Envestnet Inc (ENV) Ownership

63.14 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Envestnet Inc (ENV), owning a total of 8 million shares. Combined, the top 40 institutional holders of ENV own 109.92% of the company with a total of 60.7 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders increased their combined ownership of ENV by 15 thousand shares. 13 institutions bought 4,800,523 total additional shares and increased their ownership by an average of 29.73%. However 8 institutions sold 4,785,955 total shares and decreased their ownership by an average of 22.85%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Envestnet increased by a net total of 14,568 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.512%0.807%8,031,71564,2582024-09-30
Vanguard Group Inc11.543%4.159%6,388,405255,0532024-09-30
Impactive Capital LP7.560%0.000%4,183,86502024-09-30
JPMorgan Chase & Co4.110%25.071%2,274,581455,9522024-09-30
State Street Corp3.487%-0.737%1,929,737-14,3322024-09-30
Morgan Stanley - Brokerage Accounts3.232%-64.711%1,788,951-3,280,5332024-09-30
Fidelity International Ltd3.005%0.000%1,663,0001,663,0002024-09-30
Brown Advisory Holdings Inc2.936%-10.407%1,624,831-188,7432024-09-30
HSBC Holdings PLC2.447%-3.672%1,354,151-51,6172024-09-30
Geode Capital Management, LLC2.050%0.866%1,134,5309,7352024-09-30
FMR Inc2.026%0.023%1,121,2392542024-09-30
Millennium Management LLC1.757%343.767%972,271753,1762024-09-30
Bank of America Corp1.712%9.616%947,55783,1222024-09-30
Geneva Capital Management1.560%0.470%863,3984,0422024-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.392%0.000%770,432770,4322024-09-30
Westchester Capital Management LLC1.320%0.000%730,537730,5372024-09-30
Dimensional Fund Advisors, Inc.1.158%-38.366%640,625-398,7772024-09-30
Bank of Montreal1.148%0.870%635,4095,4812024-09-30
BMO Capital Markets Corp.1.148%0.870%635,4095,4812024-09-30
Northern Trust Corp1.113%-0.175%615,756-1,0792024-09-30
Van Berkom and Associates Inc1.095%-57.833%605,796-830,8742024-09-30
One Fin Capital Management LP0.487%-6.909%269,500-20,0002024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.512%0.807%8,031,71564,2582024-09-30
Vanguard Group Inc11.543%4.159%6,388,405255,0532024-09-30
Impactive Capital LP7.560%0.000%4,183,86502024-09-30
JPMorgan Chase & Co4.110%25.071%2,274,581455,9522024-09-30
State Street Corporation3.523%1.267%1,946,51124,3532024-03-31
State Street Corp3.487%-0.737%1,929,737-14,3322024-09-30
Advent International Corp3.450%0.000%1,881,23902023-06-30
Morgan Stanley - Brokerage Accounts3.232%-64.711%1,788,951-3,280,5332024-09-30
Fidelity International Ltd3.005%0.000%1,663,0001,663,0002024-09-30
Brown Advisory Holdings Inc2.936%-10.407%1,624,831-188,7432024-09-30
Stephens Inv Mgmt Group LLC2.853%-4.689%1,575,284-77,5002024-06-30
T. Rowe Price Investment Management,Inc.2.821%-7.329%1,558,206-123,2352024-06-30
Echo Street Capital Management LLC2.718%5.390%1,503,75976,9102022-09-30
Earnest Partners LLC2.639%-1.072%1,457,319-15,7842024-03-31
Greenhouse Funds LLLP2.573%19.951%1,423,675236,7932024-06-30
HSBC Holdings PLC2.447%-3.672%1,354,151-51,6172024-09-30
HHG PLC2.197%-0.107%1,215,631-1,2962024-06-30
ClearBridge Advisors, LLC2.159%-0.669%1,194,878-8,0482024-06-30
Geode Capital Management, LLC2.050%0.866%1,134,5309,7352024-09-30
Eaton Vance Management2.099%21.697%1,133,689202,1182022-09-30
FMR Inc2.026%0.023%1,121,2392542024-09-30
RGM Capital LLC1.990%-18.189%1,099,168-244,3782024-06-30
Millennium Management LLC1.757%343.767%972,271753,1762024-09-30
Bank of America Corp1.712%9.616%947,55783,1222024-09-30
Amvescap Plc.1.676%12.457%927,678102,7602024-06-30
Champlain Investment Partners, LLC1.607%-1.437%889,080-12,9602022-09-30
Geneva Capital Management1.560%0.470%863,3984,0422024-09-30
Schroder Investment Management Group1.525%6.327%843,66550,1992024-06-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.392%0.000%770,432770,4322024-09-30
Fisher Asset Management, LLC1.381%-13.319%760,478-116,8492023-12-31
T. Rowe Price Associates, Inc.1.364%387.396%754,698599,8552024-06-30
Westchester Capital Management LLC1.320%0.000%730,537730,5372024-09-30
Federated Hermes Inc1.265%-10.573%700,080-82,7722022-09-30
Atlanta Capital Management Company,LLC1.288%2.147%695,60114,6172022-09-30
Dimensional Fund Advisors, Inc.1.158%-38.366%640,625-398,7772024-09-30
Bank of Montreal1.148%0.870%635,4095,4812024-09-30
BMO Capital Markets Corp.1.148%0.870%635,4095,4812024-09-30
Northern Trust Corp1.113%-0.175%615,756-1,0792024-09-30
Van Berkom and Associates Inc1.095%-57.833%605,796-830,8742024-09-30
One Fin Capital Management LP0.487%-6.909%269,500-20,0002024-09-30

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 74 mutual fund holders of ENV own 72.76% of the company with a total of 40.1 million shares.

In the latest ownership report on October 31st 2024, the top 74 fund holders increased their combined ownership of ENV by 33 thousand shares. 6 funds bought 211,829 total additional shares and increased their ownership by an average of 12.82%. 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 33,267 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.763%0.000%3,189,19502024-10-31
Vanguard Total Stock Mkt Idx Inv2.807%-0.306%1,553,600-4,7652024-10-31
Vanguard Small Cap Index2.252%0.197%1,246,4432,4502024-10-31
iShares Russell 2000 ETF1.973%0.000%1,091,95402024-10-31
Vanguard Information Technology ETF1.792%0.463%991,7574,5752024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.342%-0.675%742,756-5,0512024-10-31
Vanguard Small Cap Growth Index Inv1.238%-0.176%685,106-1,2082024-10-31
Fidelity Canadian Large Cp Mlt Ast Bs O1.154%33.080%638,786158,7862024-10-31
Fidelity Small Cap Index0.933%0.309%516,4081,5932024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.802%0.763%443,7993,3602024-10-31
iShares Russell 2000 Growth ETF0.761%0.000%421,23302024-10-31
Vanguard Tax-Managed Small Cap Adm0.651%0.000%360,51402024-10-31
Brown Advisory Small-Cap Growth Inv0.605%-27.790%334,861-128,8742024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.547%-6.944%302,863-22,6002024-10-31
iShares S&P Small-Cap 600 Value ETF0.546%0.000%302,26502024-10-31
Nationwide Geneva Small Cap Gr Instl Svc0.522%-0.787%288,775-2,2922024-10-31
Fidelity Extended Market Index0.506%-4.225%279,803-12,3442024-10-31
Vanguard Russell 2000 ETF0.417%-0.615%230,940-1,4282024-10-31
Principal SmallCap S&P 600 Idx SP0.338%0.000%187,29502024-10-31
State St Russell Sm Cap® Indx SL Cl I0.336%0.000%186,02402024-10-31
Summit Creek Small Cap Growth0.297%0.000%164,22302024-10-31
T. Rowe Price Integrated US Sm Gr Eq0.294%0.000%162,80602024-10-31
Fidelity Global Equity+ Fund - F80.250%42.133%138,53141,0652024-10-31
Carmignac Pf Merger Arb Plus I EUR Acc0.189%0.000%104,63102024-10-31
Leadersel Event Driven B Acc0.088%0.000%48,50002024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.763%0.000%3,189,19502024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.130%1.853%1,706,98031,0492023-03-31
iShares Core S&P Mid-Cap ETF2.854%0.000%1,556,35002023-10-31
Vanguard Total Stock Mkt Idx Inv2.807%-0.306%1,553,600-4,7652024-10-31
Van Berkom Sm-Cap Eq2.517%18.428%1,393,066216,7682024-06-30
Vanguard Small Cap Index2.252%0.197%1,246,4432,4502024-10-31
iShares Russell 2000 ETF1.973%0.000%1,091,95402024-10-31
Fidelity Canadian Large Cap Sr B1.807%0.000%1,000,0001,000,0002024-09-30
Vanguard Information Technology ETF1.792%0.463%991,7574,5752024-10-31
Calvert US Small-Cap SMA1.769%17.146%962,380140,8602023-03-31
Stephens SMID Select Growth1.680%-1.325%927,730-12,4532024-06-30
ClearBridge Small Cap Growth1.623%0.000%896,05502024-06-30
ClearBridge Small Cap Growth A1.623%-4.007%896,055-37,4002024-06-30
Vanguard Extended Market Index Investor1.374%-0.099%749,411-7422023-08-31
Janus Henderson Triton D1.352%0.000%746,66802024-06-30
Janus Henderson US SMID Cap Growth1.352%0.000%746,66802024-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.342%-0.675%742,756-5,0512024-10-31
EARNEST Small Cap Value1.351%65,508.900%740,068738,9402023-12-31
Vanguard Explorer Inv1.309%-1.665%722,771-12,2382024-06-30
Calvert Small-Cap A1.272%-37.014%702,470-412,8012024-06-30
Calvert US Small-Cap Strategy1.269%-37.014%702,470-412,8012024-06-30
Federated Hermes Kaufmann Small Cap A1.248%0.000%690,50002022-09-30
Federated Hermes Kaufmann Small Cap Grow1.248%0.000%690,50002022-09-30
JPMorgan Small Cap Equity A1.253%-1.363%690,181-9,5352024-03-31
Vanguard Small Cap Growth Index Inv1.238%-0.176%685,106-1,2082024-10-31
NexPoint Merger Arbitrage Z1.169%0.000%646,800646,8002024-09-30
Fidelity Canadian Large Cp Mlt Ast Bs O1.154%33.080%638,786158,7862024-10-31
JPMorgan Small Cap Growth A1.148%-14.144%625,830-103,1022023-08-31
The Merger Fund A1.081%0.000%598,399598,3992024-09-30
T. Rowe Price Small-Cap Stock1.078%-4.398%595,508-27,3922024-06-30
T. Rowe Price US Small-Cap Core Equity1.078%-4.398%595,508-27,3922024-06-30
Harbor Small Cap Value Instl1.045%-1.023%575,808-5,9522024-03-31
Fidelity Small Cap Index0.933%0.309%516,4081,5932024-10-31
First Trust Merger Arbitrage Cl I0.931%0.000%515,482515,4822024-09-30
SPDR® S&P MIDCAP 400 ETF Trust0.882%-1.401%479,824-6,8172023-05-31
Fidelity® Small Cap Index0.870%1.230%473,2405,7492023-04-30
Arbitrage R0.823%0.000%455,384455,3842024-08-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.802%0.763%443,7993,3602024-10-31
iShares Russell 2000 Growth ETF0.761%0.000%421,23302024-10-31
Stephens Small Cap Growth0.753%-22.240%415,660-118,8802024-06-30
JPM US Small Cap Core-Composite0.710%-43.232%391,799-298,3822024-06-30
Vanguard Tax-Managed Small Cap Adm0.651%0.000%360,51402024-10-31
Janus Henderson US Small Cap Growth0.619%0.000%341,94402024-06-30
Invesco Small Cap Core0.617%17.253%340,81550,1492024-06-30
Brown Advisory Small-Cap Growth Inv0.605%-27.790%334,861-128,8742024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.547%-6.944%302,863-22,6002024-10-31
iShares S&P Small-Cap 600 Value ETF0.546%0.000%302,26502024-10-31
Nationwide Geneva Small Cap Gr Instl Svc0.522%-0.787%288,775-2,2922024-10-31
Fidelity Extended Market Index0.506%-4.225%279,803-12,3442024-10-31
AQR Diversified Arbitrage I0.478%587.916%264,421225,9832024-09-30
Vanguard Russell 2000 ETF0.417%-0.615%230,940-1,4282024-10-31
Principal SmallCap S&P 600 Idx SP0.338%0.000%187,29502024-10-31
State St Russell Sm Cap® Indx SL Cl I0.336%0.000%186,02402024-10-31
Fidelity Concntr Val Priv Pool Sr F0.331%0.000%183,000183,0002024-09-30
CREF Stock R10.330%0.000%182,64402024-08-31
Summit Creek Small Cap Growth0.297%0.000%164,22302024-10-31
T. Rowe Price Integrated US Sm Gr Eq0.294%0.000%162,80602024-10-31
T. Rowe Price Integrated US SmCapGrEq0.294%-56.303%162,806-209,7762024-09-30
Fidelity Monthly Income Series F0.283%0.000%156,333156,3332024-09-30
Fidelity Global Equity+ Fund - F80.250%42.133%138,53141,0652024-10-31
NT R2000 Growth Index Fund - NL0.234%4.215%129,4165,2342024-09-30
NT R2000 Index Fund - NL0.223%4.206%123,5374,9862024-09-30
Northern Trust Russell 2000 Growth Index0.196%1.883%108,6762,0092024-09-30
NT R2000 Growth Index Fund - L0.196%1.883%108,6762,0092024-09-30
Carmignac Pf Merger Arb Plus I EUR Acc0.189%0.000%104,63102024-10-31
NT R2000 Index Fund - DC - NL - 20.179%5.447%98,9215,1102024-09-30
JNL Small Cap Index I0.175%-5.144%96,858-5,2522024-09-30
Virtus Westchester Event-Driven Fd I0.134%0.000%74,28274,2822024-09-30
Brown Advisory US Smaller Companies Ord0.110%10.741%61,1065,9272024-06-30
Northern Trust Extended Eq Market Idx0.093%-1.167%51,248-6052024-09-30
First Trust Multi-Strategy Cl I0.092%0.000%50,98550,9852024-09-30
Russell Personalized DI All Cap SMA0.091%1.239%50,1896142024-09-30
Leadersel Event Driven B Acc0.088%0.000%48,50002024-10-31
Stork Fund Dynamic MultiStrategies O EUR0.086%0.000%47,37047,3702024-09-30

Discussions

Please log in or register to share your thoughts.

im_drank2/10/25 08:23pm

$ENV i hate money so im buying

0 Like Report
glaglewd11/21/24 06:01pm

$ENV Lol she wants higher

0 Like Report
dandanaiwo7/16/24 02:11am

$ENV almost time for the running

0 Like Report