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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)
74
Total
Institutional Inflows
(last 12 months)
$217.05M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$175.86M
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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
2/13/2025 Strategic Investment Solutions Inc. IL1,183$75K0.0%N/A0.002%
1/30/2025 Blue Trust Inc.709$44K0.0%+312.2%0.001%
1/22/2025 Blue Trust Inc.709$44K0.0%+312.2%0.001%
12/19/2024 Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.491%
11/18/2024 Neo Ivy Capital Management17,124$1.07M0.3%N/A0.031%
11/16/2024 Geode Capital Management LLC1,134,530$71.06M0.0%+0.9%2.050%
11/15/2024 Public Employees Retirement System of Ohio45,844$2.87M0.0%-9.5%0.083%
11/15/2024 MML Investors Services LLC31,290$1.96M0.0%+11.9%0.057%
11/15/2024 XTX Topco Ltd23,108$1.45M0.1%+337.4%0.042%
11/15/2024 Jane Street Group LLC77,892$4.88M0.0%+5.9%0.141%
11/15/2024 Stifel Financial Corp33,215$2.08M0.0%-10.0%0.060%
11/15/2024 Janus Henderson Group PLC258,415$16.18M0.0%-78.7%0.467%
11/15/2024 Centiva Capital LP111,092$6.96M0.1%N/A0.201%
11/15/2024 Cinctive Capital Management LP20,241$1.27M0.1%N/A0.037%
11/15/2024 ClearAlpha Technologies LP33,973$2.13M0.6%N/A0.061%
11/15/2024 Benjamin Edwards Inc.6,538$409K0.0%-16.0%0.012%
11/15/2024 Athos Capital Ltd50,000$3.13M1.0%N/A0.090%
11/14/2024 Westchester Capital Management LLC730,537$45.75M2.0%N/A1.320%
11/14/2024 Public Sector Pension Investment Board106,647$6.68M0.0%-3.4%0.193%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank9,585$600K0.0%-97.9%0.017%
11/14/2024 Boussard & Gavaudan Investment Management LLP88,628$5.55M0.5%N/A0.160%
11/13/2024 Quantbot Technologies LP36,428$2.28M0.1%N/A0.066%
11/13/2024 FMR LLC1,121,239$70.21M0.0%+0.0%2.026%
11/13/2024 The Manufacturers Life Insurance Company21,346$1.34M0.0%-28.0%0.039%
11/13/2024 Longfellow Investment Management Co. LLC1,140$71K0.0%N/A0.002%
11/12/2024 Algert Global LLC23,071$1.45M0.0%+455.4%0.042%
11/12/2024 Charles Schwab Investment Management Inc.554,309$34.71M0.0%+1.4%1.003%
11/12/2024 Brown Capital Management LLC3,867$242K0.0%-75.7%0.007%
11/9/2024 Intech Investment Management LLC16,114$1.01M0.0%N/A0.029%
11/8/2024 Alpine Associates Management Inc.402,500$25.21M1.2%N/A0.729%
11/7/2024 LMR Partners LLP10,270$643K0.0%N/A0.019%
11/7/2024 Quest Partners LLC33,383$2.09M0.2%+2,100.6%0.060%
11/7/2024 Thrivent Financial for Lutherans39,472$2.47M0.0%-5.2%0.071%
11/6/2024 Mutual of America Capital Management LLC7,560$473K0.0%-81.7%0.014%
11/6/2024 Cornercap Investment Counsel Inc.4,690$294K0.1%-51.0%0.008%
11/6/2024 Tokio Marine Asset Management Co. Ltd.135,300$8.47M0.4%N/A0.245%
11/6/2024 Zions Bancorporation N.A.16,390$1.03M0.1%-36.3%0.030%
11/6/2024 Huntington National Bank1,053$66K0.0%-17.4%0.002%
11/5/2024 Geneva Capital Management LLC863,398$54.07M0.9%+0.5%1.563%
11/5/2024 Victory Capital Management Inc.10,265$643K0.0%-4.0%0.019%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

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11/4/2024 State of New Jersey Common Pension Fund D31,581$1.98M0.0%+15.4%0.057%
10/31/2024 Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.493%
10/30/2024 Amalgamated Bank14,816$928K0.0%-3.3%0.027%
10/29/2024 Harbor Capital Advisors Inc.6,179$387K0.0%-76.2%0.011%
10/29/2024 Farther Finance Advisors LLC5,803$363K0.0%+8.2%0.011%
10/28/2024 US Bancorp DE4,233$265K0.0%-81.2%0.008%
10/25/2024 New York State Teachers Retirement System12,121$759K0.0%-4.0%0.022%
10/24/2024 State of Alaska Department of Revenue28,684$1.80M0.0%-2.5%0.052%
10/23/2024 Louisiana 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%
9/20/2024 Healthcare of Ontario Pension Plan Trust Fund155,000$9.70M0.0%-11.5%0.281%
8/27/2024 Clearbridge Investments LLC1,194,878$74.79M0.1%-0.7%2.168%
8/21/2024 Truist Financial Corp15,489$969K0.0%+27.8%0.028%
8/16/2024 Algert Global LLC4,154$260K0.0%N/A0.008%
8/15/2024 Select Equity Group L.P.15,458$968K0.0%+25.5%0.028%
8/15/2024 Mackenzie Financial Corp3,381$212K0.0%N/A0.006%
8/15/2024 The Manufacturers Life Insurance Company29,643$1.86M0.0%+3.7%0.054%
8/15/2024 Dark Forest Capital Management LP6,930$434K0.1%N/A0.013%
8/15/2024 Engaged Capital LLC692,483$43.34M7.4%+479.8%1.257%
8/15/2024 AQR Capital Management LLC3,486$218K0.0%N/A0.006%
8/14/2024 Squarepoint Ops LLC10,376$649K0.0%N/A0.019%
8/14/2024 Marshall Wace LLP9,800$613K0.0%-44.4%0.018%
8/14/2024 Lombard Odier Asset Management Europe Ltd35,000$2.19M0.1%-22.2%0.064%
8/14/2024 Public Sector Pension Investment Board110,347$6.91M0.0%+8.2%0.200%
8/14/2024 RGM Capital LLC1,099,168$68.80M2.8%-18.2%1.995%
8/14/2024 ProShare Advisors LLC7,716$483K0.0%-23.6%0.014%
8/13/2024 Thrivent Financial for Lutherans41,631$2.61M0.0%-3.5%0.076%
8/13/2024 Benjamin Edwards Inc.7,781$487K0.1%+9.2%0.014%
8/12/2024 XTX Topco Ltd5,283$331K0.0%N/A0.010%
8/12/2024 Hsbc Holdings PLC1,405,768$87.75M0.1%-12.2%2.551%
8/12/2024 Amalgamated Bank15,322$959K0.0%-3.4%0.028%
8/10/2024 Mutual of America Capital Management LLC41,330$2.59M0.0%+382.3%0.075%
8/9/2024 Dimensional Fund Advisors LP1,039,402$65.06M0.0%+7.6%1.886%
8/8/2024 Envestnet Asset Management Inc.139,443$8.73M0.0%-29.5%0.253%
8/8/2024 Oppenheimer Asset Management Inc.8,562$536K0.0%-69.6%0.016%
8/8/2024 Zions Bancorporation N.A.25,712$1.61M0.1%-3.5%0.047%
8/8/2024 Federated Hermes Inc.2,700$169K0.0%+80.0%0.005%
8/8/2024 NINE MASTS CAPITAL Ltd22,000$1.38M0.4%N/A0.040%
8/8/2024 State of New Jersey Common Pension Fund D27,363$1.71M0.0%N/A0.050%
8/8/2024 Garrison Point Advisors LLC3,327$208K0.1%-42.9%0.006%
8/7/2024ClariVest Asset Management LLC39,649$2.48M0.3%N/A0.072%
8/7/2024 Texas Permanent School Fund Corp37,227$2.33M0.0%-14.5%0.068%
8/7/2024 Van Berkom & Associates Inc.1,436,670$89.92M2.7%-18.8%2.607%
8/6/2024 Quest Partners LLC1,517$95K0.0%+6,220.8%0.003%
8/5/2024 Summit Creek Advisors LLC302,485$18.93M2.6%-6.5%0.549%
8/5/2024 Arizona State Retirement System11,552$723K0.0%+2.5%0.021%
8/5/2024 Victory Capital Management Inc.10,694$669K0.0%-2.5%0.019%
8/2/2024 Oregon Public Employees Retirement Fund12,182$762K0.0%-9.0%0.022%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
8/1/2024 Rhumbline Advisers147,336$9.22M0.0%-0.3%0.267%
8/1/2024 Natixis Advisors LLC11,477$718K0.0%N/A0.021%
7/31/2024 Farther Finance Advisors LLC5,364$328K0.0%+76,528.6%0.010%
7/30/2024 Maryland 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%
7/29/2024 Principal Financial Group Inc.249,304$15.60M0.0%-3.8%0.452%
7/29/2024 Innealta Capital LLC741$46K0.0%N/A0.001%
7/26/2024 Summit Securities Group LLC3,056$191K0.0%N/A0.006%
7/26/2024 IMA 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%
(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, 186 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 138 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), Vanguard Group Inc. ($770.28K), Westchester Capital Management LLC ($730.54K), Engaged Capital LLC ($573.05K), Norges Bank ($511.30K), Van Berkom & Associates Inc. ($498.86K), and Nuveen Asset Management LLC ($498.67K).

How much institutional buying is happening at Envestnet?

Institutional investors have bought a total of 10,136,755 shares in the last 24 months. This purchase volume represents approximately $546.74M in transactions.

Which Envestnet major shareholders have been selling company stock?

Of the 102 institutional investors that sold Envestnet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 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), Deutsche Bank AG ($387.65K), and Van Berkom & Associates Inc. ($333.00K).

How much institutional selling is happening at Envestnet?

Institutional investors have sold a total of 7,465,719 shares in the last 24 months. This volume of shares sold represents approximately $425.38M in transactions.


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This page (NYSE:ENV) was last updated on 2/22/2025 by MarketBeat.com Staff
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