SEC 13F Intelligence

Envestnet Asset Management Inc / MSFT

Envestnet Asset Management Inc’s Microsoft Corp Position

Does Envestnet Asset Management Inc own Microsoft Corp (MSFT)? Yes — 11.65M shares worth $4.3B (+1.15% of its 13F portfolio) as of Q1 2026, up from 10.43M shares the prior filed quarter.

Position Value
$4.3B
Q1 2026
Shares
11.65M
% of Portfolio
+1.15%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $302MQ4 ’18Q1 ’19: $370MQ2 ’19: $452MQ3 ’19: $491MQ4 ’19: $598MQ4 ’19Q1 ’20: $672MQ2 ’20: $917MQ3 ’20: $966MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.4BQ2 ’21: $1.6BQ3 ’21: $1.7BQ4 ’21: $2.2BQ4 ’21Q1 ’22: $2.1BQ2 ’22: $1.8BQ3 ’22: $1.7BQ4 ’22: $1.8BQ4 ’22Q1 ’23: $2.2BQ2 ’23: $2.7BQ3 ’23: $2.9BQ4 ’23: $3.5BQ4 ’23Q1 ’24: $4.2BQ2 ’24: $4.6BQ3 ’24: $4.3BQ4 ’24: $4.3BQ4 ’24Q1 ’25: $4.0BQ2 ’25: $5.5BQ3 ’25: $5.7BQ4 ’25: $5.0BQ4 ’25Q1 ’26: $4.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.65M$4.3B+1.15%
Q4 202510.43M$5.0B+1.50%
Q3 202511.03M$5.7B+1.64%
Q2 202511.02M$5.5B+1.60%
Q1 202510.55M$4.0B+1.28%
Q4 202410.32M$4.3B+1.40%
Q3 202410.08M$4.3B+1.40%
Q2 202410.27M$4.6B+1.60%
Q1 202410.10M$4.2B+1.59%
Q4 20239.43M$3.5B+1.47%
Q3 20239.06M$2.9B+1.31%
Q2 20237.78M$2.7B+1.17%
Q1 202313.47M$2.2B+1.08%
Q4 20227.57M$1.8B+0.94%
Q3 20227.39M$1.7B+0.98%
Q2 20227.11M$1.8B+1.02%
Q1 20226.79M$2.1B+1.05%
Q4 20216.45M$2.2B+1.07%
Q3 20216.20M$1.7B+0.96%
Q2 20216.05M$1.6B+0.93%
Q1 20215.74M$1.4B+0.88%
Q4 20204.83M$1.1B+0.81%
Q3 20204.59M$966M+0.86%
Q2 20204.51M$917M+0.90%
Q1 20204.26M$672M+0.80%
Q4 20193.79M$598M+0.63%
Q3 20193.53M$491M+0.54%
Q2 20193.37M$452M+0.57%
Q1 20193.14M$370M+0.51%
Q4 20182.97M$302M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Envestnet Asset Management Inc’s full portfolio or all institutional holders of MSFT.