MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 44)
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 4,301 to 4,400. 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 4,301–4,400 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4301 | Intelligence Driven Advisers#4301 · 6,432 sh | 6,432 | $2.4M | — | +78.6% |
| 4302 | VERITY Wealth Advisors#4302 · 6,432 sh | 6,432 | $2.4M | 1.45% | +2.4% |
| 4303 | Landmark Wealth Management#4303 · 6,430 sh | 6,430 | $2.4M | 0.57% | +0.2% |
| 4304 | Johnson & White Wealth Management#4304 · 6,425 sh | 6,425 | $2.4M | 0.90% | +16.8% |
| 4305 | Round Hill Asset Management#4305 · 6,415 sh | 6,415 | $2.4M | 1.50% | -1.1% |
| 4306 | Murphy & Mullick Capital Management#4306 · 6,414 sh | 6,414 | $2.4M | 1.48% | -7.2% |
| 4307 | STAR Financial Bank#4307 · 6,407 sh | 6,407 | $2.4M | 0.97% | +9.8% |
| 4308 | RETIREMENT CAPITAL STRATEGIES#4308 · 6,405 sh | 6,405 | $2.4M | 0.83% | +0.6% |
| 4309 | Iron Financial#4309 · 6,390 sh | 6,390 | $2.4M | — | -6.1% |
| 4310 | Warther Private Wealth#4310 · 6,390 sh | 6,390 | $2.4M | 0.52% | +1.4% |
| 4311 | COOPER/HAIMS ADVISORS#4311 · 6,389 sh | 6,389 | $2.4M | 1.03% | -2.5% |
| 4312 | Shira Ridge Wealth Management#4312 · 6,384 sh | 6,384 | $2.4M | — | -0.4% |
| 4313 | Atlas Private Wealth Advisors#4313 · 6,384 sh | 6,384 | $2.4M | — | -0.7% |
| 4314 | JTC Employer Solutions Trusteee Ltd#4314 · 6,386 sh | 6,386 | $2.4M | 0.19% | 0.0% |
| 4315 | PATHWAY WEALTH MANAGEMENT#4315 · 6,375 sh | 6,375 | $2.4M | — | -1.0% |
| 4316 | Hopwood Financial Services#4316 · 6,366 sh | 6,366 | $2.4M | 1.38% | +2.4% |
| 4317 | KELLY LAWRENCE W & ASSOCIATES#4317 · 6,365 sh | 6,365 | $2.4M | 0.51% | 0.0% |
| 4318 | MBM WEALTH CONSULTANTS#4318 · 6,364 sh | 6,364 | $2.4M | — | +15.2% |
| 4319 | TLWM#4319 · 6,353 sh | 6,353 | $2.4M | — | +24.6% |
| 4320 | Donalies Financial Planning#4320 · 6,341 sh | 6,341 | $2.4M | — | -0.9% |
| 4321 | LVZ#4321 · 6,340 sh | 6,340 | $2.4M | — | +9.8% |
| 4322 | IFG Advisors#4322 · 6,335 sh | 6,335 | $2.4M | — | +0.9% |
| 4323 | Global Strategic Investment Solutions#4323 · 6,331 sh | 6,331 | $2.4M | — | +2.5% |
| 4324 | CASCADE INVESTMENT GROUP#4324 · 6,325 sh | 6,325 | $2.4M | — | +4.4% |
| 4325 | CHARTER RESEARCH & INVESTMENT GROUP#4325 · 6,307 sh | 6,307 | $2.4M | 1.43% | 0.0% |
| 4326 | POTOMAC FUND MANAGEMENT#4326 · 6,294 sh | 6,294 | $2.3M | 0.06% | -0.8% |
| 4327 | Alliance Wealth Management Group#4327 · 6,292 sh | 6,292 | $2.3M | 0.46% | -0.1% |
| 4328 | RETIREMENT INCOME SOLUTIONS#4328 · 6,336 sh | 6,336 | $2.3M | 0.40% | 0.0% |
| 4329 | Nautilus Advisors#4329 · 6,090 sh | 6,090 | $2.3M | — | +10.6% |
| 4330 | Whitford Management#4330 · 6,273 sh | 6,273 | $2.3M | 2.09% | -26.2% |
| 4331 | MLG Wealth Management DBA Pine Grove Financial Group#4331 · 6,275 sh | 6,275 | $2.3M | — | +3.7% |
| 4332 | WestHill Financial Advisors#4332 · 6,267 sh | 6,267 | $2.3M | — | -1.7% |
| 4333 | MINDSET WEALTH MANAGEMENT#4333 · 6,262 sh | 6,262 | $2.3M | — | +22.6% |
| 4334 | SK Wealth Management#4334 · 4,614 sh | 4,614 | $2.3M | 0.53% | -2.6% |
| 4335 | CORRADO ADVISORS#4335 · 6,257 sh | 6,257 | $2.3M | 1.07% | -0.9% |
| 4336 | Shepherd Street Advisors#4336 · 5,899 sh | 5,899 | $2.3M | — | -2.9% |
| 4337 | ADVISORTRUST PARTNERS#4337 · 6,256 sh | 6,256 | $2.3M | 0.80% | +16.1% |
| 4338 | CHASE INVESTMENT COUNSEL#4338 · 6,256 sh | 6,256 | $2.3M | 0.49% | +118.7% |
| 4339 | INTREPID CAPITAL MANAGEMENT#4339 · 6,251 sh | 6,251 | $2.3M | 0.83% | -8.6% |
| 4340 | EIGHT 31 FINANCIAL#4340 · 6,251 sh | 6,251 | $2.3M | 1.39% | -8.1% |
| 4341 | Redwood Family Wealth#4341 · 6,247 sh | 6,247 | $2.3M | — | -1.0% |
| 4342 | Hummer Financial Advisory Services#4342 · 6,243 sh | 6,243 | $2.3M | — | +0.2% |
| 4343 | Smart Money Group#4343 · 6,235 sh | 6,235 | $2.3M | 0.60% | +2.4% |
| 4344 | Tennessee Valley Asset Management Partners#4344 · 6,235 sh | 6,235 | $2.3M | 0.26% | +2.5% |
| 4345 | Objectivity Squared#4345 · 6,230 sh | 6,230 | $2.3M | 1.31% | +12.4% |
| 4346 | CHECK CAPITAL MANAGEMENT#4346 · 6,229 sh | 6,229 | $2.3M | 0.06% | +2.5% |
| 4347 | Three Bridge Wealth Advisors#4347 · 6,228 sh | 6,228 | $2.3M | 0.58% | -4.1% |
| 4348 | Spectrum Planning & Advisory Services#4348 · 6,220 sh | 6,220 | $2.3M | 1.04% | -4.1% |
| 4349 | Jeter Robert S II#4349 · 6,009 sh | 6,009 | $2.3M | — | +22.9% |
| 4350 | Junk Investment Group#4350 · 6,203 sh | 6,203 | $2.3M | — | -0.7% |
| 4351 | Capstone Wealth Management Group#4351 · 6,202 sh | 6,202 | $2.3M | — | — |
| 4352 | Aspiring Ventures#4352 · 6,192 sh | 6,192 | $2.3M | 0.56% | -58.9% |
| 4353 | LITTLEJOHN FINANCIAL SERVICES#4353 · 6,188 sh | 6,188 | $2.3M | 1.68% | +23.8% |
| 4354 | Broadway Wealth Solutions#4354 · 6,186 sh | 6,186 | $2.3M | — | +8.6% |
| 4355 | Burns Matteson Capital Management#4355 · 6,183 sh | 6,183 | $2.3M | — | +0.1% |
| 4356 | Beaird Harris Wealth Management#4356 · 6,183 sh | 6,183 | $2.3M | 0.14% | +3.9% |
| 4357 | ARK Investment Management#4357 · 6,177 sh | 6,177 | $2.3M | 0.01% | -3.5% |
| 4358 | Merrion Investment Management#4358 · 6,165 sh | 6,165 | $2.3M | — | -0.2% |
| 4359 | PEOPLES BANK#4359 · 6,160 sh | 6,160 | $2.3M | — | +10.0% |
| 4360 | Rezny Wealth Management#4360 · 6,141 sh | 6,141 | $2.3M | — | +16.2% |
| 4361 | Next Capital Management#4361 · 6,140 sh | 6,140 | $2.3M | 0.62% | +8.6% |
| 4362 | Prairiewood Capital#4362 · 6,137 sh | 6,137 | $2.3M | — | +6.0% |
| 4363 | WPG Advisers#4363 · 6,128 sh | 6,128 | $2.3M | 1.34% | +9.4% |
| 4364 | FORMULATE FINANCIAL#4364 · 6,124 sh | 6,124 | $2.3M | 2.40% | -0.4% |
| 4365 | Clifford Group#4365 · 6,123 sh | 6,123 | $2.3M | 1.58% | -2.4% |
| 4366 | Hickory Point Bank#4366 · 6,116 sh | 6,116 | $2.3M | — | -0.5% |
| 4367 | WealthTrust Asset Management#4367 · 6,113 sh | 6,113 | $2.3M | — | -1.9% |
| 4368 | CORTLAND ASSOCIATES#4368 · 6,102 sh | 6,102 | $2.3M | 0.33% | -0.2% |
| 4369 | Sun Group Wealth Partners#4369 · 6,098 sh | 6,098 | $2.3M | — | +7.1% |
| 4370 | Meadowbrook Wealth Management#4370 · 6,091 sh | 6,091 | $2.3M | — | -13.3% |
| 4371 | LSP Investment Advisors#4371 · 6,088 sh | 6,088 | $2.3M | 2.09% | -26.5% |
| 4372 | PCG Wealth Advisors#4372 · 6,083 sh | 6,083 | $2.3M | 0.51% | -0.9% |
| 4373 | Thompson David Blair#4373 · 6,083 sh | 6,083 | $2.3M | 1.13% | +12.4% |
| 4374 | Arrowroot Family Office#4374 · 6,081 sh | 6,081 | $2.3M | 0.65% | +3.4% |
| 4375 | RETIREMENT GUYS FORMULA#4375 · 6,074 sh | 6,074 | $2.3M | — | +9.8% |
| 4376 | PROVIDENT#4376 · 6,072 sh | 6,072 | $2.3M | 0.05% | -33.1% |
| 4377 | Core Capital Management & Research#4377 · 4,652 sh | 4,652 | $2.3M | 1.19% | — |
| 4378 | GEORGE KAISER FAMILY FOUNDATION#4378 · 6,062 sh | 6,062 | $2.3M | 0.22% | +484.0% |
| 4379 | Partnership Wealth Management#4379 · 6,055 sh | 6,055 | $2.3M | — | 0.0% |
| 4380 | Neumann Capital Management#4380 · 6,042 sh | 6,042 | $2.3M | — | +1.2% |
| 4381 | CONTINENTAL INVESTORS SERVICES#4381 · 4,603 sh | 4,603 | $2.3M | 1.77% | 0.0% |
| 4382 | HOWARD BAILEY SECURITIES#4382 · 6,034 sh | 6,034 | $2.3M | 0.84% | -3.6% |
| 4383 | Tarbox Group#4383 · 6,033 sh | 6,033 | $2.3M | — | 0.0% |
| 4384 | Napier Financial#4384 · 6,033 sh | 6,033 | $2.3M | 0.47% | -2.2% |
| 4385 | Palacios Wealth Management#4385 · 6,030 sh | 6,030 | $2.2M | 1.33% | +2.9% |
| 4386 | Paradigm Capital Management#4386 · 6,029 sh | 6,029 | $2.2M | 1.93% | -2.1% |
| 4387 | Legend Capital Advisors#4387 · 6,029 sh | 6,029 | $2.2M | 1.22% | 0.0% |
| 4388 | LEIGH BALDWIN#4388 · 6,025 sh | 6,025 | $2.2M | 1.21% | -18.8% |
| 4389 | TWO SIGMA SECURITIES#4389 · 6,019 sh | 6,019 | $2.2M | 0.19% | New |
| 4390 | Elevate Capital Advisors#4390 · 6,016 sh | 6,016 | $2.2M | 1.23% | +7.7% |
| 4391 | Lakeshore Capital Group#4391 · 6,015 sh | 6,015 | $2.2M | — | +0.4% |
| 4392 | RENAISSANCE TECHNOLOGIES#4392 · 6,010 sh | 6,010 | $2.2M | <0.01% | -36.6% |
| 4393 | CPWA#4393 · 6,011 sh | 6,011 | $2.2M | 2.60% | 0.0% |
| 4394 | Evansbrook#4394 · 6,008 sh | 6,008 | $2.2M | — | -0.9% |
| 4395 | VIKING FUND MANAGEMENT#4395 · 6,000 sh | 6,000 | $2.2M | — | 0.0% |
| 4396 | PING CAPITAL MANAGEMENT#4396 · 6,000 sh | 6,000 | $2.2M | — | +100.0% |
| 4397 | Timelo Investment Management#4397 · 6,000 sh | 6,000 | $2.2M | 0.64% | -33.3% |
| 4398 | MONETTA FINANCIAL SERVICES#4398 · 6,000 sh | 6,000 | $2.2M | 1.51% | -25.0% |
| 4399 | Aberdeen Wealth Management#4399 · 5,983 sh | 5,983 | $2.2M | 1.07% | -46.4% |
| 4400 | Magnolia Private Wealth#4400 · 5,981 sh | 5,981 | $2.2M | 1.22% | +7.6% |
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.