MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Betterment#3401 · 13,255 sh | 13,255 | $4.9M | <0.01% | +20.9% |
| 3402 | WESTCO ADVISORY SERVICES#3402 · 13,231 sh | 13,231 | $4.9M | — | -9.2% |
| 3403 | Storgate#3403 · 13,227 sh | 13,227 | $4.9M | 1.02% | New |
| 3404 | PRECEDENT WEALTH PARTNERS#3404 · 13,221 sh | 13,221 | $4.9M | — | +25.1% |
| 3405 | Elevated Capital Advisors#3405 · 13,211 sh | 13,211 | $4.9M | 1.36% | -35.2% |
| 3406 | Legacy Wealth Advisors#3406 · 13,208 sh | 13,208 | $4.9M | 2.13% | +29.6% |
| 3407 | WIREGRASS INVESTMENT MANAGEMENT#3407 · 13,206 sh | 13,206 | $4.9M | 3.36% | +3.6% |
| 3408 | Curated Wealth Partners#3408 · 13,202 sh | 13,202 | $4.9M | — | -12.6% |
| 3409 | FORA Capital#3409 · 13,200 sh | 13,200 | $4.9M | 0.34% | -78.8% |
| 3410 | Compass Wealth Management#3410 · 13,195 sh | 13,195 | $4.9M | — | -0.6% |
| 3411 | Greykasell Wealth Strategies#3411 · 13,188 sh | 13,188 | $4.9M | 1.79% | -0.7% |
| 3412 | Private Capital Management#3412 · 13,187 sh | 13,187 | $4.9M | 0.43% | +4.4% |
| 3413 | AXQ CAPITAL#3413 · 13,176 sh | 13,176 | $4.9M | 0.53% | +136.6% |
| 3414 | Cetera Company, N.A#3414 · 13,170 sh | 13,170 | $4.9M | 2.46% | 0.0% |
| 3415 | Brown Financial Advisors#3415 · 13,169 sh | 13,169 | $4.9M | 1.72% | -15.1% |
| 3416 | Lebenthal Global Advisors#3416 · 13,148 sh | 13,148 | $4.9M | 0.66% | +5.6% |
| 3417 | Ruggiero Investments#3417 · 13,146 sh | 13,146 | $4.9M | 4.13% | +1.6% |
| 3418 | Capital Management Associates#3418 · 13,123 sh | 13,123 | $4.9M | — | +27.2% |
| 3419 | TOUNJIAN ADVISORY PARTNERS#3419 · 13,120 sh | 13,120 | $4.9M | 2.09% | -55.9% |
| 3420 | Western Pacific Wealth Management#3420 · 13,102 sh | 13,102 | $4.9M | — | -2.4% |
| 3421 | Nvest Financial#3421 · 13,082 sh | 13,082 | $4.9M | 1.54% | +2.9% |
| 3422 | Syntegra Private Wealth Group#3422 · 13,082 sh | 13,082 | $4.9M | — | -2.8% |
| 3423 | Millennium Capital Advisors#3423 · 13,071 sh | 13,071 | $4.9M | — | -2.3% |
| 3424 | O'ROURKE & COMPANY#3424 · 13,048 sh | 13,048 | $4.9M | 1.70% | 0.0% |
| 3425 | Fairfield Financial Advisors, LTD#3425 · 13,040 sh | 13,040 | $4.9M | — | +0.2% |
| 3426 | Platt Wealth Management#3426 · 13,032 sh | 13,032 | $4.9M | 3.91% | +1.9% |
| 3427 | PATRON PARTNERS#3427 · 13,011 sh | 13,011 | $4.9M | 1.87% | -0.4% |
| 3428 | PSI Advisors#3428 · 13,007 sh | 13,007 | $4.9M | 1.13% | +99.6% |
| 3429 | Werba Rubin Papier Wealth Management#3429 · 12,982 sh | 12,982 | $4.8M | 0.59% | -3.9% |
| 3430 | Investment Management#3430 · 12,957 sh | 12,957 | $4.8M | 4.33% | -0.3% |
| 3431 | Shum Financial Group#3431 · 12,956 sh | 12,956 | $4.8M | — | +4.8% |
| 3432 | Wernau Asset Management#3432 · 12,915 sh | 12,915 | $4.8M | — | +0.3% |
| 3433 | Raleigh Capital Management#3433 · 12,909 sh | 12,909 | $4.8M | 1.54% | -0.2% |
| 3434 | EMERALD ADVISERS#3434 · 12,893 sh | 12,893 | $4.8M | 0.11% | -2.7% |
| 3435 | Wescott Financial Advisory Group#3435 · 12,885 sh | 12,885 | $4.8M | 0.37% | -1.0% |
| 3436 | Shay Capital#3436 · 12,850 sh | 12,850 | $4.8M | 0.31% | +28.5% |
| 3437 | LANDAAS & /WI#3437 · 12,850 sh | 12,850 | $4.8M | 0.87% | -3.9% |
| 3438 | Index Fund Advisors#3438 · 12,826 sh | 12,826 | $4.8M | 0.19% | +21.0% |
| 3439 | Northern Financial Advisors#3439 · 12,822 sh | 12,822 | $4.8M | 3.16% | +0.4% |
| 3440 | Hamilton Capital#3440 · 12,808 sh | 12,808 | $4.8M | — | +6.5% |
| 3441 | Berman McAleer#3441 · 12,806 sh | 12,806 | $4.8M | — | +1.6% |
| 3442 | TTRF Capital Ltd#3442 · 12,800 sh | 12,800 | $4.8M | 3.15% | — |
| 3443 | VIRGINIA WEALTH MANAGEMENT GROUP#3443 · 12,797 sh | 12,797 | $4.8M | — | +1.5% |
| 3444 | Deane Retirement Strategies#3444 · 12,790 sh | 12,790 | $4.8M | — | New |
| 3445 | Blue Sky Capital Consultants Group#3445 · 12,782 sh | 12,782 | $4.8M | — | +11.0% |
| 3446 | Investment Advisory Group#3446 · 12,771 sh | 12,771 | $4.8M | 1.03% | +6.9% |
| 3447 | Triumph Capital Management#3447 · 12,758 sh | 12,758 | $4.8M | — | +1.2% |
| 3448 | Rydar Equities#3448 · 12,135 sh | 12,135 | $4.8M | — | +11.1% |
| 3449 | Clearwave Capital#3449 · 12,742 sh | 12,742 | $4.8M | 2.62% | +2.0% |
| 3450 | Lakeridge Wealth Management#3450 · 12,722 sh | 12,722 | $4.7M | 1.74% | +6.8% |
| 3451 | RIVERSEDGE ADVISORS#3451 · 12,697 sh | 12,697 | $4.7M | — | +29.7% |
| 3452 | Asset Management Group#3452 · 12,695 sh | 12,695 | $4.7M | 0.69% | +0.7% |
| 3453 | PUREfi Wealth#3453 · 12,692 sh | 12,692 | $4.7M | — | -5.3% |
| 3454 | Oak Grove Capital#3454 · 12,689 sh | 12,689 | $4.7M | — | +23.2% |
| 3455 | MONTGOMERY INVESTMENT MANAGEMENT#3455 · 12,677 sh | 12,677 | $4.7M | — | 0.0% |
| 3456 | Invst#3456 · 12,661 sh | 12,661 | $4.7M | 0.46% | +8.6% |
| 3457 | Fi3 FINANCIAL ADVISORS#3457 · 4,089 sh | 4,089 | $4.7M | 1.13% | -75.1% |
| 3458 | Traveka Wealth#3458 · 12,653 sh | 12,653 | $4.7M | — | +1.4% |
| 3459 | PEDDOCK CAPITAL ADVISORS#3459 · 12,639 sh | 12,639 | $4.7M | — | -0.4% |
| 3460 | SHAKER INVESTMENTS#3460 · 12,627 sh | 12,627 | $4.7M | 1.69% | -29.7% |
| 3461 | FLOYD FINANCIAL GROUP#3461 · 12,207 sh | 12,207 | $4.7M | 3.07% | -5.1% |
| 3462 | ORSER CAPITAL MANAGEMENT#3462 · 12,596 sh | 12,596 | $4.7M | — | -0.9% |
| 3463 | LeClair Wealth Partners#3463 · 12,591 sh | 12,591 | $4.7M | 2.43% | +191.1% |
| 3464 | Pinnacle Wealth Management Group#3464 · 12,587 sh | 12,587 | $4.7M | — | -3.0% |
| 3465 | Clarendon Private#3465 · 12,580 sh | 12,580 | $4.7M | 3.02% | -1.4% |
| 3466 | Alchemi Wealth#3466 · 12,564 sh | 12,564 | $4.7M | 2.20% | -2.1% |
| 3467 | Hudock#3467 · 12,548 sh | 12,548 | $4.7M | — | +0.2% |
| 3468 | SECURED RETIREMENT ADVISORS#3468 · 12,542 sh | 12,542 | $4.7M | 2.40% | +10.5% |
| 3469 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#3469 · 9,592 sh | 9,592 | $4.7M | 2.78% | +0.1% |
| 3470 | New World Advisors#3470 · 12,521 sh | 12,521 | $4.7M | 0.79% | +19.1% |
| 3471 | Saiph Capital#3471 · 12,515 sh | 12,515 | $4.7M | 1.40% | +54.2% |
| 3472 | WEDGEWOOD INVESTORS#3472 · 12,513 sh | 12,513 | $4.7M | 4.79% | +0.3% |
| 3473 | Corundum Group#3473 · 12,510 sh | 12,510 | $4.7M | 1.38% | +0.4% |
| 3474 | BINGHAM PRIVATE WEALTH#3474 · 12,508 sh | 12,508 | $4.7M | 3.21% | +8.6% |
| 3475 | Center For Asset Management#3475 · 12,500 sh | 12,500 | $4.7M | — | 0.0% |
| 3476 | NFP Retirement#3476 · 12,500 sh | 12,500 | $4.7M | 0.26% | +4.8% |
| 3477 | Strengthening Families & Communities#3477 · 12,461 sh | 12,461 | $4.6M | — | -1.1% |
| 3478 | BOK Financial Private Wealth#3478 · 12,458 sh | 12,458 | $4.6M | 0.24% | -5.8% |
| 3479 | CASTLEKEEP INVESTMENT ADVISORS#3479 · 12,454 sh | 12,454 | $4.6M | 2.33% | +244.9% |
| 3480 | Concorde Financial#3480 · 12,450 sh | 12,450 | $4.6M | 3.74% | +1.1% |
| 3481 | Etesian Wealth Advisors#3481 · 12,439 sh | 12,439 | $4.6M | — | -0.9% |
| 3482 | Forefront Wealth Partners#3482 · 12,430 sh | 12,430 | $4.6M | 1.44% | -2.7% |
| 3483 | Menard Financial Group#3483 · 12,421 sh | 12,421 | $4.6M | 2.52% | +4.3% |
| 3484 | Harfst & Associates#3484 · 12,409 sh | 12,409 | $4.6M | — | +0.2% |
| 3485 | Brookmont Capital Management#3485 · 12,387 sh | 12,387 | $4.6M | — | +13.9% |
| 3486 | 55 North Private Wealth#3486 · 12,379 sh | 12,379 | $4.6M | — | +4.0% |
| 3487 | Financial Plan#3487 · 12,363 sh | 12,363 | $4.6M | 0.44% | +1.4% |
| 3488 | Regency Capital Management \DE#3488 · 12,360 sh | 12,360 | $4.6M | 1.83% | +5.0% |
| 3489 | Avanda Investment Management Pte. Ltd.#3489 · 12,360 sh | 12,360 | $4.6M | 1.54% | +55.3% |
| 3490 | FLOW TRADERS U.S.#3490 · 12,358 sh | 12,358 | $4.6M | 0.19% | -60.0% |
| 3491 | GoalVest Advisory#3491 · 12,357 sh | 12,357 | $4.6M | — | -18.3% |
| 3492 | COMMONS CAPITAL#3492 · 12,355 sh | 12,355 | $4.6M | 3.22% | -0.1% |
| 3493 | Skylands Capital#3493 · 12,350 sh | 12,350 | $4.6M | — | +10.7% |
| 3494 | Independent Wealth Network#3494 · 12,347 sh | 12,347 | $4.6M | — | +10.1% |
| 3495 | Whelan Financial#3495 · 12,341 sh | 12,341 | $4.6M | 1.25% | +9.3% |
| 3496 | Warner Group#3496 · 12,305 sh | 12,305 | $4.6M | 1.13% | +109.3% |
| 3497 | Blue Line Capital, / IL#3497 · 12,304 sh | 12,304 | $4.6M | 3.83% | +41.3% |
| 3498 | BRIDGER MANAGEMENT#3498 · 12,300 sh | 12,300 | $4.6M | 3.06% | 0.0% |
| 3499 | Lattice Capital Management#3499 · 12,300 sh | 12,300 | $4.6M | 9.28% | 0.0% |
| 3500 | FULLER & THALER ASSET MANAGEMENT#3500 · 12,297 sh | 12,297 | $4.6M | 0.01% | 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.