Envestnet Asset Management Inc Portfolio Holdings

Envestnet Asset Management Inc

  • $324 Billion
  • Q3 2025

Envestnet Asset Management Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 4505 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.1B, Blackrock ETF Tr U S Equity Fa with a value of $6.57B, Ishares Core Total Usd Bond Ma with a value of $5.76B, Microsoft Corp with a value of $5.71B, and Ishares S&P 500 Growth ETF with a value of $5.5B.

Examining the 13F form we can see an decrease of $2.44B in the current position value, from $326B to 324B.

Below you can find more details about Envestnet Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $324 Billion
ETFs: $202 Billion
Technology: $31.9 Billion
Financial Services: $18.8 Billion
Industrials: $13.7 Billion
Healthcare: $12.7 Billion
Consumer Cyclical: $12.4 Billion
Communication Services: $9.37 Billion
Consumer Defensive: $6.22 Billion
Other: $13.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144B
$257 Million 0.08% of portfolio
561,982
Q3 2025 Added 4.67%
$64.7B
$270 Million 0.08% of portfolio
2,404,655
Q3 2025 Added 3.31%
$89.7B
$261 Million 0.08% of portfolio
1,296,472
Q3 2025 Added 2.06%
$121B
$255 Million 0.08% of portfolio
330,647
Q3 2025 Added 12.39%
$40.4B
$251 Million 0.08% of portfolio
1,979,330
Q3 2025 Added 1.55%
$141B
$256 Million 0.08% of portfolio
10,029,673
Q3 2025 Reduced 10.41%
$279B
$252 Million 0.08% of portfolio
944,835
Q3 2025 Reduced 2.51%
$17.5B
$269 Million 0.08% of portfolio
775,920
Q3 2025 Added 1.16%
$269B
$250 Million 0.08% of portfolio
1,045,252
Q3 2025 Reduced 2.41%
$6.15B
$263 Million 0.08% of portfolio
4,629,713
Q3 2025 Added 1.31%
$41.2B
$245 Million 0.08% of portfolio
821,286
Q3 2025 Added 60.52%
$55.6B
$272 Million 0.08% of portfolio
1,857,698
Q3 2025 Reduced 15.14%
$151B
$211 Million 0.07% of portfolio
598,693
Q3 2025 Reduced 21.24%
$255B
$218 Million 0.07% of portfolio
657,670
Q3 2025 Reduced 3.23%
$89.3B
$224 Million 0.07% of portfolio
2,056,364
Q3 2025 Reduced 10.11%
$20.1B
$231 Million 0.07% of portfolio
408,878
Q3 2025 Reduced 8.92%
$100B
$223 Million 0.07% of portfolio
825,614
Q3 2025 Added 41.18%
$75.4B
$215 Million 0.07% of portfolio
1,636,322
Q3 2025 Reduced 8.62%
$96.7B
$217 Million 0.07% of portfolio
4,296,273
Q3 2025 Added 3.7%
$265B
$221 Million 0.07% of portfolio
277,164
Q3 2025 Reduced 5.72%
$132B
$232 Million 0.07% of portfolio
1,104,239
Q3 2025 Added 30.72%
$193B
$232 Million 0.07% of portfolio
518,719
Q3 2025 Reduced 3.91%
$62.7B
$212 Million 0.07% of portfolio
2,568,936
Q3 2025 Reduced 14.88%
$76.2B
$225 Million 0.07% of portfolio
3,609,525
Q3 2025 Added 5.79%
$87.8B
$230 Million 0.07% of portfolio
483,745
Q3 2025 Reduced 0.07%
$42.8B
$236 Million 0.07% of portfolio
2,663,780
Q3 2025 Reduced 0.95%
$283B
$233 Million 0.07% of portfolio
1,819,260
Q3 2025 Added 4.74%
$109B
$218 Million 0.07% of portfolio
3,923,601
Q3 2025 Reduced 6.26%
$61.4B
$237 Million 0.07% of portfolio
1,162,652
Q3 2025 Added 8.03%
$55.7B
$214 Million 0.07% of portfolio
1,402,647
Q3 2025 Reduced 1.29%
$79.1B
$235 Million 0.07% of portfolio
1,312,844
Q3 2025 Added 7.41%
$136B
$219 Million 0.07% of portfolio
592,359
Q3 2025 Reduced 6.59%
$150B
$237 Million 0.07% of portfolio
4,001,060
Q3 2025 Added 3.46%
$85.9B
$221 Million 0.07% of portfolio
1,001,706
Q3 2025 Added 16.91%
$57.5B
$202 Million 0.06% of portfolio
739,632
Q3 2025 Reduced 9.02%
$104B
$210 Million 0.06% of portfolio
3,179,463
Q3 2025 Added 1.16%
$34.2B
$188 Million 0.06% of portfolio
2,071,692
Q3 2025 Added 2.34%
$54.5B
$201 Million 0.06% of portfolio
1,075,633
Q3 2025 Added 7.78%
$120B
$206 Million 0.06% of portfolio
6,552,310
Q3 2025 Added 0.91%
$79.5B
$207 Million 0.06% of portfolio
1,651,771
Q3 2025 Reduced 12.16%
$156B
$203 Million 0.06% of portfolio
1,828,396
Q3 2025 Reduced 1.06%
$26.3B
$207 Million 0.06% of portfolio
1,104,299
Q3 2025 Added 121.19%
$74.9B
$183 Million 0.06% of portfolio
703,021
Q3 2025 Reduced 0.21%
$84.9B
$186 Million 0.06% of portfolio
1,106,423
Q3 2025 Added 2.0%
$81.8B
$210 Million 0.06% of portfolio
1,911,006
Q3 2025 Reduced 21.77%
$37.6B
$203 Million 0.06% of portfolio
3,017,127
Q3 2025 Reduced 1.08%
$68.5B
$187 Million 0.06% of portfolio
1,375,730
Q3 2025 Reduced 17.03%
$98.6B
$194 Million 0.06% of portfolio
2,044,444
Q3 2025 Reduced 17.42%
$59.7B
$185 Million 0.06% of portfolio
375,175
Q3 2025 Added 28.03%

Summary

  • Portfolio
  • No. of Stocks 4,505
  • Current Value $324 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 288 stocks
  • Additional Purchases 2,205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,997 stocks
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