MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 49)
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 4,801 to 4,900. 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 4,801–4,900 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4801 | Kelly Financial Services#4801 · 4,306 sh | 4,306 | $1.6M | — | -7.1% |
| 4802 | Kearns & Associates#4802 · 4,305 sh | 4,305 | $1.6M | — | 0.0% |
| 4803 | Integras Partners#4803 · 4,299 sh | 4,299 | $1.6M | 0.88% | +7.1% |
| 4804 | Decker Retirement Planning#4804 · 4,298 sh | 4,298 | $1.6M | — | -37.2% |
| 4805 | Momentous Wealth Management#4805 · 4,298 sh | 4,298 | $1.6M | — | -4.4% |
| 4806 | PURSUIT WEALTH STRATEGIES#4806 · 4,296 sh | 4,296 | $1.6M | 2.08% | +10.0% |
| 4807 | Tenzing Financial#4807 · 4,142 sh | 4,142 | $1.6M | 1.10% | -2.8% |
| 4808 | Oakwell Private Wealth Management#4808 · 4,283 sh | 4,283 | $1.6M | 0.26% | -44.0% |
| 4809 | Castleview Partners#4809 · 4,280 sh | 4,280 | $1.6M | — | +6.6% |
| 4810 | Brave Warrior Advisors#4810 · 4,275 sh | 4,275 | $1.6M | 0.03% | +111.1% |
| 4811 | GERBER#4811 · 4,273 sh | 4,273 | $1.6M | — | +0.2% |
| 4812 | Holistic Financial Partners#4812 · 4,272 sh | 4,272 | $1.6M | 0.97% | -31.4% |
| 4813 | Box Hill Private Wealth#4813 · 4,272 sh | 4,272 | $1.6M | — | +0.5% |
| 4814 | Gridiron Partners#4814 · 4,265 sh | 4,265 | $1.6M | — | 0.0% |
| 4815 | Strategic Financial Partners, Ltd.#4815 · 4,264 sh | 4,264 | $1.6M | 0.60% | 0.0% |
| 4816 | Oregon Pacific Wealth Management#4816 · 4,262 sh | 4,262 | $1.6M | — | +0.4% |
| 4817 | ORBA Wealth Advisors, L.L.C.#4817 · 4,258 sh | 4,258 | $1.6M | — | +147.1% |
| 4818 | Ninepoint Partners#4818 · 4,256 sh | 4,256 | $1.6M | 0.12% | -9.5% |
| 4819 | Oxford Wealth Group#4819 · 4,252 sh | 4,252 | $1.6M | 0.71% | +6.3% |
| 4820 | Provident of the Employees of the Hebrew University LTD#4820 · 4,250 sh | 4,250 | $1.6M | 1.21% | New |
| 4821 | Clarion Wealth Managment Partners#4821 · 4,249 sh | 4,249 | $1.6M | 1.28% | -2.9% |
| 4822 | ENTRUST FINANCIAL#4822 · 4,248 sh | 4,248 | $1.6M | 1.03% | -3.9% |
| 4823 | Virtus Investment Advisers#4823 · 4,243 sh | 4,243 | $1.6M | 0.37% | +7.5% |
| 4824 | NEW ENGLAND ASSET MANAGEMENT#4824 · 4,240 sh | 4,240 | $1.6M | 0.18% | +1.0% |
| 4825 | CogentBlue Wealth Advisors#4825 · 4,239 sh | 4,239 | $1.6M | — | +2.4% |
| 4826 | WBI INVESTMENTS#4826 · 4,227 sh | 4,227 | $1.6M | 0.39% | -14.9% |
| 4827 | Coign Capital Advisors#4827 · 4,225 sh | 4,225 | $1.6M | 0.71% | -0.4% |
| 4828 | Hobbs Group Advisors#4828 · 4,222 sh | 4,222 | $1.6M | 0.41% | -0.6% |
| 4829 | CAP Partners#4829 · 4,221 sh | 4,221 | $1.6M | — | 0.0% |
| 4830 | Glass Jacobson Investment Advisors#4830 · 4,220 sh | 4,220 | $1.6M | — | -1.1% |
| 4831 | Mountain Capital Investment Advisors#4831 · 4,219 sh | 4,219 | $1.6M | 0.22% | +5.6% |
| 4832 | NerdWallet Wealth Partners#4832 · 4,215 sh | 4,215 | $1.6M | 0.54% | +0.6% |
| 4833 | PRAKASH INVESTMENT ADVISORS#4833 · 4,213 sh | 4,213 | $1.6M | — | -35.6% |
| 4834 | CLUNE & ASSOCIATES, LTD.#4834 · 4,208 sh | 4,208 | $1.6M | — | -16.6% |
| 4835 | HOWARD WEALTH MANAGEMENT#4835 · 4,207 sh | 4,207 | $1.6M | 0.58% | +2.1% |
| 4836 | Yoffe Investment Management#4836 · 4,200 sh | 4,200 | $1.6M | 1.79% | 0.0% |
| 4837 | Navigate Wealth Management#4837 · 3,975 sh | 3,975 | $1.6M | — | 0.0% |
| 4838 | Ridgeline Wealth#4838 · 4,192 sh | 4,192 | $1.6M | — | +443.0% |
| 4839 | Brand Asset Management Group#4839 · 4,182 sh | 4,182 | $1.6M | 0.34% | +2.7% |
| 4840 | Sonoma Allocations#4840 · 4,040 sh | 4,040 | $1.6M | 0.48% | -4.6% |
| 4841 | OFC FINANCIAL PLANNING#4841 · 4,169 sh | 4,169 | $1.6M | 1.38% | +12.6% |
| 4842 | Powell Investment Advisors#4842 · 4,169 sh | 4,169 | $1.6M | — | -30.9% |
| 4843 | Dougherty Wealth Advisers#4843 · 4,158 sh | 4,158 | $1.6M | 0.85% | 0.0% |
| 4844 | READYSTATE ASSET MANAGEMENT#4844 · 4,153 sh | 4,153 | $1.5M | <0.01% | -84.7% |
| 4845 | Marotta Asset Management#4845 · 4,030 sh | 4,030 | $1.5M | — | +1.2% |
| 4846 | Kingsman Wealth Management#4846 · 4,147 sh | 4,147 | $1.5M | — | +2.0% |
| 4847 | Split Rock Private Trading & Wealth Management#4847 · 4,145 sh | 4,145 | $1.5M | — | +15.5% |
| 4848 | DEFINED WEALTH MANAGEMENT#4848 · 4,139 sh | 4,139 | $1.5M | — | -1.7% |
| 4849 | Highland Investment Advisors#4849 · 4,135 sh | 4,135 | $1.5M | 0.67% | — |
| 4850 | ABOUND FINANCIAL#4850 · 4,133 sh | 4,133 | $1.5M | 0.61% | -3.5% |
| 4851 | GROESBECK INVESTMENT MANAGEMENT#4851 · 4,127 sh | 4,127 | $1.5M | — | 0.0% |
| 4852 | Keyes, Stange & Wooten Wealth Management#4852 · 4,122 sh | 4,122 | $1.5M | 0.61% | -0.1% |
| 4853 | MAIMON WEALTH MANAGEMENT LTD.#4853 · 4,120 sh | 4,120 | $1.5M | 1.18% | +5.5% |
| 4854 | Capstone Wealth Management#4854 · 4,120 sh | 4,120 | $1.5M | 0.71% | +62.3% |
| 4855 | KilterHowling#4855 · 4,117 sh | 4,117 | $1.5M | 0.69% | +11.2% |
| 4856 | Custos Family Office#4856 · 4,116 sh | 4,116 | $1.5M | 0.92% | +2.9% |
| 4857 | Wheelhouse Advisory Group#4857 · 4,115 sh | 4,115 | $1.5M | — | +2.4% |
| 4858 | OFS Enterprise#4858 · 4,114 sh | 4,114 | $1.5M | — | -2.0% |
| 4859 | RMR Capital Management#4859 · 4,107 sh | 4,107 | $1.5M | — | 0.0% |
| 4860 | Vantage Point Financial#4860 · 4,105 sh | 4,105 | $1.5M | 0.47% | -3.3% |
| 4861 | Carolina Wealth Management#4861 · 4,103 sh | 4,103 | $1.5M | 0.70% | — |
| 4862 | Wealth Watch Advisors#4862 · 4,102 sh | 4,102 | $1.5M | 0.49% | +14.6% |
| 4863 | Nova Wealth Management#4863 · 4,097 sh | 4,097 | $1.5M | 0.84% | -0.7% |
| 4864 | WEALTHGARDEN F.S.#4864 · 4,097 sh | 4,097 | $1.5M | 0.87% | +23.4% |
| 4865 | Vermillion & White Wealth Management Group#4865 · 4,097 sh | 4,097 | $1.5M | 0.77% | +22.6% |
| 4866 | Xcel Wealth Management#4866 · 4,090 sh | 4,090 | $1.5M | — | -18.1% |
| 4867 | Global Wealth Management#4867 · 4,089 sh | 4,089 | $1.5M | — | +6.0% |
| 4868 | AllGen Financial Advisors#4868 · 4,083 sh | 4,083 | $1.5M | 0.33% | -12.3% |
| 4869 | Phocas Financial#4869 · 4,080 sh | 4,080 | $1.5M | 0.21% | 0.0% |
| 4870 | Cresta Advisors, Ltd.#4870 · 4,079 sh | 4,079 | $1.5M | — | -1.1% |
| 4871 | BankChampaign, National Association#4871 · 4,073 sh | 4,073 | $1.5M | — | +5.9% |
| 4872 | RVW Wealth#4872 · 4,073 sh | 4,073 | $1.5M | — | -17.4% |
| 4873 | DiNuzzo Private Wealth#4873 · 4,071 sh | 4,071 | $1.5M | — | -0.2% |
| 4874 | SPRING CAPITAL MANAGEMENT#4874 · 4,071 sh | 4,071 | $1.5M | — | -0.3% |
| 4875 | Cairn Investment Group#4875 · 4,070 sh | 4,070 | $1.5M | 0.67% | +46.9% |
| 4876 | Crane Advisory#4876 · 3,782 sh | 3,782 | $1.5M | — | -0.5% |
| 4877 | Saxony Capital Management#4877 · 4,065 sh | 4,065 | $1.5M | — | +3.7% |
| 4878 | Capital Wealth Alliance#4878 · 4,063 sh | 4,063 | $1.5M | — | +8.3% |
| 4879 | Hartmann Taylor Wealth Management#4879 · 4,082 sh | 4,082 | $1.5M | — | 0.0% |
| 4880 | Spectrum Wealth Advisory Group#4880 · 4,049 sh | 4,049 | $1.5M | 0.43% | +16.1% |
| 4881 | NEW VERNON INVESTMENT MANAGEMENT#4881 · 4,042 sh | 4,042 | $1.5M | 1.85% | 0.0% |
| 4882 | Dale Q Rice Investment Management Ltd#4882 · 4,042 sh | 4,042 | $1.5M | — | +1.2% |
| 4883 | WESPAC Advisors#4883 · 4,038 sh | 4,038 | $1.5M | — | -8.0% |
| 4884 | NBZ Investment Advisors#4884 · 4,037 sh | 4,037 | $1.5M | 0.59% | +2.3% |
| 4885 | Kuhn & Investment Counsel#4885 · 4,032 sh | 4,032 | $1.5M | 0.87% | +5.0% |
| 4886 | J.M. Arbour#4886 · 4,015 sh | 4,015 | $1.5M | 1.29% | +17.0% |
| 4887 | Range Financial Group#4887 · 4,005 sh | 4,005 | $1.5M | — | +2.6% |
| 4888 | Miura Global Management#4888 · 4,000 sh | 4,000 | $1.5M | — | -60.0% |
| 4889 | FIRST WILSHIRE SECURITIES MANAGEMENT#4889 · 4,000 sh | 4,000 | $1.5M | 0.31% | 0.0% |
| 4890 | ACT Advisors#4890 · 3,999 sh | 3,999 | $1.5M | — | -7.7% |
| 4891 | GENTRY PRIVATE WEALTH#4891 · 3,990 sh | 3,990 | $1.5M | 0.77% | +3.7% |
| 4892 | Hutchens & Kramer Investment Management Group#4892 · 3,987 sh | 3,987 | $1.5M | — | -42.3% |
| 4893 | Advisory Advocates#4893 · 3,984 sh | 3,984 | $1.5M | 1.27% | -2.9% |
| 4894 | Grey Fox Wealth Advisors#4894 · 3,983 sh | 3,983 | $1.5M | 0.23% | +58.2% |
| 4895 | Financial Network Wealth Advisors#4895 · 3,976 sh | 3,976 | $1.5M | 1.51% | +3.1% |
| 4896 | Lotus Asset Management#4896 · 3,968 sh | 3,968 | $1.5M | — | — |
| 4897 | Madson Wealth Advisors#4897 · 3,968 sh | 3,968 | $1.5M | — | +7.2% |
| 4898 | JBR Financial Management#4898 · 3,967 sh | 3,967 | $1.5M | — | +6.0% |
| 4899 | Hurlow Wealth Management Group#4899 · 3,963 sh | 3,963 | $1.5M | 0.31% | +3.5% |
| 4900 | Astra Wealth Partners#4900 · 3,957 sh | 3,957 | $1.5M | 0.78% | +6.8% |
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.