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Envestnet (ENV) Institutional Ownership

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(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for Envestnet (NYSE:ENV)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$363.82M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$255.57M
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ENV Institutional Buying and Selling by Quarter

Envestnet Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/15/2024S.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%
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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%
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%
12/18/2023Vanguard Group Inc.5,328,252$234.60M0.0%-0.6%9.749%
12/13/2023Teachers Retirement System of The State of Kentucky17,510$771K0.0%+104.9%0.032%
11/30/2023Neo Ivy Capital Management22,604$995K0.4%N/A0.041%
11/28/2023IMA Wealth Inc.29,275$1.29M0.3%-1.0%0.054%
11/24/2023Deutsche Bank AG131,462$5.79M0.0%-59.6%0.241%
11/15/2023Earnest Partners LLC1,536,073$67.63M0.4%-3.0%2.810%
11/15/202313D Management LLC47,573$2.10M1.3%-42.0%0.087%
11/14/2023Schonfeld Strategic Advisors LLC390,860$17.21M0.1%+46.4%0.715%
11/14/2023Tower Research Capital LLC TRC6,788$299K0.0%+75.3%0.012%
11/14/2023Qube Research & Technologies Ltd127,287$5.60M0.0%N/A0.233%
11/13/2023RGM Capital LLC826,134$36.38M1.7%-0.5%1.511%
11/13/2023Northern Trust Corp738,757$32.53M0.0%-4.8%1.352%
11/13/2023Federated Hermes Inc.125,038$5.51M0.0%-64.9%0.229%
11/13/2023Global Alpha Capital Management Ltd.369,915$16.29M1.6%-19.9%0.677%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund132,900$5.85M0.0%+86.9%0.243%
11/13/2023Clearbridge Investments LLC1,192,920$52.52M0.1%-0.3%2.182%
11/13/2023Dark Forest Capital Management LP57,345$2.53M0.2%N/A0.105%
11/13/2023Hsbc Holdings PLC8,977$395K0.0%-85.2%0.016%
11/13/2023Invesco Ltd.584,535$25.74M0.0%-0.1%1.069%
11/13/2023Wolverine Asset Management LLC27,400$1.21M0.0%N/A0.050%
11/13/2023Envestnet Asset Management Inc.163,161$7.18M0.0%+113.1%0.299%
11/13/2023PNC Financial Services Group Inc.4,930$217K0.0%+19.4%0.009%
11/9/2023Rhumbline Advisers165,189$7.27M0.0%-5.1%0.303%
11/9/2023Fiera Capital Corp24,366$1.07M0.0%-9.0%0.045%
11/9/2023Deutsche Bank AG131,462$5.79M0.0%-59.6%0.241%
11/9/2023Scout Investments Inc.102,469$4.35M0.1%-2.8%0.188%
11/9/2023Headlands Technologies LLC1,032$45K0.0%N/A0.002%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,049$442K0.0%-61.8%0.018%
11/9/2023Texas Permanent School Fund Corp41,430$1.82M0.0%-12.9%0.076%
11/9/2023Mutual of America Capital Management LLC32,334$1.42M0.0%-18.1%0.059%
11/9/2023UBS Group AG59,039$2.60M0.0%+234.5%0.108%
11/8/2023Charles Schwab Investment Management Inc.470,163$20.70M0.0%-1.7%0.862%
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11/8/2023Swiss National Bank89,700$3.95M0.0%+1.6%0.164%
11/8/2023Amalgamated Bank30,969$1.36M0.0%-11.9%0.057%
11/8/2023Oppenheimer Asset Management Inc.35,790$1.58M0.0%-1.4%0.066%
11/7/2023Quantbot Technologies LP9,529$420K0.0%N/A0.017%
11/7/2023New York State Common Retirement Fund20,063$883K0.0%+2.1%0.037%
11/7/2023Van Berkom & Associates Inc.1,762,502$77.60M2.5%+33.2%3.232%
11/7/2023Zions Bancorporation N.A.18,524$816K0.1%+8.2%0.034%
11/7/2023Jump Financial LLC12,034$530K0.0%N/A0.022%
11/6/2023Retirement Systems of Alabama61,964$2.73M0.0%-11.6%0.114%
11/6/2023Victory Capital Management Inc.9,907$436K0.0%+11.7%0.018%
(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, 184 institutional investors and hedge funds held shares of Envestnet. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.94B), Vanguard Group Inc. ($297.89M), Impactive Capital LP ($176.86M), Hsbc Holdings PLC ($90.03M), Stephens Investment Management Group LLC ($81.76M), Van Berkom & Associates Inc. ($77.60M), and Champlain Investment Partners LLC ($69.56M).Learn more on ENV's institutional investors.

Which institutional investors have been buying Envestnet stock?

Of the 150 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), Fisher Asset Management LLC ($821.48K), Vanguard Group Inc. ($687.20K), and Van Berkom & Associates Inc. ($608.14K).

How much institutional buying is happening at Envestnet?

Institutional investors have bought a total of 15,561,503 shares in the last 24 months. This purchase volume represents approximately $854.27M in transactions.

Which Envestnet major shareholders have been selling company stock?

Of the 113 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 ($1.58M), Federated Hermes Inc. ($1.17M), Bank of New York Mellon Corp ($809.47K), Brown Advisory Inc. ($550.05K), Deutsche Bank AG ($387.65K), TimesSquare Capital Management LLC ($352.46K), and Earnest Partners LLC ($311.32K).

How much institutional selling is happening at Envestnet?

Institutional investors have sold a total of 8,948,070 shares in the last 24 months. This volume of shares sold represents approximately $512.84M in transactions.


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This page (NYSE:ENV) was last updated on 4/24/2024 by MarketBeat.com Staff

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