MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 52)
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 5,101 to 5,200. 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 5,101–5,200 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5101 | Sterling Financial Planning#5101 · 3,276 sh | 3,276 | $1.2M | 0.33% | 0.0% |
| 5102 | James Reed Financial Services#5102 · 3,275 sh | 3,275 | $1.2M | — | 0.0% |
| 5103 | Cambridge Financial Group#5103 · 3,275 sh | 3,275 | $1.2M | — | -2.0% |
| 5104 | Navis Wealth Advisors#5104 · 3,274 sh | 3,274 | $1.2M | 0.46% | -0.5% |
| 5105 | Hardin Capital Partners#5105 · 3,289 sh | 3,289 | $1.2M | — | -19.9% |
| 5106 | Clearview Wealth Management#5106 · 3,267 sh | 3,267 | $1.2M | — | +0.2% |
| 5107 | Colorado Capital Management#5107 · 3,261 sh | 3,261 | $1.2M | — | -18.0% |
| 5108 | PENOBSCOT WEALTH MANAGEMENT#5108 · 3,256 sh | 3,256 | $1.2M | — | +16.2% |
| 5109 | VISION FINANCIAL MARKETS#5109 · 3,224 sh | 3,224 | $1.2M | — | 0.0% |
| 5110 | Provident Living Financial Services#5110 · 3,255 sh | 3,255 | $1.2M | 1.20% | +20.1% |
| 5111 | McClarren Financial Advisors#5111 · 3,254 sh | 3,254 | $1.2M | — | 0.0% |
| 5112 | Austin Asset Management#5112 · 3,253 sh | 3,253 | $1.2M | 0.17% | -3.7% |
| 5113 | Zeit Capital#5113 · 3,252 sh | 3,252 | $1.2M | — | -2.0% |
| 5114 | Corient IA#5114 · 3,250 sh | 3,250 | $1.2M | 1.12% | +45.7% |
| 5115 | Parkway Wealth Management Group#5115 · 3,250 sh | 3,250 | $1.2M | — | -4.5% |
| 5116 | Forthright Family Wealth Advisory#5116 · 3,249 sh | 3,249 | $1.2M | 0.69% | +8.4% |
| 5117 | Ackerman Capital Advisors#5117 · 3,247 sh | 3,247 | $1.2M | 0.24% | +1.5% |
| 5118 | DEAN INVESTMENT ASSOCIATES#5118 · 3,247 sh | 3,247 | $1.2M | 0.16% | +23.3% |
| 5119 | Newport Capital Group#5119 · 3,243 sh | 3,243 | $1.2M | — | -43.6% |
| 5120 | 3 FACTOR INDEXING#5120 · 3,243 sh | 3,243 | $1.2M | — | 0.0% |
| 5121 | Intergy Private Wealth#5121 · 3,241 sh | 3,241 | $1.2M | — | +19.9% |
| 5122 | Seven Springs Wealth Group#5122 · 3,239 sh | 3,239 | $1.2M | 0.26% | +2.0% |
| 5123 | Altar Rock#5123 · 3,234 sh | 3,234 | $1.2M | 1.76% | -30.4% |
| 5124 | Granite FO#5124 · 3,232 sh | 3,232 | $1.2M | — | 0.0% |
| 5125 | PLANNING DIRECTIONS#5125 · 3,232 sh | 3,232 | $1.2M | 0.56% | -6.3% |
| 5126 | Conservest Capital Advisors#5126 · 3,230 sh | 3,230 | $1.2M | 0.10% | +14.2% |
| 5127 | MASECO LLP#5127 · 3,231 sh | 3,231 | $1.2M | — | +3.7% |
| 5128 | Pinnacle Wealth Management#5128 · 3,226 sh | 3,226 | $1.2M | 0.75% | -17.6% |
| 5129 | DIKER MANAGEMENT#5129 · 3,218 sh | 3,218 | $1.2M | 0.92% | -1.4% |
| 5130 | WARNER FINANCIAL#5130 · 3,213 sh | 3,213 | $1.2M | 0.35% | +0.4% |
| 5131 | Aventus Investment Advisors#5131 · 3,213 sh | 3,213 | $1.2M | — | +43.4% |
| 5132 | One Wealth Map#5132 · 3,059 sh | 3,059 | $1.2M | 0.54% | -12.6% |
| 5133 | Armbruster Capital Management#5133 · 3,201 sh | 3,201 | $1.2M | — | -0.9% |
| 5134 | Whitaker-Myers Wealth Managers, LTD.#5134 · 3,194 sh | 3,194 | $1.2M | — | +0.6% |
| 5135 | Bay Capital Advisors#5135 · 3,191 sh | 3,191 | $1.2M | — | +0.4% |
| 5136 | MORRIS FINANCIAL CONCEPTS#5136 · 3,190 sh | 3,190 | $1.2M | 0.36% | +1.6% |
| 5137 | Persium Advisors#5137 · 3,182 sh | 3,182 | $1.2M | — | -0.9% |
| 5138 | Seneca Financial Advisors#5138 · 3,180 sh | 3,180 | $1.2M | 0.31% | -0.1% |
| 5139 | Dakota Community Bank & NA#5139 · 3,174 sh | 3,174 | $1.2M | — | +1.1% |
| 5140 | Tanglewood Legacy Advisors#5140 · 3,171 sh | 3,171 | $1.2M | 0.38% | -2.1% |
| 5141 | Signature Resources Capital Management#5141 · 3,170 sh | 3,170 | $1.2M | — | +14.9% |
| 5142 | GOLDEN ROAD ADVISORS#5142 · 3,166 sh | 3,166 | $1.2M | 0.57% | +8.2% |
| 5143 | Schuylkill Financial#5143 · 3,165 sh | 3,165 | $1.2M | — | — |
| 5144 | WJ Wealth Management#5144 · 3,161 sh | 3,161 | $1.2M | 0.47% | -13.3% |
| 5145 | INSIGHT 2811#5145 · 3,159 sh | 3,159 | $1.2M | 0.46% | +1.6% |
| 5146 | Alexis Investment Partners#5146 · 3,190 sh | 3,190 | $1.2M | 0.69% | +3.6% |
| 5147 | Flower City Capital#5147 · 3,149 sh | 3,149 | $1.2M | — | -2.4% |
| 5148 | OPTIMA CAPITAL#5148 · 3,148 sh | 3,148 | $1.2M | 0.46% | +6.0% |
| 5149 | PMG Wealth Management#5149 · 3,141 sh | 3,141 | $1.2M | 0.72% | -0.1% |
| 5150 | Vanguard Capital Wealth Advisors#5150 · 3,139 sh | 3,139 | $1.2M | — | +7.5% |
| 5151 | Leslie Global Wealth#5151 · 3,138 sh | 3,138 | $1.2M | — | +2.9% |
| 5152 | Blake Schutter Theil Wealth Advisors#5152 · 3,137 sh | 3,137 | $1.2M | 0.79% | +7.7% |
| 5153 | WELCH CAPITAL PARTNERS#5153 · 3,137 sh | 3,137 | $1.2M | 0.23% | 0.0% |
| 5154 | LiftPoint Family Wealth Advisors#5154 · 3,133 sh | 3,133 | $1.2M | 0.79% | +57.2% |
| 5155 | Fiscal Wisdom Wealth Management#5155 · 3,113 sh | 3,113 | $1.2M | — | +8.9% |
| 5156 | Parker Financial#5156 · 3,109 sh | 3,109 | $1.2M | 0.42% | -0.6% |
| 5157 | CEERA INVESTMENTS#5157 · 3,103 sh | 3,103 | $1.2M | 0.49% | +23.1% |
| 5158 | Bright Futures Wealth Management#5158 · 3,100 sh | 3,100 | $1.2M | — | +10.3% |
| 5159 | Clark & Stuart#5159 · 3,098 sh | 3,098 | $1.2M | — | +1.4% |
| 5160 | Advus Financial Partners#5160 · 3,094 sh | 3,094 | $1.2M | — | +254.0% |
| 5161 | Plum Street Advisors#5161 · 3,094 sh | 3,094 | $1.2M | 0.37% | +0.4% |
| 5162 | ROBINSON SMITH WEALTH ADVISORS#5162 · 3,093 sh | 3,093 | $1.2M | — | -5.1% |
| 5163 | Beacon Harbor Wealth Advisors#5163 · 2,481 sh | 2,481 | $1.2M | 0.22% | +25.6% |
| 5164 | Lutz Financial Services#5164 · 3,084 sh | 3,084 | $1.2M | 0.07% | -0.5% |
| 5165 | Lynch Investment Planning#5165 · 3,083 sh | 3,083 | $1.1M | — | -1.6% |
| 5166 | Richmond Investment Services#5166 · 3,077 sh | 3,077 | $1.1M | 0.36% | -62.5% |
| 5167 | Johnson Wealth Management#5167 · 3,076 sh | 3,076 | $1.1M | 0.49% | +19.7% |
| 5168 | Alpha Financial Partners#5168 · 3,073 sh | 3,073 | $1.1M | 0.60% | -3.4% |
| 5169 | HEARTLAND ADVISORS#5169 · 3,060 sh | 3,060 | $1.1M | 0.05% | -1.0% |
| 5170 | SwitchPoint Financial Planning#5170 · 3,056 sh | 3,056 | $1.1M | 0.66% | +7.7% |
| 5171 | Randall & Associates Wealth Management#5171 · 3,052 sh | 3,052 | $1.1M | — | +15.9% |
| 5172 | Rubicon Advisors, GP#5172 · 3,038 sh | 3,038 | $1.1M | — | +17.5% |
| 5173 | One River Asset Management#5173 · 3,037 sh | 3,037 | $1.1M | — | -70.1% |
| 5174 | REXFORD CAPITAL#5174 · 3,036 sh | 3,036 | $1.1M | 0.69% | +5.2% |
| 5175 | Milestones Private Investment Advisors#5175 · 3,034 sh | 3,034 | $1.1M | — | 0.0% |
| 5176 | BWM Planning#5176 · 3,034 sh | 3,034 | $1.1M | 0.26% | +26.0% |
| 5177 | Thayer Partners, / MA#5177 · 3,032 sh | 3,032 | $1.1M | 0.47% | +12.9% |
| 5178 | Mach-1 Financial Group#5178 · 3,031 sh | 3,031 | $1.1M | 0.44% | -47.7% |
| 5179 | LGT Financial Advisors#5179 · 3,024 sh | 3,024 | $1.1M | 5.97% | -8.2% |
| 5180 | Ballew Advisors#5180 · 2,887 sh | 2,887 | $1.1M | — | +0.3% |
| 5181 | Banco BTG Pactual S.A.#5181 · 3,022 sh | 3,022 | $1.1M | 0.10% | +89.3% |
| 5182 | Brown Financial Advisory#5182 · 3,014 sh | 3,014 | $1.1M | 0.47% | -7.9% |
| 5183 | HFG Advisors#5183 · 3,012 sh | 3,012 | $1.1M | 0.70% | -23.0% |
| 5184 | Guardian Capital#5184 · 3,011 sh | 3,011 | $1.1M | 0.92% | -21.8% |
| 5185 | Peak Financial Management#5185 · 3,010 sh | 3,010 | $1.1M | — | 0.0% |
| 5186 | TCP Asset Management#5186 · 3,010 sh | 3,010 | $1.1M | — | +5.6% |
| 5187 | Peirce Capital Management#5187 · 3,007 sh | 3,007 | $1.1M | — | +4.2% |
| 5188 | Kondo Wealth Advisors#5188 · 2,999 sh | 2,999 | $1.1M | — | +6.3% |
| 5189 | One68 Global Capital#5189 · 3,000 sh | 3,000 | $1.1M | 2.43% | New |
| 5190 | Birnam Oak Advisors#5190 · 3,000 sh | 3,000 | $1.1M | 0.18% | 0.0% |
| 5191 | De Lisle Partners LLP#5191 · 3,000 sh | 3,000 | $1.1M | 0.12% | 0.0% |
| 5192 | Bear Mountain Capital#5192 · 2,905 sh | 2,905 | $1.1M | 0.32% | -1.6% |
| 5193 | NORTHLAND SECURITIES#5193 · 2,995 sh | 2,995 | $1.1M | 0.65% | +84.2% |
| 5194 | WPWealth LLP#5194 · 2,992 sh | 2,992 | $1.1M | 0.17% | +1.1% |
| 5195 | USAdvisors Wealth Management#5195 · 2,970 sh | 2,970 | $1.1M | — | -7.6% |
| 5196 | Lexington Hill Partners#5196 · 2,964 sh | 2,964 | $1.1M | — | -8.2% |
| 5197 | Navigation Group#5197 · 2,963 sh | 2,963 | $1.1M | 0.21% | +0.6% |
| 5198 | VESTIA PERSONAL WEALTH ADVISORS#5198 · 2,962 sh | 2,962 | $1.1M | — | +5.0% |
| 5199 | Financial Guidance Group#5199 · 2,952 sh | 2,952 | $1.1M | — | 0.0% |
| 5200 | RHS Financial#5200 · 2,950 sh | 2,950 | $1.1M | — | -7.4% |
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.