MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 53)
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 5,201 to 5,300. 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 5,201–5,300 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5201 | OMNI 360 Wealth#5201 · 2,942 sh | 2,942 | $1.1M | — | -2.7% |
| 5202 | Commerce Advisors#5202 · 2,935 sh | 2,935 | $1.1M | — | +2.3% |
| 5203 | Reliant Investment Management#5203 · 2,933 sh | 2,933 | $1.1M | — | +15.9% |
| 5204 | Innovative Wealth Building#5204 · 2,929 sh | 2,929 | $1.1M | — | 0.0% |
| 5205 | Ehrenkranz Partners L.P.#5205 · 2,929 sh | 2,929 | $1.1M | 0.63% | 0.0% |
| 5206 | Horizon Family Wealth#5206 · 2,927 sh | 2,927 | $1.1M | 0.50% | +70.2% |
| 5207 | BASSO CAPITAL MANAGEMENT, L.P.#5207 · 2,927 sh | 2,927 | $1.1M | 0.23% | +336.2% |
| 5208 | Hyposwiss Advisors SA#5208 · 2,924 sh | 2,924 | $1.1M | — | 0.0% |
| 5209 | Koss-Olinger Consulting#5209 · 2,920 sh | 2,920 | $1.1M | 0.08% | -66.4% |
| 5210 | Diesslin Group#5210 · 2,918 sh | 2,918 | $1.1M | — | -0.7% |
| 5211 | Camarda Financial Advisors#5211 · 2,911 sh | 2,911 | $1.1M | 0.33% | -70.1% |
| 5212 | Trinity Wealth Management#5212 · 2,911 sh | 2,911 | $1.1M | — | -5.3% |
| 5213 | DRIEHAUS CAPITAL MANAGEMENT#5213 · 2,910 sh | 2,910 | $1.1M | <0.01% | -7.7% |
| 5214 | Stillwater Private Wealth#5214 · 2,204 sh | 2,204 | $1.1M | 0.71% | +6.9% |
| 5215 | Constant Guidance Financial#5215 · 2,905 sh | 2,905 | $1.1M | 0.68% | +9.9% |
| 5216 | Stegner Investment Associates#5216 · 2,905 sh | 2,905 | $1.1M | — | -7.6% |
| 5217 | Saber Capital Managment#5217 · 2,900 sh | 2,900 | $1.1M | 0.74% | 0.0% |
| 5218 | Gouws Capital#5218 · 2,894 sh | 2,894 | $1.1M | — | -15.1% |
| 5219 | Investment Planning Advisors#5219 · 2,884 sh | 2,884 | $1.1M | — | +56.6% |
| 5220 | Equita Financial Network#5220 · 2,867 sh | 2,867 | $1.1M | — | +2.0% |
| 5221 | Mullaney, Keating & Wright#5221 · 2,867 sh | 2,867 | $1.1M | — | +17.3% |
| 5222 | Opus Financial Solutions#5222 · 2,866 sh | 2,866 | $1.1M | 0.86% | +5.7% |
| 5223 | Cinctive Capital Management#5223 · 2,853 sh | 2,853 | $1.1M | 0.04% | New |
| 5224 | Copley Financial Group#5224 · 2,853 sh | 2,853 | $1.1M | 0.64% | -11.3% |
| 5225 | FIDELIS iM#5225 · 2,852 sh | 2,852 | $1.1M | — | +0.1% |
| 5226 | GatePass Capital#5226 · 2,842 sh | 2,842 | $1.1M | 0.40% | +2.0% |
| 5227 | Presidio Capital Management#5227 · 2,841 sh | 2,841 | $1.1M | 0.27% | +1.6% |
| 5228 | O'Domhnaill Enterprises#5228 · 2,834 sh | 2,834 | $1.1M | 0.84% | New |
| 5229 | Reyes Financial Architecture#5229 · 2,833 sh | 2,833 | $1.1M | — | -4.9% |
| 5230 | Avid Wealth Partners#5230 · 2,831 sh | 2,831 | $1.1M | 0.51% | -14.3% |
| 5231 | Marshall & Sterling Wealth Advisors#5231 · 2,830 sh | 2,830 | $1.1M | 0.63% | +5.6% |
| 5232 | Seed Wealth Management#5232 · 2,827 sh | 2,827 | $1.1M | — | -17.7% |
| 5233 | Plotkin Financial Advisors#5233 · 2,827 sh | 2,827 | $1.1M | 0.44% | +8.4% |
| 5234 | LAVELLE CAPITAL#5234 · 2,823 sh | 2,823 | $1.1M | 0.45% | 0.0% |
| 5235 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#5235 · 2,822 sh | 2,822 | $1.1M | 0.07% | -82.2% |
| 5236 | Kure Advisory#5236 · 2,822 sh | 2,822 | $1.1M | — | +8.9% |
| 5237 | Ferguson Shapiro#5237 · 2,821 sh | 2,821 | $1.1M | — | -27.8% |
| 5238 | O'Connor Financial Group#5238 · 2,820 sh | 2,820 | $1.1M | — | +9.3% |
| 5239 | Norman Fields, Gottscho Capital Management#5239 · 2,814 sh | 2,814 | $1.0M | — | -19.0% |
| 5240 | Ipsen Advisor Group#5240 · 2,810 sh | 2,810 | $1.0M | 0.67% | +2.0% |
| 5241 | PARAGON CAPITAL MANAGEMENT#5241 · 2,807 sh | 2,807 | $1.0M | — | New |
| 5242 | Harvest Investment Advisors#5242 · 2,805 sh | 2,805 | $1.0M | 0.52% | +0.1% |
| 5243 | Premier Financial Group#5243 · 2,803 sh | 2,803 | $1.0M | 0.21% | New |
| 5244 | OPTIONS SOLUTIONS#5244 · 2,800 sh | 2,800 | $1.0M | 0.53% | 0.0% |
| 5245 | Bedminster#5245 · 2,797 sh | 2,797 | $1.0M | 0.89% | -4.5% |
| 5246 | FNY Investment Advisers#5246 · 2,790 sh | 2,790 | $1.0M | — | +80.0% |
| 5247 | JMAC ENTERPRISES#5247 · 2,786 sh | 2,786 | $1.0M | 0.18% | 0.0% |
| 5248 | 21 West Wealth Management#5248 · 2,786 sh | 2,786 | $1.0M | — | +0.2% |
| 5249 | Cornerstone Financial Management#5249 · 2,782 sh | 2,782 | $1.0M | 0.83% | +12.3% |
| 5250 | R. W. Roge & Company#5250 · 2,781 sh | 2,781 | $1.0M | 0.43% | +0.7% |
| 5251 | Blankinship & Foster#5251 · 2,778 sh | 2,778 | $1.0M | — | -6.7% |
| 5252 | Orcam Financial Group#5252 · 2,778 sh | 2,778 | $1.0M | 0.51% | +336.8% |
| 5253 | ASO GROUP Ltd#5253 · 2,776 sh | 2,776 | $1.0M | 0.44% | 0.0% |
| 5254 | Englebert Financial Advisers#5254 · 2,772 sh | 2,772 | $1.0M | — | +3.2% |
| 5255 | Foundation Wealth Management#5255 · 2,770 sh | 2,770 | $1.0M | — | -2.2% |
| 5256 | Daviman Financial#5256 · 2,767 sh | 2,767 | $1.0M | 0.57% | +7.5% |
| 5257 | TT Capital Management#5257 · 2,766 sh | 2,766 | $1.0M | — | +193.9% |
| 5258 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#5258 · 2,764 sh | 2,764 | $1.0M | 0.81% | 0.0% |
| 5259 | Hibernia Wealth Partners#5259 · 2,765 sh | 2,765 | $1.0M | 0.56% | -44.1% |
| 5260 | HMV Wealth Advisors#5260 · 2,760 sh | 2,760 | $1.0M | 0.40% | +18.8% |
| 5261 | Cedar Mountain Advisors#5261 · 2,759 sh | 2,759 | $1.0M | — | -35.9% |
| 5262 | Passive Capital Management#5262 · 2,128 sh | 2,128 | $1.0M | 0.32% | -3.3% |
| 5263 | Schubert#5263 · 2,753 sh | 2,753 | $1.0M | 0.71% | -16.2% |
| 5264 | RED REEF ADVISORS#5264 · 2,753 sh | 2,753 | $1.0M | 0.95% | -9.7% |
| 5265 | Waterford Advisors#5265 · 2,752 sh | 2,752 | $1.0M | 0.28% | +0.4% |
| 5266 | S&A Financial Services#5266 · 2,752 sh | 2,752 | $1.0M | 0.63% | -2.0% |
| 5267 | Tilson Financial Group#5267 · 2,750 sh | 2,750 | $1.0M | 0.28% | -2.1% |
| 5268 | ALTERNA WEALTH MANAGEMENT#5268 · 2,743 sh | 2,743 | $1.0M | — | +5.5% |
| 5269 | KRAEMATON INVESTMENT ADVISORS#5269 · 2,743 sh | 2,743 | $1.0M | 0.76% | -2.8% |
| 5270 | COGENT STRATEGIC WEALTH#5270 · 2,741 sh | 2,741 | $1.0M | — | -5.2% |
| 5271 | JHP Wealth Management#5271 · 2,737 sh | 2,737 | $1.0M | 0.84% | -4.7% |
| 5272 | Cushing Capital Partners#5272 · 2,735 sh | 2,735 | $1.0M | — | +3.4% |
| 5273 | Premier Private Wealth Management#5273 · 2,734 sh | 2,734 | $1.0M | 0.89% | +2.1% |
| 5274 | Hiley Hunt Wealth Management#5274 · 2,731 sh | 2,731 | $1.0M | — | +3.1% |
| 5275 | Seaside Wealth Management#5275 · 2,731 sh | 2,731 | $1.0M | 0.25% | -1.2% |
| 5276 | PFS Partners#5276 · 2,726 sh | 2,726 | $1.0M | — | +34.1% |
| 5277 | RESOLUTE CAPITAL#5277 · 2,721 sh | 2,721 | $1.0M | 0.35% | +45.3% |
| 5278 | Stone Wealth Partners#5278 · 2,721 sh | 2,721 | $1.0M | 0.74% | +2.8% |
| 5279 | EPIQ PARTNERS#5279 · 2,720 sh | 2,720 | $1.0M | — | -1.1% |
| 5280 | Northwest Quadrant Wealth Management#5280 · 2,713 sh | 2,713 | $1.0M | 0.19% | +2.6% |
| 5281 | ATX Financial Planning#5281 · 2,712 sh | 2,712 | $1.0M | — | -5.1% |
| 5282 | R Squared Ltd#5282 · 2,706 sh | 2,706 | $1.0M | 0.53% | -61.8% |
| 5283 | Charter Capital Management, \DE#5283 · 2,704 sh | 2,704 | $1.0M | 0.45% | -0.7% |
| 5284 | North Berkeley Wealth Management#5284 · 2,692 sh | 2,692 | $1.0M | 0.41% | +14.7% |
| 5285 | Good Harbor Advisors#5285 · 2,691 sh | 2,691 | $1.0M | — | -5.9% |
| 5286 | Hopwood Nicholas Hunter#5286 · 2,691 sh | 2,691 | $1.0M | 0.28% | +6.4% |
| 5287 | Covestor Ltd#5287 · 2,689 sh | 2,689 | $1.0M | 0.58% | +0.4% |
| 5288 | West Financial Advisors#5288 · 2,681 sh | 2,681 | $1000.0K | — | -3.6% |
| 5289 | DORVAL#5289 · 2,678 sh | 2,678 | $998.9K | 0.29% | +5.1% |
| 5290 | Vigil Wealth Management#5290 · 2,670 sh | 2,670 | $996.0K | 0.71% | +85.0% |
| 5291 | MONEYWISE#5291 · 2,669 sh | 2,669 | $995.7K | 0.37% | +0.4% |
| 5292 | Weil Company#5292 · 2,666 sh | 2,666 | $994.6K | — | +2.0% |
| 5293 | OBERWEIS ASSET MANAGEMENT#5293 · 2,665 sh | 2,665 | $994.1K | 0.02% | 0.0% |
| 5294 | Brightwater Advisory#5294 · 2,658 sh | 2,658 | $991.5K | 0.63% | -1.0% |
| 5295 | marrick wealth#5295 · 2,658 sh | 2,658 | $991.4K | — | +2.6% |
| 5296 | Bauman Advisory Group#5296 · 2,656 sh | 2,656 | $990.8K | 0.52% | +13.4% |
| 5297 | Lauterbach Financial Advisors#5297 · 2,655 sh | 2,655 | $990.5K | — | 0.0% |
| 5298 | Plan Group Financial#5298 · 2,650 sh | 2,650 | $988.6K | — | -17.4% |
| 5299 | Black Swift Group#5299 · 2,650 sh | 2,650 | $988.5K | 0.14% | New |
| 5300 | PTM WEALTH MANAGEMENT#5300 · 2,588 sh | 2,588 | $988.0K | — | +57.7% |
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.