MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 55)
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 5,401 to 5,500. 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 5,401–5,500 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5401 | Serenus Wealth Advisors#5401 · 2,377 sh | 2,377 | $886.7K | 0.15% | -5.3% |
| 5402 | Cadia Private Client#5402 · 2,375 sh | 2,375 | $885.9K | 0.64% | -2.1% |
| 5403 | CMC Financial Group#5403 · 2,371 sh | 2,371 | $884.5K | 1.71% | +0.3% |
| 5404 | Hyperion Capital Advisors#5404 · 2,371 sh | 2,371 | $884.4K | 0.40% | +86.5% |
| 5405 | Apeiron RIA#5405 · 2,624 sh | 2,624 | $883.8K | — | -66.1% |
| 5406 | CORNERSTONE ADVISORS ASSET MANAGEMENT#5406 · 2,368 sh | 2,368 | $883.3K | 0.12% | -4.2% |
| 5407 | ShoreHaven Wealth Partners#5407 · 2,365 sh | 2,365 | $882.1K | — | -3.2% |
| 5408 | Kilter Group#5408 · 2,361 sh | 2,361 | $880.7K | 0.32% | +11.2% |
| 5409 | Conestoga Capital Advisors#5409 · 2,359 sh | 2,359 | $880.0K | 0.02% | 0.0% |
| 5410 | Keener Financial Planning#5410 · 2,357 sh | 2,357 | $879.0K | 0.31% | -44.8% |
| 5411 | AdviceOne Advisory Services#5411 · 2,355 sh | 2,355 | $878.6K | — | +8.3% |
| 5412 | Sound Portfolio Advisors#5412 · 2,355 sh | 2,355 | $878.5K | 0.62% | 0.0% |
| 5413 | ELEVATE WEALTH ADVISORY#5413 · 2,353 sh | 2,353 | $877.9K | 0.50% | +15.3% |
| 5414 | Financial Futures Ltd Liability#5414 · 2,348 sh | 2,348 | $875.8K | — | +0.3% |
| 5415 | Schaeffer Financial#5415 · 2,344 sh | 2,344 | $874.5K | — | 0.0% |
| 5416 | Merited Wealth#5416 · 2,338 sh | 2,338 | $872.1K | — | -2.1% |
| 5417 | GAINLINE FINANCIAL PARTNERS#5417 · 2,337 sh | 2,337 | $871.7K | — | — |
| 5418 | Brickley Wealth Management#5418 · 2,335 sh | 2,335 | $871.0K | 0.13% | -0.8% |
| 5419 | DECISION INVESTMENTS#5419 · 2,334 sh | 2,334 | $870.7K | — | -0.2% |
| 5420 | PUFF WEALTH MANAGEMENT#5420 · 2,333 sh | 2,333 | $870.2K | — | — |
| 5421 | Copia Wealth Management#5421 · 2,330 sh | 2,330 | $869.1K | 0.52% | 0.0% |
| 5422 | America First Investment Advisors#5422 · 2,325 sh | 2,325 | $867.4K | 0.16% | +1.8% |
| 5423 | ForthRight Wealth Management#5423 · 2,320 sh | 2,320 | $865.5K | 0.22% | +3.6% |
| 5424 | Insight Wealth Partners#5424 · 2,320 sh | 2,320 | $865.5K | — | -0.3% |
| 5425 | Sage Financial Management Group#5425 · 2,317 sh | 2,317 | $864.3K | 0.24% | 0.0% |
| 5426 | Stanich Group#5426 · 2,310 sh | 2,310 | $861.7K | — | +0.6% |
| 5427 | CURIO WEALTH#5427 · 2,308 sh | 2,308 | $860.9K | 0.27% | +1.3% |
| 5428 | Hirtle Callaghan#5428 · 2,299 sh | 2,299 | $857.6K | 0.03% | -13.5% |
| 5429 | Prossimo Advisors#5429 · 2,299 sh | 2,299 | $857.5K | 4.95% | +1.7% |
| 5430 | 6th Street Advisors#5430 · 2,293 sh | 2,293 | $855.2K | — | +3.5% |
| 5431 | RAINEY & RANDALL WEALTH ADVISORS#5431 · 2,286 sh | 2,286 | $852.7K | — | -1.1% |
| 5432 | Frontier Asset Management#5432 · 2,284 sh | 2,284 | $851.9K | 0.15% | -2.5% |
| 5433 | Echo Wealth Management#5433 · 2,283 sh | 2,283 | $851.6K | — | +6.5% |
| 5434 | WEBSTERROGERS FINANCIAL ADVISORS#5434 · 2,282 sh | 2,282 | $851.2K | 0.22% | 0.0% |
| 5435 | Cedar Point Capital Partners#5435 · 2,279 sh | 2,279 | $850.1K | 0.49% | +1.4% |
| 5436 | Halter Ferguson Financial#5436 · 2,276 sh | 2,276 | $849.0K | — | -5.5% |
| 5437 | Weinberger Asset Management#5437 · 1,826 sh | 1,826 | $848.4K | 0.27% | +1.1% |
| 5438 | MASTER'S WEALTH MANAGEMENT#5438 · 2,274 sh | 2,274 | $848.1K | — | +14.9% |
| 5439 | Sollinda Capital Management#5439 · 2,269 sh | 2,269 | $846.4K | 0.18% | +39.2% |
| 5440 | HRC WEALTH MANAGEMENT#5440 · 2,266 sh | 2,266 | $845.4K | — | -1.9% |
| 5441 | Luminvest Wealth Management#5441 · 2,254 sh | 2,254 | $840.6K | — | +44.2% |
| 5442 | INVESTMENT MANAGEMENT /VA#5442 · 2,251 sh | 2,251 | $839.6K | 0.70% | -1.5% |
| 5443 | Ratan Capital Management#5443 · 2,250 sh | 2,250 | $839.3K | 0.27% | 0.0% |
| 5444 | Arnhold#5444 · 2,250 sh | 2,250 | $839.3K | — | 0.0% |
| 5445 | Dupree Financial Group#5445 · 2,248 sh | 2,248 | $838.6K | — | -0.6% |
| 5446 | Martel Wealth Advisors#5446 · 2,246 sh | 2,246 | $837.6K | — | +10.4% |
| 5447 | Prospera Capital Management#5447 · 2,166 sh | 2,166 | $837.6K | — | 0.0% |
| 5448 | Level Financial Advisors#5448 · 2,242 sh | 2,242 | $836.4K | — | 0.0% |
| 5449 | LPWM#5449 · 2,239 sh | 2,239 | $835.2K | — | +24.0% |
| 5450 | KERR FINANCIAL PLANNING#5450 · 2,239 sh | 2,239 | $834.9K | 0.93% | +0.1% |
| 5451 | IAG Wealth Partners#5451 · 2,236 sh | 2,236 | $833.9K | 0.08% | -1.3% |
| 5452 | Tencap Wealth Coaching#5452 · 2,230 sh | 2,230 | $832.1K | 0.26% | New |
| 5453 | Soundwatch Capital#5453 · 2,228 sh | 2,228 | $831.1K | 0.09% | -3.7% |
| 5454 | Long Island Wealth Management#5454 · 2,226 sh | 2,226 | $830.4K | — | -0.6% |
| 5455 | Greenland Capital Management#5455 · 2,225 sh | 2,225 | $830.0K | 0.10% | -11.9% |
| 5456 | Investors Portfolio Services#5456 · 2,223 sh | 2,223 | $829.4K | 0.63% | +12.6% |
| 5457 | Second Half Financial Partners#5457 · 2,222 sh | 2,222 | $828.8K | 0.34% | -5.5% |
| 5458 | Veratis Advisors#5458 · 2,215 sh | 2,215 | $826.2K | 0.58% | — |
| 5459 | L.K. Benson & Company, P.C.#5459 · 2,214 sh | 2,214 | $825.9K | — | +9.5% |
| 5460 | SHRIER WEALTH MANAGEMENT#5460 · 2,213 sh | 2,213 | $825.5K | — | -0.1% |
| 5461 | SkyView Investment Advisors#5461 · 2,200 sh | 2,200 | $821.0K | 0.64% | -83.6% |
| 5462 | Entruity Wealth#5462 · 2,201 sh | 2,201 | $820.9K | 0.53% | +3.2% |
| 5463 | Whipplewood Advisors#5463 · 2,199 sh | 2,199 | $820.3K | — | -54.0% |
| 5464 | Legacy Advisory Services#5464 · 2,198 sh | 2,198 | $820.1K | — | +95.2% |
| 5465 | Summit Financial Consulting#5465 · 2,195 sh | 2,195 | $818.6K | — | +0.5% |
| 5466 | Integrated Wealth Management#5466 · 2,193 sh | 2,193 | $818.0K | — | -3.9% |
| 5467 | Financial Symmetry#5467 · 2,193 sh | 2,193 | $817.9K | — | +21.6% |
| 5468 | Mid-American Wealth Advisory Group#5468 · 2,192 sh | 2,192 | $817.8K | — | +133.4% |
| 5469 | Nicholson Meyer Capital Management#5469 · 2,190 sh | 2,190 | $816.8K | 0.54% | -3.0% |
| 5470 | Stone House Investment Management#5470 · 2,181 sh | 2,181 | $813.7K | — | +13.6% |
| 5471 | Advantage#5471 · 2,178 sh | 2,178 | $812.4K | — | +64.0% |
| 5472 | Hoese & LLP#5472 · 2,176 sh | 2,176 | $811.7K | — | +63.5% |
| 5473 | STEPHENSON NATIONAL BANK#5473 · 2,175 sh | 2,175 | $811.3K | — | +86.7% |
| 5474 | Accuvest Global Advisors#5474 · 2,174 sh | 2,174 | $811.0K | 0.70% | -79.2% |
| 5475 | Family Wealth Group#5475 · 2,171 sh | 2,171 | $809.8K | 0.43% | +1.1% |
| 5476 | Fortis Advisors#5476 · 2,166 sh | 2,166 | $808.0K | 0.38% | -6.4% |
| 5477 | THOMPSON DAVIS#5477 · 2,158 sh | 2,158 | $805.0K | 0.48% | +19.3% |
| 5478 | Oak Wealth Advisors#5478 · 2,156 sh | 2,156 | $804.3K | 0.39% | +4.6% |
| 5479 | LGL PARTNERS#5479 · 2,154 sh | 2,154 | $803.3K | 0.29% | +30.6% |
| 5480 | HERITAGE OAK WEALTH ADVISORS#5480 · 2,154 sh | 2,154 | $803.3K | — | +6.0% |
| 5481 | Austin Wealth Management#5481 · 2,029 sh | 2,029 | $799.1K | 0.17% | -35.7% |
| 5482 | Compton Financial Group#5482 · 2,133 sh | 2,133 | $795.6K | 0.15% | 0.0% |
| 5483 | Philip James Wealth Mangement#5483 · 2,131 sh | 2,131 | $794.9K | 0.09% | -20.7% |
| 5484 | Bayshore Capital Advisors#5484 · 2,129 sh | 2,129 | $794.2K | 0.37% | 0.0% |
| 5485 | Note Advisors#5485 · 2,125 sh | 2,125 | $792.6K | 0.34% | -13.9% |
| 5486 | ZENITH SOLUTIONS#5486 · 2,124 sh | 2,124 | $792.3K | — | — |
| 5487 | WALLER FINANCIAL PLANNING GROUP#5487 · 2,124 sh | 2,124 | $792.2K | — | +17.8% |
| 5488 | Colter Lewis Investment Partners#5488 · 2,116 sh | 2,116 | $789.4K | 0.35% | -68.6% |
| 5489 | GoalFusion Wealth Management#5489 · 2,115 sh | 2,115 | $788.9K | — | +13.0% |
| 5490 | Foundation Wealth Management, \PA#5490 · 2,108 sh | 2,108 | $786.5K | — | +97.4% |
| 5491 | Maltin Wealth Management#5491 · 2,108 sh | 2,108 | $786.4K | — | +128.6% |
| 5492 | Sentinel Advisory Group#5492 · 2,107 sh | 2,107 | $786.0K | — | +0.8% |
| 5493 | Kelsey Financial#5493 · 2,106 sh | 2,106 | $785.6K | 0.60% | -1.3% |
| 5494 | EMC Capital Management#5494 · 1,958 sh | 1,958 | $782.0K | 0.31% | — |
| 5495 | Walleye Partners#5495 · 2,092 sh | 2,092 | $780.4K | — | +3.0% |
| 5496 | DDFG#5496 · 2,090 sh | 2,090 | $779.7K | — | +0.6% |
| 5497 | Lighthouse Wealth Management#5497 · 2,088 sh | 2,088 | $778.7K | — | -5.7% |
| 5498 | Wilkins Miller Wealth Management#5498 · 2,087 sh | 2,087 | $778.7K | — | -10.5% |
| 5499 | Asset Allocation Strategies#5499 · 2,087 sh | 2,087 | $778.4K | — | +24.1% |
| 5500 | Foundry Financial Group#5500 · 2,081 sh | 2,081 | $776.3K | 0.34% | -0.3% |
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.