MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | Marest Capital#3801 · 9,811 sh | 9,811 | $3.7M | — | -9.5% |
| 3802 | Kazazian Asset Management#3802 · 9,796 sh | 9,796 | $3.7M | 3.28% | New |
| 3803 | Hikari Tsushin#3803 · 9,794 sh | 9,794 | $3.7M | 0.24% | 0.0% |
| 3804 | D.B. Root & Company#3804 · 9,790 sh | 9,790 | $3.7M | 0.78% | -0.5% |
| 3805 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#3805 · 9,780 sh | 9,780 | $3.6M | — | +10.3% |
| 3806 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT#3806 · 9,780 sh | 9,780 | $3.6M | 3.18% | +6.1% |
| 3807 | KANE INVESTMENT MANAGEMENT#3807 · 9,778 sh | 9,778 | $3.6M | 1.55% | -9.7% |
| 3808 | DIVERSIFIED MANAGEMENT#3808 · 9,768 sh | 9,768 | $3.6M | — | -33.2% |
| 3809 | Cross Staff Investments#3809 · 9,767 sh | 9,767 | $3.6M | — | +0.2% |
| 3810 | Massachusetts Wealth Management#3810 · 9,749 sh | 9,749 | $3.6M | — | +0.1% |
| 3811 | Spectrum Asset Management, (NB/CA)#3811 · 9,740 sh | 9,740 | $3.6M | — | -4.7% |
| 3812 | SATOVSKY ASSET MANAGEMENT#3812 · 9,738 sh | 9,738 | $3.6M | 0.58% | +0.2% |
| 3813 | DCF Advisers#3813 · 9,725 sh | 9,725 | $3.6M | 0.64% | +548.3% |
| 3814 | TENET WEALTH PARTNERS#3814 · 9,316 sh | 9,316 | $3.6M | — | — |
| 3815 | OneAscent Family Office#3815 · 9,709 sh | 9,709 | $3.6M | 1.83% | +23.2% |
| 3816 | Flagship Capital Management#3816 · 9,709 sh | 9,709 | $3.6M | — | +9.4% |
| 3817 | Emissary Wealth#3817 · 9,706 sh | 9,706 | $3.6M | 2.76% | +6.8% |
| 3818 | Fairscale Capital#3818 · 9,699 sh | 9,699 | $3.6M | 2.16% | +0.3% |
| 3819 | Strive Financial Group#3819 · 9,697 sh | 9,697 | $3.6M | 1.57% | -23.3% |
| 3820 | Elm3 Financial Group#3820 · 9,693 sh | 9,693 | $3.6M | — | -2.9% |
| 3821 | Asset Advisory Group#3821 · 9,691 sh | 9,691 | $3.6M | — | -0.2% |
| 3822 | PFW Advisors#3822 · 9,690 sh | 9,690 | $3.6M | — | +12.2% |
| 3823 | RBO#3823 · 9,670 sh | 9,670 | $3.6M | 0.57% | -0.7% |
| 3824 | Hexagon Capital Partners#3824 · 9,668 sh | 9,668 | $3.6M | 0.51% | +3.2% |
| 3825 | Owen LaRue#3825 · 9,667 sh | 9,667 | $3.6M | 1.25% | +0.6% |
| 3826 | Valtinson Bruner Financial Planning#3826 · 9,665 sh | 9,665 | $3.6M | 0.90% | +4.3% |
| 3827 | Exchange Bank#3827 · 9,663 sh | 9,663 | $3.6M | — | -2.7% |
| 3828 | Black Maple Capital Management#3828 · 9,656 sh | 9,656 | $3.6M | 2.05% | +35.9% |
| 3829 | BTG Pactual Asset Management US#3829 · 9,648 sh | 9,648 | $3.6M | 0.22% | -47.1% |
| 3830 | AXS Investments#3830 · 9,648 sh | 9,648 | $3.6M | 1.02% | -6.8% |
| 3831 | Legacy Financial Strategies#3831 · 9,638 sh | 9,638 | $3.6M | — | -7.2% |
| 3832 | Bosman Wealth Management#3832 · 9,638 sh | 9,638 | $3.6M | 2.23% | -9.7% |
| 3833 | Evergreen Wealth Management#3833 · 9,626 sh | 9,626 | $3.6M | 1.68% | +22.6% |
| 3834 | VELA Investment Management#3834 · 9,618 sh | 9,618 | $3.6M | 0.77% | +4.6% |
| 3835 | Gilbert & Cook#3835 · 9,618 sh | 9,618 | $3.6M | 0.41% | -0.3% |
| 3836 | Front Street Capital Management#3836 · 9,485 sh | 9,485 | $3.6M | 0.41% | -0.5% |
| 3837 | Haven Capital Group#3837 · 9,612 sh | 9,612 | $3.6M | — | +20.6% |
| 3838 | Aldebaran Financial#3838 · 9,609 sh | 9,609 | $3.6M | 2.91% | +3.8% |
| 3839 | VIRTUE ASSET MANAGEMENT#3839 · 9,604 sh | 9,604 | $3.6M | — | -16.1% |
| 3840 | Catalyst Capital Advisors#3840 · 9,603 sh | 9,603 | $3.6M | 0.06% | -1.9% |
| 3841 | Viewpoint Capital Management#3841 · 9,598 sh | 9,598 | $3.6M | 1.82% | -29.3% |
| 3842 | Samjo Management#3842 · 9,590 sh | 9,590 | $3.6M | 1.22% | +162.7% |
| 3843 | FSA Advisors#3843 · 9,547 sh | 9,547 | $3.6M | 1.64% | New |
| 3844 | ISLAY CAPITAL MANAGEMENT#3844 · 9,561 sh | 9,561 | $3.6M | — | +9.3% |
| 3845 | Signature Equity Partners#3845 · 9,559 sh | 9,559 | $3.6M | 1.64% | +46.9% |
| 3846 | Tortoise Investment Management#3846 · 9,549 sh | 9,549 | $3.6M | 0.27% | +0.5% |
| 3847 | Elmwood Wealth Management#3847 · 9,535 sh | 9,535 | $3.6M | — | +0.9% |
| 3848 | Port Capital#3848 · 9,532 sh | 9,532 | $3.6M | 0.15% | -7.4% |
| 3849 | RD Lewis#3849 · 7,082 sh | 7,082 | $3.6M | 2.63% | +6.6% |
| 3850 | Ascension Capital Advisors#3850 · 9,511 sh | 9,511 | $3.5M | 1.00% | -0.4% |
| 3851 | 49 WEALTH MANAGEMENT#3851 · 9,511 sh | 9,511 | $3.5M | 0.68% | -35.3% |
| 3852 | ALONGSIDE#3852 · 9,511 sh | 9,511 | $3.5M | 0.68% | — |
| 3853 | Coston, McIsaac & Partners#3853 · 9,501 sh | 9,501 | $3.5M | 0.71% | +9.4% |
| 3854 | CORA CAPITAL ADVISORS#3854 · 9,491 sh | 9,491 | $3.5M | 0.99% | 0.0% |
| 3855 | Triton Wealth Management, PLLC#3855 · 9,223 sh | 9,223 | $3.5M | 1.09% | +11.5% |
| 3856 | Northstar Financial Companies#3856 · 9,473 sh | 9,473 | $3.5M | 2.38% | +5.2% |
| 3857 | DB&C Advisors#3857 · 9,459 sh | 9,459 | $3.5M | — | +0.8% |
| 3858 | Broyhill Asset Management#3858 · 9,450 sh | 9,450 | $3.5M | 3.13% | +1.5% |
| 3859 | Phillips Wealth Planners#3859 · 9,063 sh | 9,063 | $3.5M | 2.60% | +4.9% |
| 3860 | Verity Asset Management#3860 · 9,448 sh | 9,448 | $3.5M | 1.33% | +2.2% |
| 3861 | Petersen Hastings Wealth Advisors#3861 · 9,432 sh | 9,432 | $3.5M | 0.30% | +29.8% |
| 3862 | Riggs Asset Managment#3862 · 9,429 sh | 9,429 | $3.5M | 0.63% | -6.6% |
| 3863 | TICINO WEALTH#3863 · 9,418 sh | 9,418 | $3.5M | — | +7.7% |
| 3864 | Uniting Wealth Partners#3864 · 9,413 sh | 9,413 | $3.5M | 0.71% | -20.4% |
| 3865 | Mascagni Wealth Management#3865 · 9,406 sh | 9,406 | $3.5M | — | +0.5% |
| 3866 | Accel Wealth Management#3866 · 9,394 sh | 9,394 | $3.5M | — | -1.1% |
| 3867 | Waycross Investment Management#3867 · 9,393 sh | 9,393 | $3.5M | — | +28.0% |
| 3868 | Centennial Bank#3868 · 9,391 sh | 9,391 | $3.5M | 1.13% | -2.3% |
| 3869 | N.E.W. Advisory Services#3869 · 9,373 sh | 9,373 | $3.5M | 0.23% | +11.3% |
| 3870 | NORTHWEST WEALTH MANAGEMENT#3870 · 9,371 sh | 9,371 | $3.5M | 0.46% | -5.5% |
| 3871 | Gordian Capital Singapore Pte Ltd#3871 · 7,886 sh | 7,886 | $3.5M | 6.00% | -7.6% |
| 3872 | Essential Investment Partners#3872 · 9,349 sh | 9,349 | $3.5M | 2.80% | +2.4% |
| 3873 | XTX Topco Ltd#3873 · 9,340 sh | 9,340 | $3.5M | 0.05% | -52.3% |
| 3874 | Campbell & Investment Adviser#3874 · 9,334 sh | 9,334 | $3.5M | 0.18% | -57.0% |
| 3875 | American Institute for Advanced Investment Management, LLP#3875 · 9,309 sh | 9,309 | $3.5M | 2.01% | +0.1% |
| 3876 | Geremia Financial Services#3876 · 9,300 sh | 9,300 | $3.5M | — | -53.5% |
| 3877 | Verde Capital Management#3877 · 9,279 sh | 9,279 | $3.5M | 0.64% | +12.5% |
| 3878 | Cadent Capital Advisors#3878 · 9,269 sh | 9,269 | $3.5M | — | +1.7% |
| 3879 | Fountainhead AM#3879 · 9,263 sh | 9,263 | $3.5M | 2.57% | +78.0% |
| 3880 | Rose Capital Advisors#3880 · 9,253 sh | 9,253 | $3.5M | 1.73% | — |
| 3881 | First Bancorp#3881 · 9,251 sh | 9,251 | $3.5M | — | -0.4% |
| 3882 | Garner Asset Management#3882 · 9,240 sh | 9,240 | $3.4M | 1.12% | +2.2% |
| 3883 | Waterway Wealth Management#3883 · 9,236 sh | 9,236 | $3.4M | 0.70% | -33.1% |
| 3884 | INVENIO WEALTH PARTNERS#3884 · 9,210 sh | 9,210 | $3.4M | — | -1.6% |
| 3885 | Carr Financial Group#3885 · 9,207 sh | 9,207 | $3.4M | 0.79% | -3.4% |
| 3886 | HMS Capital Management#3886 · 9,202 sh | 9,202 | $3.4M | — | -5.4% |
| 3887 | Purewater Capital#3887 · 9,196 sh | 9,196 | $3.4M | — | +332.1% |
| 3888 | Fonville Wealth Management#3888 · 9,182 sh | 9,182 | $3.4M | 0.56% | +2.9% |
| 3889 | Audent Global Asset Management#3889 · 9,169 sh | 9,169 | $3.4M | 3.82% | -46.4% |
| 3890 | Alken Asset Management Ltd.#3890 · 9,280 sh | 9,280 | $3.4M | — | +5.5% |
| 3891 | Old North State Wealth Management#3891 · 9,132 sh | 9,132 | $3.4M | — | +2.4% |
| 3892 | TWIN CITY PRIVATE WEALTH#3892 · 9,160 sh | 9,160 | $3.4M | 2.40% | +0.8% |
| 3893 | Westfuller Advisors#3893 · 9,159 sh | 9,159 | $3.4M | 1.24% | +50.9% |
| 3894 | Seascape Capital Management#3894 · 9,156 sh | 9,156 | $3.4M | 0.82% | +2.7% |
| 3895 | Coyle Financial Counsel#3895 · 9,134 sh | 9,134 | $3.4M | 0.62% | +1.7% |
| 3896 | Centennial Wealth Advisory#3896 · 9,128 sh | 9,128 | $3.4M | — | +5.6% |
| 3897 | CDM FINANCIAL COUNSELING SERVICES#3897 · 9,123 sh | 9,123 | $3.4M | — | -3.8% |
| 3898 | Legacy Bridge#3898 · 9,117 sh | 9,117 | $3.4M | 1.05% | -0.1% |
| 3899 | First Dallas Securities#3899 · 9,100 sh | 9,100 | $3.4M | 1.12% | -14.7% |
| 3900 | McElhenny Sheffield Capital Management#3900 · 9,085 sh | 9,085 | $3.4M | 0.84% | -1.4% |
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.