Envista Ownership 2024 | Who Owns Envista Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

109.63%

Insider Ownership

0.77%

Retail Ownership

-10.40%

Institutional Holders

296.00

Envista Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	11.32%	0.01%	19,458,366	-1,251,867	-6.04%	323,592,626	Jun 30, 2024
VANGUARD GROUP INC	10.05%	0.01%	17,277,729	138,454	0.81%	287,328,633	Jun 30, 2024
MORGAN STANLEY	8.11%	0.02%	13,948,903	-2,956,340	-17.49%	231,970,286	Jun 30, 2024
HARRIS ASSOCIATES L P	6.27%	0.30%	10,777,541	1,018,083	10.43%	179,230,507	Jun 30, 2024
ARIEL INVESTMENTS, LLC	5.74%	1.78%	9,871,152	978,952	11.01%	164,157,258	Jun 30, 2024
NUANCE INVESTMENTS, LLC	4.09%	3.58%	7,038,313	2,256,993	47.20%	117,047,923	Jun 30, 2024
GATES CAPITAL MANAGEMENT, INC.	3.99%	2.26%	6,865,028	2,400,000	53.75%	114,165,416	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	3.91%	0.07%	6,726,651	897,141	15.39%	111,864,212	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.55%	0.03%	6,101,397	-632,000	-9.39%	101,465,498	Jun 30, 2024
STATE STREET CORP	3.05%	0.00%	5,240,036	102,636	2.00%	87,141,799,000	Jun 30, 2024
JPMORGAN CHASE & CO	2.79%	0.01%	4,794,873	484,319	11.24%	79,738,737	Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC	2.52%	1.37%	4,330,215	830,085	23.72%	72,011,475	Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD	2.43%	0.66%	4,181,263	4,181,263	100.00%	69,534,404	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	2.36%	0.29%	4,049,167	4,049,167	100.00%	67,337,652	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.97%	0.02%	3,378,498	-227,002	-6.30%	56,184,422	Jun 30, 2024
FRANKLIN RESOURCES INC	1.83%	0.02%	3,140,801	-2,800,472	-47.14%	52,231,521	Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	1.71%	0.55%	2,936,916	727,406	32.92%	48,840,913	Jun 30, 2024
PACER ADVISORS, INC.	1.68%	0.11%	2,887,426	2,861,880	11202.85%	48,017,894	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.64%	0.00%	2,824,218	99,403	3.65%	46,980,045	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.42%	0.01%	2,444,413	163,891	7.19%	40,650,588	Jun 30, 2024

Envista's largest institutional shareholder is BLACKROCK INC., holding 11.32% of the company's total share outstanding, currently valued at $323.59M. The top 10 institutional shareholders own together 60.10% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PARADICE INVESTMENT MANAGEMENT LLC	0.78%	3.93%	1,335,631	420,153	45.89%	22,211,544	Jun 30, 2024
NUANCE INVESTMENTS, LLC	4.09%	3.58%	7,038,313	2,256,993	47.20%	117,047,923	Jun 30, 2024
GATES CAPITAL MANAGEMENT, INC.	3.99%	2.26%	6,865,028	2,400,000	53.75%	114,165,416	Jun 30, 2024
PROFIT INVESTMENT MANAGEMENT, LLC	0.11%	2.01%	193,429	59,608	44.54%	3,216,723	Jun 30, 2024
ARIEL INVESTMENTS, LLC	5.74%	1.78%	9,871,152	978,952	11.01%	164,157,258	Jun 30, 2024
TWEEDY, BROWNE CO LLC	1.11%	1.45%	1,902,167	917,448	93.17%	31,633,037	Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC	2.52%	1.37%	4,330,215	830,085	23.72%	72,011,475	Jun 30, 2024
CENTERSTONE INVESTORS, LLC	0.05%	1.27%	91,754	-1,512	-1.62%	1,525,869	Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP	0.04%	0.79%	67,475	8,566	14.54%	1,122,109	Jun 30, 2024
SHAPIRO CAPITAL MANAGEMENT LLC	0.81%	0.70%	1,394,100	167,500	13.66%	23,183,883	Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD	2.43%	0.66%	4,181,263	4,181,263	100.00%	69,534,404	Jun 30, 2024
FRONT STREET CAPITAL MANAGEMENT, INC.	0.11%	0.60%	187,591	3,700	2.01%	3,120,000	Jun 30, 2024
HUNTER PERKINS CAPITAL MANAGEMENT, LLC	0.10%	0.60%	170,985	110	0.06%	2,843,000	Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP	0.43%	0.59%	730,736	249,178	51.74%	12,152,140	Jun 30, 2024
MARATHON ASSET MANAGEMENT LTD	0.65%	0.58%	1,109,897	221,850	24.98%	18,457,114	Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	1.71%	0.55%	2,936,916	727,406	32.92%	48,840,913	Jun 30, 2024
RIVER ROAD ASSET MANAGEMENT, LLC	1.26%	0.52%	2,160,597	-24,874	-1.14%	35,930,728	Jun 30, 2024
LEEWARD INVESTMENTS, LLC - MA	0.37%	0.49%	640,589	6,982	1.10%	10,652,997	Jun 30, 2024
WINTON GROUP LTD	0.25%	0.47%	422,072	422,072	100.00%	7,019,057	Jun 30, 2024
HEDGES ASSET MANAGEMENT LLC	0.02%	0.38%	32,000	32,000	100.00%	532,160	Jun 30, 2024

The largest Envista shareholder by % of total assets is PARADICE INVESTMENT MANAGEMENT LLC. The company owns 1.34M shares of Envista (NVST), representing 3.93% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JUPITER ASSET MANAGEMENT LTD	2.43%	0.66%	4,181,263	4,181,263	100.00%	69,534,404	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	2.36%	0.29%	4,049,167	4,049,167	100.00%	67,337,652	Jun 30, 2024
PACER ADVISORS, INC.	1.68%	0.11%	2,887,426	2,861,880	11202.85%	48,017,894	Jun 30, 2024
GATES CAPITAL MANAGEMENT, INC.	3.99%	2.26%	6,865,028	2,400,000	53.75%	114,165,416	Jun 30, 2024
NUANCE INVESTMENTS, LLC	4.09%	3.58%	7,038,313	2,256,993	47.20%	117,047,923	Jun 30, 2024
NORGES BANK	1.15%	0.00%	1,979,264	1,979,264	100.00%	32,915,160	Jun 30, 2024
HARRIS ASSOCIATES L P	6.27%	0.30%	10,777,541	1,018,083	10.43%	179,230,507	Jun 30, 2024
ARIEL INVESTMENTS, LLC	5.74%	1.78%	9,871,152	978,952	11.01%	164,157,258	Jun 30, 2024
TWEEDY, BROWNE CO LLC	1.11%	1.45%	1,902,167	917,448	93.17%	31,633,037	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	3.91%	0.07%	6,726,651	897,141	15.39%	111,864,212	Jun 30, 2024
CLARKSTON CAPITAL PARTNERS, LLC	2.52%	1.37%	4,330,215	830,085	23.72%	72,011,475	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.43%	0.02%	747,817	747,817	100.00%	12,436,197	Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	1.71%	0.55%	2,936,916	727,406	32.92%	48,840,913	Jun 30, 2024
JANUS HENDERSON GROUP PLC	0.73%	0.01%	1,257,522	550,247	77.80%	20,912,230	Jun 30, 2024
JPMORGAN CHASE & CO	2.79%	0.01%	4,794,873	484,319	11.24%	79,738,737	Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC	0.86%	0.04%	1,474,064	459,167	45.24%	24,484,203	Jun 30, 2024
WINTON GROUP LTD	0.25%	0.47%	422,072	422,072	100.00%	7,019,057	Jun 30, 2024
PARADICE INVESTMENT MANAGEMENT LLC	0.78%	3.93%	1,335,631	420,153	45.89%	22,211,544	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	0.39%	0.30%	666,148	251,544	60.67%	11,078,038	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.15%	0.00%	252,900	250,300	9626.92%	4,205,727	Jun 30, 2024

As of Jun 30 2024, Envista's largest institutional buyer is JUPITER ASSET MANAGEMENT LTD. The company purchased 4.18M stocks of NVST, valued at $69.53M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MORGAN STANLEY	8.11%	0.02%	13,948,903	-2,956,340	-17.49%	231,970,286	Jun 30, 2024
FRANKLIN RESOURCES INC	1.83%	0.02%	3,140,801	-2,800,472	-47.14%	52,231,521	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	0.13%	0.00%	227,875	-1,871,009	-89.14%	3,789,561	Jun 30, 2024
BLACKROCK INC.	11.32%	0.01%	19,458,366	-1,251,867	-6.04%	323,592,626	Jun 30, 2024
FIRST TRUST ADVISORS LP	0.03%	0.00%	49,875	-1,188,689	-95.97%	829,421	Jun 30, 2024
MARSHALL WACE, LLP	0.66%	0.03%	1,128,781	-1,023,940	-47.56%	18,771,629	Jun 30, 2024
SWEDBANK AB	0.93%	0.04%	1,602,200	-896,000	-35.87%	26,644,586	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.10%	0.00%	174,933	-894,145	-83.64%	2,909,135	Jun 30, 2024
DEUTSCHE BANK AG\	0.07%	0.00%	115,513	-823,872	-87.70%	1,920,981	Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.08%	0.00%	144,453	-735,075	-83.58%	2,402,253	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-729,772	-100.00%	-	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	3.55%	0.03%	6,101,397	-632,000	-9.39%	101,465,498	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	0.18%	0.11%	314,800	-584,979	-65.01%	5,235,124	Jun 30, 2024
FMR LLC	0.00%	-	7,575	-434,187	-98.29%	125,965	Jun 30, 2024
HSBC HOLDINGS PLC	0.03%	0.00%	46,426	-253,366	-84.51%	772,400	Jun 30, 2024
EDGESTREAM PARTNERS, L.P.	0.01%	0.02%	24,495	-248,010	-91.01%	407,352	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.60%	0.01%	1,023,527	-242,613	-19.16%	17,021,254	Jun 30, 2024
SAPIENCE INVESTMENTS, LLC	-	-	-	-234,370	-100.00%	-	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.97%	0.02%	3,378,498	-227,002	-6.30%	56,184,422	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-226,952	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Envista's biggest institutional seller is MORGAN STANLEY. The company sold -2.96M shares of NVST, valued at $231.97M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JUPITER ASSET MANAGEMENT LTD	2.43%	0.66%	4,181,263	4,181,263	100.00%	69,534,404	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	2.36%	0.29%	4,049,167	4,049,167	100.00%	67,337,652	Jun 30, 2024
NORGES BANK	1.15%	0.00%	1,979,264	1,979,264	100.00%	32,915,160	Jun 30, 2024
WINTON GROUP LTD	0.25%	0.47%	422,072	422,072	100.00%	7,019,057	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.13%	0.02%	217,378	217,378	100.00%	3,614,996	Jun 30, 2024
SEVEN EIGHT CAPITAL, LP	0.03%	0.08%	46,316	46,316	100.00%	770,235	Jun 30, 2024
D. E. SHAW & CO., INC.	0.02%	0.00%	42,600	42,600	100.00%	708,438	Jun 30, 2024
HEDGES ASSET MANAGEMENT LLC	0.02%	0.38%	32,000	32,000	100.00%	532,160	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.02%	0.00%	30,000	30,000	100.00%	498,900	Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD	0.02%	0.00%	28,850	28,850	100.00%	479,775	Jun 30, 2024
VIDENT ADVISORY, LLC	0.02%	0.01%	27,231	27,231	100.00%	452,852	Jun 30, 2024
D. E. SHAW & CO., INC.	0.01%	0.00%	19,000	19,000	100.00%	315,970	Jun 30, 2024
VISE TECHNOLOGIES, INC.	0.01%	0.04%	13,555	13,555	100.00%	225,420	Jun 30, 2024
M&T BANK CORP	0.01%	0.00%	11,158	11,158	100.00%	185,759	Jun 30, 2024
CLARET ASSET MANAGEMENT CORP	0.01%	0.03%	10,961	10,961	100.00%	182,000	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.01%	0.00%	10,100	10,100	100.00%	167,963	Jun 30, 2024
CLEAR STREET MARKETS LLC	0.00%	0.02%	5,087	5,087	100.00%	85,000	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	0.03%	4,720	4,720	100.00%	78,493	Jun 30, 2024
STATE OF WYOMING	0.00%	0.01%	2,204	2,204	100.00%	36,653	Jun 30, 2024
OAKWORTH CAPITAL, INC.	0.00%	0.00%	238	238	100.00%	3,958	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	158	158	100.00%	2,628	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	-	0.00%	64	64	100.00%	1,064	Jun 30, 2024
LYNX INVESTMENT ADVISORY	-	0.00%	17	17	100.00%	283,000	Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.	-	-	6	6	100.00%	100	Jun 30, 2024
QUEST PARTNERS LLC	-	-	1	1	100.00%	17	Jun 30, 2024

Envista's largest new institutional shareholder by number of shares is JUPITER ASSET MANAGEMENT LTD, purchased 4.18M shares, valued at $69.53M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-729,772	-100.00%	-	Jun 30, 2024
SAPIENCE INVESTMENTS, LLC	-	-	-	-234,370	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-226,952	-100.00%	-	Jun 30, 2024
ING GROEP NV	-	-	-	-205,030	-100.00%	-	Jun 30, 2024
DAVENPORT & CO LLC	-	-	-	-100,669	-100.00%	-	Jun 30, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	-	-	-	-95,841	-100.00%	-	Jun 30, 2024
AMUNDI	-	-	-	-85,629	-100.00%	-	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	-	-	-	-71,937	-100.00%	-	Jun 30, 2024
TWINBEECH CAPITAL LP	-	-	-	-66,119	-100.00%	-	Jun 30, 2024
DNB ASSET MANAGEMENT AS	-	-	-	-63,783	-100.00%	-	Jun 30, 2024
MACKENZIE FINANCIAL CORP	-	-	-	-59,538	-100.00%	-	Jun 30, 2024
FORA CAPITAL, LLC	-	-	-	-52,198	-100.00%	-	Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP	-	-	-	-50,025	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-42,993	-100.00%	-	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-41,781	-100.00%	-	Jun 30, 2024
WALLEYE CAPITAL LLC	-	-	-	-32,400	-100.00%	-	Jun 30, 2024
PATHSTONE HOLDINGS, LLC	-	-	-	-31,561	-100.00%	-	Jun 30, 2024
ATOM INVESTORS LP	-	-	-	-25,122	-100.00%	-	Jun 30, 2024
PDT PARTNERS, LLC	-	-	-	-24,026	-100.00%	-	Jun 30, 2024
COLONY GROUP, LLC	-	-	-	-21,338	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-20,889	-100.00%	-	Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	-	-	-	-19,255	-100.00%	-	Jun 30, 2024
WALLEYE TRADING LLC	-	-	-	-17,300	-100.00%	-	Jun 30, 2024
CI PRIVATE WEALTH, LLC	-	-	-	-16,987	-100.00%	-	Jun 30, 2024
NORTH STAR ASSET MANAGEMENT INC	-	-	-	-13,074	-100.00%	-	Jun 30, 2024
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	-	-	-	-11,128	-100.00%	-	Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	-	-	-	-9,884	-100.00%	-	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	-	-	-	-7,100	-100.00%	-	Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC	-	-	-	-2,197	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-1,626	-100.00%	-	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	-	-	-	-1,391	-100.00%	-	Jun 30, 2024
COREFIRST BANK & TRUST	-	-	-	-1,132	-100.00%	-	Jun 30, 2024
ASSET DEDICATION, LLC	-	-	-	-117	-100.00%	-	Jun 30, 2024
REPERTOIRE PARTNERS LP	-	-	-	-100	-100.00%	-	Jun 30, 2024
WEBSTER BANK, N. A.	-	-	-	-34	-100.00%	-	Jun 30, 2024
AVION WEALTH	-	-	-	-23	-100.00%	-	Jun 30, 2024

Envista's largest sold out institutional shareholder by shares sold is CUBIST SYSTEMATIC STRATEGIES, LLC, sold -0.73M shares, valued at -, as of undefined.

Envista Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	2.88%	60,698,000	2,796,000	4.83%	Mar 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO	1.93%	101,460	-4,536	-4.28%	Jan 31, 2024
Clark Fork Trust	1.82%	139,525	-	-	Feb 29, 2024
CRM Mutual Fund Trust	1.41%	709,627	-	-	Mar 31, 2024
Thrivent ETF Trust	1.29%	61,602	-	-	Mar 31, 2024
FRANKLIN VALUE INVESTORS TRUST	1.12%	4,159,946	1,786,776	75.29%	Jan 31, 2024
AB TRUST	1.07%	1,019,050	112,530	12.41%	Feb 29, 2024
EATON VANCE GROWTH TRUST	0.88%	9,678,610	-	-	Mar 31, 2024
CANTOR SELECT PORTFOLIOS TRUST	0.78%	170,600	-	-	Mar 31, 2024
T. Rowe Price Value Fund, Inc.	0.72%	3,705,221	-	-	Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.	0.61%	564,371	-	-	Jan 31, 2024
T. Rowe Price Health Sciences Fund, Inc.	0.59%	1,980,742	-	-	Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.54%	103,799	93,569	914.65%	Mar 28, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.54%	630,660	-	-	Mar 28, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	0.47%	9,930,000	-	-	Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST	0.36%	1,402,178	12,631	0.91%	Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.32%	1,228,089	405,260	49.25%	Jan 31, 2024
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.	0.29%	595,493	-	-	Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.27%	12,333,000	-	-	Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.27%	12,333,000	-	-	Feb 29, 2024
GREENSPRING FUND INC	0.25%	35,120	5,234	17.51%	Jun 30, 2023
Virtus Dividend, Interest & Premium Strategy Fund	0.25%	595,000	-	-	Jan 31, 2024
Virtus Equity & Convertible Income Fund	0.25%	490,000	-	-	Jan 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.	0.25%	105,988	-2,287	-2.11%	Jan 31, 2024
PRUDENTIAL SECTOR FUNDS, INC.	0.24%	499,752	-	-	Feb 29, 2024
CORNERCAP GROUP OF FUNDS /VA/	0.22%	15,595	-	-	Sep 30, 2022
VANGUARD VALLEY FORGE FUNDS	0.21%	111,762	-	-	Mar 31, 2024
AMG Funds IV	0.21%	641,660	338,537	111.68%	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	0.21%	425,000	-	-	Jan 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	0.21%	4,373,607	446,357	11.37%	Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.20%	5,911	-	-	Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.	0.19%	1,487,789	-	-	Mar 31, 2024
Total Fund Solution	0.19%	71,056	-	-	Mar 31, 2024
MFS SERIES TRUST IV	0.19%	645,886	-1,850,818	-74.13%	Feb 29, 2024
WILLIAMSBURG INVESTMENT TRUST	0.18%	550,000	-	-	Mar 31, 2024
VELA Funds	0.18%	59,112	32,281	120.31%	Dec 31, 2023
Virtus Convertible & Income Fund II	0.17%	640,000	-	-	Jan 31, 2024
Virtus Convertible & Income Fund	0.17%	835,000	-	-	Jan 31, 2024
Virtus Strategy Trust	0.16%	3,340,000	-	-	Mar 28, 2024
Virtus Investment Trust	0.15%	5,275,000	-	-	Mar 28, 2024
BlackRock Health Sciences Trust II	0.14%	378,170	-	-	Mar 31, 2024
ALPS Series Trust	0.14%	1,250,000	1,250,000	-	Mar 31, 2024
CALVERT IMPACT FUND INC	0.14%	1,626,107	-	-	Mar 31, 2024
FIDELITY ADVISOR SERIES VII	0.13%	1,120,000	-	-	Jan 31, 2024
Monteagle Funds	0.12%	5,100	-	-	Feb 29, 2024
John Hancock Funds III	0.12%	1,832,041	-	-	Mar 31, 2024
MFS SERIES TRUST XI	0.11%	536,457	-	-	Mar 31, 2024
Nuveen Core Equity Alpha Fund	0.10%	7,328	-	-	Mar 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS	0.10%	73,562	-	-	Mar 31, 2024
Federated Hermes Index Trust	0.09%	21,318	230	1.09%	Jan 31, 2024
Managed Portfolio Series	0.09%	2,087,680	291,891	16.25%	Jan 31, 2024
BlackRock Health Sciences Trust	0.09%	22,246	-	-	Mar 31, 2024
T. Rowe Price Mid-Cap Value Fund, Inc.	0.09%	964,456	-	-	Mar 31, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.	0.08%	102,360	-	-	Jan 31, 2024
VANGUARD ADMIRAL FUNDS	0.08%	348,709	3,035	0.88%	Feb 29, 2024
VANGUARD SPECIALIZED FUNDS	0.08%	4,293,467	-	-	Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.08%	192,698	4,625	2.46%	Mar 31, 2024
ROYCE VALUE TRUST, INC.	0.07%	58,959	58,959	-	Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS	0.07%	57,301	-1,826	-3.09%	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10	0.07%	16,500	-	-	Jan 31, 2024
Vericimetry Funds	0.07%	5,960	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV	0.07%	176,090	-	-	Mar 31, 2024
SYNTAX ETF TRUST	0.06%	1,985	195	10.89%	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.06%	507,866	-	-	Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.06%	255,168	-	-	Mar 28, 2024
MFS SERIES TRUST I	0.06%	1,093,777	270,283	32.82%	Feb 29, 2024
T. Rowe Price Equity Series, Inc.	0.05%	88,948	-	-	Mar 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST	0.05%	83,576	2,243	2.76%	Mar 31, 2024
AB VARIABLE PRODUCTS SERIES FUND, INC.	0.04%	185,599	-61,931	-25.02%	Mar 31, 2024
Calvert Responsible Index Series, Inc.	0.04%	66,133	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.04%	15,284,950	-2,688,003	-14.96%	Mar 31, 2024
Humankind Benefit Corp	0.03%	691	192	38.48%	Dec 31, 2023
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.03%	1,376,742	-13,907	-1.00%	Feb 29, 2024
SMALLCAP WORLD FUND INC	0.03%	1,960,000	-	-	Mar 31, 2024
TWEEDY, BROWNE FUND INC.	0.03%	196,005	196,005	-	Mar 28, 2024
John Hancock Exchange-Traded Fund Trust	0.03%	165,926	1,305	0.79%	Jan 31, 2024
MASTER LARGE CAP SERIES LLC	0.02%	21,238	-	-	Mar 31, 2022
AZZAD FUNDS	0.02%	54,143	-	-	Mar 31, 2024
Fidelity Commonwealth Trust II	0.02%	155,075	-	-	Aug 31, 2023
FIDELITY SECURITIES FUND	0.02%	2,085,000	-	-	Jan 31, 2024
FIDELITY CONTRAFUND	0.02%	1,439,678	-	-	Mar 31, 2024
FIDELITY DEVONSHIRE TRUST	0.02%	213,000	-	-	Jan 31, 2024
HOMESTEAD FUNDS INC	0.02%	106,000	-80,100	-43.04%	Mar 31, 2024
JNL VARIABLE FUND LLC	0.02%	109,906	20,694	23.20%	Mar 31, 2020
DELAWARE VIP TRUST	0.02%	64,500	-	-	Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 1	0.02%	3,894	-	-	Mar 31, 2024
JOHCM Funds Trust	0.02%	187,040	-	-	Mar 28, 2024
CALVERT WORLD VALUES FUND INC	0.02%	103,215	-	-	Mar 31, 2024
VALUED ADVISERS TRUST	0.02%	14,785	-	-	Jan 31, 2024
PAX WORLD FUNDS SERIES TRUST I	0.02%	300,000	-	-	Mar 31, 2024
MML SERIES INVESTMENT FUND	0.01%	142,492	4,842	3.52%	Dec 31, 2023
T. Rowe Price Spectrum Funds II, Inc.	0.01%	206,831	-	-	Feb 29, 2024
MFS SERIES TRUST V	0.01%	866,058	-	-	Mar 31, 2024
MFS SERIES TRUST XIII	0.01%	1,139,385	81,495	7.70%	Feb 29, 2024
Calvert Variable Products, Inc.	0.01%	37,845	-	-	Mar 31, 2024
DIAMOND HILL FUNDS	0.01%	610,066	610,066	-	Dec 31, 2023
AMG FUNDS	0.01%	355,100	-	-	Mar 28, 2024
FIDELITY SELECT PORTFOLIOS	0.01%	750,000	-	-	Feb 29, 2024
PFM Multi-Manager Series Trust	0.01%	9,545	-	-	Dec 31, 2023
FRANKLIN MUTUAL SERIES FUNDS	0.01%	264,333	-	-	Mar 31, 2024

Envista's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 60.70M shares, compromising 2.88% of its total assets.

Envista Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	296	-3.90%
31 Mar, 24	308	-4.94%
31 Dec, 23	324	0.62%
30 Sep, 23	322	-1.83%
30 Jun, 23	328	1.86%
31 Mar, 23	322	-4.45%
31 Dec, 22	337	3.06%
30 Sep, 22	327	-4.11%
30 Jun, 22	341	-7.34%
31 Mar, 22	368	12.20%
31 Dec, 21	328	-2.38%
30 Sep, 21	336	-2.61%
30 Jun, 21	345	14.24%
31 Mar, 21	302	9.82%
31 Dec, 20	275	32.21%
30 Sep, 20	208	9.47%
30 Jun, 20	190	-
31 Mar, 20	190	-16.30%
31 Dec, 19	227	202.67%
30 Sep, 19	75	7400.00%
30 Jun, 19	1	-
31 Mar, 19	1	-

As of 30 Jun 24, 296 institutions are holding Envista's shares, representing a decrease of -3.90% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	188,449,250	4.18%
31 Mar, 24	180,883,266	0.05%
31 Dec, 23	180,787,521	5.61%
30 Sep, 23	171,188,928	-4.91%
30 Jun, 23	180,022,891	-1.84%
31 Mar, 23	183,396,475	0.88%
31 Dec, 22	181,797,327	-0.29%
30 Sep, 22	182,318,167	-1.10%
30 Jun, 22	184,351,343	1.59%
31 Mar, 22	181,471,147	2.74%
31 Dec, 21	176,625,947	1.55%
30 Sep, 21	173,936,719	0.76%
30 Jun, 21	172,619,744	-1.33%
31 Mar, 21	174,950,573	-1.06%
31 Dec, 20	176,823,005	0.55%
30 Sep, 20	175,862,762	0.39%
30 Jun, 20	175,175,728	9.62%
31 Mar, 20	159,798,168	-0.29%
31 Dec, 19	160,268,803	378.56%
30 Sep, 19	33,490,005	2300037.71%
30 Jun, 19	1,456	-
31 Mar, 19	1,456	-

Envista (NVST) has 188.45M shares outstanding as of 30 Jun 24, up 4.18% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	109.63%	0.99%
31 Mar, 24	105.23%	0.90%
31 Dec, 23	108.32%	1.05%
30 Sep, 23	101.78%	0.84%
30 Jun, 23	109.77%	0.87%
31 Mar, 23	112.10%	0.90%
31 Dec, 22	111.33%	1.05%
30 Sep, 22	103.06%	0.80%
30 Jun, 22	113.17%	1.11%
31 Mar, 22	100.93%	0.85%
31 Dec, 21	109.23%	0.94%
30 Sep, 21	107.70%	0.94%
30 Jun, 21	107.08%	0.90%
31 Mar, 21	109.00%	0.89%
31 Dec, 20	110.79%	0.91%
30 Sep, 20	110.12%	0.91%
30 Jun, 20	109.83%	1.05%
31 Mar, 20	102.20%	1.00%
31 Dec, 19	100.99%	15.36%
30 Sep, 19	25.64%	3026068522.22%
30 Jun, 19	0.00%	111088.89%
31 Mar, 19	0.00%	-

As of 30 Jun 24, Envista is held by 109.63% institutional shareholders, representing a 0.99% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	164	5.13%
31 Mar, 24	156	-28.11%
31 Dec, 23	217	39.10%
30 Sep, 23	156	6.85%
30 Jun, 23	146	-7.59%
31 Mar, 23	158	-15.05%
31 Dec, 22	186	20.78%
30 Sep, 22	154	-9.94%
30 Jun, 22	171	-9.04%
31 Mar, 22	188	31.47%
31 Dec, 21	143	-11.73%
30 Sep, 21	162	-8.99%
30 Jun, 21	178	19.46%
31 Mar, 21	149	-1.32%
31 Dec, 20	151	52.53%
30 Sep, 20	99	-10.81%
30 Jun, 20	111	-7.50%
31 Mar, 20	120	-42.03%
31 Dec, 19	207	179.73%
30 Sep, 19	74	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-

164 institutional shareholders have increased their position in NVST stock as of 30 Jun 24 compared to 156 in the previous quarter (a 5.13% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	99	-14.66%
31 Mar, 24	116	61.11%
31 Dec, 23	72	-41.94%
30 Sep, 23	124	-6.06%
30 Jun, 23	132	10.92%
31 Mar, 23	119	21.43%
31 Dec, 22	98	-11.71%
30 Sep, 22	111	-3.48%
30 Jun, 22	115	0.88%
31 Mar, 22	114	-7.32%
31 Dec, 21	123	18.27%
30 Sep, 21	104	5.05%
30 Jun, 21	99	-8.33%
31 Mar, 21	108	33.33%
31 Dec, 20	81	22.73%
30 Sep, 20	66	20.00%
30 Jun, 20	55	-
31 Mar, 20	55	1275.00%
31 Dec, 19	4	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-

99 institutional shareholders have reduced their position in NVST stock as of 30 Jun 24 compared to 116 in the previous quarter (a -14.66% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	296	-3.90%	188,449,250	4.18%	109.63%	0.99%	164	5.13%	99	-14.66%
31 Mar, 24	308	-4.94%	180,883,266	0.05%	105.23%	0.90%	156	-28.11%	116	61.11%
31 Dec, 23	324	0.62%	180,787,521	5.61%	108.32%	1.05%	217	39.10%	72	-41.94%
30 Sep, 23	322	-1.83%	171,188,928	-4.91%	101.78%	0.84%	156	6.85%	124	-6.06%
30 Jun, 23	328	1.86%	180,022,891	-1.84%	109.77%	0.87%	146	-7.59%	132	10.92%
31 Mar, 23	322	-4.45%	183,396,475	0.88%	112.10%	0.90%	158	-15.05%	119	21.43%
31 Dec, 22	337	3.06%	181,797,327	-0.29%	111.33%	1.05%	186	20.78%	98	-11.71%
30 Sep, 22	327	-4.11%	182,318,167	-1.10%	103.06%	0.80%	154	-9.94%	111	-3.48%
30 Jun, 22	341	-7.34%	184,351,343	1.59%	113.17%	1.11%	171	-9.04%	115	0.88%
31 Mar, 22	368	12.20%	181,471,147	2.74%	100.93%	0.85%	188	31.47%	114	-7.32%
31 Dec, 21	328	-2.38%	176,625,947	1.55%	109.23%	0.94%	143	-11.73%	123	18.27%
30 Sep, 21	336	-2.61%	173,936,719	0.76%	107.70%	0.94%	162	-8.99%	104	5.05%
30 Jun, 21	345	14.24%	172,619,744	-1.33%	107.08%	0.90%	178	19.46%	99	-8.33%
31 Mar, 21	302	9.82%	174,950,573	-1.06%	109.00%	0.89%	149	-1.32%	108	33.33%
31 Dec, 20	275	32.21%	176,823,005	0.55%	110.79%	0.91%	151	52.53%	81	22.73%
30 Sep, 20	208	9.47%	175,862,762	0.39%	110.12%	0.91%	99	-10.81%	66	20.00%
30 Jun, 20	190	-	175,175,728	9.62%	109.83%	1.05%	111	-7.50%	55	-
31 Mar, 20	190	-16.30%	159,798,168	-0.29%	102.20%	1.00%	120	-42.03%	55	1275.00%
31 Dec, 19	227	202.67%	160,268,803	378.56%	100.99%	15.36%	207	179.73%	4	-
30 Sep, 19	75	7400.00%	33,490,005	2300037.71%	25.64%	3026068522.22%	74	-	-	-
30 Jun, 19	1	-	1,456	-	0.00%	111088.89%	-	-100.00%	-	-
31 Mar, 19	1	-	1,456	-	0.00%	-	1	-	-	-

Envista Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 14, 2024	Keel Paul A	director, officer	Chief Executive Officer	P-Purchase	Buy	30,000	$16.87	$506.10K	402,605
Aug 13, 2024	Hammes Eric D.	officer	Chief Financial Officer	P-Purchase	Buy	24,532	$16.33	$400.61K	24,532

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 14, 2024	Keel Paul A	director, officer	Chief Executive Officer	P-Purchase	Buy	30,000	$16.87	$506.10K	402,605
Aug 13, 2024	Hammes Eric D.	officer	Chief Financial Officer	P-Purchase	Buy	24,532	$16.33	$400.61K	24,532

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Jul 17, 2024	Nance Mark E	officer	General Counsel	F-InKind	Sell	491	$15.94	$7.83K	57,481
May 29, 2024	Conley Eric	officer	SVP, Orthodontics	F-InKind	Sell	642	$18.25	$11.72K	53,223

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 14, 2024	Keel Paul A	director, officer	Chief Executive Officer	P-Purchase	Buy	30,000	$16.87	$506.10K	402,605
Aug 13, 2024	Hammes Eric D.	officer	Chief Financial Officer	P-Purchase	Buy	24,532	$16.33	$400.61K	24,532
Aug 13, 2024	Hammes Eric D.	officer	-		Buy	-	-	-	-
Jul 17, 2024	Nance Mark E	officer	General Counsel	F-InKind	Sell	491	$15.94	$7.83K	57,481
Jun 27, 2024	Keller Stephen	officer	Principal Financial Officer	A-Award	Buy	31,250	-	-	53,803
May 29, 2024	Conley Eric	officer	SVP, Orthodontics	F-InKind	Sell	642	$18.25	$11.72K	53,223
May 29, 2024	Keel Paul A	director, officer	Chief Executive Officer	A-Award	Buy	696,210	$18.25	$12.71M	696,210
May 29, 2024	Keel Paul A	director, officer	Chief Executive Officer	A-Award	Buy	301,370	-	-	372,605
May 29, 2024	Keel Paul A	director, officer	Chief Executive Officer	A-Award	Buy	205,265	-	-	205,265
May 29, 2024	Keel Paul A	director, officer	Chief Executive Officer	A-Award	Buy	164,560	$18.25	$3.00M	164,560
May 29, 2024	Keel Paul A	director, officer	Chief Executive Officer	A-Award	Buy	71,235	-	-	71,235
May 23, 2024	GALLAHUE KIERAN	director	-	A-Award	Buy	10,085	-	-	34,230
May 23, 2024	Carruthers Wendy	director	-	A-Award	Buy	10,085	-	-	40,160
May 23, 2024	Raskas Daniel	director	-	A-Award	Buy	10,085	-	-	34,230
May 23, 2024	Hulit Barbara B.	director	-	A-Award	Buy	10,085	-	-	69,370
May 23, 2024	Huennekens R Scott	director	-	A-Award	Buy	14,170	-	-	55,150
May 23, 2024	Jain Vivek	director	-	A-Award	Buy	10,085	-	-	33,165
May 23, 2024	TSINGOS CHRISTINE A	director	-	A-Award	Buy	10,085	-	-	40,150
May 02, 2024	Keel Paul A	director, officer	Chief Executive Officer		Buy	-	-	-	-
Apr 16, 2024	Hulit Barbara B.	director	-	A-Award	Buy	13,065	-	-	59,285

The last insider sell of Envista's stock was made by Nance Mark E on Jul 17 2024, selling 491 shares at $15.94 per share (valued at $7.83K). The last insider buy of NVST was made by Keel Paul A on Aug 14 2024, buying 30,000 shares at $16.87 per share (worth $506.10K).

Envista Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	1	200.00%
Q2 2024	14	1	1400.00%
Q1 2024	27	7	385.71%
Q4 2023	9	-	-
Q3 2023	-	32	-
Q2 2023	17	1	1700.00%
Q1 2023	22	21	104.76%
Q4 2022	-	2	-
Q3 2022	-	2	-
Q2 2022	7	2	350.00%
Q1 2022	28	36	77.78%
Q4 2021	9	27	33.33%
Q3 2021	6	28	21.43%
Q2 2021	31	34	91.18%
Q1 2021	37	33	112.12%
Q4 2020	-	4	-
Q3 2020	-	4	-
Q2 2020	7	1	700.00%
Q1 2020	24	7	342.86%
Q4 2019	67	1	6700.00%

2 total buy trades, and 1 total sell trades (buy/sell ratio of 2.00%) were made by Envista's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	-	-
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	9	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	1	-
Q4 2022	-	1	-
Q3 2022	-	-	-
Q2 2022	-	1	-
Q1 2022	-	13	-
Q4 2021	-	14	-
Q3 2021	-	19	-
Q2 2021	-	16	-
Q1 2021	-	8	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	-	-

As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Envista's stocks.

Envista Peer Ownership

Ticker	Company
MMSI	Merit Medical Systems, Inc.
COO	The Cooper Companies, Inc.
WST	West Pharmaceutical Services, Inc.
ATRC	AtriCure, Inc.
AKYA	Akoya Biosciences, Inc.
HOLX	Hologic, Inc.
ATRI	Atrion Corporation
ALC	Alcon Inc.
RMD	ResMed Inc.
ANGO	AngioDynamics, Inc.
HAE	Haemonetics Corporation
ICUI	ICU Medical, Inc.
ATR	AptarGroup, Inc.
TFX	Teleflex Incorporated

NVST Ownership FAQ

Who Owns Envista?

Envista is owned by institutional shareholders (109.63%), insiders (0.77%), and public (-10.40%). The largest institutional shareholder of Envista is BLACKROCK INC. (11.32% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (2.88% of total shares).

Who are the major institutional shareholders of Envista?

Envista's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, MORGAN STANLEY, HARRIS ASSOCIATES L P, and ARIEL INVESTMENTS, LLC. The top five shareholders own together 41.50% of the company's share outstanding.

How many Envista shareholders are there?

As of Jun 2024, there are 296 institutional shareholders of Envista.

What percentage of Envista is owned by BLACKROCK INC?

BLACKROCK INC owns 19.46M shares of Envista, representing 11.32% of the company's total shares outstanding, valued at $323.59M (as of Jun 2024).

What percentage of Envista is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 17.28M shares of Envista (NVST), compromising 10.05% of the company, valued at $287.33M.

What percentage of Envista is owned by MORGAN STANLEY?

MORGAN STANLEY is the third largest holder of Envista. The company owns 13.95M of the company's shares outstanding (worth $231.97M).