MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | AFFINITY INVESTMENT ADVISORS#3901 · 9,070 sh | 9,070 | $3.4M | 1.72% | -3.9% |
| 3902 | Salvus Wealth Management#3902 · 9,063 sh | 9,063 | $3.4M | — | -3.4% |
| 3903 | Pointe Capital Management#3903 · 9,044 sh | 9,044 | $3.4M | 1.51% | +1.3% |
| 3904 | Firestone Capital Management#3904 · 9,020 sh | 9,020 | $3.4M | 0.63% | +7.5% |
| 3905 | Financial & Tax Architects#3905 · 9,012 sh | 9,012 | $3.4M | — | +2.2% |
| 3906 | Elwood & Goetz Wealth Advisory Group#3906 · 9,006 sh | 9,006 | $3.4M | 0.50% | -3.2% |
| 3907 | PATRIOT INVESTMENT MANAGEMENT GROUP#3907 · 9,003 sh | 9,003 | $3.4M | — | -2.1% |
| 3908 | HELIOS CAPITAL MANAGEMENT PTE. LTD#3908 · 9,000 sh | 9,000 | $3.4M | — | New |
| 3909 | STEEL GROVE CAPITAL ADVISORS#3909 · 8,984 sh | 8,984 | $3.4M | — | -7.9% |
| 3910 | Sender & Partners#3910 · 8,983 sh | 8,983 | $3.4M | 0.97% | New |
| 3911 | Generation Capital Management#3911 · 8,973 sh | 8,973 | $3.3M | 2.05% | +0.9% |
| 3912 | HT Partners#3912 · 8,968 sh | 8,968 | $3.3M | — | +0.1% |
| 3913 | DARA CAPITAL US#3913 · 8,969 sh | 8,969 | $3.3M | 2.31% | -42.3% |
| 3914 | Pullen Investment Management#3914 · 8,951 sh | 8,951 | $3.3M | — | -0.4% |
| 3915 | Opal Wealth Advisors#3915 · 8,947 sh | 8,947 | $3.3M | — | +0.6% |
| 3916 | Sunburst Financial Group#3916 · 8,941 sh | 8,941 | $3.3M | — | -0.2% |
| 3917 | Johnson Bixby & Associates#3917 · 8,932 sh | 8,932 | $3.3M | — | +3.2% |
| 3918 | White Knight Strategic Wealth Advisors#3918 · 8,928 sh | 8,928 | $3.3M | 2.33% | +9.9% |
| 3919 | LODESTAR PRIVATE ASSET MANAGEMENT#3919 · 8,923 sh | 8,923 | $3.3M | — | -5.6% |
| 3920 | Park Edge Advisors#3920 · 8,923 sh | 8,923 | $3.3M | 0.70% | +10.6% |
| 3921 | Symphony Financial Services#3921 · 8,923 sh | 8,923 | $3.3M | 1.50% | +9.3% |
| 3922 | Rise Advisors#3922 · 8,922 sh | 8,922 | $3.3M | — | +3.4% |
| 3923 | Total Clarity Wealth Management#3923 · 8,915 sh | 8,915 | $3.3M | — | -16.4% |
| 3924 | Athena Wealth Management#3924 · 8,913 sh | 8,913 | $3.3M | — | +140.9% |
| 3925 | Fingerlakes Wealth Management#3925 · 8,909 sh | 8,909 | $3.3M | 1.79% | +0.2% |
| 3926 | Eagle Bay Advisors#3926 · 8,894 sh | 8,894 | $3.3M | — | +5.3% |
| 3927 | Silver Grove Financial Group#3927 · 8,884 sh | 8,884 | $3.3M | 1.79% | +2.6% |
| 3928 | Sage Mountain Advisors#3928 · 8,871 sh | 8,871 | $3.3M | 0.20% | +47.3% |
| 3929 | Aletheian Wealth Advisors#3929 · 8,870 sh | 8,870 | $3.3M | — | +13.3% |
| 3930 | Forty-three Eighteen Advisors#3930 · 8,864 sh | 8,864 | $3.3M | 2.22% | +0.1% |
| 3931 | SAGE PRIVATE WEALTH GROUP#3931 · 8,860 sh | 8,860 | $3.3M | — | +9.8% |
| 3932 | CERTIOR FINANCIAL GROUP#3932 · 8,856 sh | 8,856 | $3.3M | — | +356.5% |
| 3933 | Palisades Hudson Asset Management, L.P.#3933 · 8,844 sh | 8,844 | $3.3M | 1.15% | 0.0% |
| 3934 | IAM Advisory#3934 · 8,822 sh | 8,822 | $3.3M | 0.64% | +3.5% |
| 3935 | Meadow Creek Wealth Advisors#3935 · 8,817 sh | 8,817 | $3.3M | 2.01% | -21.1% |
| 3936 | MN Wealth Advisors#3936 · 8,814 sh | 8,814 | $3.3M | — | +6.0% |
| 3937 | Caerus Investment Advisors#3937 · 8,812 sh | 8,812 | $3.3M | 1.09% | +55.7% |
| 3938 | Laraway Financial Advisors#3938 · 8,758 sh | 8,758 | $3.3M | 1.98% | -2.6% |
| 3939 | Guild Investment Management#3939 · 8,735 sh | 8,735 | $3.3M | 2.23% | -1.5% |
| 3940 | Providence Financial Advisors#3940 · 8,721 sh | 8,721 | $3.3M | 1.85% | -0.1% |
| 3941 | Morey & Quinn Wealth Partners#3941 · 8,720 sh | 8,720 | $3.3M | 2.09% | -2.8% |
| 3942 | FCA#3942 · 8,719 sh | 8,719 | $3.3M | 0.80% | +6.3% |
| 3943 | WEST BANCORPORATION#3943 · 8,703 sh | 8,703 | $3.2M | 1.39% | -5.2% |
| 3944 | GUERRA PAN ADVISORS#3944 · 8,685 sh | 8,685 | $3.2M | — | -8.7% |
| 3945 | Advisory Resource Group#3945 · 8,667 sh | 8,667 | $3.2M | — | +86.3% |
| 3946 | DMC Group#3946 · 8,664 sh | 8,664 | $3.2M | — | -12.2% |
| 3947 | Indiana & Investment Management#3947 · 8,663 sh | 8,663 | $3.2M | — | -11.8% |
| 3948 | Diversified Investment Strategies#3948 · 8,657 sh | 8,657 | $3.2M | 2.09% | +1.2% |
| 3949 | Sanchez Levi Garrett#3949 · 8,647 sh | 8,647 | $3.2M | 1.75% | +0.7% |
| 3950 | Oder Investment Management#3950 · 8,638 sh | 8,638 | $3.2M | 2.16% | +2.8% |
| 3951 | TD Capital Management#3951 · 8,636 sh | 8,636 | $3.2M | 0.26% | -2.1% |
| 3952 | MMA ASSET MANAGEMENT#3952 · 8,635 sh | 8,635 | $3.2M | 1.02% | +13.8% |
| 3953 | Clarkston Capital Partners#3953 · 8,628 sh | 8,628 | $3.2M | 0.27% | -10.2% |
| 3954 | Balance Wealth#3954 · 8,625 sh | 8,625 | $3.2M | — | +3.8% |
| 3955 | Well Done#3955 · 8,609 sh | 8,609 | $3.2M | — | -9.9% |
| 3956 | Talisman Wealth Advisors#3956 · 8,604 sh | 8,604 | $3.2M | 2.39% | -1.3% |
| 3957 | MFG WEALTH MANAGEMENT#3957 · 8,600 sh | 8,600 | $3.2M | — | +186.1% |
| 3958 | Element Squared#3958 · 8,590 sh | 8,590 | $3.2M | 1.59% | New |
| 3959 | FDx Advisors#3959 · 8,585 sh | 8,585 | $3.2M | 0.97% | -1.8% |
| 3960 | Amplius Wealth Advisors#3960 · 8,583 sh | 8,583 | $3.2M | — | +16.3% |
| 3961 | Hilton Head Capital Partners#3961 · 8,580 sh | 8,580 | $3.2M | — | -1.8% |
| 3962 | Warwick Investment Management#3962 · 8,563 sh | 8,563 | $3.2M | — | +3.6% |
| 3963 | Westhampton Capital#3963 · 8,545 sh | 8,545 | $3.2M | 1.32% | -0.9% |
| 3964 | Flatrock Wealth Partners#3964 · 8,543 sh | 8,543 | $3.2M | 1.25% | -0.8% |
| 3965 | Delap Wealth Advisory#3965 · 8,542 sh | 8,542 | $3.2M | — | -0.1% |
| 3966 | DBA TRADING#3966 · 8,600 sh | 8,600 | $3.2M | 1.60% | 0.0% |
| 3967 | CTC Alternative Strategies, Ltd.#3967 · 8,520 sh | 8,520 | $3.2M | 4.58% | New |
| 3968 | SJS Investment Consulting#3968 · 8,518 sh | 8,518 | $3.2M | — | +3.0% |
| 3969 | BAM Wealth Management#3969 · 8,505 sh | 8,505 | $3.2M | — | +7.0% |
| 3970 | Empire Financial Management Company#3970 · 8,504 sh | 8,504 | $3.2M | 1.26% | -66.3% |
| 3971 | Ariadne Wealth Management#3971 · 8,486 sh | 8,486 | $3.2M | 1.40% | -19.0% |
| 3972 | UNIQUE WEALTH#3972 · 8,479 sh | 8,479 | $3.2M | — | -7.6% |
| 3973 | TPG Advisors#3973 · 8,473 sh | 8,473 | $3.2M | — | +1.8% |
| 3974 | Grange Capital#3974 · 8,472 sh | 8,472 | $3.2M | — | +7.4% |
| 3975 | Bellwether Advisors#3975 · 8,465 sh | 8,465 | $3.2M | 0.47% | -12.7% |
| 3976 | Tactive Advisors#3976 · 8,442 sh | 8,442 | $3.1M | — | +4.0% |
| 3977 | Gen-Wealth Partners#3977 · 8,442 sh | 8,442 | $3.1M | 0.88% | +4.0% |
| 3978 | Milestone Asset Management Group#3978 · 8,441 sh | 8,441 | $3.1M | — | -2.2% |
| 3979 | Rinkey Investments#3979 · 8,439 sh | 8,439 | $3.1M | 0.74% | +7.3% |
| 3980 | Horst & Graben Wealth Management#3980 · 8,185 sh | 8,185 | $3.1M | 0.41% | +4.0% |
| 3981 | S&T BANK#3981 · 8,428 sh | 8,428 | $3.1M | 0.94% | -9.7% |
| 3982 | Trevian Wealth Management#3982 · 8,424 sh | 8,424 | $3.1M | 1.34% | +1.6% |
| 3983 | Seneschal Advisors#3983 · 8,407 sh | 8,407 | $3.1M | 2.15% | -0.9% |
| 3984 | Axiom Investment Management#3984 · 8,406 sh | 8,406 | $3.1M | 2.10% | -1.0% |
| 3985 | STEINBERGANNA WEALTH MANAGEMENT#3985 · 8,390 sh | 8,390 | $3.1M | — | -7.9% |
| 3986 | Indie Asset Partners#3986 · 8,386 sh | 8,386 | $3.1M | 3.00% | +2.7% |
| 3987 | AMERIFLEX GROUP#3987 · 8,385 sh | 8,385 | $3.1M | 1.28% | -12.0% |
| 3988 | New Capital Management#3988 · 8,369 sh | 8,369 | $3.1M | 0.71% | +0.3% |
| 3989 | Dougherty & Associates#3989 · 8,365 sh | 8,365 | $3.1M | 2.50% | -9.3% |
| 3990 | NEW WAVE WEALTH ADVISORS#3990 · 8,358 sh | 8,358 | $3.1M | — | +10.3% |
| 3991 | Twin Lakes Capital Management#3991 · 8,349 sh | 8,349 | $3.1M | 1.19% | 0.0% |
| 3992 | Intrinsic Value Partners#3992 · 8,347 sh | 8,347 | $3.1M | 2.13% | 0.0% |
| 3993 | Financial Life Planners#3993 · 8,344 sh | 8,344 | $3.1M | 2.00% | -3.0% |
| 3994 | Advisor Resource Council#3994 · 8,066 sh | 8,066 | $3.1M | 0.88% | +2.3% |
| 3995 | National Wealth Management Group#3995 · 8,332 sh | 8,332 | $3.1M | — | -19.8% |
| 3996 | Nicholas Wealth#3996 · 8,322 sh | 8,322 | $3.1M | — | +4.4% |
| 3997 | Sun Financial#3997 · 6,133 sh | 6,133 | $3.1M | 1.46% | +14.7% |
| 3998 | FIRST NATIONAL BANK SIOUX FALLS#3998 · 7,384 sh | 7,384 | $3.1M | — | 0.0% |
| 3999 | Burton Enright Welch#3999 · 8,319 sh | 8,319 | $3.1M | 0.36% | -1.3% |
| 4000 | Pacific Point Advisors#4000 · 8,313 sh | 8,313 | $3.1M | 1.42% | -8.6% |
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.