MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 56)
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 5,501 to 5,600. 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 5,501–5,600 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5501 | Mustard Seed Financial#5501 · 2,081 sh | 2,081 | $776.3K | 0.40% | 0.0% |
| 5502 | TOEWS#5502 · 2,077 sh | 2,077 | $774.8K | 0.11% | New |
| 5503 | TOTAL INVESTMENT MANAGEMENT#5503 · 1,667 sh | 1,667 | $774.7K | — | +0.2% |
| 5504 | KAHN BROTHERS GROUP#5504 · 2,092 sh | 2,092 | $774.4K | 0.14% | 0.0% |
| 5505 | Verisail Partners#5505 · 2,074 sh | 2,074 | $773.6K | — | 0.0% |
| 5506 | ProCore Advisors#5506 · 2,073 sh | 2,073 | $773.2K | — | +0.8% |
| 5507 | TRUEFG#5507 · 2,071 sh | 2,071 | $772.5K | — | -1.7% |
| 5508 | Heritage Wealth Architects#5508 · 1,972 sh | 1,972 | $771.1K | — | -0.1% |
| 5509 | Ardent Capital Management#5509 · 2,067 sh | 2,067 | $771.0K | — | 0.0% |
| 5510 | Safe Harbor Family Capital#5510 · 2,067 sh | 2,067 | $771.0K | 0.52% | -18.2% |
| 5511 | High Probability Advisors#5511 · 2,067 sh | 2,067 | $770.9K | — | -10.2% |
| 5512 | Collaborative Capital Advisors#5512 · 2,067 sh | 2,067 | $770.9K | 0.49% | — |
| 5513 | Nalls Sherbakoff Group#5513 · 2,062 sh | 2,062 | $769.0K | 0.55% | 0.0% |
| 5514 | Catalyst Investment Management#5514 · 2,061 sh | 2,061 | $768.9K | — | +8.5% |
| 5515 | Farnam Financial#5515 · 2,060 sh | 2,060 | $768.3K | — | -0.4% |
| 5516 | A&I FINANCIAL SERVICES#5516 · 2,058 sh | 2,058 | $767.7K | — | +10.2% |
| 5517 | Mason Investment Advisory Services#5517 · 2,054 sh | 2,054 | $766.3K | 0.03% | -4.8% |
| 5518 | NINE MASTS CAPITAL Ltd#5518 · 2,054 sh | 2,054 | $766.2K | 0.08% | New |
| 5519 | Harbor Group#5519 · 2,051 sh | 2,051 | $764.9K | — | -22.7% |
| 5520 | ONE PLUS ONE WEALTH MANAGEMENT#5520 · 2,044 sh | 2,044 | $762.6K | — | +1.3% |
| 5521 | Hoya Capital Real Estate#5521 · 2,044 sh | 2,044 | $762.5K | 11.21% | 0.0% |
| 5522 | PMG Family Office#5522 · 2,042 sh | 2,042 | $761.7K | — | +22.6% |
| 5523 | Stegent Equity Advisors#5523 · 2,040 sh | 2,040 | $761.1K | — | -8.1% |
| 5524 | Carmel Capital Management L.L.C.#5524 · 2,039 sh | 2,039 | $760.6K | 0.17% | -19.7% |
| 5525 | Joule Financial#5525 · 2,036 sh | 2,036 | $759.8K | 0.21% | -3.8% |
| 5526 | Brindle & Bay Financial Advisors#5526 · 2,027 sh | 2,027 | $756.1K | — | New |
| 5527 | ARKANSAS FINANCIAL GROUP#5527 · 2,022 sh | 2,022 | $754.2K | — | +18.3% |
| 5528 | Wingate Wealth Advisors#5528 · 2,010 sh | 2,010 | $749.8K | — | 0.0% |
| 5529 | Financial Planning Fort Collins#5529 · 1,949 sh | 1,949 | $749.1K | — | -1.3% |
| 5530 | Axis Wealth Partners#5530 · 2,000 sh | 2,000 | $745.9K | 0.36% | -15.8% |
| 5531 | SIERRA SUMMIT ADVISORS#5531 · 1,997 sh | 1,997 | $744.9K | 0.08% | -13.9% |
| 5532 | THOMAS STORY & SON#5532 · 1,995 sh | 1,995 | $744.2K | — | +2.6% |
| 5533 | Keystone Global Partners#5533 · 1,995 sh | 1,995 | $744.1K | — | 0.0% |
| 5534 | Vermillion Wealth Management#5534 · 1,990 sh | 1,990 | $742.3K | — | -17.1% |
| 5535 | Boyer Financial Services#5535 · 1,898 sh | 1,898 | $741.2K | — | +6.5% |
| 5536 | Praetorian Wealth Management#5536 · 1,986 sh | 1,986 | $740.8K | — | +25.3% |
| 5537 | Clear Point Advisors#5537 · 1,983 sh | 1,983 | $739.7K | 0.66% | -3.4% |
| 5538 | Whitegate Investment Counselors#5538 · 1,982 sh | 1,982 | $739.2K | 0.21% | +29.2% |
| 5539 | HighRoad Wealth Advisors#5539 · 1,975 sh | 1,975 | $736.6K | — | -6.6% |
| 5540 | Centerline Wealth Advisors#5540 · 1,973 sh | 1,973 | $736.0K | — | -3.5% |
| 5541 | DeLarme Wealth Management#5541 · 1,967 sh | 1,967 | $733.6K | 0.43% | +0.3% |
| 5542 | Seros Financial#5542 · 1,966 sh | 1,966 | $733.3K | — | +6.6% |
| 5543 | Accordant Advisory Group#5543 · 1,965 sh | 1,965 | $733.0K | 0.49% | 0.0% |
| 5544 | January Capital Advisors#5544 · 1,961 sh | 1,961 | $731.3K | 0.61% | -1.1% |
| 5545 | Legacy Wealth Managment#5545 · 1,959 sh | 1,959 | $730.7K | 0.30% | +34.7% |
| 5546 | Goldstream Capital Management Ltd#5546 · 1,959 sh | 1,959 | $730.7K | 0.55% | -61.3% |
| 5547 | LEGACY SOLUTIONS#5547 · 1,956 sh | 1,956 | $729.6K | — | +8.1% |
| 5548 | Investments & Financial Planning#5548 · 1,955 sh | 1,955 | $729.2K | 0.35% | +8.0% |
| 5549 | Compass Financial Services#5549 · 1,953 sh | 1,953 | $728.4K | 0.27% | -1.5% |
| 5550 | Boyce & Associates Wealth Consulting#5550 · 1,951 sh | 1,951 | $727.7K | — | -44.6% |
| 5551 | Forbes Financial Planning#5551 · 1,948 sh | 1,948 | $726.6K | — | -0.6% |
| 5552 | Single Point Partners#5552 · 1,945 sh | 1,945 | $725.6K | — | -1.4% |
| 5553 | Pembroke Management, LTD#5553 · 1,945 sh | 1,945 | $725.5K | — | -0.4% |
| 5554 | United Financial Planning Group#5554 · 1,945 sh | 1,945 | $725.5K | 0.37% | 0.0% |
| 5555 | Guilbault Capital#5555 · 1,941 sh | 1,941 | $723.9K | 0.73% | -7.8% |
| 5556 | Macro Advisors#5556 · 1,941 sh | 1,941 | $723.9K | 0.23% | -22.0% |
| 5557 | Global Wealth Management#5557 · 1,940 sh | 1,940 | $723.7K | — | +0.2% |
| 5558 | ESL Services#5558 · 1,937 sh | 1,937 | $722.5K | 0.12% | 0.0% |
| 5559 | Fieldview Capital Management#5559 · 1,936 sh | 1,936 | $722.2K | 0.21% | +23.5% |
| 5560 | WINNOW WEALTH#5560 · 1,931 sh | 1,931 | $720.3K | — | -1.2% |
| 5561 | MA Private Wealth#5561 · 1,927 sh | 1,927 | $718.8K | 0.11% | +13.2% |
| 5562 | Uptown Financial Advisors#5562 · 1,922 sh | 1,922 | $716.9K | — | +1.7% |
| 5563 | Mann Financial Group#5563 · 1,921 sh | 1,921 | $716.6K | — | +1.3% |
| 5564 | Morrissey Wealth Management#5564 · 1,384 sh | 1,384 | $716.2K | 0.45% | — |
| 5565 | Foundry Financial#5565 · 1,918 sh | 1,918 | $715.6K | — | +6.5% |
| 5566 | Orca Wealth Management#5566 · 1,913 sh | 1,913 | $713.4K | — | -7.4% |
| 5567 | Strategic Wealth Advisors#5567 · 1,473 sh | 1,473 | $712.0K | 0.61% | +1.7% |
| 5568 | Manuka Financial#5568 · 1,908 sh | 1,908 | $711.7K | — | 0.0% |
| 5569 | RAFFA WEALTH MANAGEMENT#5569 · 1,907 sh | 1,907 | $711.3K | 0.09% | -17.1% |
| 5570 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#5570 · 1,906 sh | 1,906 | $710.9K | — | +1.7% |
| 5571 | LETSON INVESTMENT MANAGEMENT#5571 · 1,903 sh | 1,903 | $709.9K | 0.26% | 0.0% |
| 5572 | GRANVILLE CAPITAL#5572 · 1,902 sh | 1,902 | $709.7K | 0.32% | +1.7% |
| 5573 | CGC Financial Services#5573 · 1,901 sh | 1,901 | $709.1K | — | -5.7% |
| 5574 | Dodds Wealth#5574 · 1,899 sh | 1,899 | $708.4K | 0.16% | +5.6% |
| 5575 | Blue Capital#5575 · 1,898 sh | 1,898 | $708.0K | — | -1.7% |
| 5576 | MontVue Capital Management#5576 · 1,897 sh | 1,897 | $707.6K | — | +0.4% |
| 5577 | Freedom Financial Partners#5577 · 1,897 sh | 1,897 | $707.6K | — | -5.1% |
| 5578 | Resolute Advisors#5578 · 1,892 sh | 1,892 | $705.8K | 0.17% | -57.3% |
| 5579 | Grand Central Investment Group#5579 · 1,891 sh | 1,891 | $705.4K | 0.59% | -0.9% |
| 5580 | AUCTUS ADVISORS#5580 · 1,890 sh | 1,890 | $705.0K | — | -17.5% |
| 5581 | WEST CHESTER CAPITAL ADVISORS#5581 · 1,890 sh | 1,890 | $705.0K | — | -17.7% |
| 5582 | Topel & Distasi Wealth Management#5582 · 1,889 sh | 1,889 | $704.6K | 0.34% | +237.3% |
| 5583 | Ruedi Wealth Management#5583 · 1,887 sh | 1,887 | $703.8K | 0.17% | -3.5% |
| 5584 | Carmel Capital Partners#5584 · 1,880 sh | 1,880 | $701.3K | 0.23% | +4.6% |
| 5585 | Miller Global Investments#5585 · 1,879 sh | 1,879 | $700.9K | — | +64.0% |
| 5586 | May Barnhard Investments#5586 · 1,875 sh | 1,875 | $699.7K | — | +13.0% |
| 5587 | DHJJ Financial Advisors, Ltd.#5587 · 1,875 sh | 1,875 | $699.5K | — | +3.2% |
| 5588 | FORM Wealth Advisors#5588 · 1,875 sh | 1,875 | $699.5K | — | -27.2% |
| 5589 | Welch Financial Planning#5589 · 1,875 sh | 1,875 | $699.4K | 0.41% | -15.1% |
| 5590 | Piedmont Capital Management#5590 · 1,806 sh | 1,806 | $698.9K | 0.35% | 0.0% |
| 5591 | hemming& Wealth Management#5591 · 1,873 sh | 1,873 | $698.8K | — | -14.8% |
| 5592 | High Point Wealth Management#5592 · 1,873 sh | 1,873 | $698.7K | 0.57% | +0.1% |
| 5593 | Graney & King#5593 · 1,870 sh | 1,870 | $697.6K | 0.25% | +2.0% |
| 5594 | Sovereign Investment Advisors#5594 · 1,870 sh | 1,870 | $697.5K | 0.13% | 0.0% |
| 5595 | Breachway Investments#5595 · 1,865 sh | 1,865 | $695.7K | — | -34.9% |
| 5596 | Odyssean#5596 · 1,863 sh | 1,863 | $694.9K | 0.11% | -48.9% |
| 5597 | PENNEY FINANCIAL#5597 · 1,861 sh | 1,861 | $694.2K | — | 0.0% |
| 5598 | WASHINGTON CAPITAL MANAGEMENT#5598 · 1,855 sh | 1,855 | $692.0K | — | +37.9% |
| 5599 | BALANCED WEALTH GROUP#5599 · 1,855 sh | 1,855 | $691.9K | 0.22% | -14.4% |
| 5600 | FORTERIS WEALTH MANAGEMENT#5600 · 1,851 sh | 1,851 | $690.5K | — | +5.7% |
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.