MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 60)
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 5,901 to 6,000. 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 5,901–6,000 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 5901 | 5th Street Advisors#5901 · 1,110 sh | 1,110 | $414.1K | 0.16% | +56.3% |
| 5902 | VIMA#5902 · 1,105 sh | 1,105 | $412.3K | — | — |
| 5903 | Grantvest Financial Group#5903 · 1,103 sh | 1,103 | $411.4K | — | +4.9% |
| 5904 | MARYLAND CAPITAL ADVISORS#5904 · 1,096 sh | 1,096 | $408.8K | — | — |
| 5905 | Amicus Financial Advisors#5905 · 1,095 sh | 1,095 | $408.6K | 0.10% | -1.1% |
| 5906 | Mittelman Wealth Management#5906 · 430 sh | 430 | $408.5K | 0.27% | -64.7% |
| 5907 | DWM Financial Group#5907 · 844 sh | 844 | $408.3K | 0.36% | — |
| 5908 | Roth Financial Partners#5908 · 1,094 sh | 1,094 | $408.1K | — | 0.0% |
| 5909 | RF&L WEALTH MANAGEMENT#5909 · 1,087 sh | 1,087 | $405.6K | — | -1.4% |
| 5910 | Ergawealth Advisors#5910 · 1,086 sh | 1,086 | $405.0K | — | -1.4% |
| 5911 | Delaney Capital Management Ltd.#5911 · 1,084 sh | 1,084 | $404.4K | 0.06% | -1.9% |
| 5912 | Polaris Investment Advisors#5912 · 1,082 sh | 1,082 | $403.6K | — | 0.0% |
| 5913 | Three Arch Wealth Management#5913 · 1,078 sh | 1,078 | $402.3K | — | -7.9% |
| 5914 | Wright Wealth#5914 · 1,078 sh | 1,078 | $402.1K | 0.24% | -2.9% |
| 5915 | Fairman Group#5915 · 1,075 sh | 1,075 | $401.1K | — | +17.9% |
| 5916 | COTTONWOOD CAPITAL ADVISORS#5916 · 1,075 sh | 1,075 | $401.0K | — | -0.1% |
| 5917 | Lagoda Investment Management, L.P.#5917 · 1,075 sh | 1,075 | $401.0K | 0.22% | -2.3% |
| 5918 | Avalon Advisory Group#5918 · 1,074 sh | 1,074 | $400.6K | — | 0.0% |
| 5919 | ETF Store#5919 · 1,074 sh | 1,074 | $400.5K | — | +98.2% |
| 5920 | TrustWell Financial Advisors#5920 · 1,073 sh | 1,073 | $400.3K | — | 0.0% |
| 5921 | THOR TRADING ADVISORS#5921 · 1,072 sh | 1,072 | $399.9K | 0.13% | New |
| 5922 | BFI Wealth Solutions#5922 · 1,071 sh | 1,071 | $399.6K | — | +0.5% |
| 5923 | RPOA Advisors#5923 · 1,071 sh | 1,071 | $399.5K | — | New |
| 5924 | Retirement Investment Advisors#5924 · 1,012 sh | 1,012 | $395.7K | — | +33.7% |
| 5925 | Wealth Advisory Team#5925 · 1,059 sh | 1,059 | $395.0K | 0.32% | — |
| 5926 | BCM ADVISORS#5926 · 1,030 sh | 1,030 | $393.2K | 0.08% | -24.7% |
| 5927 | Highlander Partners, L.P.#5927 · 1,050 sh | 1,050 | $391.7K | 0.13% | 0.0% |
| 5928 | Stonebridge Wealth Management#5928 · 1,048 sh | 1,048 | $391.0K | — | -0.5% |
| 5929 | Western Financial#5929 · 1,044 sh | 1,044 | $389.6K | — | +18.9% |
| 5930 | FAMILY WEALTH PARTNERS#5930 · 1,044 sh | 1,044 | $389.5K | — | -31.1% |
| 5931 | VISTA FINANCE#5931 · 1,043 sh | 1,043 | $389.1K | — | +4.6% |
| 5932 | FMA Wealth Management#5932 · 1,042 sh | 1,042 | $388.7K | — | 0.0% |
| 5933 | Aspect Partners#5933 · 1,038 sh | 1,038 | $387.0K | — | +1.5% |
| 5934 | Strid Group#5934 · 1,036 sh | 1,036 | $386.6K | 0.04% | -2.4% |
| 5935 | Hapanowicz & Associates Financial Services#5935 · 1,036 sh | 1,036 | $386.4K | 0.12% | -5.9% |
| 5936 | Equity Wealth Partners#5936 · 1,036 sh | 1,036 | $386.4K | — | +38.7% |
| 5937 | Powerhouse Assets#5937 · 1,032 sh | 1,032 | $384.9K | — | -7.2% |
| 5938 | Tepp RIA#5938 · 1,032 sh | 1,032 | $384.9K | — | -4.7% |
| 5939 | Straight Path Wealth Management#5939 · 1,031 sh | 1,031 | $384.8K | — | -0.4% |
| 5940 | Fusion Family Wealth#5940 · 1,031 sh | 1,031 | $384.6K | 0.03% | 0.0% |
| 5941 | Holos Integrated Wealth#5941 · 989 sh | 989 | $384.6K | — | -9.7% |
| 5942 | SWP FINANCIAL#5942 · 1,030 sh | 1,030 | $384.2K | — | +33.4% |
| 5943 | Massar Capital Management#5943 · 1,028 sh | 1,028 | $383.5K | 0.04% | -92.2% |
| 5944 | Town Capital#5944 · 1,026 sh | 1,026 | $382.7K | 0.24% | -9.4% |
| 5945 | Midway Capital Research & Management#5945 · 1,026 sh | 1,026 | $382.7K | — | 0.0% |
| 5946 | PROFESSIONAL FINANCIAL SOLUTIONS#5946 · 1,025 sh | 1,025 | $382.5K | 0.30% | -15.3% |
| 5947 | Centennial Advisors#5947 · 1,024 sh | 1,024 | $382.0K | — | +5.2% |
| 5948 | Kirkwood Financial Services#5948 · 1,023 sh | 1,023 | $381.7K | 0.11% | -0.1% |
| 5949 | Ariston Services Group#5949 · 1,021 sh | 1,021 | $380.9K | — | New |
| 5950 | Clayton Financial Group#5950 · 1,021 sh | 1,021 | $380.7K | — | -36.5% |
| 5951 | MOLLER WEALTH PARTNERS#5951 · 1,020 sh | 1,020 | $380.4K | — | New |
| 5952 | Directional Asset Management#5952 · 1,020 sh | 1,020 | $380.4K | — | +2.4% |
| 5953 | 10Elms LLP#5953 · 1,019 sh | 1,019 | $380.3K | 0.16% | +24.6% |
| 5954 | McCarthy Asset Management#5954 · 1,019 sh | 1,019 | $380.1K | — | — |
| 5955 | Fortune Financial Group#5955 · 1,019 sh | 1,019 | $380.1K | — | New |
| 5956 | truNorth Financial Services#5956 · 1,015 sh | 1,015 | $378.7K | 0.34% | +23.8% |
| 5957 | Invariant Investment Management#5957 · 979 sh | 979 | $378.6K | — | +11.6% |
| 5958 | Kropog Financial Group#5958 · 1,014 sh | 1,014 | $378.2K | 0.27% | +11.3% |
| 5959 | Bucket List Wealth Management#5959 · 1,013 sh | 1,013 | $378.0K | — | +21.8% |
| 5960 | PINNEY & SCOFIELD#5960 · 1,011 sh | 1,011 | $377.1K | 0.18% | 0.0% |
| 5961 | Private Wealth Group#5961 · 1,010 sh | 1,010 | $376.8K | — | 0.0% |
| 5962 | DWR WEALTH MANAGEMENT#5962 · 1,017 sh | 1,017 | $375.0K | — | -9.9% |
| 5963 | Axiom Financial Strategies#5963 · 1,004 sh | 1,004 | $374.5K | 0.12% | +1.4% |
| 5964 | Bestgate Wealth Advisors#5964 · 1,002 sh | 1,002 | $373.6K | — | 0.0% |
| 5965 | Downshift Financial#5965 · 1,001 sh | 1,001 | $373.4K | — | -13.1% |
| 5966 | PURA VIDA INVESTMENTS#5966 · 1,000 sh | 1,000 | $373.0K | 1.01% | +1.0% |
| 5967 | IvyRock Asset Management (HK) Ltd#5967 · 1,000 sh | 1,000 | $373.0K | 0.21% | 0.0% |
| 5968 | Two West Capital Advisors#5968 · 926 sh | 926 | $372.5K | — | -13.4% |
| 5969 | URS Advisory#5969 · 997 sh | 997 | $371.8K | 0.21% | +0.5% |
| 5970 | Financial Advisory#5970 · 986 sh | 986 | $367.7K | — | +7.8% |
| 5971 | STEPHEN J. GARRY & ASSOCIATES#5971 · 981 sh | 981 | $365.9K | 0.27% | +1.6% |
| 5972 | Innovator Capital Management#5972 · 980 sh | 980 | $365.6K | 0.01% | -22.5% |
| 5973 | ADG Wealth Management Group#5973 · 979 sh | 979 | $365.2K | — | +16.0% |
| 5974 | Beacon Financial Strategies#5974 · 972 sh | 972 | $362.6K | — | +6.0% |
| 5975 | AMERICAN FINANCIAL & TAX STRATEGIES#5975 · 968 sh | 968 | $361.1K | — | 0.0% |
| 5976 | Attessa Capital#5976 · 968 sh | 968 | $360.9K | — | +77.6% |
| 5977 | Ameraudi Asset Management#5977 · 967 sh | 967 | $360.7K | 0.16% | +1.9% |
| 5978 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP#5978 · 919 sh | 919 | $358.9K | — | +0.3% |
| 5979 | Hudson Capital Management#5979 · 960 sh | 960 | $357.9K | — | -4.8% |
| 5980 | SURIENCE PRIVATE WEALTH#5980 · 956 sh | 956 | $356.6K | — | -87.1% |
| 5981 | Measured Risk Portfolios#5981 · 954 sh | 954 | $355.8K | — | +20.3% |
| 5982 | Strategic Point Investment Advisors#5982 · 954 sh | 954 | $355.7K | 0.05% | +8.5% |
| 5983 | American Alpha Advisors#5983 · 953 sh | 953 | $355.5K | 0.19% | +12.5% |
| 5984 | Infinity Wealth Counsel#5984 · 953 sh | 953 | $355.5K | — | +3.1% |
| 5985 | Del-Sette Capital Management#5985 · 952 sh | 952 | $355.0K | — | +0.6% |
| 5986 | Jordan Park#5986 · 943 sh | 943 | $351.8K | — | -10.0% |
| 5987 | Financial Concepts Unlimited#5987 · 941 sh | 941 | $351.0K | 0.28% | -11.8% |
| 5988 | Pinnacle Family Advisors#5988 · 935 sh | 935 | $348.7K | 0.15% | +2.2% |
| 5989 | Family Investment Center#5989 · 933 sh | 933 | $348.0K | — | -49.1% |
| 5990 | Vericrest Private Wealth#5990 · 931 sh | 931 | $347.3K | — | -79.4% |
| 5991 | Pioneer Wealth Management Group#5991 · 930 sh | 930 | $347.0K | — | +5.8% |
| 5992 | Spectrum Financial Alliance Ltd#5992 · 929 sh | 929 | $346.2K | 0.05% | +17.2% |
| 5993 | Global View Capital Management#5993 · 928 sh | 928 | $346.2K | 0.07% | New |
| 5994 | KRM WEALTH MANAGEMENT L.L.C.#5994 · 928 sh | 928 | $346.0K | 0.15% | +0.5% |
| 5995 | ELLERSON GROUP#5995 · 927 sh | 927 | $345.8K | 0.20% | 0.0% |
| 5996 | TFO-TDC#5996 · 927 sh | 927 | $345.8K | 0.04% | -5.7% |
| 5997 | Barnett & Company#5997 · 925 sh | 925 | $345.0K | 0.26% | -0.2% |
| 5998 | Appalachian Capital Management Ltd#5998 · 920 sh | 920 | $343.4K | — | +0.3% |
| 5999 | Safir Wealth Advisors#5999 · 920 sh | 920 | $343.2K | — | +35.3% |
| 6000 | BEACON HILL WEALTH MANAGEMENT LTD.#6000 · 920 sh | 920 | $343.2K | — | — |
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.