MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | Clarus Wealth Advisors#4001 · 8,087 sh | 8,087 | $3.1M | — | +17.5% |
| 4002 | Rede Wealth#4002 · 8,309 sh | 8,309 | $3.1M | — | +0.2% |
| 4003 | BankPlus Wealth Management#4003 · 8,305 sh | 8,305 | $3.1M | — | +3.4% |
| 4004 | CIM#4004 · 8,303 sh | 8,303 | $3.1M | 0.40% | -14.0% |
| 4005 | PECAUT#4005 · 8,301 sh | 8,301 | $3.1M | 0.94% | -0.4% |
| 4006 | Rockbridge Investment Management, LCC#4006 · 8,291 sh | 8,291 | $3.1M | 0.25% | +0.2% |
| 4007 | Carson Advisory#4007 · 8,261 sh | 8,261 | $3.1M | 1.42% | +2.6% |
| 4008 | Millington Financial Advisors#4008 · 7,796 sh | 7,796 | $3.1M | 1.21% | +0.6% |
| 4009 | Olistico Wealth#4009 · 8,203 sh | 8,203 | $3.1M | — | -3.9% |
| 4010 | Argo Wealth Advisory#4010 · 8,193 sh | 8,193 | $3.1M | 1.69% | -0.8% |
| 4011 | Oliver Luxxe Assets#4011 · 8,185 sh | 8,185 | $3.1M | — | +0.6% |
| 4012 | Professional Financial Advisors#4012 · 8,170 sh | 8,170 | $3.0M | — | +8.7% |
| 4013 | LeConte Wealth Management#4013 · 8,167 sh | 8,167 | $3.0M | — | +3.2% |
| 4014 | SUTTON PLACE INVESTORS#4014 · 8,158 sh | 8,158 | $3.0M | — | +2.9% |
| 4015 | Challenger Wealth Management#4015 · 8,156 sh | 8,156 | $3.0M | 2.24% | -3.1% |
| 4016 | Alexander Randolph Advisory#4016 · 8,143 sh | 8,143 | $3.0M | 2.50% | +19.7% |
| 4017 | Aperture Investors#4017 · 8,143 sh | 8,143 | $3.0M | 0.27% | 0.0% |
| 4018 | Fortress Wealth Group#4018 · 7,947 sh | 7,947 | $3.0M | 1.05% | +5.1% |
| 4019 | FIDELITY D & D BANCORP#4019 · 8,119 sh | 8,119 | $3.0M | 1.04% | +4.4% |
| 4020 | PACES FERRY WEALTH ADVISORS#4020 · 8,116 sh | 8,116 | $3.0M | 1.12% | +1.0% |
| 4021 | Encompass More Asset Management#4021 · 8,106 sh | 8,106 | $3.0M | — | -5.5% |
| 4022 | DecisionMap Wealth Management#4022 · 8,105 sh | 8,105 | $3.0M | 1.69% | +6.4% |
| 4023 | MRA Advisory Group#4023 · 8,101 sh | 8,101 | $3.0M | — | -36.7% |
| 4024 | Kerrisdale Advisers#4024 · 8,062 sh | 8,062 | $3.0M | 0.75% | -34.8% |
| 4025 | Wilian Securities#4025 · 8,061 sh | 8,061 | $3.0M | 1.78% | +86.2% |
| 4026 | PRIVATE CLIENT SERVICES#4026 · 8,061 sh | 8,061 | $3.0M | — | -3.6% |
| 4027 | ALLIUM FINANCIAL ADVISORS#4027 · 8,056 sh | 8,056 | $3.0M | 1.97% | +0.8% |
| 4028 | Carrera Capital Advisors#4028 · 8,054 sh | 8,054 | $3.0M | 0.45% | +11.3% |
| 4029 | GOULD ASSET MANAGEMENT#4029 · 8,026 sh | 8,026 | $3.0M | 0.47% | -3.9% |
| 4030 | FINANCIAL CONSULATE#4030 · 8,020 sh | 8,020 | $3.0M | — | -0.7% |
| 4031 | Cornerstone Select Advisors#4031 · 8,019 sh | 8,019 | $3.0M | 1.26% | +11.8% |
| 4032 | White Lighthouse Investment Management#4032 · 8,014 sh | 8,014 | $3.0M | — | -9.8% |
| 4033 | Illumine Investment Management#4033 · 0 sh | 0 | $3.0M | — | -100.0% |
| 4034 | VANCE WEALTH#4034 · 8,011 sh | 8,011 | $3.0M | 0.67% | +41.9% |
| 4035 | Farrow Financial#4035 · 7,981 sh | 7,981 | $3.0M | 1.59% | -4.6% |
| 4036 | MKT Advisors#4036 · 7,651 sh | 7,651 | $3.0M | — | -7.4% |
| 4037 | GRACE & WHITE#4037 · 7,975 sh | 7,975 | $3.0M | — | 0.0% |
| 4038 | Sanchez Gaunt Capital Management#4038 · 7,973 sh | 7,973 | $3.0M | 1.66% | +0.9% |
| 4039 | AUA CAPITAL MANAGEMENT#4039 · 7,959 sh | 7,959 | $3.0M | — | 0.0% |
| 4040 | Minot DeBlois Advisors#4040 · 7,958 sh | 7,958 | $3.0M | 2.55% | +1.2% |
| 4041 | Foguth Wealth Management#4041 · 7,379 sh | 7,379 | $3.0M | — | +3.1% |
| 4042 | Marin Bay Wealth Advisors#4042 · 7,947 sh | 7,947 | $3.0M | 1.59% | -10.8% |
| 4043 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#4043 · 7,929 sh | 7,929 | $3.0M | 0.75% | +0.6% |
| 4044 | BARRETT & COMPANY#4044 · 7,927 sh | 7,927 | $3.0M | — | +6.8% |
| 4045 | Fielder Capital Group#4045 · 7,920 sh | 7,920 | $3.0M | 0.64% | -3.0% |
| 4046 | Stonebridge Financial Group, / MO#4046 · 7,916 sh | 7,916 | $3.0M | 1.96% | +6.0% |
| 4047 | NorthStar Asset Management#4047 · 7,913 sh | 7,913 | $3.0M | 1.20% | +1.6% |
| 4048 | Human Investing#4048 · 7,906 sh | 7,906 | $2.9M | — | -6.8% |
| 4049 | Parkwoods Wealth Partners#4049 · 7,895 sh | 7,895 | $2.9M | 0.47% | +51.2% |
| 4050 | Ridgewood Investments#4050 · 7,895 sh | 7,895 | $2.9M | — | +16.7% |
| 4051 | OPTIMAS CAPITAL Ltd#4051 · 7,880 sh | 7,880 | $2.9M | 3.03% | New |
| 4052 | Silverleafe Capital Partners#4052 · 7,877 sh | 7,877 | $2.9M | — | 0.0% |
| 4053 | BIRCHBROOK#4053 · 7,876 sh | 7,876 | $2.9M | — | +10.8% |
| 4054 | Game Creek Capital#4054 · 7,875 sh | 7,875 | $2.9M | 1.04% | -15.5% |
| 4055 | Virtu Financial#4055 · 7,874 sh | 7,874 | $2.9M | 0.09% | -81.3% |
| 4056 | Pasadena Private Wealth#4056 · 7,864 sh | 7,864 | $2.9M | 0.37% | +13.2% |
| 4057 | SILVIA MCCOLL WEALTH MANAGEMENT#4057 · 7,850 sh | 7,850 | $2.9M | — | -1.2% |
| 4058 | Aspen Capital Management#4058 · 7,846 sh | 7,846 | $2.9M | 0.65% | +1.6% |
| 4059 | Sankala Group#4059 · 6,050 sh | 6,050 | $2.9M | 1.95% | +7.9% |
| 4060 | Advisory Solutions Group#4060 · 7,841 sh | 7,841 | $2.9M | — | — |
| 4061 | MOTIVE WEALTH ADVISORS#4061 · 7,840 sh | 7,840 | $2.9M | — | -2.0% |
| 4062 | MAINSAIL ASSET MANAGEMENT#4062 · 7,423 sh | 7,423 | $2.9M | — | +3.3% |
| 4063 | Bluebird Wealth Management#4063 · 7,828 sh | 7,828 | $2.9M | 2.53% | -4.7% |
| 4064 | Pacific Capital Partners Ltd#4064 · 7,820 sh | 7,820 | $2.9M | 2.52% | +107.6% |
| 4065 | TABLEAUX#4065 · 7,816 sh | 7,816 | $2.9M | — | +0.5% |
| 4066 | GEM Asset Management#4066 · 7,812 sh | 7,812 | $2.9M | — | -23.4% |
| 4067 | First Citizens Financial#4067 · 7,806 sh | 7,806 | $2.9M | — | -3.5% |
| 4068 | Strata Wealth Advisors#4068 · 7,805 sh | 7,805 | $2.9M | — | -6.0% |
| 4069 | Disciplined Investors, L.L.C.#4069 · 7,802 sh | 7,802 | $2.9M | 1.46% | +31.1% |
| 4070 | Paul Damon & Associates#4070 · 7,799 sh | 7,799 | $2.9M | 1.13% | -10.3% |
| 4071 | MCGUIRE CAPITAL ADVISORS#4071 · 7,793 sh | 7,793 | $2.9M | 1.59% | -52.7% |
| 4072 | Wolff Financial Management#4072 · 7,792 sh | 7,792 | $2.9M | — | +20.0% |
| 4073 | Oak Barrel Wealth Advisory#4073 · 7,786 sh | 7,786 | $2.9M | 1.28% | — |
| 4074 | Vines Capital Management#4074 · 7,773 sh | 7,773 | $2.9M | 2.38% | -6.8% |
| 4075 | Sterneck Capital Management#4075 · 7,754 sh | 7,754 | $2.9M | 1.24% | -12.4% |
| 4076 | Cherry Tree Wealth Management#4076 · 7,750 sh | 7,750 | $2.9M | — | -2.9% |
| 4077 | LYNX CAPITAL GROUP LTD#4077 · 7,742 sh | 7,742 | $2.9M | 1.17% | +4.6% |
| 4078 | FIDUCIENT ADVISORS#4078 · 7,729 sh | 7,729 | $2.9M | 0.41% | -2.7% |
| 4079 | M.E. ALLISON#4079 · 7,720 sh | 7,720 | $2.9M | — | +0.1% |
| 4080 | SHUTTLEWORTH#4080 · 7,716 sh | 7,716 | $2.9M | 2.30% | +6.5% |
| 4081 | Northern Capital Management#4081 · 7,711 sh | 7,711 | $2.9M | 1.23% | -1.4% |
| 4082 | Owl Creek Wealth Partners#4082 · 7,709 sh | 7,709 | $2.9M | — | +2.3% |
| 4083 | Kohmann Bosshard Financial Services#4083 · 7,698 sh | 7,698 | $2.9M | 0.24% | -0.8% |
| 4084 | Truepoint#4084 · 7,696 sh | 7,696 | $2.9M | 0.06% | +5.7% |
| 4085 | Nicholson Wealth Management Group#4085 · 7,695 sh | 7,695 | $2.9M | 1.69% | +0.1% |
| 4086 | Mascoma Wealth Management#4086 · 7,688 sh | 7,688 | $2.9M | — | -1.4% |
| 4087 | Worthington Financial Partners#4087 · 7,681 sh | 7,681 | $2.9M | — | +18.1% |
| 4088 | Wilson & Boucher Capital Management#4088 · 7,680 sh | 7,680 | $2.9M | 1.68% | -1.0% |
| 4089 | EAGLE WEALTH STRATEGIES#4089 · 7,672 sh | 7,672 | $2.9M | — | +14.7% |
| 4090 | Oxinas Partners Wealth Management#4090 · 7,660 sh | 7,660 | $2.9M | 1.13% | +2.3% |
| 4091 | CWC Advisors#4091 · 7,657 sh | 7,657 | $2.9M | — | -0.9% |
| 4092 | Ifrah Financial Services#4092 · 7,651 sh | 7,651 | $2.9M | — | -0.7% |
| 4093 | Reliant Investment Partners#4093 · 7,650 sh | 7,650 | $2.9M | 1.94% | -0.8% |
| 4094 | LongView Wealth Management#4094 · 7,648 sh | 7,648 | $2.9M | — | -13.6% |
| 4095 | Morangie Management#4095 · 7,641 sh | 7,641 | $2.9M | — | -6.0% |
| 4096 | X-Square Capital#4096 · 7,640 sh | 7,640 | $2.9M | 0.72% | +17.6% |
| 4097 | Townsend & Associates#4097 · 7,075 sh | 7,075 | $2.8M | — | -0.9% |
| 4098 | Tribridge Partners Financial#4098 · 7,313 sh | 7,313 | $2.8M | 1.11% | -2.0% |
| 4099 | ADAMSBROWN WEALTH CONSULTANTS#4099 · 7,627 sh | 7,627 | $2.8M | — | +7.5% |
| 4100 | Legacy Financial Group#4100 · 7,615 sh | 7,615 | $2.8M | 0.32% | -2.4% |
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.