Institutional Ownership Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 51.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,967,457
shares
|
$503 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,388,405
shares
|
$403 Million
0.01% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Impactive Capital LP
New York City, NY |
Nov 14, 2024 Q3 2024 |
4,183,865
shares
|
$264 Million
9.73% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,274,581
shares
|
$144 Million
0.01% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,929,737
shares
|
$122 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,788,951
shares
|
$113 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,663,000
shares
|
$105 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
1,624,831
shares
|
$103 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,354,151
shares
|
$85.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,134,530
shares
|
$71.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,133,689
shares
|
$71.6 Million
0.07% of portfolio
|
Q3 2022
Added 21.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
972,271
shares
|
$61.4 Million
0.03% of portfolio
|
Q3 2024
Added 343.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
947,557
shares
|
$59.8 Million
0.01% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
863,398
shares
|
$54.5 Million
0.92% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
770,432
shares
|
$48.6 Million
5.7% of portfolio
|
Q3 2024
New holding
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Nov 14, 2024 Q3 2024 |
730,537
shares
|
$46.1 Million
2.21% of portfolio
|
Q3 2024
New holding
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
695,601
shares
|
$43.9 Million
0.14% of portfolio
|
Q3 2022
Added 2.15%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
640,625
shares
|
$40.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
635,409
shares
|
$40.1 Million
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
615,756
shares
|
$38.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Van Berkom & Associates Inc.
|
Nov 04, 2024 Q3 2024 |
605,796
shares
|
$38.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 57.83%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
600,000
shares
|
$37.9 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
569,834
shares
|
$36 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
562,910
shares
|
$35.5 Million
0.05% of portfolio
|
Q3 2024
Added 16638.33%
|
|
|
Glazer Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
555,038
shares
|
$35 Million
2.03% of portfolio
|
Q3 2024
New holding
|