MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 57)
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 5,601 to 5,700. 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 5,601–5,700 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5601 | DAHRING {-} CUSMANO#5601 · 1,847 sh | 1,847 | $689.0K | 0.36% | -5.4% |
| 5602 | Smith & Howard Wealth Management#5602 · 1,842 sh | 1,842 | $687.1K | — | -0.2% |
| 5603 | Whitcomb & Hess#5603 · 1,841 sh | 1,841 | $686.9K | — | +0.2% |
| 5604 | STOLZ & ASSOCIATES, PS#5604 · 1,841 sh | 1,841 | $686.7K | 0.43% | +12.7% |
| 5605 | Highland Financial Advisors#5605 · 1,840 sh | 1,840 | $686.4K | — | +8.6% |
| 5606 | Western Reserve Capital Management#5606 · 1,838 sh | 1,838 | $685.6K | — | 0.0% |
| 5607 | ArrowMark Colorado#5607 · 1,835 sh | 1,835 | $684.5K | 0.03% | 0.0% |
| 5608 | Timonier Family Office, LTD.#5608 · 1,834 sh | 1,834 | $684.1K | 0.19% | — |
| 5609 | Southern Financial Group#5609 · 1,833 sh | 1,833 | $683.8K | 0.17% | -5.9% |
| 5610 | FMB WEALTH MANAGEMENT#5610 · 1,830 sh | 1,830 | $682.8K | 0.25% | -0.3% |
| 5611 | Compass Financial Group#5611 · 1,830 sh | 1,830 | $682.6K | 0.29% | +3.1% |
| 5612 | Monetary Solutions, Ltd#5612 · 1,830 sh | 1,830 | $682.6K | — | +20.0% |
| 5613 | Stephens Investment Management Group#5613 · 1,829 sh | 1,829 | $682.3K | <0.01% | +4.9% |
| 5614 | Citrine Capital#5614 · 1,828 sh | 1,828 | $681.9K | — | +2.9% |
| 5615 | Cobblestone Asset Management#5615 · 1,824 sh | 1,824 | $680.4K | — | -8.8% |
| 5616 | BetterWealth#5616 · 1,820 sh | 1,820 | $678.9K | — | +26.3% |
| 5617 | JIM SAULNIER & ASSOCIATES#5617 · 1,811 sh | 1,811 | $675.6K | 0.27% | -3.6% |
| 5618 | Gladstone Capital Management LLP#5618 · 1,810 sh | 1,810 | $675.2K | 0.07% | -99.3% |
| 5619 | Capstone Capital Management Ltd#5619 · 1,809 sh | 1,809 | $674.8K | — | New |
| 5620 | RED CRANE WEALTH MANAGEMENT#5620 · 1,808 sh | 1,808 | $674.3K | — | +17.3% |
| 5621 | Auour Investments#5621 · 1,807 sh | 1,807 | $674.0K | 0.19% | +0.5% |
| 5622 | Jacobs Equity#5622 · 1,805 sh | 1,805 | $673.3K | 0.47% | +45.7% |
| 5623 | Wealth Care#5623 · 1,805 sh | 1,805 | $673.1K | 0.55% | +0.2% |
| 5624 | Artisan Partners Limited Partnership#5624 · 1,796 sh | 1,796 | $669.9K | <0.01% | +28.7% |
| 5625 | Prism Planning Partners#5625 · 1,794 sh | 1,794 | $669.2K | 0.71% | +0.7% |
| 5626 | Bay Harbor Wealth Management#5626 · 1,793 sh | 1,793 | $668.8K | 0.15% | +39.0% |
| 5627 | MRWM Advisors#5627 · 1,792 sh | 1,792 | $668.5K | 0.27% | -4.1% |
| 5628 | SpringVest Wealth Management#5628 · 1,792 sh | 1,792 | $668.3K | 0.42% | -0.3% |
| 5629 | CBIZ Investment Advisory Services#5629 · 1,803 sh | 1,803 | $667.4K | 0.02% | 0.0% |
| 5630 | ETF Portfolio Partners#5630 · 1,789 sh | 1,789 | $667.3K | — | 0.0% |
| 5631 | LOUNTZIS ASSET MANAGEMENT#5631 · 1,789 sh | 1,789 | $667.3K | 0.21% | +35.6% |
| 5632 | MPWM ADVISORY SOLUTIONS#5632 · 17,880 sh | 17,880 | $666.8K | 0.31% | +972.6% |
| 5633 | Giverny Capital#5633 · 1,787 sh | 1,787 | $666.6K | 0.02% | -6.4% |
| 5634 | RIVERCHASE WEALTH MANAGEMENT#5634 · 1,785 sh | 1,785 | $666.0K | 0.31% | -2.2% |
| 5635 | Avant Capital#5635 · 1,784 sh | 1,784 | $665.5K | 0.42% | +7.5% |
| 5636 | FORONJY FINANCIAL#5636 · 1,783 sh | 1,783 | $664.9K | — | +0.3% |
| 5637 | STONE LOFT WEALTH MANAGEMENT#5637 · 1,675 sh | 1,675 | $662.5K | 0.38% | +0.1% |
| 5638 | DBK Financial Counsel#5638 · 1,776 sh | 1,776 | $662.5K | — | -0.9% |
| 5639 | Carbahal Olsen Financial Services Group#5639 · 1,776 sh | 1,776 | $662.5K | 0.46% | -0.9% |
| 5640 | Richard Young Associates, Ltd.#5640 · 1,775 sh | 1,775 | $661.9K | 0.44% | -2.6% |
| 5641 | Bull Oak Capital#5641 · 1,774 sh | 1,774 | $661.6K | — | +22.1% |
| 5642 | ADAPT WEALTH ADVISORS#5642 · 1,774 sh | 1,774 | $661.6K | 0.22% | -8.1% |
| 5643 | Harbor Asset Planning#5643 · 1,774 sh | 1,774 | $661.5K | — | -7.8% |
| 5644 | Pinnacle Financial Group, / IL#5644 · 1,760 sh | 1,760 | $656.5K | 0.16% | +11.0% |
| 5645 | Maxele Advisors#5645 · 1,759 sh | 1,759 | $656.3K | 0.46% | — |
| 5646 | Higgins & Schmidt Wealth Strategies#5646 · 1,749 sh | 1,749 | $652.5K | — | +17.8% |
| 5647 | Payne Capital Management#5647 · 1,747 sh | 1,747 | $651.8K | 0.17% | -61.0% |
| 5648 | RM Financial Services#5648 · 1,747 sh | 1,747 | $651.8K | 0.48% | +4.1% |
| 5649 | Henderson Brothers Financial Partners#5649 · 1,744 sh | 1,744 | $650.4K | 0.31% | -51.0% |
| 5650 | TL Private Wealth#5650 · 1,672 sh | 1,672 | $650.1K | — | 0.0% |
| 5651 | Guardian Wealth Advisors#5651 · 1,740 sh | 1,740 | $649.0K | 0.32% | +42.4% |
| 5652 | ShankerValleau Wealth Advisors#5652 · 1,739 sh | 1,739 | $648.7K | — | 0.0% |
| 5653 | Marathon Mission#5653 · 1,734 sh | 1,734 | $646.8K | — | -12.7% |
| 5654 | Winter & Associates#5654 · 1,734 sh | 1,734 | $646.7K | — | +2.4% |
| 5655 | Parkshore Wealth Management#5655 · 1,734 sh | 1,734 | $646.7K | — | +1.0% |
| 5656 | Royal Palms Capital#5656 · 1,732 sh | 1,732 | $646.1K | — | +0.8% |
| 5657 | ENZI WEALTH#5657 · 1,678 sh | 1,678 | $645.9K | — | -3.2% |
| 5658 | INVESTMENT COUNSEL OF NEVADA#5658 · 1,728 sh | 1,728 | $644.7K | 1.20% | -31.5% |
| 5659 | Nikko Asset Management Americas#5659 · 1,726 sh | 1,726 | $643.4K | <0.01% | +1.7% |
| 5660 | Hegarty Advisors#5660 · 1,714 sh | 1,714 | $639.4K | — | +1.2% |
| 5661 | STRATEGIC ADVISORY PARTNERS#5661 · 1,712 sh | 1,712 | $638.6K | 0.45% | -10.6% |
| 5662 | 5T Wealth#5662 · 1,705 sh | 1,705 | $636.1K | 0.24% | -13.8% |
| 5663 | Presper Financial Architects#5663 · 1,704 sh | 1,704 | $635.5K | 0.33% | -26.8% |
| 5664 | Aegis Wealth Management#5664 · 1,702 sh | 1,702 | $634.9K | — | +11.8% |
| 5665 | Closed-End Fund Advisors#5665 · 1,701 sh | 1,701 | $634.5K | 0.62% | 0.0% |
| 5666 | Karpus Management#5666 · 1,700 sh | 1,700 | $634.1K | 0.02% | 0.0% |
| 5667 | Daniel Investment Group#5667 · 1,699 sh | 1,699 | $633.6K | 0.38% | — |
| 5668 | GR FINANCIAL GROUP#5668 · 1,695 sh | 1,695 | $632.4K | 0.09% | +36.1% |
| 5669 | Briggs Wealth Management#5669 · 1,694 sh | 1,694 | $632.0K | — | +3.0% |
| 5670 | Midwest Financial Network#5670 · 1,691 sh | 1,691 | $630.9K | — | +1.0% |
| 5671 | Hurley Capital#5671 · 1,688 sh | 1,688 | $629.8K | 0.33% | -4.0% |
| 5672 | Wealthstar Advisors#5672 · 1,681 sh | 1,681 | $627.1K | — | +3.9% |
| 5673 | Principia Wealth Advisory#5673 · 1,678 sh | 1,678 | $625.9K | 0.31% | +19.6% |
| 5674 | BURRUS FINANCIAL SERVICES#5674 · 1,676 sh | 1,676 | $625.2K | — | -18.0% |
| 5675 | RASP WEALTH SOLUTIONS#5675 · 1,675 sh | 1,675 | $624.7K | 0.21% | — |
| 5676 | Bravias Capital Group#5676 · 1,674 sh | 1,674 | $624.5K | 0.37% | +9.6% |
| 5677 | Dedeker Financial#5677 · 1,673 sh | 1,673 | $624.1K | — | -37.8% |
| 5678 | Financial Planning Navigators#5678 · 1,671 sh | 1,671 | $623.5K | — | -47.1% |
| 5679 | Cutler Capital Management#5679 · 1,671 sh | 1,671 | $623.2K | 0.16% | +1.5% |
| 5680 | JDH Wealth Management#5680 · 1,668 sh | 1,668 | $622.2K | — | -13.5% |
| 5681 | GreatBanc#5681 · 1,666 sh | 1,666 | $621.5K | 0.39% | -28.0% |
| 5682 | Woodside Wealth Management#5682 · 1,665 sh | 1,665 | $621.1K | — | 0.0% |
| 5683 | Independence Financial Advisors#5683 · 1,663 sh | 1,663 | $620.4K | — | -25.9% |
| 5684 | VanWeelden Wealth Management#5684 · 1,662 sh | 1,662 | $620.1K | 0.46% | +1.1% |
| 5685 | Lifetime Wealth Management P.C.#5685 · 1,660 sh | 1,660 | $619.1K | 0.36% | -7.7% |
| 5686 | Morling Financial Advisors#5686 · 1,657 sh | 1,657 | $618.1K | 0.17% | -5.6% |
| 5687 | Steelhead Wealth Management#5687 · 1,656 sh | 1,656 | $617.0K | 0.25% | +31.0% |
| 5688 | Belvedere Trading#5688 · 1,653 sh | 1,653 | $616.6K | <0.01% | New |
| 5689 | BEACON FINANCIAL PLANNING#5689 · 1,645 sh | 1,645 | $613.7K | 0.21% | +8.7% |
| 5690 | Krane Financial Solutions#5690 · 1,644 sh | 1,644 | $613.2K | 0.38% | +12.7% |
| 5691 | Blom & Howell Financial Planning#5691 · 1,642 sh | 1,642 | $612.5K | 0.51% | -0.1% |
| 5692 | Beacon Bridge Wealth Partners#5692 · 1,641 sh | 1,641 | $612.0K | 0.17% | +4.8% |
| 5693 | Balanced Rock Investment Advisors#5693 · 1,637 sh | 1,637 | $610.7K | 0.38% | +33.1% |
| 5694 | PVG ASSET MANAGEMENT#5694 · 1,634 sh | 1,634 | $609.6K | — | 0.0% |
| 5695 | Bridgefront Capital#5695 · 1,631 sh | 1,631 | $608.4K | 0.16% | +36.5% |
| 5696 | Trace Wealth Advisors#5696 · 1,631 sh | 1,631 | $608.4K | 0.40% | 0.0% |
| 5697 | SFAM#5697 · 1,631 sh | 1,631 | $608.3K | 0.50% | +1.2% |
| 5698 | DENVER WEALTH MANAGEMENT#5698 · 1,625 sh | 1,625 | $606.3K | 0.17% | +11.5% |
| 5699 | Next Level Wealth Planning#5699 · 1,625 sh | 1,625 | $606.3K | 0.27% | +4.0% |
| 5700 | A4 Wealth Advisors#5700 · 1,625 sh | 1,625 | $606.2K | — | -39.5% |
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.