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Envestnet Ownership | Who Owns Envestnet?

OverviewForecastRevenueFinancialsChartTranscripts

Envestnet Ownership Summary

Envestnet is owned by 106.56% institutional investors, 1.16% insiders. Blackrock is the largest institutional shareholder, holding 14.52% of ENV shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.77% of its assets in Envestnet shares.

ENV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockEnvestnet106.56%1.16%-7.72%
SectorTechnology Stocks 52.86%10.49%36.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.19M5.77%-
Vanguard Total Stock Mkt Idx Inv1.55M2.81%-4.76K
Van Berkom Sm-Cap Eq1.39M2.52%216.77K
Vanguard Small Cap Index1.25M2.25%2.45K
iShares Russell 2000 ETF1.09M1.98%-
Vanguard Information Technology ETF991.76K1.79%4.58K
Stephens SMID Select Growth927.73K1.68%-12.45K
ClearBridge Small Cap Growth A896.05K1.62%-37.40K
Vanguard Institutional Extnd Mkt Idx Tr747.81K1.35%-18.82K
Janus Henderson US SMID Cap Growth746.67K1.35%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 25, 2024Majoros Matthew Principal Accounting OfficerSell$39.84K
Mar 15, 2024Wolfe Lauren Taylor-Buy$88.49K
Mar 07, 2024Wolfe Lauren Taylor-Buy$1.15M
Mar 06, 2024Wolfe Lauren Taylor-Buy$481.24K
Jun 29, 2023Cooper Barry D. SVP, Head of Accounting Mgmt.Sell$40.15K

Insider Transactions Trends

DateBuySell
2024 Q3--
2024 Q2--
2024 Q131
2023 Q4--
2023 Q3--

ENV Ownership FAQ

Who owns the most shares of Envestnet?

Envestnet’s largest shareholders are Blackrock (7.97M shares, 14.52%), Vanguard group (6.13M shares, 11.18%), and Impactive capital lp (4.18M shares, 7.62%). Together, they hold 33.32% of Envestnet’s total shares outstanding.

Does Blackrock own Envestnet?

Yes, BlackRock owns 14.52% of Envestnet, totaling 7.97M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 498.68M$. In the last quarter, BlackRock decreased its holdings by -18.519K shares, a -0.23% change.

Who is Envestnet’s biggest shareholder by percentage of total assets invested?

Impactive capital lp is Envestnet’s biggest shareholder by percentage of total assets invested, with 10.17% of its assets in 4.18M Envestnet shares, valued at 261.87M$.

Who is the top mutual fund holder of Envestnet shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Envestnet shares, with 5.77% of its total shares outstanding invested in 3.19M Envestnet shares.

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