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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

6,156 managers (6,250 13F filers) reported a position in MSFT shares at 2026-06-30, 5,489,773,101 shares in all. 130 filers opened a position and 135 filers sold out during the quarter.

Managers
6,156
13F filers
6,250
New
130
Added
3,210
Reduced
2,448
Sold out
135
Shares held by filers
5,489,773,101

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Zinnia Wealth Advisory, LLC4,737$1.77M1.8%-5713F-HRTimeline
Prospect Financial Services LLC4,711$1.76M0.89%+26413F-HRTimeline
Diametric Capital, LP4,709$1.76M0.19%+2,01713F-HRTimeline
Quantum Financial Planning Services, In…4,701$1.75M0.54%-75513F-HRTimeline
CPA Asset Management Group, LLC4,692$1.75M0.5%+1913F-HRTimeline
Sterling Wealth Management, Inc.4,689$1.75M0.43%+6013F-HRTimeline
DB Fitzpatrick & Co, Inc4,689$1.75M1.41%+4,58413F-HR/ATimeline
Berry Wealth Group, LP4,686$1.75M5.62%+2413F-HRTimeline
HighMark Wealth Management LLC4,684$1.75M0.59%+17813F-HRTimeline
Aurora Private Wealth, Inc.4,683$1.75M1.11%+3513F-HRTimeline
Campbell Deegan Wealth Management, LLC4,681$1.75M1.24%+32513F-HRTimeline
Synergy Investment Management, LLC4,586$1.75M0.42%+2,42613F-HRTimeline
Gambit Capital Management, LLC4,680$1.75M1.02%+813F-HRTimeline
Ironsides Asset Advisors, LLC4,679$1.75M0.41%-3013F-HRTimeline
Independent Family Office, LLC4,677$1.74M0.7%-6313F-HRTimeline
Kurv Investment Management LLC4,675$1.74M1.35%+57213F-HRTimeline
Core Wealth Advisors, Inc.4,663$1.74M0.35%+1,49713F-HRTimeline
Fund Advisors of America Inc/FL4,662$1.74M1.58%+913F-HRTimeline
KRS Capital Management, LLC4,660$1.74M0.81%-4413F-HRTimeline
Atlatl Advisers LLC4,641$1.73M0.41%-26713F-HRTimeline
IVC Wealth Advisors LLC4,639$1.73M0.67%+10013F-HRTimeline
Shulman DeMeo Asset Management LLC4,636$1.73M0.32%-7613F-HRTimeline
BlueChip Wealth Advisors LLC4,632$1.73M0.66%-5213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,376$1.72M0.23%+28413F-HRTimeline
LWM Advisory Services, LLC4,619$1.72M3.08%-2,67813F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL4,614$1.72M0.19%new13F-HRTimeline
Latash Investments, LLC4,610$1.72M1.26%013F-HRTimeline
First Growth Capital LLC4,606$1.72M1.3%-68613F-HRTimeline
ACCOUNT MANAGEMENT LLC4,595$1.71M1.73%013F-HRTimeline
WJ Financial Advisors LLC4,594$1.71M1.26%+11713F-HRTimeline
Copos Capital B.V.4,594$1.71M0.23%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,593$1.71M0.22%013F-HRTimelineGroup
Tripletail Wealth Management, LLC4,385$1.71M1.97%-313F-HRTimeline
Portus Wealth Advisors, LLC4,586$1.71M1.41%+28313F-HRTimeline
Peterson Wealth Advisors, LLC4,585$1.71M0.2%+2513F-HRTimeline
Old Peak Finance LLC4,583$1.71M0.83%+65613F-HRTimeline
Cypress Capital, LLC4,582$1.71M0.46%-21813F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC4,573$1.71M0.04%-68913F-HRTimeline
Riverview Trust Co4,568$1.7M2.03%-12013F-HRTimeline
LifeGoal Investments, LLC4,568$1.7M0.78%+85813F-HRTimeline
Long Road Investment Counsel, LLC4,567$1.7M0.63%013F-HRTimeline
American National Bank of Texas4,557$1.7M1.55%+1313F-HRTimeline
Katamaran Capital LLP4,555$1.7M1.45%-3,35213F-HRTimeline
Impact Investors, Inc4,549$1.7M1.24%+36813F-HRTimeline
Frederick Financial Consultants, LLC4,549$1.7M0.72%+2913F-HRTimeline
Emergent Wealth Advisors, LLC4,463$1.7M0.88%+41213F-HRTimeline
TIFF ADVISORY SERVICES, LLC4,540$1.69M0.42%-3,14613F-HRTimeline
Thoma Capital Management LLC4,535$1.69M0.9%-25613F-HRTimeline
Evergreen Wealth Partners LLC4,535$1.69M1.01%+9013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.4,533$1.69M1.52%-613F-HRTimeline
AWM CAPITAL, LLC4,531$1.69M0.14%+63013F-HRTimeline
Morton Brown Family Wealth, LLC4,530$1.69M0.38%+7713F-HRTimeline
Womack Financial LLC4,528$1.69M1.12%-10213F-HRTimeline
SIERRA OCEAN, LLC4,528$1.69M1.17%+58913F-HRTimeline
Causey Wealth LLC4,527$1.69M0.66%+513F-HRTimeline
Laidlaw Wealth Management LLC4,526$1.69M4.82%+8813F-HRTimeline
Essential Planning, LLC.4,522$1.69M0.48%-47213F-HRTimeline
Advocate Investing Services LLC4,520$1.69M1.3%+5513F-HRTimeline
DEFINE FINANCIAL, LLC4,518$1.69M0.77%+52913F-HRTimeline
Allie Family Office LLC4,508$1.68M0.62%+27513F-HR/ATimeline
Lakewood Asset Management LLC4,504$1.68M0.92%+39113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.4,500$1.68M<0.01%-70013F-HRTimelineGroup
CM Management, LLC4,500$1.68M1.07%+1,50013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC4,482$1.67M0.8%+1213F-HRTimeline
Essential Partners LLC4,478$1.67M0.77%-81113F-HRTimeline
Armstrong, Fleming & Moore, Inc4,475$1.67M0.55%-613F-HRTimeline
WealthPoint Financial, LLC4,473$1.67M1.22%+55213F-HRTimeline
Narus Financial Partners, LLC4,467$1.67M0.43%-34113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,467$1.67M0.65%-32513F-HRTimeline
Sharkey, Howes & Javer4,461$1.66M0.2%+4813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,451$1.66M0.69%-813F-HRTimeline
Severin Investments, LLC4,450$1.66M1.25%+19613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,447$1.66M0.19%-48413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,447$1.66M1.03%+26813F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,445$1.66M0.5%+52813F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC4,445$1.66M0.85%13F-HRTimeline
RiverGlades Family Offices LLC4,443$1.66M0.76%+2,10313F-HRTimeline
Frazier Financial Advisors, LLC4,442$1.66M0.84%-28513F-HRTimeline
Beta Wealth Group, Inc.4,439$1.66M0.62%+18713F-HRTimeline
Strategic Financial Concepts, LLC4,432$1.65M0.49%-1,73613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,424$1.65M0.01%-411,90713F-HRTimelineGroup
Trademark Financial Management, LLC4,423$1.65M0.68%-42213F-HRTimeline
VestGen Investment Management4,421$1.65M0.87%+1313F-HRTimeline
Arkos Global Advisors4,421$1.65M0.2%-54013F-HRTimeline
Prospect Financial Group LLC4,411$1.65M1.33%-22513F-HRTimeline
P.A.W. CAPITAL CORP4,410$1.65M1.26%+7013F-HR/ATimeline
NavPoint Financial, Inc.4,406$1.64M0.61%013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,405$1.64M0.39%+41413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,404$1.64M1%+47513F-HRTimeline
WealthCare Asset Management, LLC4,402$1.64M0.69%+1,86613F-HRTimeline
Rock Point Advisors, LLC4,397$1.64M0.4%013F-HRTimeline
Palatine Hill Wealth Management, LLC4,390$1.64M1.32%-19613F-HRTimeline
Serenity Investment Advisors3,402$1.64M0.7%+59513F-HRTimeline
Mayfair Advisory Group, LLC4,287$1.64M0.49%+51613F-HRTimeline
North Forty Two & Co.4,386$1.64M1.39%013F-HRTimeline
Kingsbury Capital Investment Advisors L…4,386$1.64M1.38%-2613F-HRTimeline
KMT WEALTH MANAGEMENT, LLC4,386$1.64M1.38%+2,90213F-HRTimeline
Drum Hill Capital, LLC4,380$1.63M1.67%-2513F-HRTimeline
Blue Water Asset Management4,378$1.63M0.53%+5313F-HRTimeline
Family Legacy Financial Solutions, LLC4,368$1.63M0.99%+24113F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,365$1.63M0.01%+16013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC4,360$1.63M0.62%+63813F-HRTimeline
Redwood Financial Network Corp4,360$1.63M0.9%-12113F-HRTimeline
Independence Wealth Advisors, LLC4,360$1.63M0.82%+10913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,358$1.63M0.25%+713F-HRTimeline
Barden Capital Management, Inc.4,351$1.62M1.5%-1,62213F-HRTimeline
Valued Retirements, Inc.4,331$1.62M1.45%-513F-HRTimeline
Kassira Wealth Management LLC4,328$1.61M1.3%+1,13213F-HRTimeline
Gray Private Wealth, LLC4,323$1.61M0.7%+10313F-HRTimeline
Integrity Wealth Solutions LLC4,318$1.61M0.6%+8813F-HRTimeline
Wealth Advisors Northwest LLC4,311$1.61M0.55%+1,66713F-HRTimeline
Kelly Financial Services LLC4,306$1.61M0.34%-33113F-HRTimeline
Kearns & Associates LLC4,305$1.61M0.75%013F-HRTimeline
Integras Partners LLC4,299$1.6M0.88%+28613F-HRTimeline
Decker Retirement Planning Inc.4,298$1.6M0.55%-2,55013F-HRTimeline
Momentous Wealth Management, Inc.4,298$1.6M0.82%-20013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC4,296$1.6M2.08%+39013F-HRTimeline
Tenzing Financial LLC4,142$1.6M1.1%-11813F-HRTimeline
Oakwell Private Wealth Management, LLC4,283$1.6M0.26%-3,36313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Castleview Partners, LLC4,280$1.6M0.7%+26613F-HRTimeline
Brave Warrior Advisors, LLC4,275$1.59M0.03%+2,25013F-HRTimeline
GERBER, LLC4,273$1.59M0.75%+1013F-HRTimeline
Holistic Financial Partners4,272$1.59M0.97%-1,95213F-HRTimeline
Box Hill Private Wealth LLC4,272$1.59M1.28%+2113F-HRTimeline
Gridiron Partners, LLC4,265$1.59M0.84%013F-HRTimeline
Strategic Financial Partners, Ltd.4,264$1.59M0.6%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,262$1.59M1.49%+1913F-HRTimeline
ORBA Wealth Advisors, L.L.C.4,258$1.59M1.36%+2,53513F-HRTimeline
Ninepoint Partners LP4,256$1.59M0.14%-44513F-HRTimeline
Oxford Wealth Group, LLC4,252$1.59M0.71%+25113F-HRTimeline
Provident Co of the Employees of the He…4,250$1.59M1.21%new13F-HRTimeline
Clarion Wealth Managment Partners, LLC4,249$1.59M1.28%-12713F-HRTimeline
ENTRUST FINANCIAL LLC4,248$1.58M1.03%-17213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,240$1.58M0.18%+4013F-HRTimeline
CogentBlue Wealth Advisors, LLC4,239$1.58M0.91%+9913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,227$1.58M0.39%-73813F-HRTimelineGroup
Coign Capital Advisors LLC4,225$1.58M0.71%-1613F-HRTimeline
Hobbs Group Advisors, LLC4,222$1.57M0.41%-2513F-HRTimeline
CAP Partners, LLC4,221$1.57M0.77%-213F-HRTimeline
Glass Jacobson Investment Advisors llc4,220$1.57M0.49%-4713F-HRTimeline
Mountain Capital Investment Advisors In…4,219$1.57M0.22%+22413F-HRTimeline
NerdWallet Wealth Partners, LLC4,215$1.57M0.54%+2513F-HRTimeline
PIAR LLC4,213$1.57M0.97%-2,33013F-HRTimeline
Factor Wealth Management LTD4,208$1.57M0.24%-84013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,207$1.57M0.58%+8713F-HRTimeline
Yoffe Investment Management, LLC4,200$1.57M1.79%013F-HRTimeline
Navigate Wealth Management, LLC3,975$1.57M0.97%013F-HRTimeline
Ridgeline Wealth, LLC4,192$1.56M0.91%+3,42013F-HRTimeline
Brand Asset Management Group, Inc.4,182$1.56M0.34%+10913F-HRTimeline
Sonoma Allocations LLC4,040$1.56M0.48%-19513F-HRTimeline
OFC FINANCIAL PLANNING, LLC4,169$1.56M1.38%+46713F-HRTimeline
Powell Investment Advisors, LLC4,169$1.56M0.49%-1,86513F-HRTimeline
Legacies Wealth LLC4,158$1.55M0.85%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP4,153$1.55M0.06%-22,97813F-HRTimeline
Marotta Asset Management4,030$1.55M0.26%+4713F-HRTimeline
Kingsman Wealth Management, Inc.4,147$1.55M0.72%+8313F-HRTimeline
Split Rock Private Trading & Wealth Man…4,145$1.55M1.06%+55713F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC4,139$1.54M0.79%-7013F-HRTimeline
Highland Investment Advisors LLC4,135$1.54M0.67%13F-HRTimeline
ABOUND FINANCIAL, LLC4,133$1.54M0.61%-15213F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…4,127$1.54M2.45%013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…4,122$1.54M0.61%-413F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.4,120$1.54M1.18%+21413F-HRTimeline
Capstone Wealth Management, LLC4,120$1.54M0.71%+1,58113F-HRTimeline
KilterHowling LLC4,117$1.54M0.69%+41613F-HRTimeline
Custos Family Office, LLC4,116$1.54M0.92%+11713F-HRTimeline
Wheelhouse Advisory Group LLC4,115$1.53M0.43%+9713F-HRTimeline
OFS Enterprise LLC4,114$1.53M0.39%-8513F-HRTimeline
RMR Capital Management, LLC4,107$1.53M1.05%013F-HRTimeline
Vantage Point Financial LLC4,105$1.53M0.47%-14213F-HRTimeline
Carolina Wealth Management Inc4,103$1.53M0.7%13F-HRTimeline
Wealth Watch Advisors, INC4,102$1.53M0.5%+52413F-HRTimeline
Nova Wealth Management, Inc.4,097$1.53M0.84%-2913F-HRTimeline
WEALTHGARDEN F.S. LLC4,097$1.53M0.87%+77713F-HRTimeline
Vermillion & White Wealth Management Gr…4,097$1.53M0.77%+12013F-HRTimeline
Xcel Wealth Management, LLC4,090$1.53M0.36%-90113F-HRTimeline
Global Trust Wealth Management LLC4,089$1.53M1.05%+23213F-HRTimeline
AllGen Financial Advisors, Inc.4,083$1.52M0.33%-57313F-HRTimeline
Phocas Financial Corp.4,080$1.52M0.21%013F-HRTimeline
Cresta Advisors, Ltd.4,079$1.52M0.55%-4613F-HRTimeline
BankChampaign, National Association4,073$1.52M1.17%+22613F-HRTimeline
RVW Wealth, LLC4,073$1.52M0.1%-86013F-HRTimeline
DiNuzzo Private Wealth, Inc.4,071$1.52M0.15%-713F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,071$1.52M0.74%-1213F-HRTimeline
Cairn Investment Group, Inc.4,070$1.52M0.67%+1,30013F-HRTimeline
Crane Advisory, LLC3,782$1.52M0.22%-2013F-HRTimeline
Saxony Capital Management, LLC4,065$1.52M0.69%+14613F-HRTimeline
Capital Wealth Alliance, LLC4,063$1.52M0.7%+31113F-HRTimeline
Hartmann Taylor Wealth Management, LLC4,082$1.51M1%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,049$1.51M0.43%+56213F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,042$1.51M1.85%013F-HRTimelineGroup
Dale Q Rice Investment Management Ltd4,042$1.51M0.82%+4813F-HRTimeline
WESPAC Advisors, LLC4,038$1.51M0.73%-35213F-HRTimeline
NBZ Investment Advisors LLC4,037$1.51M0.59%+9113F-HRTimeline
Kuhn & Co Investment Counsel4,032$1.5M0.87%+19313F-HRTimeline
J.M. Arbour, LLC4,015$1.5M1.29%+58413F-HRTimeline
Range Financial Group LLC4,005$1.49M0.41%+10313F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,000$1.49M0.31%013F-HRTimeline
Miura Global Management, LLC4,000$1.49M5.92%-6,00013F-HRTimeline
ACT Advisors, LLC.3,999$1.49M0.5%-33213F-HRTimeline