MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 51)
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 5,001 to 5,100. 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 5,001–5,100 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5001 | Gross & Hartman Investments#5001 · 3,610 sh | 3,610 | $1.3M | 0.59% | -2.1% |
| 5002 | Lifestyle Asset Management#5002 · 3,609 sh | 3,609 | $1.3M | — | -3.4% |
| 5003 | CROBAN#5003 · 3,603 sh | 3,603 | $1.3M | 0.59% | +0.2% |
| 5004 | COOPER INVESTORS PTY LTD#5004 · 3,602 sh | 3,602 | $1.3M | — | -70.2% |
| 5005 | MBE Wealth Management#5005 · 3,600 sh | 3,600 | $1.3M | — | +6.5% |
| 5006 | PANORAMIC INVESTMENT ADVISORS#5006 · 3,599 sh | 3,599 | $1.3M | 0.64% | New |
| 5007 | Pingora Partners#5007 · 3,598 sh | 3,598 | $1.3M | 0.78% | 0.0% |
| 5008 | Grove Street Fiduciary#5008 · 3,595 sh | 3,595 | $1.3M | — | -0.3% |
| 5009 | PRESILIUM PRIVATE WEALTH#5009 · 3,594 sh | 3,594 | $1.3M | — | +1.4% |
| 5010 | Silver Coast Investments#5010 · 3,587 sh | 3,587 | $1.3M | 0.40% | +2.5% |
| 5011 | GARDNER RUSSO & QUINN#5011 · 3,584 sh | 3,584 | $1.3M | 0.01% | +1.1% |
| 5012 | Blossom Wealth Management#5012 · 3,572 sh | 3,572 | $1.3M | 1.88% | -1.0% |
| 5013 | BLUE JEAN FINANCIAL#5013 · 3,571 sh | 3,571 | $1.3M | — | -60.9% |
| 5014 | Tandem Wealth Advisors#5014 · 3,563 sh | 3,563 | $1.3M | 0.53% | +6.2% |
| 5015 | ABS Investment Management#5015 · 746 sh | 746 | $1.3M | 0.83% | — |
| 5016 | ABS Direct Equity Fund#5016 · 746 sh | 746 | $1.3M | 0.83% | -18.9% |
| 5017 | LifePlan Investment Advisors#5017 · 3,557 sh | 3,557 | $1.3M | 0.46% | +6.6% |
| 5018 | Urban Wealth Management#5018 · 3,556 sh | 3,556 | $1.3M | — | -21.0% |
| 5019 | Valtrion Capital Management#5019 · 3,550 sh | 3,550 | $1.3M | 0.99% | +7.7% |
| 5020 | Osbon Capital Management#5020 · 3,550 sh | 3,550 | $1.3M | 1.04% | -1.4% |
| 5021 | TSA Wealth Managment#5021 · 3,546 sh | 3,546 | $1.3M | — | +35.3% |
| 5022 | Elevated Financial Group#5022 · 3,544 sh | 3,544 | $1.3M | — | -1.5% |
| 5023 | Entelevest#5023 · 3,543 sh | 3,543 | $1.3M | 1.13% | +4.2% |
| 5024 | North Capital#5024 · 3,538 sh | 3,538 | $1.3M | — | +1.1% |
| 5025 | Alpine Global Management#5025 · 3,528 sh | 3,528 | $1.3M | 0.21% | -82.8% |
| 5026 | Clarity Wealth Development#5026 · 3,527 sh | 3,527 | $1.3M | — | -0.1% |
| 5027 | Asempa Wealth Advisors#5027 · 3,517 sh | 3,517 | $1.3M | — | +0.1% |
| 5028 | Sharp Financial Services#5028 · 3,513 sh | 3,513 | $1.3M | 0.61% | +11.6% |
| 5029 | Bryant Woods Investment Advisors#5029 · 3,504 sh | 3,504 | $1.3M | — | +0.5% |
| 5030 | OGOREK ANTHONY JOSEPH /NY#5030 · 3,506 sh | 3,506 | $1.3M | 0.32% | -10.2% |
| 5031 | Clark Wealth Partners#5031 · 3,504 sh | 3,504 | $1.3M | — | +128.1% |
| 5032 | Ridgepath Capital Management#5032 · 3,498 sh | 3,498 | $1.3M | 0.58% | -2.7% |
| 5033 | Christensen, King & Associates Investment Services#5033 · 3,495 sh | 3,495 | $1.3M | — | 0.0% |
| 5034 | Stewardship Advisors#5034 · 3,486 sh | 3,486 | $1.3M | — | +7.4% |
| 5035 | Nova R Wealth#5035 · 3,485 sh | 3,485 | $1.3M | — | +6.0% |
| 5036 | EVOLUTION WEALTH MANAGEMENT#5036 · 3,484 sh | 3,484 | $1.3M | 0.76% | +3.5% |
| 5037 | JMG Financial Group, Ltd.#5037 · 3,483 sh | 3,483 | $1.3M | 0.03% | -2.4% |
| 5038 | Arcus Capital Partners#5038 · 3,471 sh | 3,471 | $1.3M | 0.54% | -8.5% |
| 5039 | BROOKTREE CAPITAL MANAGEMENT#5039 · 3,468 sh | 3,468 | $1.3M | 0.84% | +0.1% |
| 5040 | Rodgers & Associates, LTD#5040 · 3,465 sh | 3,465 | $1.3M | — | -4.0% |
| 5041 | James T. Borello RIA#5041 · 3,463 sh | 3,463 | $1.3M | — | +2.1% |
| 5042 | IRONWOOD INVESTMENT MANAGEMENT#5042 · 3,461 sh | 3,461 | $1.3M | 0.45% | -12.7% |
| 5043 | Alpha Advisors#5043 · 3,460 sh | 3,460 | $1.3M | — | -0.3% |
| 5044 | American Capital Advisory#5044 · 3,454 sh | 3,454 | $1.3M | 0.47% | +23.3% |
| 5045 | Buckland Partners Management#5045 · 3,450 sh | 3,450 | $1.3M | 0.63% | 0.0% |
| 5046 | Michels Family Financial#5046 · 3,448 sh | 3,448 | $1.3M | 0.82% | +9.3% |
| 5047 | Lionshead Wealth Management#5047 · 3,445 sh | 3,445 | $1.3M | — | +5.4% |
| 5048 | Client First Investment Management#5048 · 3,445 sh | 3,445 | $1.3M | — | -13.8% |
| 5049 | Turner Financial Group#5049 · 3,438 sh | 3,438 | $1.3M | 1.28% | — |
| 5050 | Sprinkle Financial Consultants#5050 · 3,431 sh | 3,431 | $1.3M | — | +3.6% |
| 5051 | Bruce G. Allen Investments#5051 · 3,425 sh | 3,425 | $1.3M | 0.81% | +148.5% |
| 5052 | Kooman & Associates#5052 · 3,424 sh | 3,424 | $1.3M | — | -2.1% |
| 5053 | Aegis Wealth Management#5053 · 3,422 sh | 3,422 | $1.3M | 0.60% | New |
| 5054 | Unify Financial Advisors#5054 · 3,419 sh | 3,419 | $1.3M | 1.18% | +2.3% |
| 5055 | Lionsbridge Wealth Management#5055 · 3,409 sh | 3,409 | $1.3M | — | -4.7% |
| 5056 | IMPACTfolio#5056 · 3,406 sh | 3,406 | $1.3M | 0.48% | 0.0% |
| 5057 | Magnolia Wealth Management#5057 · 3,405 sh | 3,405 | $1.3M | — | 0.0% |
| 5058 | OneAscent Wealth Management#5058 · 3,404 sh | 3,404 | $1.3M | 0.38% | -0.4% |
| 5059 | Pitti Group Wealth Management#5059 · 3,396 sh | 3,396 | $1.3M | 0.92% | -0.6% |
| 5060 | EARNEST PARTNERS#5060 · 3,394 sh | 3,394 | $1.3M | <0.01% | 0.0% |
| 5061 | EDGEWOOD MANAGEMENT#5061 · 3,394 sh | 3,394 | $1.3M | 0.01% | 0.0% |
| 5062 | Michael Brady#5062 · 3,382 sh | 3,382 | $1.3M | — | -2.8% |
| 5063 | McGowan Group Asset Management#5063 · 3,371 sh | 3,371 | $1.3M | 0.15% | -5.0% |
| 5064 | Beckerman Institutional#5064 · 3,368 sh | 3,368 | $1.3M | 0.60% | +3.6% |
| 5065 | MATRIX PRIVATE CAPITAL GROUP#5065 · 3,359 sh | 3,359 | $1.3M | 0.55% | +7.9% |
| 5066 | Wakefield Asset Management LLLP#5066 · 3,359 sh | 3,359 | $1.3M | 0.28% | 0.0% |
| 5067 | Richwood Investment Advisors#5067 · 3,359 sh | 3,359 | $1.3M | 0.88% | +0.4% |
| 5068 | Sage Investment Advisers#5068 · 3,357 sh | 3,357 | $1.3M | — | +3.2% |
| 5069 | Benchmark Financial#5069 · 3,357 sh | 3,357 | $1.3M | — | -2.9% |
| 5070 | Woodward Financial Advisors#5070 · 3,356 sh | 3,356 | $1.3M | — | +2.6% |
| 5071 | Kendall Capital Management#5071 · 3,350 sh | 3,350 | $1.2M | — | -4.2% |
| 5072 | Wealth Forward#5072 · 3,338 sh | 3,338 | $1.2M | — | +2.6% |
| 5073 | Williams & Novak#5073 · 3,337 sh | 3,337 | $1.2M | — | -4.7% |
| 5074 | Godfrey Financial Associates#5074 · 3,337 sh | 3,337 | $1.2M | 0.95% | -15.0% |
| 5075 | Burkett Asset Management Ltd#5075 · 3,330 sh | 3,330 | $1.2M | — | +10.0% |
| 5076 | Slocum, Gordon & LLP#5076 · 3,329 sh | 3,329 | $1.2M | — | +3.2% |
| 5077 | Chatterton & Associates#5077 · 3,229 sh | 3,229 | $1.2M | 0.73% | -18.5% |
| 5078 | SMART Wealth#5078 · 3,327 sh | 3,327 | $1.2M | 0.27% | -18.6% |
| 5079 | BROGAN FINANCIAL#5079 · 3,320 sh | 3,320 | $1.2M | 0.50% | +4.3% |
| 5080 | Kaufman Rossin Wealth#5080 · 3,216 sh | 3,216 | $1.2M | — | +5.8% |
| 5081 | BostonPremier Wealth#5081 · 3,308 sh | 3,308 | $1.2M | — | +14.1% |
| 5082 | REDW Wealth#5082 · 3,308 sh | 3,308 | $1.2M | 0.44% | +6.2% |
| 5083 | Sightline Wealth Advisors#5083 · 3,308 sh | 3,308 | $1.2M | — | +1.5% |
| 5084 | SFG Wealth Management#5084 · 3,307 sh | 3,307 | $1.2M | — | -2.1% |
| 5085 | Bonfire Financial#5085 · 3,305 sh | 3,305 | $1.2M | 0.79% | +0.7% |
| 5086 | Holland Advisory Services#5086 · 3,302 sh | 3,302 | $1.2M | — | -0.6% |
| 5087 | Sharper & Granite#5087 · 3,301 sh | 3,301 | $1.2M | 0.38% | +36.7% |
| 5088 | Dorato Capital Management#5088 · 3,197 sh | 3,197 | $1.2M | — | +3.6% |
| 5089 | KEB ASSET MANAGEMENT#5089 · 3,297 sh | 3,297 | $1.2M | 0.20% | +1.7% |
| 5090 | RETIREMENT PLANNING GROUP, / NY#5090 · 3,293 sh | 3,293 | $1.2M | 0.67% | +13.0% |
| 5091 | G2 CAPITAL MANAGEMENT, / OH#5091 · 3,293 sh | 3,293 | $1.2M | — | -1.1% |
| 5092 | CLEAR INVESTMENT RESEARCH#5092 · 3,290 sh | 3,290 | $1.2M | 1.91% | +1.4% |
| 5093 | Aufman Associates#5093 · 3,287 sh | 3,287 | $1.2M | 0.49% | 0.0% |
| 5094 | AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD#5094 · 34,862 sh | 34,862 | $1.2M | 6.63% | — |
| 5095 | Spectrum Investment Advisors#5095 · 3,282 sh | 3,282 | $1.2M | 0.50% | +91.7% |
| 5096 | Financial Enhancement Group#5096 · 3,280 sh | 3,280 | $1.2M | — | +7.8% |
| 5097 | PORTLAND INVESTMENT COUNSEL#5097 · 3,279 sh | 3,279 | $1.2M | 0.34% | 0.0% |
| 5098 | J. Goldman#5098 · 3,278 sh | 3,278 | $1.2M | 0.03% | -71.5% |
| 5099 | Arbor Wealth Advisors#5099 · 3,278 sh | 3,278 | $1.2M | — | +3.6% |
| 5100 | Good Steward Wealth Advisors#5100 · 3,277 sh | 3,277 | $1.2M | 0.74% | -3.8% |
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.