MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 54)
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 5,301 to 5,400. 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 5,301–5,400 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5301 | True Link Financial Advisors#5301 · 2,644 sh | 2,644 | $986.3K | 0.06% | -2.2% |
| 5302 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#5302 · 2,044 sh | 2,044 | $985.8K | 0.55% | 0.0% |
| 5303 | Trellis Wealth Advisors#5303 · 2,643 sh | 2,643 | $985.8K | — | 0.0% |
| 5304 | Main Line Retirement Advisors#5304 · 2,641 sh | 2,641 | $985.0K | — | +0.1% |
| 5305 | Chris Bulman#5305 · 2,640 sh | 2,640 | $985.0K | — | +3.2% |
| 5306 | DOPKINS WEALTH MANAGEMENT#5306 · 2,639 sh | 2,639 | $984.5K | 0.36% | -13.8% |
| 5307 | Belleair Asset Management#5307 · 2,633 sh | 2,633 | $982.0K | 0.83% | +1.2% |
| 5308 | MELFA WEALTH MANAGEMENT#5308 · 2,632 sh | 2,632 | $981.9K | 0.53% | -0.2% |
| 5309 | GuidedMoney#5309 · 2,632 sh | 2,632 | $981.8K | 0.45% | 0.0% |
| 5310 | WEXFORD CAPITAL#5310 · 2,630 sh | 2,630 | $981.0K | 0.13% | +175.7% |
| 5311 | SWS Partners#5311 · 2,630 sh | 2,630 | $981.0K | — | +0.2% |
| 5312 | Partners in Financial Planning#5312 · 2,623 sh | 2,623 | $978.3K | 0.15% | 0.0% |
| 5313 | United Capital Management of KS#5313 · 2,617 sh | 2,617 | $976.0K | 0.13% | +0.9% |
| 5314 | FORTRESS FINANCIAL GROUP#5314 · 2,616 sh | 2,616 | $975.8K | — | -17.9% |
| 5315 | Boulder Wealth Advisors#5315 · 2,608 sh | 2,608 | $972.9K | 0.35% | +2.2% |
| 5316 | Sageworth#5316 · 2,607 sh | 2,607 | $972.5K | 0.04% | -73.8% |
| 5317 | Compass Advisory Group#5317 · 2,602 sh | 2,602 | $970.6K | 0.23% | +45.7% |
| 5318 | Glaxis Capital Management#5318 · 2,600 sh | 2,600 | $969.9K | 1.95% | 0.0% |
| 5319 | T3 Companies#5319 · 2,599 sh | 2,599 | $969.5K | — | -46.7% |
| 5320 | Chico Wealth RIA#5320 · 2,593 sh | 2,593 | $967.1K | 0.50% | +27.7% |
| 5321 | Dynamic Technology Lab Private Ltd#5321 · 2,589 sh | 2,589 | $966.0K | 0.22% | +65.9% |
| 5322 | Split Creek DBA Split Creek Capital#5322 · 2,586 sh | 2,586 | $964.6K | 0.89% | +4.5% |
| 5323 | Gallacher Capital Management#5323 · 2,578 sh | 2,578 | $961.5K | 0.54% | -14.0% |
| 5324 | Axecap Investments#5324 · 2,565 sh | 2,565 | $956.9K | — | +1.5% |
| 5325 | Arlington Capital Management#5325 · 2,564 sh | 2,564 | $956.6K | 0.59% | -8.1% |
| 5326 | Carroll Advisory Group#5326 · 2,563 sh | 2,563 | $956.2K | — | -1.6% |
| 5327 | COLUMBIA ADVISORY PARTNERS#5327 · 2,561 sh | 2,561 | $955.3K | — | +3.9% |
| 5328 | Opulen Financial Group#5328 · 2,557 sh | 2,557 | $953.9K | — | +14.5% |
| 5329 | Noble Family Wealth#5329 · 2,556 sh | 2,556 | $953.4K | — | -25.0% |
| 5330 | Capasso Planning Partners#5330 · 2,554 sh | 2,554 | $952.6K | 0.48% | +3.4% |
| 5331 | Joseph P. Lucia & Associates#5331 · 2,551 sh | 2,551 | $951.4K | 0.29% | -8.2% |
| 5332 | McLaughlin Asset Management#5332 · 2,546 sh | 2,546 | $949.7K | 6.34% | -60.2% |
| 5333 | BlueSky Wealth Advisors#5333 · 2,542 sh | 2,542 | $948.1K | 0.11% | -26.0% |
| 5334 | ACT WEALTH MANAGEMENT#5334 · 2,539 sh | 2,539 | $947.0K | — | -0.2% |
| 5335 | BancFirst & Investment Management#5335 · 2,569 sh | 2,569 | $946.9K | 0.40% | +65.0% |
| 5336 | Future Financial Wealth Managment#5336 · 2,481 sh | 2,481 | $946.7K | — | +14.3% |
| 5337 | Gunpowder Capital Management, dba Oliver Wealth Management#5337 · 2,535 sh | 2,535 | $945.6K | 0.66% | -42.5% |
| 5338 | Fortune 45#5338 · 2,533 sh | 2,533 | $945.6K | — | +1.4% |
| 5339 | Burk#5339 · 2,532 sh | 2,532 | $944.5K | 0.35% | -5.8% |
| 5340 | Hughes Financial Services#5340 · 2,529 sh | 2,529 | $943.4K | 0.13% | +13.8% |
| 5341 | Dogwood Wealth Management#5341 · 2,528 sh | 2,528 | $943.0K | 0.37% | -14.4% |
| 5342 | Cordoba Advisory Partners#5342 · 2,527 sh | 2,527 | $942.6K | — | New |
| 5343 | Gimbal Financial#5343 · 2,524 sh | 2,524 | $941.5K | — | — |
| 5344 | Yahav Achim Ve Achayot - Provident Funds Management Ltd.#5344 · 2,524 sh | 2,524 | $941.5K | 0.65% | New |
| 5345 | AJ Advisors#5345 · 2,520 sh | 2,520 | $940.0K | 0.29% | +1.7% |
| 5346 | Red Mountain Financial#5346 · 2,518 sh | 2,518 | $939.3K | 0.79% | +3.6% |
| 5347 | WINSLOW ASSET MANAGEMENT#5347 · 2,516 sh | 2,516 | $939.0K | 0.16% | -1.4% |
| 5348 | TERRIL BROTHERS#5348 · 2,515 sh | 2,515 | $938.1K | 0.24% | +1.0% |
| 5349 | Provident Wealth Management#5349 · 2,514 sh | 2,514 | $937.8K | — | +0.2% |
| 5350 | Stembrook Asset Management#5350 · 2,510 sh | 2,510 | $936.3K | 0.81% | 0.0% |
| 5351 | POTENTIA WEALTH#5351 · 2,510 sh | 2,510 | $936.1K | 0.38% | -42.3% |
| 5352 | Hill Investment Group Partners#5352 · 2,506 sh | 2,506 | $934.8K | 0.10% | +2.7% |
| 5353 | Meredith Wealth Planning#5353 · 2,504 sh | 2,504 | $933.9K | — | -1.8% |
| 5354 | Wealth Management Strategies#5354 · 2,501 sh | 2,501 | $933.0K | 0.36% | +0.1% |
| 5355 | Melia Wealth#5355 · 2,500 sh | 2,500 | $932.5K | 0.54% | New |
| 5356 | Kelman-Lazarov#5356 · 2,498 sh | 2,498 | $931.6K | 0.12% | -41.1% |
| 5357 | Wealth Group Ltd#5357 · 2,494 sh | 2,494 | $930.1K | — | -2.9% |
| 5358 | Disciplined Investments#5358 · 2,493 sh | 2,493 | $929.8K | 0.30% | +0.1% |
| 5359 | RMG Wealth Management#5359 · 1,887 sh | 1,887 | $929.3K | — | +5.2% |
| 5360 | GGM Financials#5360 · 2,486 sh | 2,486 | $927.4K | 0.35% | +0.2% |
| 5361 | MUSTICO FINANCIAL GROUP#5361 · 2,429 sh | 2,429 | $927.0K | 0.60% | -1.9% |
| 5362 | New England Capital Financial Advisors#5362 · 2,483 sh | 2,483 | $926.3K | 0.22% | +67.5% |
| 5363 | AVAII WEALTH MANAGEMENT#5363 · 2,480 sh | 2,480 | $925.2K | — | +13.5% |
| 5364 | One Degree Advisors#5364 · 2,398 sh | 2,398 | $921.0K | 0.21% | +0.2% |
| 5365 | TPG Financial Advisors#5365 · 2,468 sh | 2,468 | $920.6K | 0.28% | +0.2% |
| 5366 | Dominguez Wealth Management Solutions#5366 · 2,468 sh | 2,468 | $920.6K | — | +0.1% |
| 5367 | BLVD Private Wealth#5367 · 2,464 sh | 2,464 | $919.2K | — | -7.4% |
| 5368 | V. M. MANNING#5368 · 2,462 sh | 2,462 | $918.4K | 0.79% | — |
| 5369 | VERUS WEALTH MANAGEMENT#5369 · 2,457 sh | 2,457 | $916.5K | — | 0.0% |
| 5370 | Valpey Financial Services#5370 · 2,457 sh | 2,457 | $916.4K | 0.55% | 0.0% |
| 5371 | LAM GROUP#5371 · 2,455 sh | 2,455 | $915.9K | — | +128.4% |
| 5372 | E6 Portfolios#5372 · 2,455 sh | 2,455 | $915.6K | — | +79.9% |
| 5373 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#5373 · 2,454 sh | 2,454 | $915.5K | 0.26% | +5.1% |
| 5374 | Clarity Capital Advisors#5374 · 2,454 sh | 2,454 | $915.4K | 0.38% | +8.9% |
| 5375 | REAP Financial Group#5375 · 2,453 sh | 2,453 | $914.9K | 0.16% | +1.1% |
| 5376 | ICONIQ Capital#5376 · 2,452 sh | 2,452 | $914.6K | 0.03% | -98.4% |
| 5377 | Marathon Strategic Advisors#5377 · 2,451 sh | 2,451 | $914.3K | — | -0.3% |
| 5378 | GREAT OAK CAPITAL PARTNERS#5378 · 2,336 sh | 2,336 | $913.3K | 0.20% | -1.0% |
| 5379 | Quartz Partners#5379 · 2,448 sh | 2,448 | $913.2K | 0.30% | +10.2% |
| 5380 | SCHWARTZ INVESTMENT COUNSEL#5380 · 2,445 sh | 2,445 | $912.0K | — | 0.0% |
| 5381 | Orin Green Financial#5381 · 2,442 sh | 2,442 | $910.9K | — | 0.0% |
| 5382 | ALLEN WEALTH MANAGEMENT#5382 · 2,438 sh | 2,438 | $909.4K | 0.44% | +19.0% |
| 5383 | Retirement Wealth Solutions#5383 · 2,438 sh | 2,438 | $909.4K | — | -1.3% |
| 5384 | WHI#5384 · 2,437 sh | 2,437 | $909.0K | 0.59% | 0.0% |
| 5385 | Caitlin John#5385 · 2,428 sh | 2,428 | $905.8K | 0.49% | -34.4% |
| 5386 | Darrow Company#5386 · 2,428 sh | 2,428 | $905.7K | — | +2.0% |
| 5387 | Sound Stewardship#5387 · 2,424 sh | 2,424 | $904.1K | — | +22.5% |
| 5388 | Sensible Money#5388 · 2,419 sh | 2,419 | $902.4K | — | -5.2% |
| 5389 | Axim Planning & Wealth#5389 · 2,418 sh | 2,418 | $902.0K | 1.26% | -3.2% |
| 5390 | HighVista Strategies#5390 · 2,413 sh | 2,413 | $900.1K | 0.21% | -62.6% |
| 5391 | ALBERT D MASON#5391 · 2,411 sh | 2,411 | $899.5K | 0.51% | +108.6% |
| 5392 | Wrenne Financial Planning#5392 · 2,411 sh | 2,411 | $899.4K | 0.30% | +6.4% |
| 5393 | Horrell Capital Management#5393 · 2,405 sh | 2,405 | $897.1K | — | +10.5% |
| 5394 | True Wealth Design#5394 · 2,405 sh | 2,405 | $897.1K | — | +24.9% |
| 5395 | HBE Wealth Management#5395 · 2,399 sh | 2,399 | $894.9K | 0.64% | +7.7% |
| 5396 | Noble Wealth Management PBC#5396 · 2,393 sh | 2,393 | $892.6K | — | +2.0% |
| 5397 | WorthPointe#5397 · 2,391 sh | 2,391 | $891.9K | 0.22% | -0.7% |
| 5398 | Tumwater Wealth Management#5398 · 2,389 sh | 2,389 | $891.2K | 0.32% | 0.0% |
| 5399 | Quest 10 Wealth Builders#5399 · 2,381 sh | 2,381 | $888.3K | 0.69% | +1.1% |
| 5400 | Haven Private#5400 · 2,378 sh | 2,378 | $887.0K | 0.34% | -35.6% |
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.