Envestnet Asset Management Boosts Microsoft Holdings

Institutional investor increases stake in software giant by 0.1% in Q3 2025

Published on Mar. 4, 2026

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Envestnet Asset Management Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.1% during the 3rd quarter of 2025, according to the company's most recent filing with the Securities and Exchange Commission (SEC). The institutional investor now owns 11,030,769 shares of the software giant's stock, valued at approximately $5.71 billion.

Why it matters

As one of the largest institutional investors in Microsoft, Envestnet's increased stake in the company signals continued confidence in the tech giant's performance and growth potential. Microsoft's stock has been a consistent performer, and institutional investors like Envestnet play a significant role in driving the company's valuation and market influence.

The details

Envestnet Asset Management Inc. purchased an additional 8,424 shares of Microsoft during the third quarter, bringing its total holdings to 11,030,769 shares. This represents approximately 0.15% of Microsoft's outstanding shares and makes Envestnet's position the 4th largest institutional holding of the software company.

  • Envestnet increased its Microsoft holdings during the 3rd quarter of 2025.

The players

Envestnet Asset Management Inc.

An institutional investment management firm that provides wealth management and financial planning services.

Microsoft Corporation

A multinational technology company that develops, licenses, and supports a wide range of software products, services, and devices.

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The takeaway

Envestnet's increased stake in Microsoft underscores the software company's continued appeal to major institutional investors. As one of the largest tech firms, Microsoft's performance is closely watched by the financial community, and Envestnet's move suggests the company remains a solid long-term investment.