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Envestnet (ENV) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$414.55M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$211.14M
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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
12/19/2024Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.491%
11/18/2024Neo Ivy Capital Management17,124$1.07M0.3%N/A0.031%
11/16/2024Geode Capital Management LLC1,134,530$71.06M0.0%+0.9%2.050%
11/15/2024Public Employees Retirement System of Ohio45,844$2.87M0.0%-9.5%0.083%
11/15/2024MML Investors Services LLC31,290$1.96M0.0%+11.9%0.057%
11/15/2024XTX Topco Ltd23,108$1.45M0.1%+337.4%0.042%
11/15/2024Jane Street Group LLC77,892$4.88M0.0%+5.9%0.141%
11/15/2024Stifel Financial Corp33,215$2.08M0.0%-10.0%0.060%
11/15/2024Janus Henderson Group PLC258,415$16.18M0.0%-78.7%0.467%
11/15/2024Centiva Capital LP111,092$6.96M0.1%N/A0.201%
11/15/2024Cinctive Capital Management LP20,241$1.27M0.1%N/A0.037%
11/15/2024ClearAlpha Technologies LP33,973$2.13M0.6%N/A0.061%
11/15/2024Benjamin Edwards Inc.6,538$409K0.0%-16.0%0.012%
11/15/2024Athos Capital Ltd50,000$3.13M1.0%N/A0.090%
11/14/2024Westchester Capital Management LLC730,537$45.75M2.0%N/A1.320%
11/14/2024Public Sector Pension Investment Board106,647$6.68M0.0%-3.4%0.193%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank9,585$600K0.0%-97.9%0.017%
11/14/2024Boussard & Gavaudan Investment Management LLP88,628$5.55M0.5%N/A0.160%
11/13/2024Quantbot Technologies LP36,428$2.28M0.1%N/A0.066%
11/13/2024FMR LLC1,121,239$70.21M0.0%+0.0%2.026%
11/13/2024The Manufacturers Life Insurance Company21,346$1.34M0.0%-28.0%0.039%
11/13/2024Longfellow Investment Management Co. LLC1,140$71K0.0%N/A0.002%
11/12/2024Algert Global LLC23,071$1.45M0.0%+455.4%0.042%
11/12/2024Charles Schwab Investment Management Inc.554,309$34.71M0.0%+1.4%1.003%
11/12/2024Brown Capital Management LLC3,867$242K0.0%-75.7%0.007%
11/9/2024Intech Investment Management LLC16,114$1.01M0.0%N/A0.029%
11/8/2024Alpine Associates Management Inc.402,500$25.21M1.2%N/A0.729%
11/7/2024LMR Partners LLP10,270$643K0.0%N/A0.019%
11/7/2024Quest Partners LLC33,383$2.09M0.2%+2,100.6%0.060%
11/7/2024Thrivent Financial for Lutherans39,472$2.47M0.0%-5.2%0.071%
11/6/2024Mutual of America Capital Management LLC7,560$473K0.0%-81.7%0.014%
11/6/2024Cornercap Investment Counsel Inc.4,690$294K0.1%-51.0%0.008%
11/6/2024Tokio Marine Asset Management Co. Ltd.135,300$8.47M0.4%N/A0.245%
11/6/2024Zions Bancorporation N.A.16,390$1.03M0.1%-36.3%0.030%
11/6/2024Huntington National Bank1,053$66K0.0%-17.4%0.002%
11/5/2024Geneva Capital Management LLC863,398$54.07M0.9%+0.5%1.563%
11/5/2024Victory Capital Management Inc.10,265$643K0.0%-4.0%0.019%
11/4/2024State of New Jersey Common Pension Fund D31,581$1.98M0.0%+15.4%0.057%
10/31/2024Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.493%
10/30/2024Amalgamated Bank14,816$928K0.0%-3.3%0.027%
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10/29/2024 Harbor Capital Advisors Inc.6,179$387K0.0%-76.2%0.011%
10/29/2024Farther Finance Advisors LLC5,803$363K0.0%+8.2%0.011%
10/28/2024US Bancorp DE4,233$265K0.0%-81.2%0.008%
10/25/2024New York State Teachers Retirement System12,121$759K0.0%-4.0%0.022%
10/24/2024State of Alaska Department of Revenue28,684$1.80M0.0%-2.5%0.052%
10/23/2024Louisiana State Employees Retirement System24,300$1.52M0.0%-3.6%0.044%
10/21/2024 Everence Capital Management Inc.6,190$388K0.0%+25.8%0.011%
10/3/2024 Park Avenue Securities LLC7,158$448K0.0%+15.0%0.013%
10/3/2024 SG Americas Securities LLC2,687$168K0.0%+54.2%0.005%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund155,000$9.70M0.0%-11.5%0.281%
8/27/2024Clearbridge Investments LLC1,194,878$74.79M0.1%-0.7%2.168%
8/21/2024Truist Financial Corp15,489$969K0.0%+27.8%0.028%
8/16/2024Algert Global LLC4,154$260K0.0%N/A0.008%
8/15/2024Select Equity Group L.P.15,458$968K0.0%+25.5%0.028%
8/15/2024Mackenzie Financial Corp3,381$212K0.0%N/A0.006%
8/15/2024The Manufacturers Life Insurance Company29,643$1.86M0.0%+3.7%0.054%
8/15/2024Dark Forest Capital Management LP6,930$434K0.1%N/A0.013%
8/15/2024Engaged Capital LLC692,483$43.34M7.4%+479.8%1.257%
8/15/2024AQR Capital Management LLC3,486$218K0.0%N/A0.006%
8/14/2024Squarepoint Ops LLC10,376$649K0.0%N/A0.019%
8/14/2024Marshall Wace LLP9,800$613K0.0%-44.4%0.018%
8/14/2024Lombard Odier Asset Management Europe Ltd35,000$2.19M0.1%-22.2%0.064%
8/14/2024Public Sector Pension Investment Board110,347$6.91M0.0%+8.2%0.200%
8/14/2024RGM Capital LLC1,099,168$68.80M2.8%-18.2%1.995%
8/14/2024ProShare Advisors LLC7,716$483K0.0%-23.6%0.014%
8/13/2024Thrivent Financial for Lutherans41,631$2.61M0.0%-3.5%0.076%
8/13/2024Benjamin Edwards Inc.7,781$487K0.1%+9.2%0.014%
8/12/2024XTX Topco Ltd5,283$331K0.0%N/A0.010%
8/12/2024Hsbc Holdings PLC1,405,768$87.75M0.1%-12.2%2.551%
8/12/2024Amalgamated Bank15,322$959K0.0%-3.4%0.028%
8/10/2024Mutual of America Capital Management LLC41,330$2.59M0.0%+382.3%0.075%
8/9/2024Dimensional Fund Advisors LP1,039,402$65.06M0.0%+7.6%1.886%
8/8/2024Envestnet Asset Management Inc.139,443$8.73M0.0%-29.5%0.253%
8/8/2024Oppenheimer Asset Management Inc.8,562$536K0.0%-69.6%0.016%
8/8/2024Zions Bancorporation N.A.25,712$1.61M0.1%-3.5%0.047%
8/8/2024Federated Hermes Inc.2,700$169K0.0%+80.0%0.005%
8/8/2024NINE MASTS CAPITAL Ltd22,000$1.38M0.4%N/A0.040%
8/8/2024State of New Jersey Common Pension Fund D27,363$1.71M0.0%N/A0.050%
8/8/2024Garrison Point Advisors LLC3,327$208K0.1%-42.9%0.006%
8/7/2024ClariVest Asset Management LLC39,649$2.48M0.3%N/A0.072%
8/7/2024Texas Permanent School Fund Corp37,227$2.33M0.0%-14.5%0.068%
8/7/2024Van Berkom & Associates Inc.1,436,670$89.92M2.7%-18.8%2.607%
8/6/2024Quest Partners LLC1,517$95K0.0%+6,220.8%0.003%
8/5/2024Summit Creek Advisors LLC302,485$18.93M2.6%-6.5%0.549%
8/5/2024Arizona State Retirement System11,552$723K0.0%+2.5%0.021%
8/5/2024Victory Capital Management Inc.10,694$669K0.0%-2.5%0.019%
8/2/2024Oregon Public Employees Retirement Fund12,182$762K0.0%-9.0%0.022%
8/1/2024Rhumbline Advisers147,336$9.22M0.0%-0.3%0.267%
8/1/2024Natixis Advisors LLC11,477$718K0.0%N/A0.021%
7/31/2024Farther Finance Advisors LLC5,364$328K0.0%+76,528.6%0.010%
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7/30/2024Maryland State Retirement & Pension System17,485$1.09M0.0%-2.4%0.032%
7/29/2024 Crossmark Global Holdings Inc.3,747$235K0.0%-4.9%0.007%
7/29/2024Principal Financial Group Inc.249,304$15.60M0.0%-3.8%0.452%
7/29/2024Innealta Capital LLC741$46K0.0%N/A0.001%
7/26/2024Summit Securities Group LLC3,056$191K0.0%N/A0.006%
7/26/2024IMA Advisory Services Inc.23,587$1.48M0.3%-1.9%0.043%
7/24/2024 Argent Capital Management LLC10,240$641K0.0%+61.6%0.019%
7/24/2024Louisiana State Employees Retirement System25,200$1.58M0.0%+2.4%0.046%
7/22/2024 Liberty One Investment Management LLC12,607$789K0.1%-8.0%0.023%
7/19/2024Raymond James & Associates25,886$1.62M0.0%+13.6%0.047%
(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, 192 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), Van Berkom & Associates Inc. ($89.92M), Hsbc Holdings PLC ($87.75M), Earnest Partners LLC ($84.39M), and Stephens Investment Management Group LLC ($81.76M).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), RGM Capital LLC ($1.11M), Vanguard Group Inc. ($770.28K), Westchester Capital Management LLC ($730.54K), Engaged Capital LLC ($573.05K), and Van Berkom & Associates Inc. ($530.68K).

How much institutional buying is happening at Envestnet?

Institutional investors have bought a total of 13,812,120 shares in the last 24 months. This purchase volume represents approximately $773.51M in transactions.

Which Envestnet major shareholders have been selling company stock?

Of the 109 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 ($1.43M), Janus Henderson Group PLC ($1.06M), Bank of New York Mellon Corp ($627.94K), RGM Capital LLC ($531.90K), Federated Hermes Inc. ($495.18K), Zurcher Kantonalbank Zurich Cantonalbank ($450K), and Deutsche Bank AG ($387.65K).

How much institutional selling is happening at Envestnet?

Institutional investors have sold a total of 9,035,771 shares in the last 24 months. This volume of shares sold represents approximately $522.25M in transactions.


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This page (NYSE:ENV) was last updated on 1/21/2025 by MarketBeat.com Staff
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