MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 43)
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 4,201 to 4,300. 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 4,201–4,300 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4201 | CoreFirst Bank#4201 · 6,944 sh | 6,944 | $2.6M | 1.29% | -1.6% |
| 4202 | Andrews Advisory Associates#4202 · 6,933 sh | 6,933 | $2.6M | — | +1.8% |
| 4203 | Paladin Wealth#4203 · 6,931 sh | 6,931 | $2.6M | — | -5.0% |
| 4204 | CenterStar Asset Management#4204 · 6,919 sh | 6,919 | $2.6M | — | -28.6% |
| 4205 | Carter Financial Group#4205 · 6,918 sh | 6,918 | $2.6M | — | +5.5% |
| 4206 | Park Capital Management, / WI#4206 · 6,916 sh | 6,916 | $2.6M | — | +0.3% |
| 4207 | Tannin Capital#4207 · 6,911 sh | 6,911 | $2.6M | 1.69% | +11.6% |
| 4208 | Deseret Mutual Benefit Administrators#4208 · 6,909 sh | 6,909 | $2.6M | 0.84% | -1.1% |
| 4209 | Strathmore Capital Advisors#4209 · 6,477 sh | 6,477 | $2.6M | 0.69% | +0.8% |
| 4210 | DIXON FNANCIAL SERVICES#4210 · 6,906 sh | 6,906 | $2.6M | — | -16.2% |
| 4211 | Kaizen Financial Strategies#4211 · 6,701 sh | 6,701 | $2.6M | — | -4.2% |
| 4212 | Eldridge Investment Advisors#4212 · 6,904 sh | 6,904 | $2.6M | 0.51% | +3.4% |
| 4213 | JMN Financial#4213 · 6,896 sh | 6,896 | $2.6M | 2.00% | +3.6% |
| 4214 | HORIZON KINETICS ASSET MANAGEMENT#4214 · 6,894 sh | 6,894 | $2.6M | 0.03% | -0.4% |
| 4215 | Innova Wealth Partners#4215 · 6,874 sh | 6,874 | $2.6M | — | +3.4% |
| 4216 | MATTERS CAPITAL#4216 · 6,872 sh | 6,872 | $2.6M | 1.79% | 0.0% |
| 4217 | Security Financial Services#4217 · 6,867 sh | 6,867 | $2.6M | 0.36% | +5.9% |
| 4218 | STEVENS CAPITAL PARTNERS#4218 · 6,852 sh | 6,852 | $2.6M | 0.49% | +24.5% |
| 4219 | SYNTAX RESEARCH#4219 · 6,845 sh | 6,845 | $2.6M | 1.87% | -36.9% |
| 4220 | Vivid Wealth Management#4220 · 6,845 sh | 6,845 | $2.6M | — | +4.5% |
| 4221 | AlphaGrep UK Ltd#4221 · 6,841 sh | 6,841 | $2.6M | 0.76% | +37.3% |
| 4222 | Geneva Partners#4222 · 6,839 sh | 6,839 | $2.6M | — | -8.3% |
| 4223 | Meridian Financial Advisors#4223 · 6,838 sh | 6,838 | $2.6M | — | +2.5% |
| 4224 | Cannon Financial Strategists#4224 · 6,831 sh | 6,831 | $2.5M | — | +169.3% |
| 4225 | ENTREWEALTH#4225 · 5,098 sh | 5,098 | $2.5M | — | +130.4% |
| 4226 | Game Plan Financial Advisors#4226 · 6,830 sh | 6,830 | $2.5M | 0.95% | +20.4% |
| 4227 | Sound Capital Solutions#4227 · 6,829 sh | 6,829 | $2.5M | 0.60% | — |
| 4228 | Fiduciary Planning#4228 · 6,829 sh | 6,829 | $2.5M | — | +6.4% |
| 4229 | Winning Points Advisors#4229 · 14,475 sh | 14,475 | $2.5M | 3.36% | -1.4% |
| 4230 | Investment Insight Wealth Management#4230 · 6,820 sh | 6,820 | $2.5M | 2.20% | -2.1% |
| 4231 | PENSION & WEALTH MANAGEMENT ADVISORS#4231 · 6,814 sh | 6,814 | $2.5M | — | +4.3% |
| 4232 | Hamrick Investment Counsel#4232 · 6,813 sh | 6,813 | $2.5M | 1.69% | -40.5% |
| 4233 | Aspen Wealth Strategies#4233 · 6,811 sh | 6,811 | $2.5M | 1.23% | +4.6% |
| 4234 | Ted Buchan#4234 · 6,793 sh | 6,793 | $2.5M | — | -15.7% |
| 4235 | Alternative Investment Advisors#4235 · 6,788 sh | 6,788 | $2.5M | 0.96% | +158.6% |
| 4236 | Wagner Wealth Management#4236 · 6,771 sh | 6,771 | $2.5M | — | -9.1% |
| 4237 | KDT Advisors#4237 · 6,766 sh | 6,766 | $2.5M | 3.49% | +3.3% |
| 4238 | PHILLIPS FINANCIAL MANAGEMENT#4238 · 6,759 sh | 6,759 | $2.5M | — | -14.3% |
| 4239 | Financial Management Professionals#4239 · 6,753 sh | 6,753 | $2.5M | — | +5.2% |
| 4240 | FF Advisors#4240 · 6,724 sh | 6,724 | $2.5M | — | -2.4% |
| 4241 | Kennon-Green & Company#4241 · 6,720 sh | 6,720 | $2.5M | — | +0.2% |
| 4242 | One Charles Private Wealth Services#4242 · 6,699 sh | 6,699 | $2.5M | 0.58% | +4.8% |
| 4243 | WealthCollab#4243 · 6,689 sh | 6,689 | $2.5M | 0.90% | +5.2% |
| 4244 | Per Stirling Capital Management#4244 · 6,688 sh | 6,688 | $2.5M | 0.24% | +4.9% |
| 4245 | Legacy Capital Group California#4245 · 6,678 sh | 6,678 | $2.5M | 0.75% | -2.0% |
| 4246 | Stordahl Capital Management#4246 · 6,676 sh | 6,676 | $2.5M | — | +76.4% |
| 4247 | BURKETT FINANCIAL SERVICES#4247 · 6,666 sh | 6,666 | $2.5M | — | +0.2% |
| 4248 | S. R. Schill & Associates#4248 · 6,663 sh | 6,663 | $2.5M | — | -1.9% |
| 4249 | Virtus Wealth Solutions#4249 · 6,661 sh | 6,661 | $2.5M | 0.34% | -11.5% |
| 4250 | BCS Wealth Management#4250 · 6,651 sh | 6,651 | $2.5M | 0.45% | +3.1% |
| 4251 | SSI INVESTMENT MANAGEMENT#4251 · 6,643 sh | 6,643 | $2.5M | 0.14% | 0.0% |
| 4252 | ZRC WEALTH MANAGEMENT#4252 · 6,643 sh | 6,643 | $2.5M | — | +4.3% |
| 4253 | Estate Planners Group#4253 · 6,640 sh | 6,640 | $2.5M | 1.12% | -32.8% |
| 4254 | Triad Investment Management#4254 · 6,635 sh | 6,635 | $2.5M | — | +94.2% |
| 4255 | WINCAP FINANCIAL#4255 · 6,630 sh | 6,630 | $2.5M | — | -6.6% |
| 4256 | CURA WEALTH ADVISORS#4256 · 6,626 sh | 6,626 | $2.5M | 1.05% | +9.6% |
| 4257 | MACROVIEW INVESTMENT MANAGEMENT#4257 · 6,622 sh | 6,622 | $2.5M | — | -1.5% |
| 4258 | KEYVANTAGE WEALTH#4258 · 6,621 sh | 6,621 | $2.5M | 0.93% | -11.7% |
| 4259 | Tributary Capital Management#4259 · 6,618 sh | 6,618 | $2.5M | 0.20% | +3.2% |
| 4260 | 4WEALTH ADVISORS#4260 · 6,690 sh | 6,690 | $2.5M | — | +11.4% |
| 4261 | AK GLOBAL ASSET MANAGEMENT#4261 · 6,610 sh | 6,610 | $2.5M | 2.09% | -4.7% |
| 4262 | Legacy Wealth Partners#4262 · 6,606 sh | 6,606 | $2.5M | — | +11.2% |
| 4263 | POWER WEALTH MANAGEMENT#4263 · 6,599 sh | 6,599 | $2.5M | 0.85% | -12.4% |
| 4264 | KENNEDY INVESTMENT GROUP#4264 · 6,590 sh | 6,590 | $2.5M | — | +2.6% |
| 4265 | BXM Wealth#4265 · 6,588 sh | 6,588 | $2.5M | 1.34% | +31.7% |
| 4266 | KFA Private Wealth Group#4266 · 6,572 sh | 6,572 | $2.5M | — | +12.2% |
| 4267 | Arlington Financial Advisors#4267 · 6,572 sh | 6,572 | $2.5M | — | +1.6% |
| 4268 | MPS Loria Financial Planners#4268 · 6,567 sh | 6,567 | $2.4M | — | -12.8% |
| 4269 | Jefferson Bridge Capital#4269 · 6,564 sh | 6,564 | $2.4M | 2.12% | 0.0% |
| 4270 | ADE#4270 · 6,557 sh | 6,557 | $2.4M | 1.03% | -0.3% |
| 4271 | Noked Israel Ltd#4271 · 6,550 sh | 6,550 | $2.4M | 0.25% | -85.5% |
| 4272 | Fearless Solutions, dba Best Invest#4272 · 6,547 sh | 6,547 | $2.4M | — | -1.2% |
| 4273 | Mission Financial Group#4273 · 6,544 sh | 6,544 | $2.4M | — | — |
| 4274 | Moment Partners#4274 · 6,538 sh | 6,538 | $2.4M | 0.44% | +0.4% |
| 4275 | KG&L Capital Management#4275 · 6,537 sh | 6,537 | $2.4M | — | 0.0% |
| 4276 | RHODES INVESTMENT ADVISORS#4276 · 6,535 sh | 6,535 | $2.4M | — | +4.7% |
| 4277 | Meritas Wealth Management#4277 · 6,531 sh | 6,531 | $2.4M | — | +5.8% |
| 4278 | Sunflower Bank, N.A.#4278 · 6,529 sh | 6,529 | $2.4M | 0.58% | -0.4% |
| 4279 | Tandem Investment Partners#4279 · 6,526 sh | 6,526 | $2.4M | — | +0.9% |
| 4280 | FOCUS Wealth Advisors#4280 · 6,520 sh | 6,520 | $2.4M | — | +0.7% |
| 4281 | Copper Harbor Investment Advisors#4281 · 6,517 sh | 6,517 | $2.4M | — | — |
| 4282 | ARK & TLK INVESTMENTS#4282 · 6,513 sh | 6,513 | $2.4M | — | -7.7% |
| 4283 | Wood Tarver Financial Group#4283 · 6,510 sh | 6,510 | $2.4M | 0.57% | +2.2% |
| 4284 | Elm Partners Management#4284 · 6,508 sh | 6,508 | $2.4M | 0.07% | +21.3% |
| 4285 | LifePlan Financial#4285 · 6,506 sh | 6,506 | $2.4M | — | +6.9% |
| 4286 | Philadelphia Investment Partners#4286 · 6,506 sh | 6,506 | $2.4M | 1.51% | -1.6% |
| 4287 | 9823 Capital, L.P.#4287 · 6,504 sh | 6,504 | $2.4M | 1.64% | +0.1% |
| 4288 | Financial Advisors Network#4288 · 6,490 sh | 6,490 | $2.4M | 0.30% | +0.3% |
| 4289 | CLIENT 1ST ADVISORY GROUP#4289 · 6,487 sh | 6,487 | $2.4M | — | +11.5% |
| 4290 | Archvest Wealth Advisors#4290 · 6,481 sh | 6,481 | $2.4M | 1.40% | +12.8% |
| 4291 | DOLIVER ADVISORS#4291 · 6,476 sh | 6,476 | $2.4M | — | -3.0% |
| 4292 | Elevation Advisory Partners#4292 · 6,004 sh | 6,004 | $2.4M | 2.47% | -11.7% |
| 4293 | LFA - Lugano Financial Advisors SA#4293 · 6,604 sh | 6,604 | $2.4M | 1.45% | +1.7% |
| 4294 | DecisionPoint Financial#4294 · 6,272 sh | 6,272 | $2.4M | 0.45% | -4.1% |
| 4295 | Birchcreek Wealth Management#4295 · 6,461 sh | 6,461 | $2.4M | 0.94% | +1.5% |
| 4296 | INSPIRION WEALTH ADVISORS#4296 · 6,271 sh | 6,271 | $2.4M | — | -4.4% |
| 4297 | Optivise Advisory Services#4297 · 6,453 sh | 6,453 | $2.4M | — | +4.0% |
| 4298 | Francis Financial#4298 · 6,452 sh | 6,452 | $2.4M | 0.39% | -1.9% |
| 4299 | MAGNOLIA CAPITAL MANAGEMENT LTD#4299 · 6,450 sh | 6,450 | $2.4M | — | -3.5% |
| 4300 | Riverstone Advisors#4300 · 6,441 sh | 6,441 | $2.4M | 1.00% | +16.4% |
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.