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Get Institutions for : 
Envestnet, Inc. (ENV)  
$67.62 0.13 (0.19%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 213    11
Total shares held : 
 58,822,168  
% of shares held : 
 93.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 2,599,936  
% of shares held change : 
   4.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.45  
Last Quarter's Ending Price : 
 $49.52  
Last Quarter's Average Price : 
 $40.90  
Change from last quarter's     
avg. price to the last closing  : 
26.72 (65.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,249,342
 3.82%
 
Increased Positions :
79
 5,925,084
 10.07%
 
Unchanged Positions :
24
 4,332,954
 7.37%
 
Decreased Positions :
78
-3,696,100
-6.28%
 
Closed Positions :
43
-1,878,390
-3.19%
 
Guru Positions :
1
761,678
 1.29%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1084 - 2024-03-31 7,985,976 $462,468,000 235,813
   VANGUARD GROUP INC 1188 - 2024-03-31 6,098,535 $353,166,000 83,081
   Impactive Capital LP 6 - 2024-03-31 4,183,865 $242,288,000 32,832
   MORGAN STANLEY 864 - 2024-03-31 3,020,822 $174,936,000 -283,494
   J P MORGAN CHASE & CO 722 - 2024-03-31 2,460,585 $142,492,000 162,691
   STATE STREET CORP 1229 - 2024-03-31 1,946,511 $112,722,000 24,353
   VAN BERKOM & ASSOCIATES INC. 4 - 2024-03-31 1,769,673 $102,482,000 -407,145
   BROWN ADVISORY HOLDINGS INC 135 - 2024-03-31 1,728,926 $100,122,000 655,082
   T. Rowe Price Investment Management Inc. 293 - 2024-03-31 1,681,441 $97,373,000 23,822
   STEPHENS INVESTMENT MANAGEMENT GROUP LLC 16 - 2024-03-31 1,652,784 $95,713,000 1,703
   HSBC HOLDINGS PLC 286 - 2024-03-31 1,600,392 $92,679,000 -224,605
   EARNEST PARTNERS LLC 100 - 2024-03-31 1,457,319 $84,393,000 -15,784
   RGM CAPITAL LLC 18 - 2024-03-31 1,343,546 $77,805,000 173,046
   JANUS HENDERSON GROUP PLC 322 - 2024-03-31 1,216,927 $70,472,000 -104,554
   CLEARBRIDGE ADVISORS LLC 289 - 2024-03-31 1,202,926 $69,661,000 -354
   Greenhouse Funds LLLP 7 *New 2024-03-31 1,186,882 $68,732,000 1,186,882
   FMR LLC 1216 - 2024-03-31 1,120,617 $64,895,000 0
   GEODE CAPITAL MANAGEMENT LLC 1199 - 2024-03-31 1,079,870 $62,545,000 32,496
   GENEVA CAPITAL MANAGEMENT LTD/WI 30 - 2024-03-31 1,070,976 $62,020,000 16,666
   DIMENSIONAL FUND ADVISORS INC 1382 - 2024-03-31 965,651 $55,921,000 -6,265
   BANK OF AMERICA CORP /DE/ 1258 - 2024-03-31 919,480 $53,247,000 180,343
   INVESCO LTD 1041 - 2024-03-31 824,918 $47,771,000 38,836
   SCHRODER INVESTMENT MANAGEMENT GROUP 305 - 2024-03-31 793,466 $45,950,000 352,663
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 237 - 2024-03-31 761,678 $44,109,000 1,200
   NORTHERN TRUST CORP 1209 - 2024-03-31 625,347 $36,214,000 -8,637
   BANK OF MONTREAL /CAN/ 516 - 2024-03-31 583,928 $33,990,000 -15,391
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1340 - 2024-03-31 533,361 $30,887,000 24,782
   ROYAL BANK OF CANADA 935 - 2024-03-31 517,805 $29,985,000 -21,047
   Global Alpha Capital Management Ltd. 20 - 2024-03-31 477,215 $27,636,000 0
   NUVEEN ASSET MANAGEMENT, LLC 1009 - 2024-03-31 444,078 $25,717,000 193,596
   NORGES BANK 1202 - 2023-12-31 511,296 $25,319,000 109,722
   CRAMER ROSENTHAL MCGLYNN LLC 33 - 2024-03-31 426,116 $24,676,000 -36,266
   BANK OF NEW YORK MELLON CORP 1511 - 2024-03-31 387,780 $22,456,000 -22,917
   SUMMIT CREEK ADVISORS LLC 20 - 2024-03-31 323,547 $18,737,000 2,042
   Man Group plc 414 - 2024-03-31 323,336 $18,724,000 -143,975
   FRANKLIN RESOURCES INC 843 - 2024-03-31 314,224 $18,197,000 -11,852
   One Fin Capital Management LP 6 - 2024-03-31 289,500 $16,765,000 0
   PRINCIPAL FINANCIAL GROUP INC 1091 - 2024-03-31 259,258 $15,014,000 -20,975
   AMERIPRISE FINANCIAL INC 1531 - 2024-03-31 228,812 $13,251,000 -1,726
   BESSEMER GROUP INC 290 - 2024-03-31 212,260 $12,291,000 8,658
   DEUTSCHE BANK AG 960 - 2024-03-31 203,473 $11,783,000 -239,666
   GOLDMAN SACHS GROUP INC/ 1945 - 2024-03-31 199,297 $11,541,000 100
   ENVESTNET ASSET MANAGEMENT INC 1444 - 2024-03-31 197,689 $11,448,000 38,413
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 253 - 2024-03-31 175,200 $10,146,000 -59,300
   Sunriver Management LLC 19 *New 2024-03-31 166,622 $9,649,000 166,622
   CITADEL ADVISORS LLC 1269 - 2024-03-31 161,505 $9,353,000 -179,993
   PRICE T ROWE ASSOCIATES INC /MD/ 1121 - 2024-03-31 154,843 $8,968,000 48,057
   RHUMBLINE ADVISERS 1130 - 2024-03-31 147,761 $8,557,000 -1,918
   LEGAL & GENERAL GROUP PLC 1270 - 2024-03-31 131,764 $7,630,000 -369
   TUDOR INVESTMENT CORP ET AL 300 - 2024-03-31 127,783 $7,400,000 462
   FRONTIER CAPITAL MANAGEMENT CO LLC 231 - 2024-03-31 123,823 $7,171,000 -1,430
   Engaged Capital LLC 11 *New 2024-03-31 119,434 $6,916,000 119,434
   Phase 2 Partners LLC 13 - 2024-03-31 111,497 $6,457,000 -206,989
   PUBLIC SECTOR PENSION INVESTMENT BOARD 312 - 2024-03-31 101,953 $5,904,000 -1,260
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 850 - 2024-03-31 105,538 $5,796,000 -24,961
   SCOUT INVESTMENT ADVISORS INC 175 - 2024-03-31 94,847 $5,434,000 -6,038
   13D Management LLC 20 - 2024-03-31 89,773 $5,199,000 102
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1097 - 2024-03-31 82,223 $4,762,000 -18,343
   Swiss National Bank 1340 - 2024-03-31 80,700 $4,673,000 0
   HANLON INVESTMENT MANAGEMENT, INC. 15 - 2024-03-31 74,000 $4,285,000 0
   MILLENNIUM MANAGEMENT LLC 1980 - 2024-03-31 73,723 $4,269,000 -227,337
   WELLS FARGO & CO/MN 2070 - 2024-03-31 73,464 $4,254,000 10,326
   CNH PARTNERS LLC 93 *New 2024-03-31 73,439 $4,253,000 73,439
   ALLIANCEBERNSTEIN L.P. 1564 - 2024-03-31 66,297 $3,839,000 -3,385
   Intrinsic Edge Capital Management LLC 85 *New 2024-03-31 63,000 $3,648,000 63,000
   CREDIT SUISSE/ 1478 - 2024-03-31 61,518 $3,563,000 1,389
   CenterBook Partners LP 157 *New 2024-03-31 61,066 $3,536,000 61,066
   STATE OF WISCONSIN INVESTMENT BOARD 1083 - 2024-03-31 59,458 $3,443,000 -8,162
   PRUDENTIAL FINANCIAL INC 1170 - 2024-03-31 56,144 $3,251,000 -1,190
   Holocene Advisors LP 493 - 2024-03-31 55,299 $3,202,000 2,184
   SEI INVESTMENTS CO 1427 - 2024-03-31 52,914 $3,064,000 3,198
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1432 - 2024-03-31 51,026 $2,955,000 0
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 842 - 2024-03-31 50,657 $2,934,000 -6,068
   BNP PARIBAS ARBITRAGE SA 1264 - 2024-03-31 47,285 $2,738,000 -20,846
   CAMBIAR INVESTORS LLC 98 - 2024-03-31 47,157 $2,731,000 -10,495
   UBS Group AG 2712 - 2024-03-31 46,314 $2,682,000 3,460
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1107 - 2024-03-31 46,018 $2,664,000 6,997
   Lombard Odier Asset Management (Europe) Ltd 95 - 2024-03-31 45,000 $2,606,000 5,000
   BARCLAYS PLC 1742 - 2024-03-31 44,168 $2,558,000 -43,461
   TEXAS PERMANENT SCHOOL FUND 943 - 2024-03-31 43,529 $2,521,000 688
   THRIVENT FINANCIAL FOR LUTHERANS 1182 - 2024-03-31 43,148 $2,499,000 -1,172
   BALYASNY ASSET MANAGEMENT LLC 995 - 2024-03-31 43,143 $2,498,000 -38,071
   Russell Investments Group Ltd. 1515 - 2024-03-31 42,306 $2,450,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1293 - 2024-03-31 41,918 $2,427,000 -2,752
   TD ASSET MANAGEMENT INC 976 - 2024-03-31 39,034 $2,260,000 3,200
   CITIGROUP INC 1741 - 2024-03-31 36,241 $2,099,000 1,979
   D E SHAW & CO INC 1636 - 2024-03-31 34,546 $2,001,000 -11,239
   NEW YORK STATE COMMON RETIREMENT FUND 1439 - 2024-03-31 32,558 $1,885,000 3,636
   COMERICA BANK 1225 - 2024-03-31 31,056 $1,798,000 -1,732
   LPL FINANCIAL CORP 2581 - 2024-03-31 31,051 $1,798,000 2,332
   STIFEL FINANCIAL CORP 1791 - 2024-03-31 30,939 $1,792,000 2,985
   ALASKA RETIREMENT MANAGEMENT BOARD 746 - 2024-03-31 30,299 $1,754,000 -300
   MANUFACTURERES LIFE INSURANCE CO 1580 - 2024-03-31 28,592 $1,656,000 2,857
   Illinois Municipal Retirement Fund 644 - 2024-03-31 28,271 $1,637,000 619
   OPPENHEIMER ASSET MANAGEMENT INC 563 - 2024-03-31 28,201 $1,633,000 543
   KORNITZER CAPITAL MANAGEMENT INC /KS 355 - 2024-03-31 27,005 $1,564,000 0
   AMERICAN INTERNATIONAL GROUP INC 1087 - 2024-03-31 27,015 $1,564,000 -240
   ZBN.A. 153 - 2024-03-31 26,645 $1,543,000 2,263
   SANDLER ONEILL ASSET MANAGEMENT LLC 64 - 2024-03-31 26,400 $1,529,000 16,400
   MetLife Investment Advisors LLC 1080 - 2024-03-31 25,660 $1,486,000 -765
  100 Records found
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