EnvestnetENV
13F holders, Q1 2024 (March 31)233holders
7famous investors
$57.91avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding Envestnet Inc. (ENV) in their 13F filings. The largest holders were BlackRock Inc. ($462.5M), Vanguard Group Inc. ($353.2M) and Impactive Capital LP ($242.3M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Envestnet Inc.
- CUSIP
- 29404K106
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $105.1M |
| Exits | 26 | $28.1M |
Ownership 233 holders
| BlackRock Inc. | 0.01% | Add +3.0% | 7,985,976 | $462.5M |
| Vanguard Group Inc. | 0.01% | Add +1.4% | 6,098,535 | $353.2M |
| Impactive Capital LP | 9.16% | Add +0.8% | 4,183,865 | $242.3M |
| Morgan Stanley | 0.01% | Reduce -8.6% | 3,020,822 | $174.9M |
| JPMorgan Chase & Co. | 0.01% | Add +7.1% | 2,460,585 | $142.5M |
| State Street Corp. | 0.01% | Add +1.3% | 1,946,511 | $112.7M |
| Van Berkom & Associates Inc. | 2.92% | Reduce -18.7% | 1,769,673 | $102.5M |
| Brown Advisory Inc. | 0.13% | Add +61.0% | 1,728,926 | $100.1M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +1.4% | 1,681,441 | $97.4M |
| Stephens Investment Management Group LLC | 1.27% | Add +0.1% | 1,652,784 | $95.7M |
| HSBC Holdings PLC | 0.07% | Reduce -12.3% | 1,600,392 | $92.7M |
| Earnest Partners LLC | 0.39% | Reduce -1.1% | 1,457,319 | $84.4M |
| RGM Capital, LLC | 3.14% | Add +14.8% | 1,343,546 | $77.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -7.9% | 1,216,927 | $70.5M |
| Clearbridge Investments, LLC | 0.06% | Reduce -0.0% | 1,202,926 | $69.7M |
| Greenhouse Funds LLLP | 4.34% | New | 1,186,882 | $68.7M |
| FMR LLC | 0.00% | No change | 1,120,617 | $64.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,079,870 | $62.5M |
| Geneva Capital Management LLC | 1.09% | Add +1.6% | 1,070,976 | $62.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 965,651 | $55.9M |
| Bank of America Corp. | 0.01% | Add +24.4% | 919,480 | $53.2M |
| Invesco Ltd. | 0.01% | Add +4.9% | 824,918 | $47.8M |
| Schroder Investment Management Group | 0.05% | Add +80.0% | 793,466 | $45.9M |
| Fisher Asset Management | 0.02% | Add +0.2% | 761,678 | $44.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 625,347 | $36.2M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 583,928 | $34.0M |
| Norges Bank | 0.01% | Add +13.6% | 580,699 | $33.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.9% | 533,361 | $30.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.9% | 517,805 | $30.0M |
| Global Alpha Capital Management Ltd. | 2.05% | No change | 477,215 | $27.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +77.3% | 444,078 | $25.7M |
| Cramer Rosenthal McGlynn LLC | 1.34% | Reduce -7.8% | 426,116 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.6% | 387,780 | $22.5M |
| Summit Creek Advisors LLC | 2.36% | Add +0.6% | 323,547 | $18.7M |
| Man Group plc | 0.05% | Reduce -30.8% | 323,336 | $18.7M |
| Franklin Resources Inc. | 0.01% | Reduce -3.6% | 314,224 | $18.2M |
| One Fin Capital Management LP | 6.31% | No change | 289,500 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.5% | 259,258 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 228,812 | $13.3M |
| Bessemer Group Inc. | 0.02% | Add +4.3% | 212,260 | $12.3M |
| Deutsche Bank AG | 0.01% | Reduce -54.1% | 203,473 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 199,297 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 197,689 | $11.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -25.3% | 175,200 | $10.1M |
| Sunriver Management LLC | 1.26% | New | 166,622 | $9.6M |
| Citadel Advisors | 0.01% | Reduce -52.7% | 161,505 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +45.0% | 154,843 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 147,761 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 131,764 | $7.6M |
| Tudor Investment Corporation | 0.09% | Add +0.4% | 127,783 | $7.4M |
| Frontier Capital Management Co. LLC | 0.07% | Reduce -1.1% | 123,823 | $7.2M |
| Engaged Capital LLC | 1.12% | New | 119,434 | $6.9M |
| Phase 2 Partners, LLC | 3.38% | Reduce -65.0% | 111,497 | $6.5M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.2% | 101,953 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -19.1% | 105,538 | $5.8M |
| Scout Investments, Inc. | 0.13% | Reduce -6.0% | 94,847 | $5.4M |
| 13D Management LLC | 3.17% | Add +0.1% | 89,773 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -18.2% | 82,223 | $4.8M |
| Swiss National Bank | 0.00% | No change | 80,700 | $4.7M |
| VestGen Investment Management | 1.30% | No change | 74,000 | $4.3M |
| Millennium Management | 0.00% | Reduce -75.5% | 73,723 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 73,464 | $4.3M |
| AQR Arbitrage LLC | 0.23% | New | 73,439 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.9% | 66,297 | $3.8M |
| Intrinsic Edge Capital Management LLC | 0.31% | New | 63,000 | $3.6M |
| Credit Suisse AG/ | 0.00% | Add +2.3% | 61,518 | $3.6M |
| CenterBook Partners LP | 0.24% | New | 61,066 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -12.1% | 59,458 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 56,144 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +4.1% | 55,299 | $3.2M |
| Sei Investments Co. | 0.00% | Add +6.4% | 52,914 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 51,026 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.7% | 50,657 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.6% | 47,285 | $2.7M |
| Cambiar Investors LLC | 0.10% | Reduce -18.2% | 47,157 | $2.7M |
| UBS Group AG | 0.00% | Add +8.1% | 46,314 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.9% | 46,018 | $2.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.26% | Add +12.5% | 45,000 | $2.6M |
| Barclays PLC | 0.00% | Reduce -49.6% | 44,168 | $2.6M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.6% | 43,529 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 43,148 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -46.9% | 43,143 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 42,306 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -6.2% | 41,918 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +8.9% | 39,034 | $2.3M |
| Citigroup Inc. | 0.00% | Add +5.8% | 36,241 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -24.6% | 34,546 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +12.6% | 32,558 | $1.9M |
| Comerica Bank | 0.01% | Reduce -5.3% | 31,056 | $1.8M |
| LPL Financial LLC | 0.00% | Add +8.1% | 31,051 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 30,939 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 30,299 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.1% | 28,592 | $1.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.2% | 28,271 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +2.0% | 28,201 | $1.6M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 27,015 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 27,005 | $1.6M |
| Zions Bancorporation, N.A. | 0.11% | Add +9.3% | 26,645 | $1.5M |
| Maltese Capital Management LLC | 0.30% | Add +164.0% | 26,400 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 25,660 | $1.5M |
| First Trust Advisors LP | 0.00% | New | 24,966 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.2% | 24,600 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -13.4% | 24,307 | $1.4M |
| IMA Advisory Services, Inc. | 0.66% | Reduce -3.7% | 24,046 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +14.7% | 23,511 | $1.4M |
| Raymond James & Associates | 0.00% | Add +36.5% | 22,794 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.8% | 22,444 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +19.2% | 21,123 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.9% | 17,922 | $1.1M |
| Gotham Asset Management | 0.02% | Add +17.5% | 18,054 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -64.7% | 17,700 | $1.0M |
| Marshall Wace, LLP | 0.00% | New | 17,624 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,510 | $1.0M |
| Baron Capital (BAMCO) | 0.00% | No change | 17,087 | $990K |
| Two Sigma Investments, LP | 0.00% | Reduce -85.4% | 16,506 | $956K |
| Voya Investment Management LLC | 0.00% | Reduce -17.3% | 16,475 | $954K |
| Brown Capital Management LLC | 0.02% | Reduce -0.9% | 16,008 | $927K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +10.2% | 15,772 | $925K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 15,936 | $923K |
| Amalgamated Bank | 0.01% | Reduce -25.9% | 15,855 | $918K |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 17,540 | $869K |
| Jane Street Group, LLC | 0.00% | Reduce -64.7% | 14,795 | $857K |
| Mariner, LLC | 0.00% | Add +2.0% | 13,795 | $799K |
| Liberty One Investment Management, LLC | 0.09% | Add +12.2% | 13,710 | $794K |
| Corient Private Wealth LP | 0.00% | Add +4.4% | 13,679 | $792K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.6% | 13,544 | $784K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -7.8% | 13,382 | $775K |
| UniSuper Management Pty Ltd | 0.01% | New | 13,151 | $762K |
| New York State Teachers Retirement System | 0.00% | No change | 12,621 | $731K |
| Greenwood Capital Associates LLC | 0.10% | Reduce -1.0% | 12,383 | $717K |
| Select Equity Group, L.P. | 0.00% | Add +32.1% | 12,320 | $713K |
| Truist Financial Corp. | 0.00% | Add +38.5% | 12,119 | $702K |
| Alley Investment Management Company, LLC | 0.10% | No change | 12,000 | $695K |
| Arizona State Retirement System | 0.00% | Reduce -1.5% | 11,266 | $652K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 11,227 | $650K |
| Victory Capital Management Inc. | 0.00% | Reduce -4.5% | 10,966 | $635K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 10,741 | $622K |
| ProShare Advisors LLC | 0.00% | Add +7.4% | 10,095 | $585K |
| Deerfield Management Company, L.P. | 0.01% | New | 9,905 | $574K |
| Cornercap Investment Counsel Inc. | 0.08% | New | 9,495 | $550K |
| Cetera Investment Advisers | 0.00% | New | 9,332 | $540K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.6% | 8,569 | $496K |
| Captrust Financial Advisors | 0.00% | Add +39.7% | 8,077 | $468K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -16.6% | 7,873 | $456K |
| Connable Office Inc. | 0.05% | Add +5.2% | 7,329 | $424K |
| Benjamin Edwards Inc. | 0.08% | Add +31.0% | 7,123 | $412K |
| Engineers Gate Manager LP | 0.01% | New | 7,108 | $412K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -5.8% | 6,879 | $398K |
| Walleye Trading LLC | 0.01% | Add +266.1% | 6,670 | $386K |
| New York Life Investment Management LLC | 0.00% | New | 6,347 | $368K |
| Argent Capital Management LLC | 0.01% | Add +14.6% | 6,338 | $367K |
| Harbor Capital Advisors, Inc. | 0.05% | New | 6,207 | $359K |
| State of Wyoming | 0.06% | Add +9.3% | 6,158 | $357K |
| Royce & Associates LP | 0.00% | No change | 6,000 | $347K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.2% | 5,935 | $344K |
| Garrison Point Advisors, LLC | 0.22% | New | 5,827 | $337K |
| Stephens Inc. | 0.01% | Add +0.5% | 5,789 | $335K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,510 | $319K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,190 | $301K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -18.4% | 5,075 | $294K |
| Praxis Investment Management Inc. | 0.02% | New | 4,920 | $285K |
| Natixis | 0.00% | Add +12.9% | 4,767 | $276K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,305 | $249K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 4,108 | $238K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.0% | 4,063 | $235K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,938 | $228K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,941 | $228K |
| Pathstone Holdings, LLC | 0.00% | New | 3,866 | $224K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 3,778 | $219K |
| CIBC Asset Management Inc | 0.00% | New | 3,714 | $215K |
| S.A. Mason LLC | 0.13% | Reduce -47.9% | 3,700 | $214K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -37.0% | 3,155 | $181K |
| SG Americas Securities, LLC | 0.00% | New | 2,898 | $168K |
| Principal Securities, Inc. | 0.00% | Add +911.9% | 2,641 | $153K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -9.5% | 2,611 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.6% | 2,473 | $143K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 2,318 | $134K |
| Huntington National Bank | 0.00% | Reduce -7.3% | 2,180 | $126K |
| Walleye Capital LLC | 0.00% | New | 1,894 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.7% | 1,886 | $109K |
| Federated Hermes, Inc. | 0.00% | No change | 1,500 | $87K |
| Danske Bank A/S | 0.00% | — | 1,300 | $75K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +18.5% | 1,264 | $73K |
| Hartford Financial Management Inc. | 0.01% | No change | 1,206 | $70K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -17.8% | 1,027 | $59K |
| KBC Group NV | 0.00% | No change | 984 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.0% | 930 | $54K |
| Nisa Investment Advisors, LLC | 0.00% | Add +63.7% | 758 | $44K |
| NewEdge Advisors, LLC | 0.00% | Add +303.6% | 666 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.3% | 617 | $36K |
| STRS Ohio | 0.00% | New | 600 | $34K |
| McIlrath & Eck, LLC | 0.00% | Reduce -17.7% | 474 | $27K |
| Headlands Technologies LLC | 0.01% | New | 377 | $22K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 312 | $18K |
| Cwm, LLC | 0.00% | Add +4.3% | 314 | $18K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 283 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 225 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +684.0% | 196 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 135 | $8K |
| Raleigh Capital Management Inc. | 0.00% | No change | 123 | $7K |
| Covestor Ltd | 0.00% | No change | 129 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 112 | $6K |
| Elequin Capital, LP | 0.00% | New | 109 | $6K |
| nVerses Capital, LLC | 0.01% | New | 100 | $6K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 100 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.3% | 88 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 74 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 71 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 67 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 64 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $3K |
| Gen-Wealth Partners Inc | 0.00% | — | 50 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 50 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 46 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 35 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $2K |
| GAMMA Investing LLC | 0.00% | New | 31 | $2K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 28 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 28 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 27 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 24 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -97.9% | 24 | $1K |
| UMB Bank, n.a. | 0.00% | New | 20 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 19 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 14 | $1K |
| Fairman Group, LLC | 0.00% | No change | 13 | $753 |
| Mather Group, Llc. | 0.00% | New | 15 | $743 |
| Avior Wealth Management, LLC | 0.00% | New | 10 | $579 |
| Allworth Financial LP | 0.00% | No change | 9 | $522 |
| Parkside Financial Bank & Trust | 0.00% | Add +60.0% | 8 | $464 |
| Farther Finance Advisors, LLC | 0.00% | New | 7 | $401 |
| C M Bidwell & Associates Ltd. | 0.00% | New | 5 | $290 |
| Rothschild Investment LLC | 0.00% | New | 5 | $290 |
"% of holder's portfolio" is ENV's weight in each manager's 13F, not the share of Envestnet Inc. the manager owns.