Institutional manager
ENVESTNET ASSET MANAGEMENT INC
Holds positions in 488 of the S&P 500, worth $116.2bn as reported for the quarter ended 31-mar-2026.
Positions held488of 488 index companies covered
Reported value$116.2bnS&P 500 positions only
Top ten weight36%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 488 held. The rest are smaller than every one of these.
State Street CorporationSTT216.6m$15.4bnFinancialsMicrosoftMSFT11.6m$4.31bnInformation TechnologyNvidiaNVDA23.0m$4.02bnInformation TechnologyAlphabet Inc. (Class A)GOOGL13.6m$3.90bnCommunication ServicesApple Inc.AAPL13.3m$3.38bnInformation TechnologyAmazonAMZN13.1m$2.73bnConsumer DiscretionaryBroadcomAVGO7.4m$2.29bnInformation TechnologyJPMorgan ChaseJPM7.2m$2.12bnFinancialsMeta PlatformsMETA3.2m$1.82bnCommunication ServicesInvescoIVZ3.1m$1.74bnFinancialsGoldman SachsGS20.0m$1.50bnFinancialsVisa Inc.V4.2m$1.26bnFinancialsJohnson & JohnsonJNJ4.9m$1.21bnHealth CareLilly (Eli)LLY1.2m$1.08bnHealth CareChevron CorporationCVX5.2m$1.08bnEnergyAbbVieABBV4.9m$1.06bnHealth CarePhilip Morris InternationalPM5.9m$981mConsumer StaplesMastercardMA1.9m$966mFinancialsExxonMobilXOM5.3m$906mEnergyHome Depot (The)HD2.6m$850mConsumer DiscretionaryCiscoCSCO10.1m$780mInformation TechnologyTJX CompaniesTJX4.6m$742mConsumer DiscretionaryParker HannifinPH756,940$678mIndustrialsWalmartWMT5.4m$667mConsumer StaplesAmphenolAPH5.2m$661mInformation TechnologyRTX CorporationRTX3.4m$652mIndustrialsVerizonVZ12.9m$647mCommunication ServicesCostcoCOST617,064$615mConsumer StaplesLam ResearchLRCX2.9m$611mInformation TechnologyAmgenAMGN1.7m$597mHealth CareBerkshire HathawayBRK.B1.2m$596mFinancialsMedtronicMDT6.8m$590mHealth CareCME GroupCME2.0m$585mFinancialsAbbott LaboratoriesABT5.2m$532mHealth CareEaton CorporationETN1.5m$532mIndustrialsCharles Schwab CorporationSCHW5.6m$528mFinancialsBlackRockBLK545,164$524mFinancialsNetflixNFLX5.4m$521mCommunication ServicesNextEra EnergyNEE5.5m$514mUtilitiesMorgan StanleyMS3.1m$510mFinancialsProcter & GamblePG3.5m$509mConsumer StaplesAnalog DevicesADI1.6m$507mInformation TechnologyWells FargoWFC6.3m$506mFinancialsTesla, Inc.TSLA1.4m$504mConsumer DiscretionaryPrologisPLD3.7m$492mReal EstateAT&TT16.5m$478mCommunication ServicesFastenalFAST10.3m$478mIndustrialsL3HarrisLHX1.4m$473mIndustrialsUnion Pacific CorporationUNP1.9m$466mIndustrialsMerck & Co.MRK3.9m$463mHealth CareLinde plcLIN934,097$463mMaterialsCoca-Cola Company (The)KO6.0m$453mConsumer StaplesUnitedHealth GroupUNH1.6m$439mHealth CareBank of AmericaBAC9.0m$438mFinancialsOracle CorporationORCL2.9m$425mInformation TechnologyChubb LimitedCB1.3m$424mFinancialsUberUBER5.8m$420mIndustrialsWEC Energy GroupWEC3.6m$420mUtilitiesPNC Financial ServicesPNC2.0m$419mFinancialsProgressive CorporationPGR2.1m$414mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.