MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 42)
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 4,101 to 4,200. 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 4,101–4,200 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4101 | Navalign#4101 · 7,598 sh | 7,598 | $2.8M | 0.66% | +6.1% |
| 4102 | MB, LEVIS & ASSOCIATES#4102 · 7,597 sh | 7,597 | $2.8M | — | -0.1% |
| 4103 | Comprehensive Financial Planning#4103 · 7,596 sh | 7,596 | $2.8M | 1.51% | -1.4% |
| 4104 | Aurdan Capital Management#4104 · 7,584 sh | 7,584 | $2.8M | 0.72% | +9.5% |
| 4105 | Genesee Capital Advisors#4105 · 7,575 sh | 7,575 | $2.8M | — | +4.5% |
| 4106 | DELTA CAPITAL MANAGEMENT#4106 · 7,570 sh | 7,570 | $2.8M | — | +3.4% |
| 4107 | Cranbrook Wealth Management#4107 · 7,564 sh | 7,564 | $2.8M | 0.53% | 0.0% |
| 4108 | Fourth Dimension Wealth#4108 · 7,563 sh | 7,563 | $2.8M | 0.89% | +12.3% |
| 4109 | RFG#4109 · 7,550 sh | 7,550 | $2.8M | 0.59% | -2.1% |
| 4110 | Peck Wealth Management#4110 · 7,548 sh | 7,548 | $2.8M | 2.37% | -0.3% |
| 4111 | Arlington#4111 · 7,547 sh | 7,547 | $2.8M | — | +10.5% |
| 4112 | Vigilare Wealth Management#4112 · 7,542 sh | 7,542 | $2.8M | 0.86% | +0.7% |
| 4113 | Harbour Wealth Management Group#4113 · 7,537 sh | 7,537 | $2.8M | 1.90% | +4.9% |
| 4114 | Worth Asset Management#4114 · 7,532 sh | 7,532 | $2.8M | — | +31.0% |
| 4115 | MEMBERS WEALTH#4115 · 7,528 sh | 7,528 | $2.8M | — | -0.4% |
| 4116 | Fermata Advisors#4116 · 7,526 sh | 7,526 | $2.8M | — | -10.2% |
| 4117 | AIGEN INVESTMENT MANAGEMENT#4117 · 7,523 sh | 7,523 | $2.8M | 0.77% | +137.2% |
| 4118 | Kellett Wealth Advisors#4118 · 7,523 sh | 7,523 | $2.8M | — | +13.7% |
| 4119 | Andrew Hill Investment Advisors#4119 · 7,515 sh | 7,515 | $2.8M | — | +50.3% |
| 4120 | Piedmont Capital Management#4120 · 7,510 sh | 7,510 | $2.8M | — | -3.2% |
| 4121 | Community Bank of Raymore#4121 · 7,507 sh | 7,507 | $2.8M | — | +6.1% |
| 4122 | Deuterium Capital Management#4122 · 7,500 sh | 7,500 | $2.8M | 3.03% | 0.0% |
| 4123 | Cypress Point Wealth Management#4123 · 7,493 sh | 7,493 | $2.8M | 0.57% | +13.6% |
| 4124 | WealthCare Investment Partners#4124 · 7,488 sh | 7,488 | $2.8M | 0.68% | -3.7% |
| 4125 | Inspire Advisors#4125 · 7,454 sh | 7,454 | $2.8M | 0.19% | +11.4% |
| 4126 | Traub Capital Management#4126 · 7,466 sh | 7,466 | $2.8M | 2.48% | +4.9% |
| 4127 | Nabity-Jensen Investment Management#4127 · 7,465 sh | 7,465 | $2.8M | — | -0.1% |
| 4128 | Matrix#4128 · 7,463 sh | 7,463 | $2.8M | — | +1.5% |
| 4129 | Vista Private Wealth Partners.#4129 · 5,618 sh | 5,618 | $2.8M | — | -4.4% |
| 4130 | Taylor Financial Group#4130 · 7,449 sh | 7,449 | $2.8M | 1.53% | +0.1% |
| 4131 | Meridian Wealth Partners#4131 · 7,447 sh | 7,447 | $2.8M | 0.34% | +3.5% |
| 4132 | TRU INDEPENDENCE ASSET MANAGEMENT 2#4132 · 7,441 sh | 7,441 | $2.8M | 1.50% | +6.0% |
| 4133 | V2 Financial group#4133 · 7,438 sh | 7,438 | $2.8M | 1.03% | +14.5% |
| 4134 | Birchwood Financial Partners#4134 · 7,435 sh | 7,435 | $2.8M | 2.27% | 0.0% |
| 4135 | PCG ASSET MANAGEMENT#4135 · 7,432 sh | 7,432 | $2.8M | 1.99% | +0.8% |
| 4136 | Davis Capital Management#4136 · 7,428 sh | 7,428 | $2.8M | — | +7.7% |
| 4137 | CALDWELL SUTTER CAPITAL#4137 · 7,414 sh | 7,414 | $2.8M | 1.04% | +1.9% |
| 4138 | August Group Capital Ltd#4138 · 7,406 sh | 7,406 | $2.8M | — | -6.0% |
| 4139 | Cogent Private Wealth#4139 · 7,400 sh | 7,400 | $2.8M | 1.72% | -35.4% |
| 4140 | Rosenberg Matthew Hamilton#4140 · 7,368 sh | 7,368 | $2.7M | — | -1.0% |
| 4141 | WASHBURN CAPITAL MANAGEMENT#4141 · 7,362 sh | 7,362 | $2.7M | — | -11.5% |
| 4142 | Fiduciary Wealth Partners#4142 · 7,362 sh | 7,362 | $2.7M | 1.51% | +1.4% |
| 4143 | Idaho#4143 · 7,360 sh | 7,360 | $2.7M | 0.80% | -3.4% |
| 4144 | MRP Capital Investments#4144 · 7,357 sh | 7,357 | $2.7M | 2.02% | +5.8% |
| 4145 | DROMS STRAUSS ADVISORS /MO#4145 · 7,351 sh | 7,351 | $2.7M | 0.62% | -6.5% |
| 4146 | Faithward Advisors#4146 · 7,344 sh | 7,344 | $2.7M | 0.33% | -1.0% |
| 4147 | FinArc Investments#4147 · 7,342 sh | 7,342 | $2.7M | — | +3.3% |
| 4148 | BOS Asset Management#4148 · 7,339 sh | 7,339 | $2.7M | — | -2.3% |
| 4149 | Live Oak Investment Partners#4149 · 7,338 sh | 7,338 | $2.7M | — | +4.3% |
| 4150 | tru Independence#4150 · 7,338 sh | 7,338 | $2.7M | — | -0.5% |
| 4151 | TruNorth Capital Management#4151 · 7,333 sh | 7,333 | $2.7M | — | +2.0% |
| 4152 | Braeburn Wealth Management#4152 · 7,330 sh | 7,330 | $2.7M | — | -10.6% |
| 4153 | KFG WEALTH MANAGEMENT#4153 · 7,328 sh | 7,328 | $2.7M | — | +20.2% |
| 4154 | Alhambra Investment Partners#4154 · 7,325 sh | 7,325 | $2.7M | — | -0.6% |
| 4155 | Greenbush Financial Group#4155 · 7,310 sh | 7,310 | $2.7M | — | -0.9% |
| 4156 | Syverson Strege#4156 · 7,307 sh | 7,307 | $2.7M | 0.59% | -14.3% |
| 4157 | Total Wealth Planning & Management#4157 · 7,301 sh | 7,301 | $2.7M | — | +11.8% |
| 4158 | Pettinga Financial Advisors#4158 · 7,270 sh | 7,270 | $2.7M | — | -5.4% |
| 4159 | Bannerstone Capital Management#4159 · 7,266 sh | 7,266 | $2.7M | 2.28% | +0.6% |
| 4160 | Tandem Financial#4160 · 7,259 sh | 7,259 | $2.7M | 0.81% | +0.1% |
| 4161 | MARIPAU WEALTH MANAGEMENT#4161 · 7,173 sh | 7,173 | $2.7M | 0.96% | +20.5% |
| 4162 | Onyx Financial Advisors#4162 · 7,235 sh | 7,235 | $2.7M | — | +0.2% |
| 4163 | FORESIGHT CAPITAL MANAGEMENT ADVISORS#4163 · 7,233 sh | 7,233 | $2.7M | — | +5.3% |
| 4164 | RICHARDSON FINANCIAL SERVICES#4164 · 7,217 sh | 7,217 | $2.7M | 1.53% | +3.2% |
| 4165 | YARGER WEALTH STRATEGIES#4165 · 6,986 sh | 6,986 | $2.7M | 0.97% | +9.0% |
| 4166 | Ethos Capital Management#4166 · 7,211 sh | 7,211 | $2.7M | 1.92% | +85.7% |
| 4167 | Requisite Capital Management#4167 · 7,202 sh | 7,202 | $2.7M | 0.44% | -0.2% |
| 4168 | Willow Creek Wealth Management#4168 · 7,195 sh | 7,195 | $2.7M | — | — |
| 4169 | Safe Harbor Fiduciary#4169 · 7,190 sh | 7,190 | $2.7M | 2.09% | +17.7% |
| 4170 | Armor Investment Advisors#4170 · 7,164 sh | 7,164 | $2.7M | 0.86% | +2.5% |
| 4171 | Prepared Retirement Institute#4171 · 7,149 sh | 7,149 | $2.7M | 1.14% | +0.1% |
| 4172 | Pacific Park Financial#4172 · 7,136 sh | 7,136 | $2.7M | — | +591.5% |
| 4173 | Renasant Bank#4173 · 7,129 sh | 7,129 | $2.7M | 1.71% | +1.4% |
| 4174 | XY Planning Network#4174 · 7,126 sh | 7,126 | $2.7M | — | +119.5% |
| 4175 | SPWM Advisors#4175 · 6,738 sh | 6,738 | $2.7M | 2.45% | -16.3% |
| 4176 | MBA Advisors#4176 · 7,099 sh | 7,099 | $2.6M | 0.89% | +2.6% |
| 4177 | PROSPERITY BANCSHARES#4177 · 7,088 sh | 7,088 | $2.6M | 1.73% | +10.9% |
| 4178 | MAINSTAY CAPITAL MANAGEMENT#4178 · 7,087 sh | 7,087 | $2.6M | 0.20% | +18.5% |
| 4179 | Summit Wealth Group#4179 · 7,085 sh | 7,085 | $2.6M | 0.54% | -4.9% |
| 4180 | Sanchez Wealth Management Group#4180 · 7,074 sh | 7,074 | $2.6M | 0.46% | +2.6% |
| 4181 | Plan A Wealth#4181 · 7,066 sh | 7,066 | $2.6M | — | +2.9% |
| 4182 | Pathway Financial Advisors#4182 · 6,745 sh | 6,745 | $2.6M | — | -1.6% |
| 4183 | SNOWWATER INVESTMENT PARTNERS#4183 · 7,060 sh | 7,060 | $2.6M | 1.82% | +1.9% |
| 4184 | Mosley Wealth Management#4184 · 7,059 sh | 7,059 | $2.6M | — | +17.4% |
| 4185 | Drake & Associates#4185 · 7,053 sh | 7,053 | $2.6M | 0.44% | -8.2% |
| 4186 | Walser Wealth Management Company, A Ltd Liability#4186 · 7,041 sh | 7,041 | $2.6M | — | +0.6% |
| 4187 | Altiora Financial Group#4187 · 7,040 sh | 7,040 | $2.6M | 0.41% | 0.0% |
| 4188 | Hofer & Associates.#4188 · 7,038 sh | 7,038 | $2.6M | — | +5.8% |
| 4189 | Seelaus Asset Management#4189 · 7,030 sh | 7,030 | $2.6M | — | -22.8% |
| 4190 | Lantern Wealth Advisors#4190 · 7,029 sh | 7,029 | $2.6M | — | +3.6% |
| 4191 | HOGE FINANCIAL SERVICES#4191 · 7,024 sh | 7,024 | $2.6M | 1.25% | -1.4% |
| 4192 | Towercrest Capital Management#4192 · 7,017 sh | 7,017 | $2.6M | — | -0.1% |
| 4193 | BARNES PETTEY FINANCIAL ADVISORS#4193 · 7,003 sh | 7,003 | $2.6M | 0.82% | -0.1% |
| 4194 | Curran Financial Partners#4194 · 7,001 sh | 7,001 | $2.6M | 0.39% | -0.4% |
| 4195 | ADKINS SEALE CAPITAL MANAGEMENT#4195 · 6,994 sh | 6,994 | $2.6M | 2.32% | +1.9% |
| 4196 | Galilei Investment Office LLP#4196 · 6,985 sh | 6,985 | $2.6M | 1.20% | 0.0% |
| 4197 | Warren Street Wealth Advisors#4197 · 6,969 sh | 6,969 | $2.6M | 0.58% | -17.6% |
| 4198 | Three Magnolias Financial Advisors#4198 · 6,965 sh | 6,965 | $2.6M | — | -7.5% |
| 4199 | SHARPEPOINT#4199 · 6,963 sh | 6,963 | $2.6M | 1.30% | +5.7% |
| 4200 | Riverwater Partners#4200 · 6,954 sh | 6,954 | $2.6M | 0.77% | -7.0% |
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.