MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 58)
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 5,701 to 5,800. 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 5,701–5,800 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5701 | Aureum Wealth Management#5701 · 1,624 sh | 1,624 | $605.8K | — | -18.6% |
| 5702 | Martin Investment Management#5702 · 1,619 sh | 1,619 | $603.9K | 0.20% | 0.0% |
| 5703 | BG Investment Services#5703 · 1,619 sh | 1,619 | $603.8K | — | -41.6% |
| 5704 | Objective Capital Management#5704 · 1,618 sh | 1,618 | $603.5K | — | -7.4% |
| 5705 | Merkkuri Wealth Advisors#5705 · 1,614 sh | 1,614 | $602.0K | 0.37% | +8.8% |
| 5706 | BLUESTEM FINANCIAL ADVISORS#5706 · 1,611 sh | 1,611 | $600.9K | — | -1.6% |
| 5707 | BANTA ASSET MANAGEMENT#5707 · 1,611 sh | 1,611 | $600.9K | 0.54% | +21.5% |
| 5708 | Tull Financial Group#5708 · 1,610 sh | 1,610 | $600.5K | 0.23% | -3.0% |
| 5709 | Prosperity Advisers#5709 · 1,610 sh | 1,610 | $600.5K | 0.43% | +9.6% |
| 5710 | PRIMORIS WEALTH ADVISORS#5710 · 1,608 sh | 1,608 | $599.8K | 0.27% | -67.2% |
| 5711 | Strategent Financial#5711 · 1,602 sh | 1,602 | $597.6K | 0.34% | -3.0% |
| 5712 | Knott David M Jr#5712 · 1,600 sh | 1,600 | $596.8K | 0.32% | 0.0% |
| 5713 | CARL STUART INVESTMENT ADVISOR#5713 · 1,598 sh | 1,598 | $596.1K | 0.24% | -39.3% |
| 5714 | Alamar Capital Management#5714 · 1,596 sh | 1,596 | $595.4K | 0.30% | 0.0% |
| 5715 | Forum Private Client Group#5715 · 1,595 sh | 1,595 | $595.1K | 0.18% | +2.4% |
| 5716 | Baron Financial Group#5716 · 1,594 sh | 1,594 | $594.7K | — | -0.9% |
| 5717 | Boston Standard Wealth Management#5717 · 1,542 sh | 1,542 | $594.3K | — | +1.2% |
| 5718 | Merrithew & Thorsten#5718 · 1,590 sh | 1,590 | $593.0K | 0.51% | +0.3% |
| 5719 | Parrish Capital#5719 · 1,585 sh | 1,585 | $591.2K | — | -35.6% |
| 5720 | Platform Wealth Management#5720 · 1,581 sh | 1,581 | $589.9K | 0.22% | — |
| 5721 | Arcadia Wealth Management#5721 · 1,580 sh | 1,580 | $589.2K | 0.28% | 0.0% |
| 5722 | Cassady Wealth & Retirement Planning#5722 · 1,576 sh | 1,576 | $587.8K | 0.27% | -1.9% |
| 5723 | Sara-Bay Financial#5723 · 1,573 sh | 1,573 | $586.9K | — | 0.0% |
| 5724 | Brooklyn FI#5724 · 1,502 sh | 1,502 | $586.3K | 0.11% | -14.6% |
| 5725 | Family Office Research#5725 · 1,572 sh | 1,572 | $586.3K | — | +10.8% |
| 5726 | VIRTUS ADVISERS#5726 · 1,569 sh | 1,569 | $585.3K | 0.22% | -23.2% |
| 5727 | OakTrust Wealth Advisors#5727 · 1,568 sh | 1,568 | $584.9K | 0.50% | +0.8% |
| 5728 | Comprehensive Money Management Services#5728 · 1,563 sh | 1,563 | $583.0K | 0.37% | -2.9% |
| 5729 | GRAND WEALTH MANAGEMENT#5729 · 1,558 sh | 1,558 | $581.2K | 0.24% | -17.6% |
| 5730 | CFC Planning#5730 · 1,550 sh | 1,550 | $578.2K | 0.34% | -1.3% |
| 5731 | ATLas Financial Planning#5731 · 1,547 sh | 1,547 | $577.1K | 0.47% | -15.5% |
| 5732 | CAPITAL FINANCIAL GROUP \\#5732 · 1,544 sh | 1,544 | $576.0K | 0.30% | +3.2% |
| 5733 | Flaharty Asset Management#5733 · 1,474 sh | 1,474 | $575.5K | 0.82% | -84.9% |
| 5734 | Ledgewood Wealth Advisors#5734 · 1,539 sh | 1,539 | $574.1K | — | +14.1% |
| 5735 | BIRMINGHAM CAPITAL MANAGEMENT#5735 · 1,539 sh | 1,539 | $574.0K | 0.22% | +14.9% |
| 5736 | GEN Financial Management#5736 · 1,536 sh | 1,536 | $573.0K | — | -6.7% |
| 5737 | Sequent Asset Management#5737 · 1,531 sh | 1,531 | $571.1K | 0.24% | -16.8% |
| 5738 | STAGE HARBOR FINANCIAL#5738 · 1,530 sh | 1,530 | $570.7K | 0.33% | +20.0% |
| 5739 | Walsh & Associates#5739 · 1,527 sh | 1,527 | $569.7K | 0.47% | +4.9% |
| 5740 | New Perspectives#5740 · 1,522 sh | 1,522 | $567.9K | — | 0.0% |
| 5741 | Oceanside Advisors#5741 · 1,521 sh | 1,521 | $567.5K | 0.29% | 0.0% |
| 5742 | SCRATCH CAPITAL#5742 · 1,519 sh | 1,519 | $566.6K | 0.28% | +14.7% |
| 5743 | Midwestern Financial#5743 · 1,517 sh | 1,517 | $565.9K | 0.40% | +0.2% |
| 5744 | Collaborative Wealth Managment#5744 · 1,517 sh | 1,517 | $565.9K | 0.24% | +2.3% |
| 5745 | BTS Asset Management#5745 · 1,512 sh | 1,512 | $564.1K | 1.19% | New |
| 5746 | Daner Wealth Management#5746 · 1,134 sh | 1,134 | $563.5K | 0.31% | +2.4% |
| 5747 | CDKV#5747 · 1,508 sh | 1,508 | $562.7K | 0.44% | +4.3% |
| 5748 | NEEDHAM INVESTMENT MANAGEMENT#5748 · 1,500 sh | 1,500 | $559.5K | 0.02% | New |
| 5749 | Bramshill Investments#5749 · 1,500 sh | 1,500 | $559.5K | 0.04% | New |
| 5750 | All-Stars Investment Ltd#5750 · 1,500 sh | 1,500 | $559.5K | 0.28% | New |
| 5751 | Stirlingshire Investments#5751 · 1,496 sh | 1,496 | $558.1K | 0.41% | -15.7% |
| 5752 | Martin Capital Advisors, LLP#5752 · 1,492 sh | 1,492 | $556.5K | — | +4.7% |
| 5753 | KITCHING PARTNERS#5753 · 1,487 sh | 1,487 | $554.9K | 0.48% | +41.3% |
| 5754 | Chicago Wealth Management#5754 · 1,487 sh | 1,487 | $554.8K | 0.20% | 0.0% |
| 5755 | Portland Financial Advisors#5755 · 1,485 sh | 1,485 | $553.9K | — | 0.0% |
| 5756 | Crabel Capital Management#5756 · 1,481 sh | 1,481 | $552.4K | 0.40% | -28.5% |
| 5757 | GRAHAM CAPITAL WEALTH MANAGEMENT#5757 · 1,480 sh | 1,480 | $552.1K | — | 0.0% |
| 5758 | Fortitude Financial#5758 · 1,480 sh | 1,480 | $552.1K | — | -5.2% |
| 5759 | a16z Perennial Management, L.P.#5759 · 1,486 sh | 1,486 | $551.4K | 0.04% | -86.7% |
| 5760 | Hillcrest Wealth Advisors - NY#5760 · 1,478 sh | 1,478 | $551.3K | — | +103.0% |
| 5761 | Align Financial#5761 · 1,477 sh | 1,477 | $551.0K | — | 0.0% |
| 5762 | Joel Adams & Associates#5762 · 1,474 sh | 1,474 | $549.9K | 0.35% | 0.0% |
| 5763 | LOCKERMAN FINANCIAL GROUP#5763 · 1,474 sh | 1,474 | $549.8K | — | +7.8% |
| 5764 | Three Cord True Wealth Management#5764 · 1,470 sh | 1,470 | $548.5K | 0.26% | +8.6% |
| 5765 | SACKS & ASSOCIATES#5765 · 1,179 sh | 1,179 | $548.0K | — | +12.2% |
| 5766 | Legacy Wealth Asset Management#5766 · 1,466 sh | 1,466 | $546.8K | — | 0.0% |
| 5767 | JBGlobal.com#5767 · 1,465 sh | 1,465 | $546.6K | — | +100.1% |
| 5768 | SHEPHERD KAPLAN KROCHUK#5768 · 1,463 sh | 1,463 | $545.8K | 0.43% | New |
| 5769 | E-Wealth Partners#5769 · 1,462 sh | 1,462 | $545.4K | 0.39% | -47.6% |
| 5770 | Valued Wealth Advisors#5770 · 1,462 sh | 1,462 | $545.2K | 0.20% | +3.8% |
| 5771 | NCP#5771 · 1,456 sh | 1,456 | $543.1K | 0.76% | 0.0% |
| 5772 | RTD Financial Advisors#5772 · 1,456 sh | 1,456 | $543.1K | — | +14.3% |
| 5773 | THREADGILL FINANCIAL#5773 · 1,451 sh | 1,451 | $541.1K | 0.22% | -85.5% |
| 5774 | CAPSTONE CAPITAL WEALTH ADVISORS#5774 · 1,444 sh | 1,444 | $538.6K | — | -0.3% |
| 5775 | Shared Vision Wealth Group#5775 · 1,443 sh | 1,443 | $538.4K | 0.19% | +1.5% |
| 5776 | Polymer Capital Management (US)#5776 · 1,442 sh | 1,442 | $537.9K | 0.07% | +21.1% |
| 5777 | Kingdom Financial Group#5777 · 1,442 sh | 1,442 | $537.9K | 0.14% | +0.5% |
| 5778 | Xena Financial Planning#5778 · 1,441 sh | 1,441 | $537.6K | — | -10.3% |
| 5779 | EnRich Financial Partners#5779 · 1,436 sh | 1,436 | $535.8K | — | -6.4% |
| 5780 | Odyssey Group#5780 · 1,436 sh | 1,436 | $535.7K | 0.14% | — |
| 5781 | Sound Financial Strategies Group#5781 · 1,432 sh | 1,432 | $534.2K | 0.34% | -0.5% |
| 5782 | Core Wealth Management#5782 · 1,432 sh | 1,432 | $534.2K | — | -6.2% |
| 5783 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT#5783 · 1,427 sh | 1,427 | $532.5K | — | 0.0% |
| 5784 | PACK Private Wealth#5784 · 1,425 sh | 1,425 | $531.6K | 0.22% | 0.0% |
| 5785 | Beck Bode#5785 · 1,420 sh | 1,420 | $529.6K | 0.08% | +6.8% |
| 5786 | Dynamic Financial Group#5786 · 1,418 sh | 1,418 | $528.9K | 0.40% | +2.7% |
| 5787 | BRIGHT FINANCIAL ADVISORS#5787 · 1,415 sh | 1,415 | $527.8K | — | -21.6% |
| 5788 | FPC INVESTMENT ADVISORY#5788 · 1,338 sh | 1,338 | $526.9K | 0.25% | 0.0% |
| 5789 | MLP3#5789 · 1,411 sh | 1,411 | $526.2K | — | -13.6% |
| 5790 | COREPATH WEALTH PARTNERS#5790 · 1,371 sh | 1,371 | $525.6K | — | +9.4% |
| 5791 | EQ#5791 · 1,408 sh | 1,408 | $525.3K | 0.13% | +31.5% |
| 5792 | Torrey-Payne Wealth Management#5792 · 1,406 sh | 1,406 | $524.5K | 0.43% | +2.6% |
| 5793 | FSA Investment Group#5793 · 1,402 sh | 1,402 | $523.0K | — | +35.2% |
| 5794 | DiPaolo Financial Group#5794 · 1,401 sh | 1,401 | $522.6K | 0.34% | +2.7% |
| 5795 | PDT Partners#5795 · 1,400 sh | 1,400 | $522.2K | 0.03% | -87.5% |
| 5796 | Altus Wealth Management#5796 · 1,399 sh | 1,399 | $521.7K | — | +4.4% |
| 5797 | Delta Wealth Advisors#5797 · 1,397 sh | 1,397 | $521.1K | — | +7.7% |
| 5798 | OXFORD ASSET MANAGEMENT LLP#5798 · 1,395 sh | 1,395 | $520.4K | 0.26% | +80.0% |
| 5799 | Approach Retirement Advisors#5799 · 1,392 sh | 1,392 | $519.5K | — | +7.4% |
| 5800 | Genesis Wealth Advisors#5800 · 1,387 sh | 1,387 | $517.3K | 0.31% | 0.0% |
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.