Envestnet Inc (ENV) Ownership

63.14 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Envestnet Inc (ENV), owning a total of 8 million shares. Combined, the top 38 institutional holders of ENV own 107.92% of the company with a total of 59.6 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders decreased their combined ownership of ENV by 800 thousand shares. 11 institutions bought 3,965,833 total additional shares and increased their ownership by an average of 35.06%. However 7 institutions sold 4,765,955 total shares and decreased their ownership by an average of 25.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Envestnet decreased by a net total of -800,122 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.543%	4.159%	6,388,405	255,053	2024-09-30
Impactive Capital LP	7.560%	0.000%	4,183,865	0	2024-09-30
JPMorgan Chase & Co	4.110%	25.071%	2,274,581	455,952	2024-09-30
State Street Corp	3.487%	-0.737%	1,929,737	-14,332	2024-09-30
Morgan Stanley - Brokerage Accounts	3.232%	-64.711%	1,788,951	-3,280,533	2024-09-30
Fidelity International Ltd	3.005%	0.000%	1,663,000	1,663,000	2024-09-30
Brown Advisory Holdings Inc	2.936%	-10.407%	1,624,831	-188,743	2024-09-30
HSBC Holdings PLC	2.447%	-3.672%	1,354,151	-51,617	2024-09-30
Geode Capital Management, LLC	2.050%	0.866%	1,134,530	9,735	2024-09-30
FMR Inc	2.026%	0.023%	1,121,239	254	2024-09-30
Millennium Management LLC	1.757%	343.767%	972,271	753,176	2024-09-30
Bank of America Corp	1.712%	9.616%	947,557	83,122	2024-09-30
Geneva Capital Management	1.560%	0.470%	863,398	4,042	2024-09-30
Westchester Capital Management LLC	1.320%	0.000%	730,537	730,537	2024-09-30
Dimensional Fund Advisors, Inc.	1.158%	-38.366%	640,625	-398,777	2024-09-30
Bank of Montreal	1.148%	0.870%	635,409	5,481	2024-09-30
BMO Capital Markets Corp.	1.148%	0.870%	635,409	5,481	2024-09-30
Northern Trust Corp	1.113%	-0.175%	615,756	-1,079	2024-09-30
Van Berkom and Associates Inc	1.095%	-57.833%	605,796	-830,874	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.396%	-0.232%	7,967,457	-18,519	2024-06-30
Vanguard Group Inc	11.543%	4.159%	6,388,405	255,053	2024-09-30
Impactive Capital LP	7.560%	0.000%	4,183,865	0	2024-09-30
JPMorgan Chase & Co	4.110%	25.071%	2,274,581	455,952	2024-09-30
State Street Corporation	3.523%	1.267%	1,946,511	24,353	2024-03-31
State Street Corp	3.487%	-0.737%	1,929,737	-14,332	2024-09-30
Advent International Corp	3.450%	0.000%	1,881,239	0	2023-06-30
Morgan Stanley - Brokerage Accounts	3.232%	-64.711%	1,788,951	-3,280,533	2024-09-30
Fidelity International Ltd	3.005%	0.000%	1,663,000	1,663,000	2024-09-30
Brown Advisory Holdings Inc	2.936%	-10.407%	1,624,831	-188,743	2024-09-30
Stephens Inv Mgmt Group LLC	2.853%	-4.689%	1,575,284	-77,500	2024-06-30
T. Rowe Price Investment Management,Inc.	2.821%	-7.329%	1,558,206	-123,235	2024-06-30
Echo Street Capital Management LLC	2.718%	5.390%	1,503,759	76,910	2022-09-30
Earnest Partners LLC	2.639%	-1.072%	1,457,319	-15,784	2024-03-31
Greenhouse Funds LLLP	2.573%	19.951%	1,423,675	236,793	2024-06-30
HSBC Holdings PLC	2.447%	-3.672%	1,354,151	-51,617	2024-09-30
HHG PLC	2.197%	-0.107%	1,215,631	-1,296	2024-06-30
ClearBridge Advisors, LLC	2.159%	-0.669%	1,194,878	-8,048	2024-06-30
Geode Capital Management, LLC	2.050%	0.866%	1,134,530	9,735	2024-09-30
Eaton Vance Management	2.099%	21.697%	1,133,689	202,118	2022-09-30
FMR Inc	2.026%	0.023%	1,121,239	254	2024-09-30
RGM Capital LLC	1.990%	-18.189%	1,099,168	-244,378	2024-06-30
Millennium Management LLC	1.757%	343.767%	972,271	753,176	2024-09-30
Bank of America Corp	1.712%	9.616%	947,557	83,122	2024-09-30
Amvescap Plc.	1.676%	12.457%	927,678	102,760	2024-06-30
Champlain Investment Partners, LLC	1.607%	-1.437%	889,080	-12,960	2022-09-30
Geneva Capital Management	1.560%	0.470%	863,398	4,042	2024-09-30
Schroder Investment Management Group	1.525%	6.327%	843,665	50,199	2024-06-30
Fisher Asset Management, LLC	1.381%	-13.319%	760,478	-116,849	2023-12-31
T. Rowe Price Associates, Inc.	1.364%	387.396%	754,698	599,855	2024-06-30
Westchester Capital Management LLC	1.320%	0.000%	730,537	730,537	2024-09-30
Federated Hermes Inc	1.265%	-10.573%	700,080	-82,772	2022-09-30
Atlanta Capital Management Company,LLC	1.288%	2.147%	695,601	14,617	2022-09-30
Dimensional Fund Advisors, Inc.	1.158%	-38.366%	640,625	-398,777	2024-09-30
Bank of Montreal	1.148%	0.870%	635,409	5,481	2024-09-30
BMO Capital Markets Corp.	1.148%	0.870%	635,409	5,481	2024-09-30
Northern Trust Corp	1.113%	-0.175%	615,756	-1,079	2024-09-30
Van Berkom and Associates Inc	1.095%	-57.833%	605,796	-830,874	2024-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Envestnet Inc (ENV), owning a total of 3.2 million shares. Combined, the top 62 mutual fund holders of ENV own 71.09% of the company with a total of 39.2 million shares.

In the latest ownership report on October 31st 2024, the top 62 fund holders increased their combined ownership of ENV by 32 thousand shares. 5 funds bought 210,236 total additional shares and increased their ownership by an average of 15.33%. However 8 funds sold 178,562 total shares and decreased their ownership by an average of 5.19%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Envestnet increased by a net total of 31,674 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.763%	0.000%	3,189,195	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.807%	-0.306%	1,553,600	-4,765	2024-10-31
Vanguard Small Cap Index	2.252%	0.197%	1,246,443	2,450	2024-10-31
iShares Russell 2000 ETF	1.973%	0.000%	1,091,954	0	2024-10-31
Vanguard Information Technology ETF	1.792%	0.463%	991,757	4,575	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.342%	-0.675%	742,756	-5,051	2024-10-31
Vanguard Small Cap Growth Index Inv	1.238%	-0.176%	685,106	-1,208	2024-10-31
Fidelity Canadian Large Cp Mlt Ast Bs O	1.154%	33.080%	638,786	158,786	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.802%	0.763%	443,799	3,360	2024-10-31
iShares Russell 2000 Growth ETF	0.761%	0.000%	421,233	0	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.651%	0.000%	360,514	0	2024-10-31
Brown Advisory Small-Cap Growth Inv	0.605%	-27.790%	334,861	-128,874	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.547%	-6.944%	302,863	-22,600	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.546%	0.000%	302,265	0	2024-10-31
Nationwide Geneva Small Cap Gr Instl Svc	0.522%	-0.787%	288,775	-2,292	2024-10-31
Fidelity Extended Market Index	0.506%	-4.225%	279,803	-12,344	2024-10-31
Vanguard Russell 2000 ETF	0.417%	-0.615%	230,940	-1,428	2024-10-31
Principal SmallCap S&P 600 Idx SP	0.338%	0.000%	187,295	0	2024-10-31
State St Russell Sm Cap® Indx SL Cl I	0.336%	0.000%	186,024	0	2024-10-31
Summit Creek Small Cap Growth	0.297%	0.000%	164,223	0	2024-10-31
T. Rowe Price Integrated US Sm Gr Eq	0.294%	0.000%	162,806	0	2024-10-31
Fidelity Global Equity+ Fund - F8	0.250%	42.133%	138,531	41,065	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.763%	0.000%	3,189,195	0	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.130%	1.853%	1,706,980	31,049	2023-03-31
iShares Core S&P Mid-Cap ETF	2.854%	0.000%	1,556,350	0	2023-10-31
Vanguard Total Stock Mkt Idx Inv	2.807%	-0.306%	1,553,600	-4,765	2024-10-31
Van Berkom Sm-Cap Eq	2.517%	18.428%	1,393,066	216,768	2024-06-30
Vanguard Small Cap Index	2.252%	0.197%	1,246,443	2,450	2024-10-31
iShares Russell 2000 ETF	1.973%	0.000%	1,091,954	0	2024-10-31
Fidelity Canadian Large Cap Sr B	1.807%	0.000%	1,000,000	1,000,000	2024-09-30
Vanguard Information Technology ETF	1.792%	0.463%	991,757	4,575	2024-10-31
Calvert US Small-Cap SMA	1.769%	17.146%	962,380	140,860	2023-03-31
Stephens SMID Select Growth	1.680%	-1.325%	927,730	-12,453	2024-06-30
ClearBridge Small Cap Growth A	1.623%	-4.007%	896,055	-37,400	2024-06-30
ClearBridge Small Cap Growth	1.623%	0.000%	896,055	0	2024-06-30
Vanguard Extended Market Index Investor	1.374%	-0.099%	749,411	-742	2023-08-31
Janus Henderson US SMID Cap Growth	1.352%	0.000%	746,668	0	2024-06-30
Janus Henderson Triton D	1.352%	0.000%	746,668	0	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.342%	-0.675%	742,756	-5,051	2024-10-31
EARNEST Small Cap Value	1.351%	65,508.900%	740,068	738,940	2023-12-31
Vanguard Explorer Inv	1.309%	-1.665%	722,771	-12,238	2024-06-30
Calvert Small-Cap A	1.272%	-37.014%	702,470	-412,801	2024-06-30
Calvert US Small-Cap Strategy	1.269%	-37.014%	702,470	-412,801	2024-06-30
Federated Hermes Kaufmann Small Cap A	1.248%	0.000%	690,500	0	2022-09-30
Federated Hermes Kaufmann Small Cap Grow	1.248%	0.000%	690,500	0	2022-09-30
JPMorgan Small Cap Equity A	1.253%	-1.363%	690,181	-9,535	2024-03-31
Vanguard Small Cap Growth Index Inv	1.238%	-0.176%	685,106	-1,208	2024-10-31
NexPoint Merger Arbitrage Z	1.169%	0.000%	646,800	646,800	2024-09-30
Fidelity Canadian Large Cp Mlt Ast Bs O	1.154%	33.080%	638,786	158,786	2024-10-31
JPMorgan Small Cap Growth A	1.148%	-14.144%	625,830	-103,102	2023-08-31
The Merger Fund A	1.081%	0.000%	598,399	598,399	2024-09-30
T. Rowe Price US Small-Cap Core Equity	1.078%	-4.398%	595,508	-27,392	2024-06-30
T. Rowe Price Small-Cap Stock	1.078%	-4.398%	595,508	-27,392	2024-06-30
Harbor Small Cap Value Instl	1.045%	-1.023%	575,808	-5,952	2024-03-31
First Trust Merger Arbitrage Cl I	0.931%	0.000%	515,482	515,482	2024-09-30
Fidelity Small Cap Index	0.930%	-0.766%	514,815	-3,974	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.882%	-1.401%	479,824	-6,817	2023-05-31
Fidelity® Small Cap Index	0.870%	1.230%	473,240	5,749	2023-04-30
Arbitrage R	0.823%	0.000%	455,384	455,384	2024-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.802%	0.763%	443,799	3,360	2024-10-31
iShares Russell 2000 Growth ETF	0.761%	0.000%	421,233	0	2024-10-31
Stephens Small Cap Growth	0.753%	-22.240%	415,660	-118,880	2024-06-30
JPM US Small Cap Core-Composite	0.710%	-43.232%	391,799	-298,382	2024-06-30
Vanguard Tax-Managed Small Cap Adm	0.651%	0.000%	360,514	0	2024-10-31
Janus Henderson US Small Cap Growth	0.619%	0.000%	341,944	0	2024-06-30
Invesco Small Cap Core	0.617%	17.253%	340,815	50,149	2024-06-30
Brown Advisory Small-Cap Growth Inv	0.605%	-27.790%	334,861	-128,874	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.547%	-6.944%	302,863	-22,600	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.546%	0.000%	302,265	0	2024-10-31
Nationwide Geneva Small Cap Gr Instl Svc	0.522%	-0.787%	288,775	-2,292	2024-10-31
Fidelity Extended Market Index	0.506%	-4.225%	279,803	-12,344	2024-10-31
AQR Diversified Arbitrage I	0.478%	587.916%	264,421	225,983	2024-09-30
Vanguard Russell 2000 ETF	0.417%	-0.615%	230,940	-1,428	2024-10-31
Principal SmallCap S&P 600 Idx SP	0.338%	0.000%	187,295	0	2024-10-31
State St Russell Sm Cap® Indx SL Cl I	0.336%	0.000%	186,024	0	2024-10-31
Fidelity Concntr Val Priv Pool Sr F	0.331%	0.000%	183,000	183,000	2024-09-30
CREF Stock R1	0.330%	0.000%	182,644	0	2024-08-31
Summit Creek Small Cap Growth	0.297%	0.000%	164,223	0	2024-10-31
T. Rowe Price Integrated US SmCapGrEq	0.294%	-56.303%	162,806	-209,776	2024-09-30
T. Rowe Price Integrated US Sm Gr Eq	0.294%	0.000%	162,806	0	2024-10-31
Fidelity Monthly Income Series F	0.283%	0.000%	156,333	156,333	2024-09-30
Fidelity Global Equity+ Fund - F8	0.250%	42.133%	138,531	41,065	2024-10-31
NT R2000 Index Fund - NL	0.223%	4.206%	123,537	4,986	2024-09-30
NT R2000 Growth Index Fund - L	0.196%	1.883%	108,676	2,009	2024-09-30