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Envestnet (ENV) Institutional Ownership

$61.59
-0.06 (-0.10%)
(As of 07/12/2024 ET)

Institutional Ownership Changes (13F Filings) for Envestnet (NYSE:ENV)

Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$358.67M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$201.54M
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ENV Institutional Buying and Selling by Quarter

Envestnet Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2024SG Americas Securities LLC1,742$109K0.0%-39.9%0.003%
7/10/2024 S.A. Mason LLC3,500$219K0.1%-5.4%0.006%
7/9/2024 Harbor Capital Advisors Inc.25,956$1.63M0.1%+318.2%0.047%
5/24/2024Cetera Advisors LLC3,832$222K0.0%N/A0.007%
5/17/2024Comerica Bank31,056$1.80M0.0%-5.3%0.056%
5/16/2024California State Teachers Retirement System41,918$2.43M0.0%-6.2%0.076%
5/16/2024Janus Henderson Group PLC1,216,927$70.47M0.0%-7.9%2.208%
5/15/2024Earnest Partners LLC1,457,319$84.39M0.4%-1.1%2.644%
5/15/2024Public Employees Retirement System of Ohio50,657$2.93M0.0%-10.7%0.092%
5/15/2024Public Employees Retirement Association of Colorado5,075$294K0.0%-18.4%0.009%
5/15/2024Impactive Capital LP4,183,865$242.29M9.2%+0.8%7.592%
5/15/2024Price T Rowe Associates Inc. MD154,843$8.97M0.0%+45.0%0.281%
5/15/2024Brown Capital Management LLC16,008$927K0.0%-1.0%0.029%
5/14/2024Natixis4,767$276K0.0%+12.9%0.009%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund175,200$10.15M0.0%-25.3%0.318%
5/14/2024CANADA LIFE ASSURANCE Co46,018$2.66M0.0%+17.9%0.084%
5/14/2024American International Group Inc.27,015$1.56M0.0%-0.9%0.049%
5/13/2024Bessemer Group Inc.212,260$12.29M0.0%+4.3%0.385%
5/13/2024UniSuper Management Pty Ltd13,151$762K0.0%N/A0.024%
5/13/2024Clearbridge Investments LLC1,202,926$69.66M0.1%0.0%2.183%
5/13/2024O Shaughnessy Asset Management LLC3,938$228K0.0%N/A0.007%
5/11/2024Summit Creek Advisors LLC323,547$18.74M2.4%+0.6%0.591%
5/10/2024Vanguard Group Inc.6,098,535$353.17M0.0%+1.4%11.131%
5/10/2024Garrison Point Advisors LLC5,827$337K0.2%N/A0.011%
5/9/2024Scout Investments Inc.94,847$5.43M0.1%-6.0%0.173%
5/9/2024State Board of Administration of Florida Retirement System15,772$925K0.0%+10.2%0.029%
5/8/2024 Everence Capital Management Inc.4,920$285K0.0%N/A0.009%
5/8/2024ProShare Advisors LLC10,095$585K0.0%+7.4%0.018%
5/8/2024US Bancorp DE24,307$1.41M0.0%-13.4%0.044%
5/7/2024Illinois Municipal Retirement Fund28,271$1.64M0.0%+2.2%0.052%
5/7/2024Oppenheimer Asset Management Inc.28,201$1.63M0.0%+2.0%0.051%
5/7/2024SG Americas Securities LLC2,898$168K0.0%N/A0.005%
5/6/2024Texas Permanent School Fund Corp43,529$2.52M0.0%+1.6%0.079%
5/4/2024Geneva Capital Management LLC1,070,976$62.02M1.1%+1.6%1.955%
5/1/2024Mirae Asset Global Investments Co. Ltd.105,538$5.80M0.0%-19.1%0.193%
4/30/2024Argent Capital Management LLC6,338$367K0.0%+14.6%0.012%
4/29/2024Principal Financial Group Inc.259,258$15.01M0.0%-7.5%0.473%
4/29/2024Benjamin Edwards Inc.7,123$412K0.1%+31.0%0.013%
4/26/2024Yousif Capital Management LLC22,444$1.30M0.0%-8.8%0.041%
4/26/2024YHB Investment Advisors Inc.650$38K0.0%N/A0.001%
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4/26/2024Mesirow Financial Investment Management Inc.4,108$238K0.0%N/A0.007%
4/25/2024IMA Wealth Inc.24,046$1.39M0.7%-3.7%0.044%
4/23/2024Louisiana State Employees Retirement System24,600$1.43M0.0%-1.2%0.045%
4/23/2024New Mexico Educational Retirement Board11,300$654K0.0%N/A0.021%
4/19/2024State of Alaska Department of Revenue30,299$1.75M0.0%-1.0%0.055%
4/15/2024 S.A. Mason LLC3,700$214K0.1%-47.9%0.007%
4/10/2024 Park Avenue Securities LLC5,935$344K0.0%-8.2%0.011%
3/27/2024Nomura Holdings Inc.8,717$432K0.0%N/A0.016%
3/25/2024Quadrature Capital Ltd4,766$236K0.0%N/A0.009%
3/22/2024PNC Financial Services Group Inc.3,566$177K0.0%-27.7%0.007%
3/11/2024Vanguard Group Inc.6,015,454$297.89M0.0%+12.9%10.979%
3/5/2024Fisher Asset Management LLC760,478$37.66M0.0%-13.3%1.388%
3/5/2024Greenwood Capital Associates LLC12,512$620K0.1%-2.6%0.023%
2/15/2024One Fin Capital Management LP289,500$14.34M5.5%N/A0.530%
2/15/2024Comerica Bank32,788$1.62M0.0%+8.5%0.060%
2/14/202413D Management LLC89,671$4.44M2.6%+88.5%0.164%
2/14/2024Irenic Capital Management LP287,155$14.22M2.8%N/A0.525%
2/14/2024Scout Investments Inc.100,885$5.00M0.1%-1.5%0.185%
2/14/2024Schroder Investment Management Group440,803$21.83M0.0%N/A0.806%
2/13/2024Stephens Investment Management Group LLC1,651,081$81.76M1.2%+14.4%3.021%
2/12/2024Connable Office Inc.6,970$345K0.0%N/A0.013%
2/12/2024Hsbc Holdings PLC1,824,997$90.03M0.1%+20,229.7%3.339%
2/9/2024US Bancorp DE28,084$1.39M0.0%-5.2%0.051%
2/9/2024Quest Partners LLC1,162$58K0.0%N/A0.002%
2/9/2024Corient Private Wealth LLC13,099$649K0.0%+51.8%0.024%
2/9/2024Clearbridge Investments LLC1,203,280$59.59M0.1%+0.9%2.201%
2/9/2024Global Alpha Capital Management Ltd.477,215$23.63M1.9%+29.0%0.873%
2/9/2024Norges Bank511,296$25.32M0.0%N/A0.935%
2/8/2024Brown Advisory Inc.1,073,844$53.18M0.1%-12.7%1.965%
2/8/2024Fiera Capital Corp22,007$1.09M0.0%-9.7%0.040%
2/7/2024Principal Financial Group Inc.280,233$13.88M0.0%+40.0%0.513%
2/7/2024Summit Creek Advisors LLC321,505$15.92M2.1%-7.0%0.588%
2/7/2024Dimensional Fund Advisors LP971,916$48.13M0.0%+0.7%1.778%
2/7/2024Geneva Capital Management LLC1,054,310$52.21M1.0%-2.0%1.929%
2/6/2024Picton Mahoney Asset Management8,397$415K0.0%N/A0.015%
2/6/2024Charles Schwab Investment Management Inc.508,579$25.19M0.0%+8.2%0.930%
2/6/2024Maryland State Retirement & Pension System18,077$895K0.0%N/A0.033%
2/6/2024Amalgamated Bank21,393$1.06M0.0%-30.9%0.039%
2/6/2024Benjamin Edwards Inc.5,438$269K0.1%+68.9%0.010%
2/6/2024Swiss National Bank80,700$4.00M0.0%-10.0%0.148%
2/6/2024Fisher Asset Management LLC760,154$37.64M0.0%-13.4%1.391%
2/5/2024Victory Capital Management Inc.11,482$569K0.0%+15.9%0.021%
2/5/2024AtonRa Partners4,596$228K0.5%-25.0%0.008%
2/5/2024IMA Wealth Inc.24,964$1.24M0.6%-14.7%0.046%
2/5/2024Russell Investments Group Ltd.42,306$2.10M0.0%-47.2%0.077%
2/2/2024Truist Financial Corp8,749$433K0.0%N/A0.016%
2/1/2024Yousif Capital Management LLC24,597$1.22M0.0%+7.2%0.045%
2/1/2024Illinois Municipal Retirement Fund27,652$1.37M0.0%N/A0.051%
2/1/2024California Public Employees Retirement System100,566$4.98M0.0%-63.8%0.184%
2/1/2024Handelsbanken Fonder AB17,723$878K0.0%+156.0%0.032%
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1/31/2024Federated Hermes Inc.1,500$74K0.0%-98.8%0.003%
1/29/2024Louisiana State Employees Retirement System24,900$1.23M0.0%N/A0.046%
1/26/2024Mutual of America Capital Management LLC8,705$431K0.0%-73.1%0.016%
1/26/2024Liberty One Investment Management LLC12,225$605K0.1%-6.8%0.022%
1/25/2024Cambiar Investors LLC57,652$2.86M0.1%+65.5%0.105%
1/24/2024Mirae Asset Global Investments Co. Ltd.130,499$6.46M0.0%+6.5%0.239%
1/24/2024New York State Teachers Retirement System12,621$625K0.0%+50.3%0.023%
1/19/2024State of Alaska Department of Revenue30,599$1.52M0.0%+415.1%0.056%
1/16/2024Raymond James Financial Services Advisors Inc.11,124$551K0.0%-3.3%0.020%
1/16/2024Raymond James & Associates16,695$827K0.0%-22.0%0.031%
(Data available from 1/1/2016 forward)

ENV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ENV shares?

During the previous two years, 189 institutional investors and hedge funds held shares of Envestnet. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.94B), Vanguard Group Inc. ($353.17M), Impactive Capital LP ($242.29M), Hsbc Holdings PLC ($90.03M), Earnest Partners LLC ($84.39M), Stephens Investment Management Group LLC ($81.76M), and Van Berkom & Associates Inc. ($77.60M).Learn more on ENV's institutional investors.

Which institutional investors have been buying Envestnet stock?

Of the 145 institutional investors that purchased Envestnet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hsbc Holdings PLC ($1.82M), Earnest Partners LLC ($1.65M), Brown Advisory Inc. ($1.25M), RGM Capital LLC ($1.11M), Vanguard Group Inc. ($770.28K), Van Berkom & Associates Inc. ($608.14K), and Norges Bank ($511.30K).

How much institutional buying is happening at Envestnet?

Institutional investors have bought a total of 14,534,879 shares in the last 24 months. This purchase volume represents approximately $773.66M in transactions.

Which Envestnet major shareholders have been selling company stock?

Of the 111 institutional investors that sold Envestnet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Echo Street Capital Management LLC ($1.57M), Federated Hermes Inc. ($1.17M), Bank of New York Mellon Corp ($627.94K), Deutsche Bank AG ($387.65K), Earnest Partners LLC ($327.10K), Brown Advisory Inc. ($322.62K), and Citigroup Inc. ($302.27K).

How much institutional selling is happening at Envestnet?

Institutional investors have sold a total of 8,068,179 shares in the last 24 months. This volume of shares sold represents approximately $443.18M in transactions.


This page (NYSE:ENV) was last updated on 7/13/2024 by MarketBeat.com Staff

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