SEC 13F Intelligence

ENVUSDENVESTNET INC

CUSIP 29404K106 · Yahoo Finance ↗ · Google Finance ↗

Envestnet Inc (ENVUSD) has 216 institutional holders in Filings Flow’s 13F database, together reporting 33.04M shares worth $1.7B as of Q4 2022. The largest reported holders are Hbk Investments L P, Norges Bank, and Legal & General Group PLC.

Institutional Holders
216
Q4 2022
Reported Value
$1.7B
Ticker
ENVUSD
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 176Q4 ’18Q1 ’19: 195Q1 ’19Q2 ’19: 201Q2 ’19Q3 ’19: 189Q3 ’19Q2 ’21: 218Q2 ’21Q4 ’21: 228Q4 ’21Q4 ’22: 216Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $36.7BQ4 ’18Q1 ’19: $52.8BQ1 ’19Q2 ’19: $47.4BQ2 ’19Q3 ’19: $19.5BQ3 ’19Q2 ’21: $12.7BQ2 ’21Q4 ’21: $9.3BQ4 ’21Q4 ’22: $1.7BQ4 ’22filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
HBK INVESTMENTS L P$9.9B AUM5.38%$124M1.98MQ3 2025
Strategic Investment Solutions, Inc. /IL$437M AUM0.02%$58,5821.2KQ4 2024OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M132.1KQ1 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$42,515679Q4 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.