MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 48)
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 4,701 to 4,800. 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 4,701–4,800 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4701 | Ironsides Asset Advisors#4701 · 4,679 sh | 4,679 | $1.7M | — | -0.6% |
| 4702 | Independent Family Office#4702 · 4,677 sh | 4,677 | $1.7M | 0.70% | -1.3% |
| 4703 | Kurv Investment Management#4703 · 4,675 sh | 4,675 | $1.7M | 1.05% | +13.9% |
| 4704 | Core Wealth Advisors#4704 · 4,663 sh | 4,663 | $1.7M | 0.35% | +47.3% |
| 4705 | Fund Advisors of America#4705 · 4,662 sh | 4,662 | $1.7M | 1.58% | +0.2% |
| 4706 | KRS Capital Management#4706 · 4,660 sh | 4,660 | $1.7M | — | -0.9% |
| 4707 | Fedenia Advisers#4707 · 4,641 sh | 4,641 | $1.7M | — | -5.4% |
| 4708 | Markin Asset Management#4708 · 4,639 sh | 4,639 | $1.7M | 1.48% | -5.5% |
| 4709 | IVC Wealth Advisors#4709 · 4,639 sh | 4,639 | $1.7M | — | +2.2% |
| 4710 | Shulman DeMeo Asset Management#4710 · 4,636 sh | 4,636 | $1.7M | — | -1.6% |
| 4711 | BlueChip Wealth Advisors#4711 · 4,632 sh | 4,632 | $1.7M | 0.66% | -1.1% |
| 4712 | SENTINEL PENSION ADVISORS#4712 · 4,376 sh | 4,376 | $1.7M | 0.23% | +6.9% |
| 4713 | LWM Advisory Services#4713 · 4,619 sh | 4,619 | $1.7M | 3.08% | -36.7% |
| 4714 | CREDIT INDUSTRIEL ET COMMERCIAL#4714 · 4,614 sh | 4,614 | $1.7M | 0.11% | New |
| 4715 | Latash Investments#4715 · 4,610 sh | 4,610 | $1.7M | 1.26% | 0.0% |
| 4716 | First Growth Capital#4716 · 4,606 sh | 4,606 | $1.7M | — | -13.0% |
| 4717 | ACCOUNT MANAGEMENT#4717 · 4,595 sh | 4,595 | $1.7M | 1.73% | 0.0% |
| 4718 | WJ Financial Advisors#4718 · 4,594 sh | 4,594 | $1.7M | 1.26% | +2.6% |
| 4719 | Copos Capital B.V.#4719 · 4,594 sh | 4,594 | $1.7M | 0.23% | — |
| 4720 | FIRST HAWAIIAN BANK#4720 · 4,593 sh | 4,593 | $1.7M | — | 0.0% |
| 4721 | Tripletail Wealth Management#4721 · 4,385 sh | 4,385 | $1.7M | 1.97% | -0.1% |
| 4722 | Portus Wealth Advisors#4722 · 4,586 sh | 4,586 | $1.7M | — | +6.6% |
| 4723 | Peterson Wealth Advisors#4723 · 4,585 sh | 4,585 | $1.7M | — | +0.5% |
| 4724 | Old Peak Finance#4724 · 4,583 sh | 4,583 | $1.7M | 0.83% | +16.7% |
| 4725 | Cypress Capital#4725 · 4,582 sh | 4,582 | $1.7M | — | -4.5% |
| 4726 | GENEVA CAPITAL MANAGEMENT#4726 · 4,573 sh | 4,573 | $1.7M | 0.04% | -13.1% |
| 4727 | Riverview#4727 · 4,568 sh | 4,568 | $1.7M | 2.03% | -2.6% |
| 4728 | LifeGoal Investments#4728 · 4,568 sh | 4,568 | $1.7M | — | +23.1% |
| 4729 | Long Road Investment Counsel#4729 · 4,567 sh | 4,567 | $1.7M | 0.63% | 0.0% |
| 4730 | American National Bank of Texas#4730 · 4,557 sh | 4,557 | $1.7M | — | +0.3% |
| 4731 | Katamaran Capital LLP#4731 · 4,555 sh | 4,555 | $1.7M | 1.35% | -42.4% |
| 4732 | Impact Investors#4732 · 4,549 sh | 4,549 | $1.7M | 1.24% | +8.8% |
| 4733 | Frederick Financial Consultants#4733 · 4,549 sh | 4,549 | $1.7M | 0.72% | +0.6% |
| 4734 | Emergent Wealth Advisors#4734 · 4,463 sh | 4,463 | $1.7M | — | +10.2% |
| 4735 | TIFF ADVISORY SERVICES#4735 · 4,540 sh | 4,540 | $1.7M | 0.42% | -40.9% |
| 4736 | Thoma Capital Management#4736 · 4,535 sh | 4,535 | $1.7M | — | -5.3% |
| 4737 | Evergreen Wealth Partners#4737 · 4,535 sh | 4,535 | $1.7M | 1.01% | +2.0% |
| 4738 | Weaver C. Barksdale & Associates#4738 · 4,533 sh | 4,533 | $1.7M | 1.52% | -0.1% |
| 4739 | AWM CAPITAL#4739 · 4,531 sh | 4,531 | $1.7M | — | +16.1% |
| 4740 | Morton Brown Family Wealth#4740 · 4,530 sh | 4,530 | $1.7M | — | +1.7% |
| 4741 | Womack Financial#4741 · 4,528 sh | 4,528 | $1.7M | — | -2.2% |
| 4742 | SIERRA OCEAN#4742 · 4,528 sh | 4,528 | $1.7M | 1.17% | +15.0% |
| 4743 | Causey Wealth#4743 · 4,527 sh | 4,527 | $1.7M | 0.66% | +0.1% |
| 4744 | Laidlaw Wealth Management#4744 · 4,526 sh | 4,526 | $1.7M | 4.82% | +2.0% |
| 4745 | Essential Planning#4745 · 4,522 sh | 4,522 | $1.7M | — | -9.5% |
| 4746 | Advocate Investing Services#4746 · 4,520 sh | 4,520 | $1.7M | — | +1.2% |
| 4747 | DEFINE FINANCIAL#4747 · 4,518 sh | 4,518 | $1.7M | — | +13.3% |
| 4748 | Allie Family Office#4748 · 4,508 sh | 4,508 | $1.7M | 0.62% | +6.5% |
| 4749 | Lakewood Asset Management#4749 · 4,504 sh | 4,504 | $1.7M | — | +9.5% |
| 4750 | COHEN & STEERS#4750 · 4,500 sh | 4,500 | $1.7M | <0.01% | -13.5% |
| 4751 | CM Management#4751 · 4,500 sh | 4,500 | $1.7M | 1.07% | +50.0% |
| 4752 | SARD WEALTH MANAGEMENT GROUP#4752 · 4,482 sh | 4,482 | $1.7M | — | +0.3% |
| 4753 | Essential Partners#4753 · 4,478 sh | 4,478 | $1.7M | — | -15.3% |
| 4754 | Armstrong, Fleming & Moore#4754 · 4,475 sh | 4,475 | $1.7M | 0.55% | -0.1% |
| 4755 | WealthPoint Financial#4755 · 4,473 sh | 4,473 | $1.7M | 1.22% | +26.6% |
| 4756 | Narus Financial Partners#4756 · 4,467 sh | 4,467 | $1.7M | — | -7.1% |
| 4757 | VISTA INVESTMENT PARTNERS II#4757 · 4,467 sh | 4,467 | $1.7M | — | -6.8% |
| 4758 | Sharkey, Howes & Javer#4758 · 4,461 sh | 4,461 | $1.7M | — | +1.1% |
| 4759 | SOUTHERN CAPITAL ADVISORS#4759 · 4,451 sh | 4,451 | $1.7M | — | -0.2% |
| 4760 | Severin Investments#4760 · 4,450 sh | 4,450 | $1.7M | 1.25% | +4.6% |
| 4761 | ECLECTIC ASSOCIATES#4761 · 4,447 sh | 4,447 | $1.7M | — | -9.8% |
| 4762 | 1620 INVESTMENT ADVISORS#4762 · 4,447 sh | 4,447 | $1.7M | 1.03% | +6.4% |
| 4763 | VISTA INVESTMENT MANAGEMENT#4763 · 4,445 sh | 4,445 | $1.7M | 0.50% | +13.5% |
| 4764 | QUANTUM FINANCIAL PARTNERS#4764 · 4,445 sh | 4,445 | $1.7M | — | — |
| 4765 | RiverGlades Family Offices#4765 · 4,443 sh | 4,443 | $1.7M | 0.76% | +89.9% |
| 4766 | Frazier Financial Advisors#4766 · 4,442 sh | 4,442 | $1.7M | 0.84% | -6.0% |
| 4767 | Beta Wealth Group#4767 · 4,439 sh | 4,439 | $1.7M | 0.62% | +4.4% |
| 4768 | Strategic Financial Concepts#4768 · 4,432 sh | 4,432 | $1.7M | 0.49% | -28.1% |
| 4769 | Quadrature Capital Ltd#4769 · 4,424 sh | 4,424 | $1.7M | 0.01% | -98.9% |
| 4770 | Trademark Financial Management#4770 · 4,423 sh | 4,423 | $1.6M | — | -8.7% |
| 4771 | VestGen Investment Management#4771 · 4,421 sh | 4,421 | $1.6M | 0.87% | +0.3% |
| 4772 | Arkos Global Advisors#4772 · 4,421 sh | 4,421 | $1.6M | 0.20% | -10.9% |
| 4773 | Prospect Financial Group#4773 · 4,411 sh | 4,411 | $1.6M | 1.33% | -4.9% |
| 4774 | P.A.W. CAPITAL#4774 · 4,410 sh | 4,410 | $1.6M | 1.24% | New |
| 4775 | NavPoint Financial#4775 · 4,406 sh | 4,406 | $1.6M | — | 0.0% |
| 4776 | LIFELONG WEALTH ADVISORS#4776 · 4,405 sh | 4,405 | $1.6M | — | +10.4% |
| 4777 | WINEBRENNER CAPITAL MANAGEMENT#4777 · 4,404 sh | 4,404 | $1.6M | — | +12.1% |
| 4778 | WealthCare Asset Management#4778 · 4,402 sh | 4,402 | $1.6M | — | +73.6% |
| 4779 | Rock Point Advisors#4779 · 4,397 sh | 4,397 | $1.6M | 0.40% | 0.0% |
| 4780 | Palatine Hill Wealth Management#4780 · 4,390 sh | 4,390 | $1.6M | 1.32% | -4.3% |
| 4781 | Serenity Investment Advisors#4781 · 3,402 sh | 3,402 | $1.6M | 0.70% | +21.2% |
| 4782 | Mayfair Advisory Group#4782 · 4,287 sh | 4,287 | $1.6M | — | +13.7% |
| 4783 | North Forty Two#4783 · 4,386 sh | 4,386 | $1.6M | — | 0.0% |
| 4784 | Kingsbury Capital Investment Advisors#4784 · 4,386 sh | 4,386 | $1.6M | — | -0.6% |
| 4785 | KMT WEALTH MANAGEMENT#4785 · 4,386 sh | 4,386 | $1.6M | 1.38% | +195.6% |
| 4786 | Drum Hill Capital#4786 · 4,380 sh | 4,380 | $1.6M | — | -0.6% |
| 4787 | Blue Water Asset Management#4787 · 4,378 sh | 4,378 | $1.6M | 0.53% | +1.2% |
| 4788 | Family Legacy Financial Solutions#4788 · 4,368 sh | 4,368 | $1.6M | — | +5.8% |
| 4789 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#4789 · 4,365 sh | 4,365 | $1.6M | 0.01% | +3.8% |
| 4790 | Wealthcare Capital Partners#4790 · 4,364 sh | 4,364 | $1.6M | — | -9.2% |
| 4791 | HORIZON FINANCIAL SERVICES#4791 · 4,360 sh | 4,360 | $1.6M | 0.62% | +17.1% |
| 4792 | Redwood Financial Network#4792 · 4,360 sh | 4,360 | $1.6M | 0.90% | -2.7% |
| 4793 | Independence Wealth Advisors#4793 · 4,360 sh | 4,360 | $1.6M | 0.82% | +2.6% |
| 4794 | Pacific Capital Wealth Advisors#4794 · 4,358 sh | 4,358 | $1.6M | — | +0.2% |
| 4795 | Barden Capital Management#4795 · 4,351 sh | 4,351 | $1.6M | — | -27.2% |
| 4796 | Valued Retirements#4796 · 4,331 sh | 4,331 | $1.6M | 1.45% | -0.1% |
| 4797 | Kassira Wealth Management#4797 · 4,328 sh | 4,328 | $1.6M | 1.29% | +35.4% |
| 4798 | Gray Private Wealth#4798 · 4,323 sh | 4,323 | $1.6M | 0.70% | +2.4% |
| 4799 | Integrity Wealth Solutions#4799 · 4,318 sh | 4,318 | $1.6M | 0.60% | +2.1% |
| 4800 | Wealth Advisors Northwest#4800 · 4,311 sh | 4,311 | $1.6M | 0.55% | +63.0% |
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.