Envestnet Ownership | Who Owns Envestnet?
Envestnet Ownership Summary
Envestnet is owned by 93.51% institutional investors, 1.16% insiders, and 5.33% retail investors. 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.
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.97M | 14.52% | $498.68M |
| Vanguard group | 6.13M | 11.18% | $383.89M |
| Impactive capital lp | 4.18M | 7.62% | $261.87M |
| Morgan stanley | 2.53M | 4.62% | $158.65M |
| State street | 1.94M | 3.54% | $121.68M |
| Jpmorgan chase | 1.82M | 3.31% | $113.83M |
| Brown advisory | 1.81M | 3.30% | $113.51M |
| Van berkom & associates | 1.44M | 2.62% | $89.92M |
| Hsbc | 1.41M | 2.56% | $87.75M |
| Janus henderson group | 1.22M | 2.21% | $76.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Impactive capital lp | 4.18M | 10.17% | $261.87M |
| One fin capital management lp | 289.50K | 6.50% | $18.12M |
| 13d management | 104.24K | 4.76% | $6.52M |
| Van berkom & associates | 1.44M | 2.69% | $89.92M |
| Summit creek advisors | 302.49K | 2.59% | $18.93M |
| Cramer rosenthal mcglynn | 358.78K | 1.32% | $22.46M |
| Fort baker capital management lp | 175.00K | 1.21% | $10.95M |
| Geneva capital management | 859.36K | 0.98% | $53.79M |
| Portman square capital llp | 210.00K | 0.45% | $13.14M |
| Ima wealth | 23.59K | 0.33% | $1.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 754.70K | 0.01% | 599.86K |
| Norges bank | 596.85K | 0.01% | 596.85K |
| Macquarie group | 319.81K | 0.02% | 319.81K |
| Fort baker capital management lp | 175.00K | 1.21% | 175.00K |
| Millennium management | 219.09K | 0.01% | 145.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Stephens investment management group | - | - | -1.58M |
| T. rowe price investment management | - | - | -1.56M |
| Earnest partners | - | - | -1.46M |
| Greenhouse funds lllp | - | - | -1.42M |
| Clearbridge investments | - | - | -1.19M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 596.85K | 0.01% | 596.85K | $37.36M |
| Macquarie group | 319.81K | 0.02% | 319.81K | $20.02M |
| Fort baker capital management lp | 175.00K | 1.21% | 175.00K | $10.95M |
| Mirae asset global etfs | 74.97K | 0.01% | 74.97K | $4.69M |
| Clarivest asset management | 39.65K | 0.25% | 39.65K | $2.48M |
Sold Out
| Holder | Change |
|---|---|
| C m bidwell & associates | -5.00 |
| Nelson, van denburg & campbell wealth management group | -10.00 |
| Asset dedication | -14.00 |
| Mather group, llc. | -15.00 |
| Geneos wealth management | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 263 | 1.54% | 51,687,666 | -11.62% | 93 | 0.82% | 141 | 6.82% | 76 | -6.17% |
| Jun 30, 2024 | 258 | 7.05% | 58,482,251 | -1.40% | 106 | 0.91% | 131 | 11.97% | 81 | 5.19% |
| Mar 31, 2024 | 241 | 4.78% | 59,310,062 | 0.75% | 108 | 0.92% | 117 | -3.31% | 77 | -2.53% |
| Dec 31, 2023 | 230 | -1.29% | 58,870,415 | 4.31% | 108 | 1.01% | 121 | 17.48% | 79 | -13.19% |
| Sep 30, 2023 | 233 | -0.85% | 56,436,758 | -3.29% | 103 | 0.90% | 103 | 21.18% | 91 | -10.78% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.19M | 5.77% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.55M | 2.81% | -4.76K |
| Van Berkom Sm-Cap Eq | 1.39M | 2.52% | 216.77K |
| Vanguard Small Cap Index | 1.25M | 2.25% | 2.45K |
| iShares Russell 2000 ETF | 1.09M | 1.98% | - |
| Vanguard Information Technology ETF | 991.76K | 1.79% | 4.58K |
| Stephens SMID Select Growth | 927.73K | 1.68% | -12.45K |
| ClearBridge Small Cap Growth A | 896.05K | 1.62% | -37.40K |
| Janus Henderson US SMID Cap Growth | 746.67K | 1.35% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 742.76K | 1.34% | -5.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 25, 2024 | Majoros Matthew | Principal Accounting Officer | Sell | $39.84K |
| Mar 15, 2024 | Wolfe Lauren Taylor | - | Buy | $88.49K |
| Mar 07, 2024 | Wolfe Lauren Taylor | - | Buy | $1.15M |
| Mar 06, 2024 | Wolfe Lauren Taylor | - | Buy | $481.24K |
| Jun 29, 2023 | Cooper Barry D. | SVP, Head of Accounting Mgmt. | Sell | $40.15K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 3 | 1 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
ENV Ownership FAQ
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