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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

Filings received so far for Q3 2026: 652 13F filers report a position in MSFT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BAKER TILLY WEALTH MANAGEMENT, LLC21,586$11.1M2.2%+46613F-HRTimeline
Lakeshore Financial Planning, Inc.21,398$11M3.4%+12613F-HRTimeline
JERICHO FINANCIAL, LLP21,108$10.8M5.36%+35813F-HRTimeline
Castle Rock Wealth Management, LLC20,277$10.7M2.02%-1,68513F-HRTimeline
ALKEME WEALTH, LLC20,684$10.6M4%+2213F-HRTimeline
FIRST COMMUNITY TRUST NA20,642$10.6M3.53%+85813F-HRTimeline
Boltwood Capital Management20,630$10.6M2.39%+40113F-HRTimeline
Balefire, LLC20,479$10.5M1.65%+1,18713F-HRTimeline
WealthBridge Investment Counsel Inc.20,351$10.4M2.77%+30013F-HRTimeline
Lakehouse Capital Pty Ltd19,927$10.2M8.96%-1,84613F-HRTimeline
ANB BANK19,874$10.2M3.62%+413F-HRTimeline
Thrive Wealth Management, LLC19,750$10.1M1.28%-5913F-HRTimeline
Martin Capital Partners, LLC19,736$10.1M3.63%-67613F-HRTimeline
Insight Wealth Strategies, LLC19,681$10.1M1%-34413F-HRTimeline
Byrne Asset Management LLC19,603$10.1M5.61%+63213F-HRTimeline
Financial Planning Hawaii, Inc.19,563$10M5.43%-1,05813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC19,371$10M1.44%+2,00113F-HRTimeline
Koenig Investment Advisory, LLC19,386$9.94M7.28%-72413F-HRTimeline
Bouvel Investment Partners, LLC19,339$9.92M2.29%-33513F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,258$9.88M0.54%+2,47813F-HRTimeline
First County Bank /CT/19,249$9.87M4.56%-83313F-HRTimeline
Emerald Advisors, LLC19,177$9.84M1.26%-28013F-HRTimeline
Gerald Baker Financial Group LLC19,146$9.82M2.77%013F-HRTimeline
Bangor Savings Bank19,125$9.81M0.75%-75113F-HRTimeline
Family Legacy, Inc.18,919$9.7M2.67%+11213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC18,565$9.52M2.27%-93413F-HRTimeline
Cape Investment Advisory, Inc.18,303$9.39M2.42%+1,02713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,894$9.18M2.15%-213F-HRTimeline
Adams Asset Advisors, LLC17,877$9.17M0.93%013F-HRTimeline
Adelphi Trust Co17,863$9.16M6.03%-1,12813F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.17,822$9.14M4.74%-16413F-HRTimeline
Ayalon Insurance Comp Ltd.17,639$9.05M0.75%013F-HRTimeline
Congress Park Capital LLC17,413$8.93M2.34%+15413F-HRTimeline
Stolper Co17,158$8.8M2.27%+6513F-HRTimeline
General Partner, Inc.17,151$8.8M4.71%-1,20013F-HRTimeline
S.A. Mason LLC16,933$8.69M2.55%+3813F-HRTimeline
Oak Asset Management, LLC16,892$8.66M2.73%-23813F-HRTimeline
HF Advisory Group, LLC16,633$8.53M2.54%-60413F-HRTimeline
Foster Group, Inc.16,615$8.52M0.23%+1,23613F-HRTimeline
Vann Equity Management LLC16,478$8.45M5.03%-1,26913F-HRTimeline
FIRST FINANCIAL CORP /IN/16,394$8.41M2.96%-31613F-HRTimeline
First Heartland Consultants, Inc.16,272$8.35M0.55%+74513F-HRTimeline
Weaver Consulting Group16,217$8.32M1.62%+23813F-HRTimeline
Affinity Capital Advisors, LLC15,513$8.3M0.97%+1,05113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC16,041$8.23M0.56%+44713F-HRTimeline
Dickmeyer Boyce Financial Management, I…15,901$8.16M4.17%+8313F-HRTimeline
Bank & Trust Co15,875$8.14M5.12%-17113F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,843$8.13M0.94%-47213F-HRTimeline
Legal Advantage Investments, Inc.15,807$8.11M1.73%-1,40013F-HRTimeline
Dilation Capital Management LP15,685$8.04M4.02%new13F-HRTimeline
Strong Retirement Solutions LLC15,405$7.9M4.44%-4,55413F-HRTimeline
Vertrix Wealth Management, LLC15,400$7.9M2.71%-47313F-HRTimeline
Ebert Capital Management Inc.15,308$7.85M6.82%-11713F-HRTimeline
ELCO Management Co., LLC15,274$7.83M3.68%+27113F-HRTimeline
RIVERSEDGE ADVISORS, LLC15,142$7.77M0.96%+2,44513F-HRTimeline
WT Wealth Management15,091$7.74M2.17%-49113F-HRTimeline
Integris Wealth Management, LLC15,017$7.7M1.48%+78513F-HRTimeline
MFA WEALTH ADVISORS, LLC14,905$7.64M1.3%-39513F-HRTimeline
Capital Advantage, Inc.14,871$7.63M0.91%+2813F-HRTimeline
PCA Investment Advisory Services Inc.14,648$7.51M2.04%+38113F-HRTimeline
Werlinich Asset Management, LLC14,635$7.51M2.91%+513F-HRTimeline
Oak Grove Capital LLC14,406$7.39M0.44%+1,71713F-HRTimeline
Roxbury Financial LLC14,121$7.24M5.57%+11913F-HRTimeline
Fruth Investment Management14,062$7.21M1.76%-28013F-HRTimeline
Clay Northam Wealth Management, LLC14,036$7.2M3.36%-16713F-HRTimeline
Finivi Inc.13,950$7.16M3.41%+27313F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC13,928$7.14M1.76%-6313F-HRTimeline
Trust Co13,914$7.14M0.62%-69313F-HRTimeline
Montz Harcus Wealth Management LLC13,903$7.13M2.5%+3713F-HRTimeline
Investment Partners Asset Management, I…13,835$7.1M3.85%-22513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.13,742$7.05M3.25%-5213F-HR/ATimeline
Scott Capital Advisors, LLC13,280$7.04M1.01%-37913F-HRTimeline
Terra Nova Asset Management LLC13,704$7.03M4.52%+25313F-HRTimeline
WASATCH ADVISORS LP13,701$7.03M0.05%-1,32613F-HRTimeline
Applied Capital LLC/FL13,690$7.02M4.67%-113F-HRTimeline
Syntegra Private Wealth Group, LLC13,547$6.95M0.53%+46513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,502$6.93M0.81%-8513F-HRTimeline
Veracity Capital LLC13,373$6.86M1.85%+2,71513F-HRTimeline
Powers Advisory Group, LLC13,235$6.79M2.06%-86313F-HRTimeline
Advisory Solutions Group, LLC13,209$6.77M1.44%+5,36813F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV13,198$6.77M4.07%-3313F-HRTimeline
GoalVest Advisory LLC89,338$6.72M1.16%+76,98113F-HRTimeline
Investors Research Corp13,088$6.71M1.18%-35313F-HRTimeline
Shum Financial Group, Inc.13,011$6.67M3.83%+5513F-HRTimeline
Hamilton Capital, LLC12,928$6.63M0.37%+12013F-HRTimeline
Gilman Hill Asset Management, LLC12,762$6.55M0.91%-1,35313F-HRTimeline
Deane Retirement Strategies, Inc.12,703$6.51M2.67%-8713F-HRTimeline
Rydar Equities, Inc.12,199$6.46M3.34%+6413F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC12,587$6.46M3.68%-913F-HRTimeline
Fjell Capital, LLC12,569$6.45M3.61%+35013F-HRTimeline
Southland Equity Partners LLC12,402$6.36M1.09%+14613F-HRTimeline
Walker Asset Management, LLC12,324$6.32M3.2%+9713F-HRTimeline
E&G Advisors, LLC12,264$6.29M1.21%-3013F-HRTimeline
DIVERSIFIED MANAGEMENT INC12,194$6.25M1.09%+2,42613F-HRTimeline
Spartan Planning & Wealth Management12,105$6.21M4.05%new13F-HRTimeline
JM2 Capital Inc.11,960$6.13M4.06%-13013F-HRTimeline
Midwest Financial Partners Investments,…11,873$6.09M2.34%-6913F-HRTimeline
Successful Portfolios LLC11,570$6.07M2.8%-213F-HRTimeline
WEST PACES ADVISORS INC.11,663$5.98M1.02%+31913F-HRTimeline
Enclave Advisors LLC11,578$5.94M0.77%-4,35613F-HRTimeline
LifeGoal Investments, LLC11,554$5.93M1.81%+6,98613F-HRTimeline
Baring Financial LLC11,471$5.88M3.17%+30913F-HRTimeline
Peoples Bank/KS11,469$5.88M5.74%-10013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC11,382$5.84M1.52%+9313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.11,303$5.8M2.43%-1,47913F-HRTimeline
Wealth Science Advisors LLC11,273$5.78M2.43%-81513F-HRTimeline
Bigelow Investment Advisors, LLC11,200$5.74M2.05%-26013F-HRTimeline
Stone Summit Wealth LLC11,132$5.71M1.54%-50,75013F-HRTimeline
New Covenant Trust Company, N.A.11,051$5.67M3.92%+99113F-HRTimeline
Green Ridge Wealth Planning LLC11,038$5.66M2.27%-7513F-HRTimeline
Integrated Financial Solutions, Inc.10,916$5.6M2.87%+20713F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,873$5.58M0.52%-32213F-HRTimeline
CACTI ASSET MANAGEMENT LLC10,943$5.57M0.29%-10013F-HRTimeline
Centurion Wealth Management LLC10,828$5.55M1.34%-72413F-HRTimeline
Emprise Bank10,820$5.55M2.12%-29213F-HRTimeline
LAWOOD & CO10,773$5.53M3.82%-4313F-HRTimeline
Bullock Wealth Management Group10,725$5.5M2.28%-9413F-HRTimeline
Shelter Rock Management, LLC10,471$5.43M5.05%-11413F-HRTimeline
DUDLEY & SHANLEY, INC.10,569$5.42M0.86%013F-HRTimeline
Canandaigua National Trust Co of Florida10,548$5.41M2.99%13F-HRTimeline
Bulwark Capital Corp10,408$5.34M2.82%+10,01413F-HRTimeline
ASK CAPITAL INVESTMENT MANAGERS, LLC10,289$5.28M5.44%13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,251$5.26M0.47%+1,26713F-HRTimeline
Taylor & Morgan Wealth Management, LLC10,212$5.24M2.52%-21913F-HRTimeline
Heartwood Wealth Advisors LLC10,198$5.23M0.41%+17213F-HRTimeline
Athena Wealth Management, LLC10,077$5.17M3.71%+1,16413F-HRTimeline
Richard P Slaughter Associates Inc10,061$5.16M1.03%-39013F-HRTimeline
BigSur Wealth Management LLC10,013$5.14M1.21%-3613F-HRTimeline
PFW Advisors LLC9,991$5.12M1.52%+30113F-HRTimeline
StoryOne LLC9,928$5.09M2.31%-1,61813F-HRTimeline
CLG LLC9,863$5.06M1.05%-57613F-HRTimeline
Haven Capital Group, Inc.9,802$5.03M3.84%+19013F-HRTimeline
TICINO WEALTH9,731$4.99M1.54%+31313F-HRTimeline
Worth Asset Management, LLC9,706$4.98M1.45%+2,17413F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…9,700$4.98M3.56%-8013F-HRTimeline
Exchange Bank9,552$4.9M3.03%-11113F-HRTimeline
Salvus Wealth Management, LLC9,552$4.9M2.79%+48913F-HRTimeline
MRA Advisory Group9,551$4.9M1.83%+1,45013F-HRTimeline
ATWOOD & PALMER INC9,438$4.84M0.25%+4,41013F-HRTimeline
Elm3 Financial Group, LLC9,390$4.82M3.21%-30313F-HRTimeline
Cadent Capital Advisors, LLC9,103$4.67M1%-16613F-HRTimeline
Whalen Wealth Management Inc.9,095$4.66M2%-1,26213F-HRTimeline
HELIOS CAPITAL MANAGEMENT PTE. LTD9,000$4.62M5.02%013F-HRTimeline
Aletheian Wealth Advisors LLC8,937$4.58M1.84%+6713F-HRTimeline
MFG WEALTH MANAGEMENT, INC.8,925$4.58M3.32%+32513F-HRTimeline
Sunburst Financial Group, LLC8,913$4.57M0.75%-2813F-HRTimeline
Tactive Advisors, LLC8,860$4.54M1.09%+41813F-HRTimeline
Polaris Financial Partners8,672$4.49M2.01%13F-HRTimeline
XY Planning Network, Inc.8,692$4.46M0.48%+1,56613F-HRTimeline
Accel Wealth Management8,539$4.38M0.94%-85513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,449$4.33M0.42%+2,17413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC8,404$4.31M1.3%+1,73813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,373$4.29M1.15%+31213F-HRTimeline
TruNorth Capital Management, LLC8,306$4.26M0.66%+97313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,288$4.25M1.86%-1713F-HRTimelineGroup
Fermata Advisors, LLC8,276$4.24M0.82%+75013F-HRTimeline
Olistico Wealth, LLC8,188$4.2M1.76%-1513F-HRTimeline
Oliver Luxxe Assets LLC8,126$4.17M0.65%-5913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…8,121$4.17M0.59%+2,22813F-HRTimeline
Unique Wealth Strategies, LLC11,138$4.15M1.53%013F-HRTimeline
LifePlan Financial, LLC7,938$4.15M2.94%+1,43213F-HRTimeline
RVW Wealth, LLC8,079$4.14M0.27%+4,00613F-HRTimeline
Professional Financial Advisors, LLC8,019$4.11M0.7%-15113F-HRTimeline
Silverleafe Capital Partners, LLC7,861$4.03M1.15%-1613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,830$4.02M2.41%-2013F-HRTimeline
Park Capital Management, LLC / WI7,781$3.99M2.03%+86513F-HRTimeline
M.E. ALLISON & CO., INC.7,719$3.96M2.22%-113F-HRTimeline
Worthington Financial Partners, LLC7,704$3.95M3.34%+2313F-HRTimeline
First Citizens Financial Corp7,633$3.91M1.65%-17313F-HRTimeline
Ifrah Financial Services, Inc.7,516$3.86M0.97%-13513F-HRTimeline
Scheeler Financial LLC7,458$3.83M2.9%13F-HRTimeline
Ridgewood Investments LLC7,427$3.81M1.4%-46813F-HRTimeline
Clarus Wealth Advisors7,111$3.8M1.38%-97613F-HRTimeline
Intelligence Driven Advisers, LLC7,356$3.77M0.65%+92413F-HRTimeline
Pettinga Financial Advisors LLC7,334$3.76M0.62%+6413F-HRTimeline
Matrix Trust Co7,284$3.74M0.54%-17913F-HRTimeline
Rosenberg Matthew Hamilton7,266$3.73M0.67%-10213F-HRTimeline
BOS Asset Management, LLC7,231$3.71M0.87%-10813F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,222$3.7M1.13%-16213F-HRTimeline
Plan A Wealth LLC7,187$3.69M1.32%+12113F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,042$3.61M1.84%+49513F-HRTimeline
Davis Capital Management6,902$3.54M2.12%-52613F-HRTimeline
GEM Asset Management, LLC6,782$3.48M1.38%-1,03013F-HRTimeline
Triad Investment Management6,761$3.47M4.6%+12613F-HRTimeline
Kennon-Green & Company, LLC6,724$3.45M2.64%+413F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV6,714$3.44M2.44%+17913F-HRTimeline
KFA Private Wealth Group, LLC6,645$3.41M0.8%+7313F-HRTimeline
GILL CAPITAL PARTNERS, LLC6,634$3.4M0.93%-46413F-HRTimeline
Crumly & Associates Inc.6,597$3.38M0.6%+66413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,505$3.34M0.94%-13813F-HRTimeline
Kaizen Financial Strategies6,499$3.33M1.31%-20213F-HRTimeline
GK Wealth Management LLC6,488$3.33M1.88%new13F-HRTimeline
DOLIVER ADVISORS, LP6,386$3.28M0.72%-9013F-HRTimeline
TLWM6,378$3.27M0.52%+2513F-HRTimeline
Meadowbrook Wealth Management, LLC6,336$3.25M3.41%+24513F-HRTimeline
Pathway Financial Advisors LLC6,302$3.23M0.36%-44313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,300$3.23M1.79%-2513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.6,291$3.23M0.6%+95513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,269$3.22M0.37%-213F-HRTimeline
Shira Ridge Wealth Management6,244$3.2M1.11%-14013F-HRTimeline