Recent Quarter Total Invested
$3.66 B
Recent Quarter Institutional Ownership Percentage
106.56%
Total Invested of Last Quarter
$3.43 B
Ownership Percentage of Last Quarter
108.06%
Envestnet, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 7.97 M | $498.68 M | -0.23% | 14.52% |
| VANGUARD GROUP INC | 08/13/2024 | 6.13 M | $383.89 M | 0.57% | 11.18% |
| IMPACTIVE CAPITAL LP | 08/14/2024 | 4.18 M | $261.87 M | 0.00% | 7.62% |
| MORGAN STANLEY | 10/17/2024 | 2.53 M | $158.65 M | -16.09% | 4.62% |
| STATE STREET CORP | 08/14/2024 | 1.94 M | $121.68 M | -0.13% | 3.54% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.82 M | $113.83 M | -26.09% | 3.31% |
| BROWN ADVISORY INC | 08/14/2024 | 1.81 M | $113.51 M | 4.90% | 3.30% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 08/06/2024 | 1.58 M | $98.60 M | -4.69% | 2.87% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.56 M | $97.53 M | -7.33% | 2.84% |
| VAN BERKOM & ASSOCIATES INC. | 08/07/2024 | 1.44 M | $89.92 M | -18.82% | 2.62% |
| GREENHOUSE FUNDS LLLP | 08/14/2024 | 1.42 M | $89.11 M | 19.95% | 2.59% |
| HSBC HOLDINGS PLC | 08/12/2024 | 1.41 M | $87.75 M | -12.16% | 2.56% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 1.22 M | $76.09 M | -0.11% | 2.21% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/27/2024 | 1.19 M | $74.79 M | -0.67% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.12 M | $70.42 M | 4.16% | 2.05% |
| FMR LLC | 08/13/2024 | 1.12 M | $70.16 M | 0.03% | 2.04% |
| RGM CAPITAL, LLC | 08/13/2024 | 1.10 M | $68.80 M | -18.19% | 2.00% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.04 M | $65.06 M | 7.64% | 1.89% |
| INVESCO LTD. | 08/13/2024 | 927,678 | $58.06 M | 12.46% | 1.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 864,435 | $54.10 M | -5.99% | 1.58% |
| GENEVA CAPITAL MANAGEMENT LLC | 08/14/2024 | 859,356 | $53.79 M | -19.76% | 1.57% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/12/2024 | 843,665 | $52.80 M | 6.33% | 1.54% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 788,884 | $49.38 M | 3.57% | 1.44% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 754,698 | $47.24 M | 387.40% | 1.38% |
| ENGAGED CAPITAL LLC | 08/14/2024 | 692,483 | $43.34 M | 479.80% | 1.26% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 629,928 | $39.65 M | 7.88% | 1.15% |
| NORTHERN TRUST CORP | 08/14/2024 | 616,835 | $38.61 M | -1.36% | 1.12% |
| NORGES BANK | 08/14/2024 | 596,845 | $37.36 M | 100.00% | 1.09% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/14/2024 | 564,517 | $35.33 M | 100.00% | 1.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 546,702 | $34.22 M | 2.50% | 1.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 508,560 | $31.83 M | -1.79% | 0.93% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 502,640 | $31.46 M | 13.19% | 0.92% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 08/09/2024 | 494,715 | $30.96 M | 3.67% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 398,959 | $24.97 M | 2.88% | 0.73% |
| CRAMER ROSENTHAL MCGLYNN LLC | 08/13/2024 | 358,782 | $22.46 M | -15.80% | 0.65% |
| MACQUARIE GROUP LTD | 08/09/2024 | 319,808 | $20.02 M | 100.00% | 0.58% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 306,493 | $19.18 M | -2.46% | 0.56% |
| SUMMIT CREEK ADVISORS LLC | 08/05/2024 | 302,485 | $18.93 M | -6.51% | 0.55% |
| ONE FIN CAPITAL MANAGEMENT LP | 08/14/2024 | 289,500 | $18.12 M | 0.00% | 0.53% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 258,384 | $16.17 M | 29.65% | 0.47% |
| BESSEMER GROUP INC | 08/13/2024 | 252,759 | $15.82 M | 19.08% | 0.46% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 249,304 | $15.60 M | -3.84% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 219,095 | $13.71 M | 197.19% | 0.40% |
| PORTMAN SQUARE CAPITAL LLP | 07/19/2024 | 210,000 | $13.14 M | 0.00% | 0.38% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 208,061 | $13.02 M | -9.07% | 0.38% |
| FORT BAKER CAPITAL MANAGEMENT LP | 08/14/2024 | 175,000 | $10.95 M | 100.00% | 0.32% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 09/20/2024 | 155,000 | $9.70 M | -11.53% | 0.28% |
| RHUMBLINE ADVISERS | 08/01/2024 | 147,336 | $9.22 M | -0.29% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 139,443 | $8.73 M | -29.46% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 136,824 | $8.56 M | 3.84% | 0.25% |
Envestnet, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of ENV shares?
During the previous two years, 394 institutional investors and hedge funds held shares of Envestnet, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.03 M
Impactive Capital LP: 4.18 M
JPMORGAN CHASE & CO: 2.27 M
STATE STREET CORP: 1.93 M
MORGAN STANLEY: 1.79 M
FIL Ltd: 1.66 M
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What percentage of Envestnet, Inc. stock is owned by institutional investors?
106.56% of Envestnet, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at ENV ?
Institutional investors have bought a total of 61.66 M shares in the last 24 months. This purchase volume represents approximately $3.89 B in transactions.