MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 46)
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 4,501 to 4,600. 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 4,501–4,600 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4501 | CAPITAL MANAGEMENT ASSOCIATES#4501 · 5,500 sh | 5,500 | $2.1M | 2.64% | 0.0% |
| 4502 | Verus Financial Partners#4502 · 5,498 sh | 5,498 | $2.1M | 0.18% | +10.4% |
| 4503 | Riverpoint Wealth Management#4503 · 5,496 sh | 5,496 | $2.1M | 0.38% | -0.8% |
| 4504 | Selective Wealth Management#4504 · 5,205 sh | 5,205 | $2.0M | — | +3.3% |
| 4505 | Creative Capital Management Investments#4505 · 5,490 sh | 5,490 | $2.0M | 0.47% | +31.4% |
| 4506 | Taylor Securities Services#4506 · 5,489 sh | 5,489 | $2.0M | — | +0.2% |
| 4507 | Endowment Wealth Management#4507 · 5,487 sh | 5,487 | $2.0M | 0.79% | +3.6% |
| 4508 | GILPIN WEALTH MANAGEMENT#4508 · 5,478 sh | 5,478 | $2.0M | — | -0.7% |
| 4509 | Rather & Kittrell#4509 · 5,476 sh | 5,476 | $2.0M | 0.29% | +19.8% |
| 4510 | Investmark Advisory Group#4510 · 5,477 sh | 5,477 | $2.0M | 0.78% | +1.1% |
| 4511 | Financial Harvest#4511 · 5,475 sh | 5,475 | $2.0M | — | +10.3% |
| 4512 | WINTON GROUP Ltd#4512 · 5,475 sh | 5,475 | $2.0M | 0.07% | -87.9% |
| 4513 | EADS & HEALD WEALTH MANAGEMENT#4513 · 5,471 sh | 5,471 | $2.0M | 1.00% | -6.8% |
| 4514 | Level Wealth Management#4514 · 5,471 sh | 5,471 | $2.0M | — | 0.0% |
| 4515 | LANGLEY WEALTH MANAGEMENT#4515 · 5,468 sh | 5,468 | $2.0M | 1.99% | — |
| 4516 | MFA Wealth Services#4516 · 5,465 sh | 5,465 | $2.0M | — | +2.4% |
| 4517 | Targeted Financial Services#4517 · 5,460 sh | 5,460 | $2.0M | — | +22.6% |
| 4518 | Bell Investment Advisors#4518 · 5,461 sh | 5,461 | $2.0M | 0.30% | -1.0% |
| 4519 | CMG Global#4519 · 5,456 sh | 5,456 | $2.0M | — | -0.1% |
| 4520 | Capital Square#4520 · 5,284 sh | 5,284 | $2.0M | — | +64.7% |
| 4521 | GENESIS PRIVATE WEALTH#4521 · 5,449 sh | 5,449 | $2.0M | 0.57% | -18.2% |
| 4522 | HILLTOP WEALTH ADVISORS#4522 · 5,435 sh | 5,435 | $2.0M | 1.00% | -0.1% |
| 4523 | Rule One Partners#4523 · 5,500 sh | 5,500 | $2.0M | 0.29% | New |
| 4524 | Hansen & Associates Financial Group#4524 · 5,232 sh | 5,232 | $2.0M | 1.16% | +35.3% |
| 4525 | Sage Investment Counsel#4525 · 5,423 sh | 5,423 | $2.0M | — | +70.7% |
| 4526 | Halbert, Hargrove/Russell#4526 · 5,419 sh | 5,419 | $2.0M | — | -32.0% |
| 4527 | Quattro Advisors#4527 · 5,410 sh | 5,410 | $2.0M | 1.34% | -11.8% |
| 4528 | Cauble & Harre Wealth Management#4528 · 5,410 sh | 5,410 | $2.0M | 1.62% | -0.1% |
| 4529 | Cedarwood Wealth#4529 · 5,407 sh | 5,407 | $2.0M | 1.52% | -0.5% |
| 4530 | Miller Financial Services#4530 · 5,403 sh | 5,403 | $2.0M | — | +106.0% |
| 4531 | Mainstream Capital Management#4531 · 5,398 sh | 5,398 | $2.0M | — | +0.1% |
| 4532 | BETO FINANCIAL GROUP#4532 · 5,004 sh | 5,004 | $2.0M | 1.06% | +1.0% |
| 4533 | Financial Freedom#4533 · 5,393 sh | 5,393 | $2.0M | 0.92% | -0.3% |
| 4534 | J HAGAN CAPITAL#4534 · 5,391 sh | 5,391 | $2.0M | 0.93% | -0.8% |
| 4535 | PlanVest Financial#4535 · 5,379 sh | 5,379 | $2.0M | 1.34% | -0.4% |
| 4536 | BNB Wealth Management#4536 · 5,371 sh | 5,371 | $2.0M | 1.10% | +0.1% |
| 4537 | Wiser Wealth Management#4537 · 5,369 sh | 5,369 | $2.0M | — | +17.7% |
| 4538 | SHELTON WEALTH MANAGEMENT#4538 · 5,363 sh | 5,363 | $2.0M | — | +1.4% |
| 4539 | Wealth Advisors of Iowa#4539 · 5,360 sh | 5,360 | $2.0M | 0.54% | +5.4% |
| 4540 | SRH ADVISORS#4540 · 5,354 sh | 5,354 | $2.0M | — | 0.0% |
| 4541 | Cynosure Management#4541 · 5,349 sh | 5,349 | $2.0M | 0.30% | -62.2% |
| 4542 | Henrickson Nauta Wealth Advisors#4542 · 5,349 sh | 5,349 | $2.0M | 0.49% | +37.3% |
| 4543 | Ulland Investment Advisors#4543 · 5,349 sh | 5,349 | $2.0M | — | +6.1% |
| 4544 | Kraft, Davis & Associates#4544 · 5,202 sh | 5,202 | $2.0M | — | +6.7% |
| 4545 | Code Waechter#4545 · 5,343 sh | 5,343 | $2.0M | — | +3.8% |
| 4546 | WFA of San Diego#4546 · 4,011 sh | 4,011 | $2.0M | 1.63% | -3.1% |
| 4547 | SOUTHERN MICHIGAN BANK &#4547 · 5,337 sh | 5,337 | $2.0M | — | +1.9% |
| 4548 | VOISARD ASSET MANAGEMENT GROUP#4548 · 5,336 sh | 5,336 | $2.0M | — | +21.0% |
| 4549 | Ruggaard & Associates#4549 · 5,326 sh | 5,326 | $2.0M | 0.71% | -0.6% |
| 4550 | BayBridge Capital Group#4550 · 5,318 sh | 5,318 | $2.0M | — | +28.1% |
| 4551 | Great Waters Wealth Management#4551 · 5,313 sh | 5,313 | $2.0M | — | +5.0% |
| 4552 | WMS Group#4552 · 5,302 sh | 5,302 | $2.0M | 2.55% | -0.3% |
| 4553 | INVESTED ADVISORS#4553 · 5,294 sh | 5,294 | $2.0M | — | -2.2% |
| 4554 | Wealth Management Nebraska#4554 · 5,293 sh | 5,293 | $2.0M | — | -0.3% |
| 4555 | J. M. Brown & Associates#4555 · 5,289 sh | 5,289 | $2.0M | 1.13% | — |
| 4556 | Camelot Portfolios#4556 · 5,287 sh | 5,287 | $2.0M | 1.38% | +94.6% |
| 4557 | Tolleson Wealth Management#4557 · 5,277 sh | 5,277 | $2.0M | 0.27% | +0.2% |
| 4558 | Twelve Points Wealth Management#4558 · 5,269 sh | 5,269 | $2.0M | 0.39% | -12.9% |
| 4559 | Petix & Botte#4559 · 5,256 sh | 5,256 | $2.0M | 0.39% | +2.9% |
| 4560 | Heritage Wealth Management#4560 · 5,255 sh | 5,255 | $2.0M | 0.74% | +7.3% |
| 4561 | TrueWealth Advisors#4561 · 5,241 sh | 5,241 | $2.0M | — | -2.2% |
| 4562 | IronBridge Private Wealth#4562 · 5,234 sh | 5,234 | $2.0M | 0.64% | +2.5% |
| 4563 | Unifi Asset Management#4563 · 5,229 sh | 5,229 | $2.0M | 0.78% | New |
| 4564 | Sunrise Financial Services#4564 · 5,216 sh | 5,216 | $1.9M | — | +1.4% |
| 4565 | WMG Financial Advisors#4565 · 5,206 sh | 5,206 | $1.9M | 0.73% | -11.9% |
| 4566 | CJM Wealth Advisers, Ltd.#4566 · 5,205 sh | 5,205 | $1.9M | 0.51% | +1.4% |
| 4567 | Malaga Cove Capital#4567 · 5,203 sh | 5,203 | $1.9M | — | +6.4% |
| 4568 | Keystone Financial Services#4568 · 5,198 sh | 5,198 | $1.9M | 0.50% | +5.8% |
| 4569 | INKWELL CAPITAL#4569 · 5,181 sh | 5,181 | $1.9M | 2.01% | +108.9% |
| 4570 | Prodigy Asset Management#4570 · 5,178 sh | 5,178 | $1.9M | 0.58% | -0.5% |
| 4571 | Engineers Gate Manager#4571 · 5,177 sh | 5,177 | $1.9M | 0.03% | -97.4% |
| 4572 | Capital Squared Financial#4572 · 5,171 sh | 5,171 | $1.9M | 1.26% | 0.0% |
| 4573 | Gallagher Fiduciary Advisors#4573 · 5,170 sh | 5,170 | $1.9M | 0.06% | +2.7% |
| 4574 | EAGLE HARBOR ASSET MANAGEMENT#4574 · 5,162 sh | 5,162 | $1.9M | — | +2.3% |
| 4575 | Landing Point Financial Group#4575 · 5,162 sh | 5,162 | $1.9M | 0.65% | +1.7% |
| 4576 | Kaydan Wealth Management#4576 · 5,160 sh | 5,160 | $1.9M | — | -5.2% |
| 4577 | Sidoxia Capital Management#4577 · 5,155 sh | 5,155 | $1.9M | 1.41% | +1.4% |
| 4578 | Scarborough Advisors#4578 · 4,911 sh | 4,911 | $1.9M | — | -78.1% |
| 4579 | KOM Wealth Management Group#4579 · 5,146 sh | 5,146 | $1.9M | — | -11.3% |
| 4580 | Wilkerson Advisory Group#4580 · 5,129 sh | 5,129 | $1.9M | — | +1.3% |
| 4581 | Storen Legacy Partners#4581 · 5,128 sh | 5,128 | $1.9M | 0.52% | +3.1% |
| 4582 | Cannon Wealth Management Services#4582 · 5,127 sh | 5,127 | $1.9M | 1.05% | +10.2% |
| 4583 | SELDON CAPITAL#4583 · 5,126 sh | 5,126 | $1.9M | 0.60% | 0.0% |
| 4584 | Sage Capital Management#4584 · 5,119 sh | 5,119 | $1.9M | — | +0.1% |
| 4585 | PIN OAK INVESTMENT ADVISORS#4585 · 5,161 sh | 5,161 | $1.9M | 1.39% | 0.0% |
| 4586 | PROMETHIUM ADVISORS#4586 · 5,118 sh | 5,118 | $1.9M | — | +12.6% |
| 4587 | TAGStone Capital#4587 · 5,113 sh | 5,113 | $1.9M | 0.61% | +0.3% |
| 4588 | Elser Financial Planning#4588 · 5,109 sh | 5,109 | $1.9M | — | -14.2% |
| 4589 | IMZ Advisory#4589 · 5,105 sh | 5,105 | $1.9M | 0.60% | -0.7% |
| 4590 | CAPSTONE WEALTH MANAGEMENT GROUP#4590 · 5,103 sh | 5,103 | $1.9M | 0.67% | -8.5% |
| 4591 | ACORN FINANCIAL ADVISORY SERVICES#4591 · 5,102 sh | 5,102 | $1.9M | 0.25% | +2.5% |
| 4592 | Asset Planning#4592 · 5,102 sh | 5,102 | $1.9M | — | -0.3% |
| 4593 | Moisand Fitzgerald Tamayo#4593 · 5,101 sh | 5,101 | $1.9M | — | +2.6% |
| 4594 | ABSOLUTE CAPITAL MANAGEMENT#4594 · 5,100 sh | 5,100 | $1.9M | — | +6.9% |
| 4595 | Flagstone Financial Management#4595 · 5,100 sh | 5,100 | $1.9M | 0.43% | +0.5% |
| 4596 | Sherman Asset Management#4596 · 5,097 sh | 5,097 | $1.9M | 1.48% | -24.0% |
| 4597 | Wiser Advisor Group#4597 · 5,094 sh | 5,094 | $1.9M | 2.08% | +17.5% |
| 4598 | OneAscent Investment Solutions#4598 · 5,094 sh | 5,094 | $1.9M | 1.80% | -13.6% |
| 4599 | Cassia Capital Partners#4599 · 5,089 sh | 5,089 | $1.9M | 0.92% | +0.5% |
| 4600 | Ares Financial Consulting#4600 · 5,088 sh | 5,088 | $1.9M | — | -2.2% |
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.