MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 59)
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 5,801 to 5,900. 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 5,801–5,900 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5801 | Briaud Financial Planning#5801 · 1,386 sh | 1,386 | $517.0K | — | 0.0% |
| 5802 | Compass Financial Group#5802 · 1,384 sh | 1,384 | $516.2K | — | -0.6% |
| 5803 | Leo H. Evart#5803 · 1,376 sh | 1,376 | $513.3K | 0.41% | +2.8% |
| 5804 | Triune Financial Partners#5804 · 1,376 sh | 1,376 | $513.1K | 0.11% | +8.9% |
| 5805 | Cornerstone Financial Group#5805 · 1,372 sh | 1,372 | $511.6K | 0.32% | -3.1% |
| 5806 | YOUNGS ADVISORY GROUP#5806 · 1,371 sh | 1,371 | $511.5K | — | -5.2% |
| 5807 | O'Keefe Stevens Advisory#5807 · 1,371 sh | 1,371 | $511.4K | — | 0.0% |
| 5808 | Dynamic Wealth Strategies#5808 · 1,368 sh | 1,368 | $510.3K | — | -24.8% |
| 5809 | Arcadia Wealth Management#5809 · 1,368 sh | 1,368 | $510.3K | — | -13.7% |
| 5810 | CYPRESS FINANCIAL PLANNING#5810 · 1,368 sh | 1,368 | $510.2K | — | -3.7% |
| 5811 | Spahn Wealth & Retirement#5811 · 1,364 sh | 1,364 | $508.8K | 0.33% | -87.5% |
| 5812 | FENIMORE ASSET MANAGEMENT#5812 · 1,359 sh | 1,359 | $506.8K | — | 0.0% |
| 5813 | Rolek Wealth Management#5813 · 1,358 sh | 1,358 | $506.7K | — | -15.7% |
| 5814 | Climber Capital SA#5814 · 1,359 sh | 1,359 | $505.9K | — | -51.3% |
| 5815 | J.E. Simmons & , P.C.#5815 · 1,354 sh | 1,354 | $505.2K | 0.28% | -0.8% |
| 5816 | Crystal Cove Asset Management#5816 · 1,354 sh | 1,354 | $505.1K | 0.55% | -2.9% |
| 5817 | GenWealth Group#5817 · 1,353 sh | 1,353 | $504.7K | — | 0.0% |
| 5818 | Israel Discount Bank of New York#5818 · 1,349 sh | 1,349 | $503.2K | — | +5.1% |
| 5819 | Spectrum Advisors#5819 · 1,342 sh | 1,342 | $500.6K | 0.35% | -0.7% |
| 5820 | Beacon Wealthcare#5820 · 1,339 sh | 1,339 | $499.5K | — | +0.7% |
| 5821 | Seek First#5821 · 1,333 sh | 1,333 | $497.3K | — | +0.8% |
| 5822 | BRIGHTON SECURITIES#5822 · 1,329 sh | 1,329 | $495.8K | — | +5.8% |
| 5823 | Kachkovsky & Fisher#5823 · 1,329 sh | 1,329 | $495.7K | — | — |
| 5824 | McNamara Financial Services#5824 · 1,327 sh | 1,327 | $494.8K | 0.09% | 0.0% |
| 5825 | Asset Allocation & Management Company#5825 · 1,323 sh | 1,323 | $494.0K | — | -53.4% |
| 5826 | Ridgeline Wealth Planning#5826 · 1,320 sh | 1,320 | $492.5K | 0.31% | +1.6% |
| 5827 | WEALTHCARE CAPITAL MANAGEMENT#5827 · 1,320 sh | 1,320 | $492.3K | — | -7.2% |
| 5828 | Cornerstone Wealth#5828 · 1,238 sh | 1,238 | $489.8K | 0.25% | -2.8% |
| 5829 | John W. Brooker & , CPAs#5829 · 1,312 sh | 1,312 | $489.5K | — | +8.2% |
| 5830 | SILVER OAK WEALTH ADVISORS SERVICES#5830 · 1,311 sh | 1,311 | $489.0K | 0.29% | +0.1% |
| 5831 | EHRLICH FINANCIAL GROUP#5831 · 1,308 sh | 1,308 | $487.9K | — | -1.9% |
| 5832 | Sugar Maple Asset Management#5832 · 1,301 sh | 1,301 | $485.1K | — | +8.3% |
| 5833 | Fosun International Ltd#5833 · 1,300 sh | 1,300 | $484.9K | 0.11% | -86.3% |
| 5834 | MYECFO#5834 · 1,299 sh | 1,299 | $484.6K | — | +28.0% |
| 5835 | Andina Capital Management#5835 · 1,297 sh | 1,297 | $483.8K | — | +28.5% |
| 5836 | WealthTrak Capital Management#5836 · 1,295 sh | 1,295 | $483.1K | 0.32% | -1.3% |
| 5837 | Valley Financial Group#5837 · 1,295 sh | 1,295 | $482.9K | 0.24% | -7.2% |
| 5838 | Aquire Wealth Advisors#5838 · 1,291 sh | 1,291 | $481.8K | — | +14.5% |
| 5839 | Independent Wealth Advisors#5839 · 1,289 sh | 1,289 | $480.9K | — | +1.6% |
| 5840 | MTM FINANCIAL GROUP#5840 · 1,288 sh | 1,288 | $480.6K | 0.21% | -6.1% |
| 5841 | RESOLUTE WEALTH ADVISOR#5841 · 1,291 sh | 1,291 | $477.8K | 0.27% | 0.0% |
| 5842 | Pacific Wealth Management#5842 · 1,281 sh | 1,281 | $477.8K | — | +34.6% |
| 5843 | Squire Investment Management Company#5843 · 1,278 sh | 1,278 | $476.9K | 0.11% | +53.2% |
| 5844 | NFC Investments#5844 · 1,275 sh | 1,275 | $476.0K | 0.12% | +3.3% |
| 5845 | Seven Post Investment Office#5845 · 1,275 sh | 1,275 | $475.6K | — | 0.0% |
| 5846 | OAK FAMILY ADVISORS#5846 · 1,273 sh | 1,273 | $474.9K | — | 0.0% |
| 5847 | Intentional Wealth Strategies#5847 · 1,269 sh | 1,269 | $473.2K | 0.44% | +4.7% |
| 5848 | Steffes Financial, Ltd.#5848 · 1,263 sh | 1,263 | $471.1K | 0.20% | +12.1% |
| 5849 | Capital Asset Managemnet#5849 · 1,260 sh | 1,260 | $470.0K | 1.06% | -41.3% |
| 5850 | VALLEY FORGE INVESTMENT CONSULTANTS ADV#5850 · 1,260 sh | 1,260 | $470.0K | 0.12% | +7.1% |
| 5851 | CROSSPOINT FINANCIAL#5851 · 1,258 sh | 1,258 | $469.1K | 1.07% | +0.2% |
| 5852 | Oakmont Advisory Group#5852 · 1,254 sh | 1,254 | $467.9K | 0.39% | -2.2% |
| 5853 | Schiavi#5853 · 1,254 sh | 1,254 | $467.6K | 0.12% | +5.6% |
| 5854 | LOWERY THOMAS#5854 · 1,252 sh | 1,252 | $467.1K | 0.23% | +0.2% |
| 5855 | BANNERMAN WEALTH MANAGEMENT GROUP#5855 · 1,245 sh | 1,245 | $464.4K | — | +18.1% |
| 5856 | TopTier Wealth Management#5856 · 1,243 sh | 1,243 | $463.5K | — | +1.1% |
| 5857 | Layline Advisors#5857 · 1,234 sh | 1,234 | $460.5K | 0.41% | -2.5% |
| 5858 | SIGNAL TREE FINANCIAL PARTNERS#5858 · 1,234 sh | 1,234 | $460.4K | 0.31% | +13.0% |
| 5859 | ONE Advisory Partners#5859 · 1,232 sh | 1,232 | $459.5K | — | -8.7% |
| 5860 | IMG Wealth Management#5860 · 1,229 sh | 1,229 | $458.5K | — | +20.7% |
| 5861 | Key Capital Management#5861 · 1,222 sh | 1,222 | $455.6K | 0.23% | +13.6% |
| 5862 | SoundView Advisors#5862 · 1,220 sh | 1,220 | $455.0K | 0.15% | +8.9% |
| 5863 | Mills Wealth Advisors#5863 · 1,219 sh | 1,219 | $454.8K | — | +3.3% |
| 5864 | Sippican Capital Advisors#5864 · 1,215 sh | 1,215 | $453.2K | — | +19.4% |
| 5865 | OLIO Financial Planning#5865 · 1,215 sh | 1,215 | $453.1K | — | -4.9% |
| 5866 | DKM Wealth Management#5866 · 1,203 sh | 1,203 | $448.6K | — | -8.3% |
| 5867 | Sherman Wealth Management#5867 · 1,203 sh | 1,203 | $448.6K | — | -13.1% |
| 5868 | Phillip James Consulting#5868 · 1,200 sh | 1,200 | $447.6K | 0.30% | +5.0% |
| 5869 | HTG Investment Advisors#5869 · 1,198 sh | 1,198 | $447.0K | 0.11% | -0.6% |
| 5870 | White Wing Wealth Management#5870 · 1,189 sh | 1,189 | $443.6K | 0.23% | +3.3% |
| 5871 | Curry Webb Wealth Management#5871 · 1,186 sh | 1,186 | $442.5K | — | +2.5% |
| 5872 | Ferguson Johnson Wealth Management#5872 · 1,186 sh | 1,186 | $442.0K | 0.32% | +9.8% |
| 5873 | AdvisorShares Investments#5873 · 1,184 sh | 1,184 | $441.7K | 0.05% | 0.0% |
| 5874 | REICON WEALTH ADVISORS#5874 · 1,184 sh | 1,184 | $441.7K | 0.27% | +19.5% |
| 5875 | Alpha Financial Advisors#5875 · 1,184 sh | 1,184 | $441.7K | 0.12% | -1.1% |
| 5876 | Bare Financial Services#5876 · 1,178 sh | 1,178 | $439.5K | 0.10% | +28.2% |
| 5877 | Fee-Only Financial Planning, L.C.#5877 · 1,178 sh | 1,178 | $439.5K | — | 0.0% |
| 5878 | Friday Financial#5878 · 1,127 sh | 1,127 | $438.1K | — | +19.4% |
| 5879 | Heritage Wealth Management, /Texas#5879 · 1,166 sh | 1,166 | $435.1K | 0.17% | 0.0% |
| 5880 | Markin Volterra Fund#5880 · 1,164 sh | 1,164 | $434.2K | 0.30% | New |
| 5881 | Jackson Creek Investment Advisors#5881 · 931 sh | 931 | $433.0K | 0.14% | -20.7% |
| 5882 | Kinloch Capital#5882 · 1,160 sh | 1,160 | $432.7K | 0.16% | +49.5% |
| 5883 | OV Management#5883 · 1,157 sh | 1,157 | $431.6K | 0.81% | -34.9% |
| 5884 | denkapparat Operations GmbH#5884 · 1,154 sh | 1,154 | $430.5K | 0.14% | -30.6% |
| 5885 | Phil A. Younker & Associates, Ltd.#5885 · 1,150 sh | 1,150 | $429.0K | 0.29% | New |
| 5886 | Pearl Planning#5886 · 1,145 sh | 1,145 | $427.1K | — | +5.5% |
| 5887 | DC Investments Management#5887 · 1,142 sh | 1,142 | $426.0K | 0.15% | 0.0% |
| 5888 | FISCHER INVESTMENT STRATEGIES#5888 · 1,141 sh | 1,141 | $425.6K | 0.20% | +80.5% |
| 5889 | Northwest Financial Advisors#5889 · 1,139 sh | 1,139 | $425.0K | — | +2.5% |
| 5890 | Prota Financial#5890 · 1,104 sh | 1,104 | $424.2K | — | -18.3% |
| 5891 | Ackerman Asset Management#5891 · 1,136 sh | 1,136 | $423.8K | 0.25% | +4.6% |
| 5892 | Tanglewood Wealth Management#5892 · 1,134 sh | 1,134 | $423.0K | — | 0.0% |
| 5893 | Cordant#5893 · 1,132 sh | 1,132 | $422.2K | 0.15% | +1.7% |
| 5894 | SWAN Capital#5894 · 1,131 sh | 1,131 | $422.0K | 0.14% | +3.5% |
| 5895 | Schulz Wealth, LTD.#5895 · 1,131 sh | 1,131 | $422.0K | 0.22% | — |
| 5896 | Sunesis Advisors#5896 · 1,131 sh | 1,131 | $421.9K | — | -25.0% |
| 5897 | Holcombe Financial#5897 · 1,131 sh | 1,131 | $421.9K | — | +58.2% |
| 5898 | OUTFITTERS FINANCIAL#5898 · 1,125 sh | 1,125 | $419.6K | — | +102.7% |
| 5899 | Koesten, Hirschmann & Crabtree#5899 · 1,121 sh | 1,121 | $418.3K | — | +6.7% |
| 5900 | LBJ Family Wealth Advisors, Ltd.#5900 · 1,132 sh | 1,132 | $417.0K | — | 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.