis Investment Partners#3762 · 10,118 sh | 10,118 | $3.8M | 1.15% | +0.2% |
| 3763 | ATLAS CAPITAL ADVISORS#3763 · 10,093 sh | 10,093 | $3.8M | 0.41% | -67.8% |
| 3764 | GLR Partners#3764 · 10,080 sh | 10,080 | $3.8M | 1.75% | +3.1% |
| 3765 | WULFF, HANSEN#3765 · 10,068 sh | 10,068 | $3.8M | 2.88% | +6.9% |
| 3766 | New Covenant Company, N.A.#3766 · 10,060 sh | 10,060 | $3.8M | — | +6.5% |
| 3767 | Quad-Cities Investment Group#3767 · 10,050 sh | 10,050 | $3.7M | — | -6.4% |
| 3768 | BigSur Wealth Management#3768 · 10,049 sh | 10,049 | $3.7M | — | +13.5% |
| 3769 | Smith Thornton Advisors#3769 · 9,587 sh | 9,587 | $3.7M | — | +13.2% |
| 3770 | Wealth Intelligence#3770 · 10,037 sh | 10,037 | $3.7M | — | +8.6% |
| 3771 | Garrett Wealth Advisory Group#3771 · 10,037 sh | 10,037 | $3.7M | — | +3.1% |
| 3772 | LifeWealth Investments#3772 · 10,033 sh | 10,033 | $3.7M | — | +1.0% |
| 3773 | Alliance Wealth Advisors#3773 · 10,027 sh | 10,027 | $3.7M | — | +1.4% |
| 3774 | Heartwood Wealth Advisors#3774 · 10,026 sh | 10,026 | $3.7M | — | +4.1% |
| 3775 | Atala Financial#3775 · 10,016 sh | 10,016 | $3.7M | — | +2.5% |
| 3776 | Hobart Private Capital#3776 · 10,015 sh | 10,015 | $3.7M | — | -7.4% |
| 3777 | Aull & Monroe Investment Management#3777 · 10,013 sh | 10,013 | $3.7M | — | +1.2% |
| 3778 | Pacific Asset Management#3778 · 9,999 sh | 9,999 | $3.7M | — | +3.4% |
| 3779 | LJI Wealth Management#3779 · 9,994 sh | 9,994 | $3.7M | 0.52% | +12.1% |
| 3780 | WOODWARD DIVERSIFIED CAPITAL#3780 · 9,988 sh | 9,988 | $3.7M | — | +2.3% |
| 3781 | Corps Capital Advisors#3781 · 9,977 sh | 9,977 | $3.7M | 3.00% | -9.3% |
| 3782 | Triton Financial Group#3782 · 9,977 sh | 9,977 | $3.7M | 2.14% | New |
| 3783 | guardian investment management#3783 · 9,963 sh | 9,963 | $3.7M | — | +1.2% |
| 3784 | Hidden Cove Wealth Management#3784 · 9,948 sh | 9,948 | $3.7M | — | +10.7% |
| 3785 | Petros Family Wealth#3785 · 9,937 sh | 9,937 | $3.7M | 2.27% | +2.4% |
| 3786 | CKW FINANCIAL GROUP#3786 · 9,636 sh | 9,636 | $3.7M | 0.36% | +1.5% |
| 3787 | TECTONIC ADVISORS#3787 · 9,917 sh | 9,917 | $3.7M | — | +19.3% |
| 3788 | OAK HARBOR WEALTH PARTNERS#3788 · 9,912 sh | 9,912 | $3.7M | 1.38% | -25.2% |
| 3789 | Retirement Planning of New England#3789 · 9,903 sh | 9,903 | $3.7M | — | +0.2% |
| 3790 | AXA S.A.#3790 · 11,305 sh | 11,305 | $3.7M | 4.01% | -47.1% |
| 3791 | Farrell Financial#3791 · 9,878 sh | 9,878 | $3.7M | — | +3.3% |
| 3792 | CHANNING GLOBAL ADVISORS#3792 · 9,877 sh | 9,877 | $3.7M | 1.91% | -38.3% |
| 3793 | BIRCH FINANCIAL GROUP#3793 · 9,875 sh | 9,875 | $3.7M | 1.89% | -4.4% |
| 3794 | Safeguard Investment Advisory Group#3794 · 9,873 sh | 9,873 | $3.7M | 0.85% | +15.8% |
| 3795 | Rockingstone Advisors#3795 · 9,864 sh | 9,864 | $3.7M | — | +0.9% |
| 3796 | Athena Investment Management#3796 · 9,851 sh | 9,851 | $3.7M | 2.18% | -29.3% |
| 3797 | Beacon Capital Management#3797 · 9,838 sh | 9,838 | $3.7M | — | -6.2% |
| 3798 | Prentice Wealth Management#3798 · 9,837 sh | 9,837 | $3.7M | — | +5.2% |
| 3799 | Detalus Advisors#3799 · 9,821 sh | 9,821 | $3.7M | — | -0.4% |
| 3800 | WILLNER & HELLER#3800 · 9,813 sh | 9,813 | $3.7M | 2.29% | +6.8% |
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.