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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
Next Level Wealth Planning, LLC1,625$606K0.27%+6313F-HRTimeline
A4 Wealth Advisors LLC1,625$606K0.41%-1,06313F-HRTimeline
Aureum Wealth Management, LLC1,624$606K0.38%-37013F-HRTimeline
Martin Investment Management, LLC1,619$604K0.2%013F-HRTimeline
BG Investment Services, LLC1,619$604K0.43%-1,15213F-HRTimeline
Objective Capital Management, LLC1,618$604K0.54%-12913F-HRTimeline
Merkkuri Wealth Advisors LLC1,614$602K0.37%+13113F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC1,611$601K0.21%-2713F-HRTimeline
BANTA ASSET MANAGEMENT LP1,611$601K0.54%+28513F-HRTimeline
Tull Financial Group, Inc.1,610$601K0.24%-4913F-HRTimeline
Prosperity Advisers, LLC1,610$600K0.43%+14113F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC1,608$600K0.27%-3,29113F-HRTimeline
Strategent Financial, LLC1,602$598K0.34%-4913F-HRTimeline
Knott David M Jr1,600$597K0.32%013F-HRTimeline
STUART INVESTMENT ADVISORS, INC.1,598$596K0.24%-1,03413F-HRTimeline
Alamar Capital Management, LLC1,596$595K0.3%013F-HRTimeline
Forum Private Client Group LLC1,595$595K0.18%+3813F-HRTimeline
Baron Financial Group, LLC1,594$595K0.28%-1413F-HRTimeline
Boston Standard Wealth Management, LLC1,542$594K0.09%+1813F-HRTimeline
Merrithew & Thorsten Inc1,590$593K0.51%+413F-HRTimeline
Parrish Capital LLC1,585$591K0.57%-87713F-HRTimeline
Platform Wealth Management, LLC1,581$590K0.22%13F-HRTimeline
Arcadia Wealth Management, Inc.1,580$589K0.28%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…1,576$588K0.27%-3113F-HRTimeline
Sara-Bay Financial1,573$587K0.16%013F-HRTimeline
Brooklyn FI, LLC1,502$586K0.11%-25613F-HRTimeline
Family Office Research LLC1,572$586K0.22%+15313F-HRTimeline
OakTrust Wealth Advisors, LLC1,568$585K0.5%+1213F-HRTimeline
Comprehensive Money Management Services…1,563$583K0.37%-4713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,558$581K0.24%-33213F-HRTimeline
CFC Planning Co LLC1,550$578K0.34%-2013F-HRTimeline
ATLas Financial Planning LLC1,547$577K0.47%-28413F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV1,544$576K0.3%+4813F-HRTimeline
Flaharty Asset Management, LLC1,474$576K0.82%-8,26113F-HRTimeline
Ledgewood Wealth Advisors, LLC1,539$574K0.3%+19013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,539$574K0.22%+20013F-HRTimeline
GEN Financial Management, INC.1,536$573K0.34%-11013F-HRTimeline
Sequent Asset Management, LLC1,531$571K0.24%-30913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,530$571K0.33%+25513F-HRTimeline
Walsh & Associates, LLC1,527$570K0.47%+7213F-HRTimeline
New Perspectives, Inc1,522$568K0.17%013F-HRTimeline
Oceanside Advisors LLC1,521$567K0.29%013F-HRTimeline
SCRATCH CAPITAL LLC1,519$567K0.28%+19513F-HRTimeline
Midwestern Financial, LLC /IA1,517$566K0.4%+313F-HRTimeline
Collaborative Wealth Managment Inc.1,517$566K0.24%+3413F-HRTimeline
BTS Asset Management, Inc.1,512$564K1.19%new13F-HRTimeline
Daner Wealth Management, LLC1,134$564K0.31%+2713F-HRTimeline
CDKV HOLDINGS LLC1,508$563K0.44%+6213F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…1,500$560K0.02%new13F-HRTimelineGroup
Bramshill Investments, LLC1,500$560K0.04%new13F-HRTimeline
All-Stars Investment Ltd1,500$560K0.28%new13F-HRTimeline
Stirlingshire Investments, Inc.1,496$558K0.41%-27913F-HRTimeline
Martin Capital Advisors, LLP1,492$557K0.29%+6713F-HRTimeline
KITCHING PARTNERS, LLC1,487$555K0.48%+43513F-HRTimeline
Chicago Wealth Management, Inc.1,487$555K0.2%013F-HRTimeline
Portland Financial Advisors Inc1,485$554K1.01%013F-HRTimeline
Crabel Capital Management, LLC1,481$552K0.4%-59013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,480$552K0.43%013F-HRTimeline
Fortitude Financial, LLC1,480$552K0.5%-8213F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,486$551K0.04%-9,66513F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC1,478$551K0.2%+75013F-HRTimeline
Align Financial, LLC1,477$551K0.27%013F-HRTimeline
Joel Adams & Associates, Inc.1,474$550K0.35%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,474$550K0.84%+10713F-HRTimeline
Three Cord True Wealth Management, LLC1,470$548K0.26%+11613F-HRTimeline
SACKS & ASSOCIATES, LLC1,179$548K0.37%+12813F-HRTimeline
Legacy Wealth Asset Management, LLC1,466$547K0.12%013F-HRTimeline
JBGlobal.com LLC1,465$547K0.48%+73313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,463$546K0.43%new13F-HRTimelineGroup
E-Wealth Partners, LLC1,462$545K0.39%-1,32813F-HRTimeline
Valued Wealth Advisors LLC1,462$545K0.2%+5413F-HRTimeline
NCP Inc.1,456$543K0.76%013F-HRTimeline
RTD Financial Advisors, Inc.1,456$543K0.06%+18213F-HRTimeline
THREADGILL FINANCIAL, LLC1,451$541K0.22%-8,54613F-HRTimeline
CAPSTONE CAPITAL LLC1,444$539K0.31%-513F-HRTimeline
Shared Vision Wealth Group LLC1,443$538K0.19%+2113F-HRTimeline
Polymer Capital Management (US) LLC1,442$538K0.08%+25113F-HRTimeline
Kingdom Financial Group LLC.1,442$538K0.14%+713F-HRTimeline
Xena Financial Planning, LLC1,441$538K0.52%-16513F-HRTimeline
EnRich Financial Partners LLC1,436$536K0.13%-9813F-HRTimeline
Odyssey Group, LLC1,436$536K0.15%13F-HRTimeline
Sound Financial Strategies Group, LLC1,432$534K0.34%-713F-HRTimeline
Core Wealth Management, Inc.1,432$534K0.15%-9413F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…1,427$532K0.37%013F-HRTimeline
PACK Private Wealth, LLC1,425$532K0.22%013F-HRTimeline
Beck Bode, LLC1,420$530K0.08%+9013F-HRTimeline
Dynamic Financial Group1,418$529K0.4%+3713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.1,415$528K0.22%-38913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,338$527K0.25%013F-HRTimeline
COREPATH WEALTH PARTNERS LLC1,371$526K0.33%+11813F-HRTimeline
EQ LLC1,408$525K0.13%+33713F-HRTimeline
Torrey-Payne Wealth Management, LLC1,406$524K0.43%+3513F-HRTimeline
FSA Investment Group, LLC1,402$523K0.17%+36513F-HRTimeline
DiPaolo Financial Group, Inc.1,401$523K0.34%+3713F-HRTimeline
PDT Partners, LLC1,400$522K0.03%-9,80013F-HRTimeline
Altus Wealth Management, LLC1,399$522K0.2%+5913F-HRTimeline
Delta Wealth Advisors LLC1,397$521K0.37%+10013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP1,395$520K0.26%+62013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Approach Retirement Advisors, LLC1,392$519K0.38%+9613F-HRTimeline
Genesis Wealth Advisors, LLC1,387$517K0.31%013F-HRTimeline
Briaud Financial Planning Inc1,386$517K0.14%013F-HRTimeline
Compass Financial Group, INC/SD1,384$516K0.06%-913F-HRTimeline
Leo H. Evart, Inc.1,376$513K0.41%+3713F-HRTimeline
Triune Financial Partners, LLC1,376$513K0.11%+11213F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,372$512K0.32%-4413F-HRTimeline
Tiller Private Wealth, Inc.1,371$511K0.16%-7513F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,371$511K0.1%013F-HRTimeline
Dynamic Wealth Strategies, LLC1,368$510K0.27%-45213F-HRTimeline
Arcadia Wealth Management, LLC1,368$510K0.16%-21713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,368$510K0.12%-5213F-HRTimeline
Spahn Wealth & Retirement LLC1,364$509K0.33%-9,55313F-HRTimeline
Fenimore Asset Management Inc1,359$507K0.01%013F-HRTimeline
Rolek Wealth Management LLC1,358$507K0.28%-25313F-HRTimeline
Climber Capital SA1,359$506K0.31%-1,43113F-HRTimeline
J.E. Simmons & Co., P.C.1,354$505K0.28%-1113F-HRTimeline
Crystal Cove Asset Management, LLC1,354$505K0.55%-4013F-HRTimeline
GenWealth Group, Inc.1,353$505K0.08%013F-HRTimeline
Israel Discount Bank of New York1,349$503K0.93%+6513F-HRTimeline
Spectrum Advisors, Inc.1,342$501K0.35%-1013F-HRTimeline
Beacon Wealthcare LLC1,339$499K0.16%+913F-HRTimeline
Seek First Inc.1,333$497K0.31%+1013F-HRTimeline
BRIGHTON SECURITIES CORP.1,329$496K0.21%+7313F-HRTimeline
Kachkovsky & Fisher, Inc.1,329$496K0.48%13F-HRTimeline
McNamara Financial Services, Inc.1,327$495K0.09%013F-HRTimeline
Asset Allocation & Management Company, …1,323$494K0.16%-1,51713F-HRTimeline
Ridgeline Wealth Planning, LLC1,320$493K0.31%+2113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,320$492K0.05%-10313F-HRTimeline
Cornerstone Wealth, LLC/TN1,238$490K0.25%-3613F-HRTimeline
John W. Brooker & Co., CPAs1,312$490K0.59%+9913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,311$489K0.29%+113F-HRTimeline
EHRLICH FINANCIAL GROUP1,308$488K0.25%-2513F-HRTimeline
Sugar Maple Asset Management, LLC1,301$485K0.31%+10013F-HRTimeline
Fosun International Ltd1,300$485K0.11%-8,19113F-HRTimeline
MYECFO, LLC1,299$485K0.18%+28413F-HRTimeline
Andina Capital Management, LLC1,297$484K0.79%+28813F-HRTimeline
WealthTrak Capital Management LLC1,295$483K0.32%-1713F-HRTimeline
Valley Financial Group, Inc.1,295$483K0.24%-10013F-HRTimeline
Aquire Wealth Advisors, LLC1,291$482K0.11%+16313F-HRTimeline
Independent Wealth Advisors LLC1,289$481K0.44%+2013F-HRTimeline
MTM FINANCIAL GROUP, LLC1,288$481K0.21%-8413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,291$478K0.27%013F-HRTimeline
Pacific Wealth Management1,281$478K0.21%+32913F-HRTimeline
Squire Investment Management Company, L…1,278$477K0.11%+44413F-HRTimeline
NFC Investments, LLC1,275$476K0.12%+4113F-HRTimeline
Seven Post Investment Office LP1,275$476K0.14%013F-HRTimeline
OAK FAMILY ADVISORS, LLC1,273$475K0.14%013F-HRTimeline
Intentional Wealth Strategies, LLC1,269$473K0.44%+5713F-HRTimeline
Steffes Financial, Ltd.1,263$471K0.2%+13613F-HRTimeline
Capital Asset Managemnet, LLC1,260$470K1.06%-88513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,260$470K0.12%+8313F-HRTimeline
CROSSPOINT FINANCIAL, LLC1,258$469K1.07%+313F-HRTimeline
Oakmont Advisory Group, LLC1,254$468K0.39%-2813F-HRTimeline
Schiavi & Co LLC1,254$468K0.12%+6713F-HRTimeline
LOWERY THOMAS, LLC1,252$467K0.23%+213F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,245$464K0.27%+19113F-HRTimeline
TopTier Wealth Management, LLC1,243$464K0.28%+1413F-HRTimeline
Layline Advisors, LLC1,234$460K0.41%-3113F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC1,234$460K0.31%+14213F-HRTimeline
ONE Advisory Partners, LLC1,232$460K0.13%-11813F-HRTimeline
IMG Wealth Management, Inc.1,229$459K0.26%+21113F-HRTimeline
Key Capital Management, INC1,222$456K0.23%+14613F-HRTimeline
SoundView Advisors Inc.1,220$455K0.15%+10013F-HRTimeline
Mills Wealth Advisors LLC1,219$455K0.14%+3913F-HRTimeline
Sippican Capital Advisors1,215$453K0.28%+19713F-HRTimeline
OLIO Financial Planning1,215$453K0.11%-6213F-HRTimeline
DKM Wealth Management, Inc.1,203$449K0.29%-10913F-HRTimeline
Sherman Wealth Management LLC1,203$449K0.34%-18113F-HRTimeline
Phillip James Consulting Co.1,200$448K0.3%+5713F-HRTimeline
HTG Investment Advisors, Inc.1,198$447K0.11%-713F-HRTimeline
White Wing Wealth Management1,189$444K0.23%+3813F-HRTimeline
Curry Webb Wealth Management LLC1,186$443K0.18%+2913F-HRTimeline
Ferguson Johnson Wealth Management Inc1,186$442K0.32%+10613F-HRTimeline
AdvisorShares Investments LLC1,184$442K0.05%013F-HRTimeline
REICON WEALTH ADVISORS, LLC1,184$442K0.28%+19313F-HRTimeline
Alpha Financial Advisors, LLC1,184$442K0.12%-1313F-HRTimeline
Bare Financial Services, Inc1,178$440K0.1%+25913F-HRTimeline
Fee-Only Financial Planning, L.C.1,178$439K0.24%013F-HRTimeline
Friday Financial1,127$438K0.12%+18313F-HRTimeline
Heritage Wealth Management, Inc./Texas1,166$435K0.17%013F-HRTimeline
Jackson Creek Investment Advisors LLC931$433K0.14%-24313F-HRTimeline
Kinloch Capital, LLC1,160$433K0.16%+38413F-HRTimeline
OV Management LLC1,157$432K0.81%-61913F-HRTimeline
denkapparat Operations GmbH1,154$430K0.14%-50813F-HRTimeline
Phil A. Younker & Associates, Ltd.1,150$429K0.29%new13F-HRTimeline
Pearl Planning LLC1,145$427K0.2%+6013F-HRTimeline
DC Investments Management, LLC1,142$426K0.15%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC1,141$426K0.2%+50913F-HRTimeline
Northwest Financial Advisors1,139$425K0.06%+2813F-HRTimeline
Prota Financial, LLC1,104$424K0.28%-24713F-HRTimeline
Ackerman Asset Management, LLC1,136$424K0.25%+5013F-HRTimeline
Tanglewood Wealth Management, Inc.1,134$423K0.04%013F-HRTimeline
Cordant, Inc.1,132$422K0.15%+1913F-HRTimeline
SWAN Capital LLC1,131$422K0.14%+3813F-HRTimeline
Schulz Wealth, LTD.1,131$422K0.22%13F-HRTimeline
Sunesis Advisors, LLC1,131$422K0.17%-37613F-HRTimeline
Holcombe Financial, Inc.1,131$422K0.24%+41613F-HRTimeline
OUTFITTERS FINANCIAL LLC1,125$420K0.29%+57013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,121$418K0.17%+7013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.1,132$417K0.21%013F-HRTimeline
5th Street Advisors, LLC1,110$414K0.16%+40013F-HRTimeline