MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 47)
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 4,601 to 4,700. 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 4,601–4,700 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4601 | apricus wealth#4601 · 5,079 sh | 5,079 | $1.9M | — | -0.2% |
| 4602 | Expressive Wealth#4602 · 5,078 sh | 5,078 | $1.9M | 1.79% | +0.3% |
| 4603 | Meramec Financial Planners#4603 · 4,865 sh | 4,865 | $1.9M | 0.69% | +24.4% |
| 4604 | Smith Asset Management#4604 · 5,066 sh | 5,066 | $1.9M | — | +87.6% |
| 4605 | Perissos Private Wealth Management#4605 · 5,066 sh | 5,066 | $1.9M | 1.27% | +11.4% |
| 4606 | COWA#4606 · 5,057 sh | 5,057 | $1.9M | 0.47% | -1.4% |
| 4607 | Tranquilli Financial Advisor#4607 · 5,057 sh | 5,057 | $1.9M | 1.02% | +15.0% |
| 4608 | Precision Wealth Strategies#4608 · 5,046 sh | 5,046 | $1.9M | 0.57% | -3.8% |
| 4609 | 360 Financial#4609 · 5,037 sh | 5,037 | $1.9M | 0.48% | -5.3% |
| 4610 | Windsor Capital Management#4610 · 5,034 sh | 5,034 | $1.9M | — | -1.1% |
| 4611 | ATWOOD & PALMER#4611 · 5,028 sh | 5,028 | $1.9M | — | -7.6% |
| 4612 | Sachetta#4612 · 5,027 sh | 5,027 | $1.9M | 0.91% | +4.6% |
| 4613 | Connective Portfolio Management#4613 · 5,024 sh | 5,024 | $1.9M | — | 0.0% |
| 4614 | Conrad Siegel Investment Advisors#4614 · 5,023 sh | 5,023 | $1.9M | — | +8.0% |
| 4615 | Todd Wealth Management#4615 · 5,019 sh | 5,019 | $1.9M | — | +30.6% |
| 4616 | Guardian Financial Partners#4616 · 5,017 sh | 5,017 | $1.9M | 0.73% | +3.7% |
| 4617 | TEALWOOD ASSET MANAGEMENT#4617 · 5,015 sh | 5,015 | $1.9M | — | -4.1% |
| 4618 | Cornerstone National Bank#4618 · 4,867 sh | 4,867 | $1.9M | — | -12.3% |
| 4619 | Portfolio Strategies#4619 · 5,001 sh | 5,001 | $1.9M | 0.18% | -0.5% |
| 4620 | TOBIAS FINANCIAL ADVISORS#4620 · 5,000 sh | 5,000 | $1.9M | 0.24% | -0.9% |
| 4621 | OPUS INVESTMENT MANAGEMENT#4621 · 5,000 sh | 5,000 | $1.9M | 1.02% | 0.0% |
| 4622 | Gruss#4622 · 5,000 sh | 5,000 | $1.9M | 4.57% | 0.0% |
| 4623 | Absolute Gestao de Investimentos Ltda.#4623 · 5,000 sh | 5,000 | $1.9M | 0.19% | New |
| 4624 | Resolute Capital Asset Partners#4624 · 5,000 sh | 5,000 | $1.9M | 0.80% | New |
| 4625 | Eurizon Asset Management Hungary Ltd.#4625 · 5,000 sh | 5,000 | $1.9M | 1.99% | +400.0% |
| 4626 | Jacksonville Wealth Management#4626 · 4,997 sh | 4,997 | $1.9M | 1.05% | -3.0% |
| 4627 | VSM Wealth Advisory#4627 · 4,995 sh | 4,995 | $1.9M | 0.49% | -0.4% |
| 4628 | Hardworking Capital Advisors#4628 · 4,995 sh | 4,995 | $1.9M | — | +4.0% |
| 4629 | Mowery & Schoenfeld Wealth Management#4629 · 4,992 sh | 4,992 | $1.9M | 2.54% | +0.2% |
| 4630 | Kopp Family Office#4630 · 4,986 sh | 4,986 | $1.9M | — | +0.1% |
| 4631 | Vilga Financial Planning#4631 · 4,976 sh | 4,976 | $1.9M | — | -4.8% |
| 4632 | SUVRETTA CAPITAL MANAGEMENT#4632 · 4,970 sh | 4,970 | $1.9M | 0.03% | 0.0% |
| 4633 | Curat Global#4633 · 4,970 sh | 4,970 | $1.9M | — | 0.0% |
| 4634 | Everstar Asset Management#4634 · 4,962 sh | 4,962 | $1.9M | 0.89% | +23.2% |
| 4635 | Strategic Investment Solutions#4635 · 4,956 sh | 4,956 | $1.8M | 0.42% | -14.3% |
| 4636 | Painted Porch Advisors#4636 · 4,955 sh | 4,955 | $1.8M | 0.81% | -8.1% |
| 4637 | PARTNERS WEALTH MANAGEMENT#4637 · 4,951 sh | 4,951 | $1.8M | 1.81% | -0.9% |
| 4638 | CSS#4638 · 4,950 sh | 4,950 | $1.8M | 0.07% | +70.1% |
| 4639 | Accelerate Investment Advisors#4639 · 4,927 sh | 4,927 | $1.8M | 1.06% | +0.2% |
| 4640 | Mine & Arao Wealth Creation & Management#4640 · 4,925 sh | 4,925 | $1.8M | 0.67% | +2.5% |
| 4641 | Smallwood Wealth Investment Management#4641 · 4,913 sh | 4,913 | $1.8M | 0.80% | -0.7% |
| 4642 | JUNCTURE WEALTH STRATEGIES#4642 · 4,904 sh | 4,904 | $1.8M | — | +121.2% |
| 4643 | Odyssey Capital Advisors#4643 · 4,902 sh | 4,902 | $1.8M | — | +11.0% |
| 4644 | SANDERS MORRIS HARRIS#4644 · 4,888 sh | 4,888 | $1.8M | — | -82.7% |
| 4645 | Harvest Investment Services#4645 · 4,885 sh | 4,885 | $1.8M | 0.28% | -1.9% |
| 4646 | C M BIDWELL & ASSOCIATES LTD#4646 · 4,867 sh | 4,867 | $1.8M | 0.74% | +7.2% |
| 4647 | Myriad Asset Management US#4647 · 4,866 sh | 4,866 | $1.8M | 2.51% | -3.9% |
| 4648 | Cunning Capital Partners#4648 · 4,862 sh | 4,862 | $1.8M | 0.73% | 0.0% |
| 4649 | MOR Wealth Management#4649 · 4,863 sh | 4,863 | $1.8M | 0.72% | -8.2% |
| 4650 | Ankerstar Wealth#4650 · 4,854 sh | 4,854 | $1.8M | 1.52% | +9.7% |
| 4651 | RPS ADVISORY SOLUTIONS#4651 · 4,842 sh | 4,842 | $1.8M | 1.19% | +8.3% |
| 4652 | Stonebridge Financial Planning Group#4652 · 4,841 sh | 4,841 | $1.8M | 0.58% | -8.1% |
| 4653 | Unified Investment Management#4653 · 4,838 sh | 4,838 | $1.8M | — | +4.2% |
| 4654 | DOHENY ASSET MANAGEMENT#4654 · 4,835 sh | 4,835 | $1.8M | 1.05% | -3.2% |
| 4655 | PFG Private Wealth Management#4655 · 4,835 sh | 4,835 | $1.8M | — | +2.3% |
| 4656 | Koa Wealth Management#4656 · 4,832 sh | 4,832 | $1.8M | — | +8.1% |
| 4657 | OxenFree Capital#4657 · 4,634 sh | 4,634 | $1.8M | — | +0.4% |
| 4658 | Cannon Capital Management#4658 · 4,826 sh | 4,826 | $1.8M | 1.53% | +15.5% |
| 4659 | Corundum Company#4659 · 4,823 sh | 4,823 | $1.8M | 4.80% | 0.0% |
| 4660 | Index Technologies Group#4660 · 4,822 sh | 4,822 | $1.8M | 1.44% | -2.8% |
| 4661 | 4J Wealth Management#4661 · 4,822 sh | 4,822 | $1.8M | 0.88% | -3.1% |
| 4662 | Wallace Advisory Group#4662 · 4,815 sh | 4,815 | $1.8M | 1.69% | +0.8% |
| 4663 | Yoder Wealth Management#4663 · 4,810 sh | 4,810 | $1.8M | — | +5.2% |
| 4664 | RATIONAL ADVISORS#4664 · 4,806 sh | 4,806 | $1.8M | 0.16% | -56.7% |
| 4665 | Braun-Bostich & Associates#4665 · 4,806 sh | 4,806 | $1.8M | — | -2.3% |
| 4666 | Veery Capital#4666 · 4,806 sh | 4,806 | $1.8M | — | -0.3% |
| 4667 | Bernardo Wealth Planning#4667 · 4,805 sh | 4,805 | $1.8M | — | +15.6% |
| 4668 | LightSquare Wealth Management#4668 · 4,804 sh | 4,804 | $1.8M | 1.24% | +0.2% |
| 4669 | Pacific Center for Financial Services#4669 · 4,804 sh | 4,804 | $1.8M | — | 0.0% |
| 4670 | Planning Center#4670 · 4,803 sh | 4,803 | $1.8M | 0.17% | -0.1% |
| 4671 | CONTINUUM WEALTH ADVISORS#4671 · 4,803 sh | 4,803 | $1.8M | — | -12.1% |
| 4672 | Mayar Capital Ltd.#4672 · 4,800 sh | 4,800 | $1.8M | 2.01% | -7.0% |
| 4673 | PETRA FINANCIAL ADVISORS#4673 · 4,797 sh | 4,797 | $1.8M | 0.83% | +51.9% |
| 4674 | Stronghold Wealth Management L.L.C.#4674 · 4,794 sh | 4,794 | $1.8M | — | -9.3% |
| 4675 | Post Resch Tallon Group#4675 · 4,790 sh | 4,790 | $1.8M | — | +13.6% |
| 4676 | SilverOak Wealth Management#4676 · 4,788 sh | 4,788 | $1.8M | 0.23% | +18.1% |
| 4677 | Brio Consultants#4677 · 4,779 sh | 4,779 | $1.8M | 0.21% | +7.3% |
| 4678 | Tudor Financial#4678 · 4,778 sh | 4,778 | $1.8M | 0.80% | -78.5% |
| 4679 | jvl associates#4679 · 4,776 sh | 4,776 | $1.8M | — | +7.0% |
| 4680 | ERn Financial#4680 · 4,775 sh | 4,775 | $1.8M | 0.29% | +1.1% |
| 4681 | ELEMENT POINTE ADVISORS#4681 · 4,774 sh | 4,774 | $1.8M | — | +6.3% |
| 4682 | William B. Walkup & Associates#4682 · 4,770 sh | 4,770 | $1.8M | 0.86% | +19.2% |
| 4683 | Comprehensive Wealth Management#4683 · 4,765 sh | 4,765 | $1.8M | 0.81% | -0.1% |
| 4684 | Dala Group#4684 · 4,762 sh | 4,762 | $1.8M | 1.46% | -1.5% |
| 4685 | Cannon Advisors#4685 · 4,613 sh | 4,613 | $1.8M | — | -44.2% |
| 4686 | POSTROCK PARTNERS#4686 · 4,753 sh | 4,753 | $1.8M | 0.72% | +1.5% |
| 4687 | Investment Advisory Services Group#4687 · 4,744 sh | 4,744 | $1.8M | 1.29% | +16.3% |
| 4688 | Zinnia Wealth Advisory#4688 · 4,737 sh | 4,737 | $1.8M | 1.80% | -1.2% |
| 4689 | Prospect Financial Services#4689 · 4,711 sh | 4,711 | $1.8M | 0.89% | +5.9% |
| 4690 | Diametric Capital#4690 · 4,709 sh | 4,709 | $1.8M | 0.19% | +74.9% |
| 4691 | Quantum Financial Planning Services#4691 · 4,701 sh | 4,701 | $1.8M | — | -13.8% |
| 4692 | CPA Asset Management#4692 · 4,692 sh | 4,692 | $1.8M | — | +0.4% |
| 4693 | Sterling Wealth Management#4693 · 4,689 sh | 4,689 | $1.7M | — | +1.3% |
| 4694 | DB Fitzpatrick#4694 · 4,689 sh | 4,689 | $1.7M | — | +4365.7% |
| 4695 | Berry Wealth Group#4695 · 4,686 sh | 4,686 | $1.7M | 5.62% | +0.5% |
| 4696 | HighMark Wealth Management#4696 · 4,684 sh | 4,684 | $1.7M | 0.59% | +4.0% |
| 4697 | Aurora Private Wealth#4697 · 4,683 sh | 4,683 | $1.7M | — | +0.8% |
| 4698 | Campbell Deegan Wealth Management#4698 · 4,681 sh | 4,681 | $1.7M | 1.24% | +7.5% |
| 4699 | Synergy Investment Management#4699 · 4,586 sh | 4,586 | $1.7M | 0.42% | +112.3% |
| 4700 | Gambit Capital Management#4700 · 4,680 sh | 4,680 | $1.7M | 1.02% | +0.2% |
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.