MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 45)
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 4,401 to 4,500. 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 4,401–4,500 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4401 | Blackston Financial Advisory Group#4401 · 5,981 sh | 5,981 | $2.2M | 1.26% | -2.6% |
| 4402 | CLARIS ADVISORS, / MO#4402 · 5,976 sh | 5,976 | $2.2M | 0.58% | +3.5% |
| 4403 | BLALOCK WILLIAMS#4403 · 5,968 sh | 5,968 | $2.2M | 1.44% | +7.6% |
| 4404 | Crumly & Associates#4404 · 5,933 sh | 5,933 | $2.2M | — | +0.2% |
| 4405 | Avion Wealth#4405 · 5,927 sh | 5,927 | $2.2M | 0.41% | +5.7% |
| 4406 | Elevated Private Wealth#4406 · 5,921 sh | 5,921 | $2.2M | — | — |
| 4407 | Intrepid Financial Planning Group#4407 · 5,908 sh | 5,908 | $2.2M | 0.75% | -3.0% |
| 4408 | Grant Street Asset Management#4408 · 5,906 sh | 5,906 | $2.2M | — | -7.3% |
| 4409 | Cedar Wealth Management#4409 · 5,905 sh | 5,905 | $2.2M | 0.57% | +26.2% |
| 4410 | Discipline Wealth Solutions#4410 · 5,904 sh | 5,904 | $2.2M | — | +1.8% |
| 4411 | Connecticut Capital Management Group#4411 · 5,901 sh | 5,901 | $2.2M | 1.77% | +5.2% |
| 4412 | Castellan Group#4412 · 5,900 sh | 5,900 | $2.2M | — | -4.8% |
| 4413 | MARKET STREET WEALTH MANAGEMENT ADVISORS#4413 · 5,893 sh | 5,893 | $2.2M | — | +0.3% |
| 4414 | Chokshi & Queen Wealth Advisors#4414 · 5,892 sh | 5,892 | $2.2M | 1.02% | +7.3% |
| 4415 | Magnetar Financial#4415 · 5,885 sh | 5,885 | $2.2M | 0.02% | +648.7% |
| 4416 | COLLECTIVE FAMILY OFFICE#4416 · 5,884 sh | 5,884 | $2.2M | — | -6.7% |
| 4417 | Swisher Financial Concepts#4417 · 5,881 sh | 5,881 | $2.2M | 1.38% | -43.2% |
| 4418 | FELL CAPITAL MANAGEMENT#4418 · 5,880 sh | 5,880 | $2.2M | — | -12.4% |
| 4419 | LEGACY FINANCIAL GROUP#4419 · 5,880 sh | 5,880 | $2.2M | — | -1.5% |
| 4420 | ARWA#4420 · 5,464 sh | 5,464 | $2.2M | — | -11.7% |
| 4421 | Coquina Private Wealth#4421 · 5,874 sh | 5,874 | $2.2M | 1.49% | +0.8% |
| 4422 | Michael J. Porro & Financial Advisors#4422 · 5,871 sh | 5,871 | $2.2M | — | +3.3% |
| 4423 | RESTON WEALTH MANAGEMENT#4423 · 5,870 sh | 5,870 | $2.2M | 0.59% | +4.3% |
| 4424 | Cravens & Advisors#4424 · 5,865 sh | 5,865 | $2.2M | — | +18.6% |
| 4425 | Stonekeep Investments#4425 · 5,861 sh | 5,861 | $2.2M | — | -0.1% |
| 4426 | M3 Advisory Group#4426 · 5,854 sh | 5,854 | $2.2M | 1.13% | -0.4% |
| 4427 | Fortitude Family Office#4427 · 5,851 sh | 5,851 | $2.2M | — | -7.5% |
| 4428 | McNaughton Wealth Management#4428 · 5,851 sh | 5,851 | $2.2M | — | +22.4% |
| 4429 | Latitude Advisors#4429 · 5,843 sh | 5,843 | $2.2M | — | -3.1% |
| 4430 | Cardinal Strategic Wealth Guidance#4430 · 5,837 sh | 5,837 | $2.2M | 0.49% | -0.4% |
| 4431 | ARBOR CAPITAL MANAGEMENT#4431 · 5,658 sh | 5,658 | $2.2M | — | -8.8% |
| 4432 | Helen Stephens Group#4432 · 5,828 sh | 5,828 | $2.2M | — | +9.1% |
| 4433 | Roble, Belko & Company#4433 · 5,826 sh | 5,826 | $2.2M | 0.23% | +17.8% |
| 4434 | Heritage Investment Group#4434 · 5,824 sh | 5,824 | $2.2M | 0.29% | -2.5% |
| 4435 | Noble Wealth Partners#4435 · 5,822 sh | 5,822 | $2.2M | 1.89% | — |
| 4436 | CARLSON FINANCIAL#4436 · 5,807 sh | 5,807 | $2.2M | 1.11% | +2.1% |
| 4437 | Meriwether Wealth & Planning#4437 · 5,809 sh | 5,809 | $2.2M | — | +3.1% |
| 4438 | BDFS Capital#4438 · 5,794 sh | 5,794 | $2.2M | — | +15.3% |
| 4439 | RS CRUM#4439 · 5,780 sh | 5,780 | $2.2M | — | -1.1% |
| 4440 | TriaGen Wealth Management#4440 · 5,779 sh | 5,779 | $2.2M | — | -4.5% |
| 4441 | Basepoint Wealth#4441 · 5,774 sh | 5,774 | $2.2M | 1.23% | +15.7% |
| 4442 | SYKON CAPITAL#4442 · 5,766 sh | 5,766 | $2.2M | 0.66% | +80.2% |
| 4443 | Optimist Retirement Group#4443 · 5,765 sh | 5,765 | $2.2M | 0.83% | -0.5% |
| 4444 | Willis Johnson & Associates#4444 · 5,763 sh | 5,763 | $2.1M | 0.12% | -39.1% |
| 4445 | Silverberg Bernstein Capital Management#4445 · 5,762 sh | 5,762 | $2.1M | — | 0.0% |
| 4446 | AtlasMark Financial#4446 · 5,761 sh | 5,761 | $2.1M | — | 0.0% |
| 4447 | Westshore Wealth#4447 · 5,749 sh | 5,749 | $2.1M | 0.67% | +4.3% |
| 4448 | CHERRYDALE WEALTH MANAGEMENT#4448 · 5,746 sh | 5,746 | $2.1M | — | +1.8% |
| 4449 | CATALYST PRIVATE WEALTH#4449 · 5,745 sh | 5,745 | $2.1M | — | +0.3% |
| 4450 | Center for Wealth Management Advisory#4450 · 5,734 sh | 5,734 | $2.1M | — | +11.2% |
| 4451 | FLAGSHIP WEALTH ADVISORS#4451 · 5,727 sh | 5,727 | $2.1M | 0.48% | +80.3% |
| 4452 | Financial Synergies Wealth Advisors#4452 · 5,724 sh | 5,724 | $2.1M | — | +1.0% |
| 4453 | Atlas Wealth Partners#4453 · 5,724 sh | 5,724 | $2.1M | 2.33% | -0.2% |
| 4454 | TFB Advisors#4454 · 5,722 sh | 5,722 | $2.1M | 0.94% | -9.7% |
| 4455 | Pachira Investments#4455 · 5,717 sh | 5,717 | $2.1M | — | +6.5% |
| 4456 | PACIFIC SUN FINANCIAL#4456 · 5,716 sh | 5,716 | $2.1M | 0.88% | +4.2% |
| 4457 | Creekside Partners#4457 · 5,715 sh | 5,715 | $2.1M | 0.77% | +0.5% |
| 4458 | Apex Wealth Management#4458 · 5,714 sh | 5,714 | $2.1M | — | +0.4% |
| 4459 | Providence First#4459 · 5,713 sh | 5,713 | $2.1M | 0.60% | +17.3% |
| 4460 | Measured Wealth Private Client Group#4460 · 5,711 sh | 5,711 | $2.1M | 0.51% | -0.6% |
| 4461 | A. D. Beadell Investment Counsel#4461 · 5,710 sh | 5,710 | $2.1M | — | -2.1% |
| 4462 | ACIMA PRIVATE WEALTH#4462 · 5,697 sh | 5,697 | $2.1M | — | 0.0% |
| 4463 | Private Wealth Management Group#4463 · 5,690 sh | 5,690 | $2.1M | — | +62.4% |
| 4464 | CarsonAllaria Wealth Management, Ltd.#4464 · 5,687 sh | 5,687 | $2.1M | 0.92% | +14.2% |
| 4465 | WELLINGTON-ALTUS USA#4465 · 5,716 sh | 5,716 | $2.1M | 1.51% | +63.2% |
| 4466 | Wisconsin Wealth Advisors#4466 · 5,665 sh | 5,665 | $2.1M | — | -1.0% |
| 4467 | Paulson Wealth Management#4467 · 5,664 sh | 5,664 | $2.1M | 0.45% | +0.2% |
| 4468 | Lipe & Dalton#4468 · 5,653 sh | 5,653 | $2.1M | — | +1.3% |
| 4469 | Planned Solutions#4469 · 5,652 sh | 5,652 | $2.1M | — | +5.6% |
| 4470 | Avail Investment Partners#4470 · 5,648 sh | 5,648 | $2.1M | — | +62.4% |
| 4471 | Guided Capital Wealth Management#4471 · 5,648 sh | 5,648 | $2.1M | — | -4.8% |
| 4472 | Ark Wealth Advisors#4472 · 5,648 sh | 5,648 | $2.1M | 1.87% | +25.3% |
| 4473 | PREVAIL INNOVATIVE WEALTH ADVISORS#4473 · 5,645 sh | 5,645 | $2.1M | — | -80.3% |
| 4474 | Parvin Asset Management#4474 · 5,645 sh | 5,645 | $2.1M | 1.65% | -1.3% |
| 4475 | Elite Life Management#4475 · 4,311 sh | 4,311 | $2.1M | 2.46% | +3.5% |
| 4476 | Diversified Portfolios#4476 · 5,629 sh | 5,629 | $2.1M | 0.15% | +35.0% |
| 4477 | Carlton Hofferkamp & Jenks Wealth Management#4477 · 5,374 sh | 5,374 | $2.1M | — | -1.4% |
| 4478 | Lord & Richards Wealth Management#4478 · 5,613 sh | 5,613 | $2.1M | — | +2.4% |
| 4479 | Capitol Family Office#4479 · 5,610 sh | 5,610 | $2.1M | — | -3.3% |
| 4480 | Alaska Wealth Advisors#4480 · 5,604 sh | 5,604 | $2.1M | 0.23% | +115.7% |
| 4481 | ACORN CREEK CAPITAL#4481 · 5,598 sh | 5,598 | $2.1M | 0.70% | -6.5% |
| 4482 | M.D. Sass#4482 · 5,596 sh | 5,596 | $2.1M | 0.14% | -42.4% |
| 4483 | Greenline Wealth Management#4483 · 5,596 sh | 5,596 | $2.1M | 1.72% | +3.0% |
| 4484 | Ballast Rock Private Wealth#4484 · 5,590 sh | 5,590 | $2.1M | — | +0.3% |
| 4485 | BAYBAN#4485 · 5,587 sh | 5,587 | $2.1M | 1.60% | -2.2% |
| 4486 | Nolet Wealth Management#4486 · 5,586 sh | 5,586 | $2.1M | — | -6.7% |
| 4487 | ENDEAVOR PRIVATE WEALTH#4487 · 5,583 sh | 5,583 | $2.1M | 0.51% | +0.9% |
| 4488 | Warburton Capital Management#4488 · 5,584 sh | 5,584 | $2.1M | 0.85% | +25.6% |
| 4489 | Antonelli Financial Advisors#4489 · 5,575 sh | 5,575 | $2.1M | — | -1.9% |
| 4490 | Future Fund#4490 · 5,576 sh | 5,576 | $2.1M | 0.60% | +81.7% |
| 4491 | Campion Asset Management#4491 · 5,570 sh | 5,570 | $2.1M | 1.27% | +1.7% |
| 4492 | Van Diest Capital#4492 · 5,565 sh | 5,565 | $2.1M | 1.86% | -58.6% |
| 4493 | Centerpoint Advisory Group#4493 · 5,560 sh | 5,560 | $2.1M | — | +3.2% |
| 4494 | CATHY PARETO & ASSOCIATES#4494 · 5,544 sh | 5,544 | $2.1M | — | +0.7% |
| 4495 | INSTRUMENTAL WEALTH#4495 · 5,541 sh | 5,541 | $2.1M | — | +8.7% |
| 4496 | FreeGulliver#4496 · 5,540 sh | 5,540 | $2.1M | 0.73% | +19.9% |
| 4497 | Cornerstone Planning Group#4497 · 5,285 sh | 5,285 | $2.1M | — | -1.2% |
| 4498 | Sterling Group Wealth Management#4498 · 5,530 sh | 5,530 | $2.1M | 0.85% | -4.0% |
| 4499 | M1 Capital Management#4499 · 5,527 sh | 5,527 | $2.1M | 0.76% | +13.5% |
| 4500 | Orgel Wealth Management#4500 · 5,521 sh | 5,521 | $2.1M | — | +3.6% |
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.