MICROSOFT CORP (MSFT) — Institutional Holders, Q2 2026 (page 50)
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 4,901 to 5,000. 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 4,901–5,000 of 6,270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4901 | Wallace Capital Management#4901 · 3,954 sh | 3,954 | $1.5M | 0.16% | +17.1% |
| 4902 | Able Wealth Management#4902 · 4,041 sh | 4,041 | $1.5M | — | +15.1% |
| 4903 | TUCKER ASSET MANAGEMENT#4903 · 3,946 sh | 3,946 | $1.5M | 0.36% | +7.0% |
| 4904 | Battery Global Advisors#4904 · 3,944 sh | 3,944 | $1.5M | 0.74% | +0.1% |
| 4905 | Turning Point Benefit Group#4905 · 3,917 sh | 3,917 | $1.5M | 0.63% | +4.2% |
| 4906 | Praxis Capital Management#4906 · 3,940 sh | 3,940 | $1.5M | — | +161.4% |
| 4907 | Evolutionary Tree Capital Management#4907 · 3,939 sh | 3,939 | $1.5M | 2.77% | -42.4% |
| 4908 | American Financial Advisors#4908 · 3,930 sh | 3,930 | $1.5M | 0.18% | -5.7% |
| 4909 | Calder Financial#4909 · 3,922 sh | 3,922 | $1.5M | — | -1.4% |
| 4910 | Fulcrum Equity Management#4910 · 3,916 sh | 3,916 | $1.5M | — | +18.0% |
| 4911 | Alpha Zero#4911 · 3,638 sh | 3,638 | $1.5M | 0.55% | -4.2% |
| 4912 | WETZEL INVESTMENT ADVISORS#4912 · 3,910 sh | 3,910 | $1.5M | — | -2.9% |
| 4913 | ASL Financial#4913 · 3,910 sh | 3,910 | $1.5M | — | 0.0% |
| 4914 | Trinity Financial Advisors#4914 · 3,909 sh | 3,909 | $1.5M | — | -1.4% |
| 4915 | Barnes Wealth Management Group#4915 · 3,905 sh | 3,905 | $1.5M | 0.67% | +9.8% |
| 4916 | PenderFund Capital Management Ltd.#4916 · 3,900 sh | 3,900 | $1.5M | 0.19% | +69.6% |
| 4917 | VISIONARY HORIZONS#4917 · 3,898 sh | 3,898 | $1.5M | — | -11.8% |
| 4918 | 25#4918 · 3,894 sh | 3,894 | $1.5M | — | +10.6% |
| 4919 | Walker Financial Services#4919 · 3,892 sh | 3,892 | $1.5M | — | -14.2% |
| 4920 | REBALANCE#4920 · 3,886 sh | 3,886 | $1.4M | — | +1.8% |
| 4921 | OmniStar Financial Group#4921 · 3,884 sh | 3,884 | $1.4M | — | +14.6% |
| 4922 | Columbia River Financial Group#4922 · 3,884 sh | 3,884 | $1.4M | 0.78% | -1.9% |
| 4923 | Echo45 Advisors#4923 · 3,884 sh | 3,884 | $1.4M | — | -19.3% |
| 4924 | Veridan Wealth#4924 · 3,875 sh | 3,875 | $1.4M | 0.49% | -1.5% |
| 4925 | EQ WEALTH ADVISORS#4925 · 3,873 sh | 3,873 | $1.4M | 0.79% | -0.5% |
| 4926 | Tenon Financial#4926 · 3,869 sh | 3,869 | $1.4M | — | -6.5% |
| 4927 | LANE BROTHERS &#4927 · 3,868 sh | 3,868 | $1.4M | 0.94% | -0.9% |
| 4928 | Tillman Hartley#4928 · 3,867 sh | 3,867 | $1.4M | 0.32% | -5.8% |
| 4929 | WealthSpring Partners#4929 · 3,865 sh | 3,865 | $1.4M | — | -0.8% |
| 4930 | Artesa Financial Group#4930 · 3,864 sh | 3,864 | $1.4M | 1.23% | -2.4% |
| 4931 | Silver Oak Advisory Group#4931 · 3,861 sh | 3,861 | $1.4M | 0.57% | -0.6% |
| 4932 | QP WEALTH MANAGEMENT#4932 · 3,860 sh | 3,860 | $1.4M | — | +12.9% |
| 4933 | St. Louis#4933 · 720 sh | 720 | $1.4M | 0.16% | 0.0% |
| 4934 | Towerpoint Wealth#4934 · 3,858 sh | 3,858 | $1.4M | — | +4.7% |
| 4935 | WATERSHED PRIVATE WEALTH#4935 · 3,851 sh | 3,851 | $1.4M | 0.40% | -34.3% |
| 4936 | Guidance Point Advisors#4936 · 3,847 sh | 3,847 | $1.4M | — | +0.9% |
| 4937 | Geometric Wealth Advisors#4937 · 3,847 sh | 3,847 | $1.4M | 0.16% | -1.0% |
| 4938 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD#4938 · 3,840 sh | 3,840 | $1.4M | 0.22% | -7.7% |
| 4939 | Benson Wealth Management#4939 · 3,834 sh | 3,834 | $1.4M | 1.44% | +30.0% |
| 4940 | FFT WEALTH MANAGEMENT#4940 · 3,831 sh | 3,831 | $1.4M | 0.22% | +11.1% |
| 4941 | Element Wealth#4941 · 3,828 sh | 3,828 | $1.4M | 0.53% | -16.5% |
| 4942 | MUIRFIELD WEALTH ADVISORS#4942 · 3,823 sh | 3,823 | $1.4M | 0.93% | -0.9% |
| 4943 | Tacita Capital#4943 · 3,821 sh | 3,821 | $1.4M | 0.77% | -1.0% |
| 4944 | Barnes Dennig Private Wealth Management#4944 · 3,820 sh | 3,820 | $1.4M | 1.14% | -0.4% |
| 4945 | Limestone Investment Advisors#4945 · 3,820 sh | 3,820 | $1.4M | 0.11% | -87.6% |
| 4946 | FLYWHEEL PRIVATE WEALTH#4946 · 3,819 sh | 3,819 | $1.4M | 0.70% | +15.4% |
| 4947 | Tidemark#4947 · 3,819 sh | 3,819 | $1.4M | 0.32% | +1.9% |
| 4948 | Demars Financial Group#4948 · 3,817 sh | 3,817 | $1.4M | — | +0.6% |
| 4949 | Smith Partners Wealth Management#4949 · 3,816 sh | 3,816 | $1.4M | 1.13% | 0.0% |
| 4950 | Sequent Planning#4950 · 3,814 sh | 3,814 | $1.4M | 0.30% | +2.2% |
| 4951 | BROWN WEALTH MANAGEMENT#4951 · 3,809 sh | 3,809 | $1.4M | — | -24.9% |
| 4952 | MorganRosel Wealth Management#4952 · 3,808 sh | 3,808 | $1.4M | 0.48% | -8.1% |
| 4953 | J. Team Financial#4953 · 3,806 sh | 3,806 | $1.4M | 1.38% | +2.2% |
| 4954 | Quaker Wealth Management#4954 · 3,807 sh | 3,807 | $1.4M | — | +18.6% |
| 4955 | Madrid Wealth Management#4955 · 3,805 sh | 3,805 | $1.4M | — | -64.7% |
| 4956 | IFS Group#4956 · 3,793 sh | 3,793 | $1.4M | 1.94% | -15.5% |
| 4957 | Capital Investment Management#4957 · 3,791 sh | 3,791 | $1.4M | 0.43% | -23.3% |
| 4958 | Alliance Private Wealth#4958 · 3,791 sh | 3,791 | $1.4M | — | -2.8% |
| 4959 | Hudson Portfolio Management#4959 · 3,789 sh | 3,789 | $1.4M | 1.07% | +24.5% |
| 4960 | AAF Wealth Management#4960 · 3,776 sh | 3,776 | $1.4M | 0.52% | +1.3% |
| 4961 | Baer Investment Advisory#4961 · 3,660 sh | 3,660 | $1.4M | — | -80.0% |
| 4962 | ARGUS INVESTORS' COUNSEL#4962 · 3,761 sh | 3,761 | $1.4M | — | -0.4% |
| 4963 | Tower Wealth Partners#4963 · 3,751 sh | 3,751 | $1.4M | 0.69% | +1.6% |
| 4964 | Intelligent Financial Strategies#4964 · 3,751 sh | 3,751 | $1.4M | — | -0.8% |
| 4965 | Addison Advisors#4965 · 3,749 sh | 3,749 | $1.4M | 0.66% | -76.9% |
| 4966 | BAYSHORE ASSET MANAGEMENT#4966 · 3,749 sh | 3,749 | $1.4M | 0.50% | +10.5% |
| 4967 | Livet Wealth#4967 · 3,749 sh | 3,749 | $1.4M | — | +2.8% |
| 4968 | Larry Mathis Financial Planning#4968 · 3,746 sh | 3,746 | $1.4M | — | -9.1% |
| 4969 | Avise Financial Cooperative#4969 · 3,743 sh | 3,743 | $1.4M | 0.99% | +7.1% |
| 4970 | BlueStem Wealth Partners#4970 · 3,736 sh | 3,736 | $1.4M | 0.14% | +0.2% |
| 4971 | HORIZON BANCORP#4971 · 3,734 sh | 3,734 | $1.4M | 0.65% | -2.8% |
| 4972 | PYA Waltman Capital#4972 · 3,732 sh | 3,732 | $1.4M | 0.33% | +2.1% |
| 4973 | Santori & Peters#4973 · 3,728 sh | 3,728 | $1.4M | — | 0.0% |
| 4974 | Windsor Advisory Group#4974 · 3,728 sh | 3,728 | $1.4M | 1.01% | +96.2% |
| 4975 | Paladin Advisory Group#4975 · 3,719 sh | 3,719 | $1.4M | 0.92% | 0.0% |
| 4976 | GABELLI & INVESTMENT ADVISERS#4976 · 3,710 sh | 3,710 | $1.4M | 0.20% | +5.7% |
| 4977 | Gibson Capital#4977 · 3,710 sh | 3,710 | $1.4M | — | +1.7% |
| 4978 | KICKSTAND VENTURES#4978 · 3,698 sh | 3,698 | $1.4M | 0.25% | +10.2% |
| 4979 | Concorde Asset Management#4979 · 3,698 sh | 3,698 | $1.4M | 0.80% | +3.7% |
| 4980 | Global Wealth Strategies & Associates#4980 · 3,694 sh | 3,694 | $1.4M | — | +1.1% |
| 4981 | Eaton-Cambridge#4981 · 3,694 sh | 3,694 | $1.4M | 0.39% | +10.3% |
| 4982 | Avant Financial Advisors#4982 · 3,693 sh | 3,693 | $1.4M | 0.86% | +0.9% |
| 4983 | Shah Wealth Advisors#4983 · 3,692 sh | 3,692 | $1.4M | 0.32% | — |
| 4984 | Value Investment Professionals#4984 · 3,690 sh | 3,690 | $1.4M | — | +0.1% |
| 4985 | SYSTEMATIC FINANCIAL MANAGEMENT#4985 · 3,685 sh | 3,685 | $1.4M | 0.03% | 0.0% |
| 4986 | Integrity Investment Advisors#4986 · 3,681 sh | 3,681 | $1.4M | 0.60% | -7.0% |
| 4987 | Planning Strategies#4987 · 3,676 sh | 3,676 | $1.4M | — | — |
| 4988 | 1015 Capital Partners#4988 · 3,671 sh | 3,671 | $1.4M | 1.15% | +0.7% |
| 4989 | Cyr Financial#4989 · 3,665 sh | 3,665 | $1.4M | — | +10.9% |
| 4990 | HANOVER ADVISORS#4990 · 3,662 sh | 3,662 | $1.4M | 0.49% | +0.2% |
| 4991 | Defender Capital#4991 · 3,662 sh | 3,662 | $1.4M | — | +28.4% |
| 4992 | Compass Wealth Management#4992 · 3,661 sh | 3,661 | $1.4M | 0.54% | +0.1% |
| 4993 | Gaddis Premier Wealth Advisors#4993 · 3,655 sh | 3,655 | $1.4M | 0.83% | +2.9% |
| 4994 | BHK Investment Advisors#4994 · 3,652 sh | 3,652 | $1.4M | 0.41% | -14.4% |
| 4995 | Paladin Partners#4995 · 3,648 sh | 3,648 | $1.4M | — | +3.8% |
| 4996 | Numerai GP#4996 · 3,641 sh | 3,641 | $1.4M | 0.11% | +16.1% |
| 4997 | ODonnell Financial Services#4997 · 3,639 sh | 3,639 | $1.4M | 0.40% | +15.8% |
| 4998 | Integrated Capital Management#4998 · 3,622 sh | 3,622 | $1.4M | — | -9.2% |
| 4999 | Strategic Equity Management#4999 · 3,619 sh | 3,619 | $1.3M | 0.45% | 0.0% |
| 5000 | Opus Capital Group#5000 · 3,610 sh | 3,610 | $1.3M | 0.13% | +1.0% |
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.