Institutional manager

ENVESTNET ASSET MANAGEMENT INC

Holds positions in 513 of the S&P 500, worth $101.2bn as reported for the quarter ended 31-mar-2026.

Positions held513of 488 index companies covered

Reported value$101.2bnS&P 500 positions only

Top ten weight27%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 513 held. The rest are smaller than every one of these.

MicrosoftMSFT11.6m$4.31bnInformation Technology NvidiaNVDA23.0m$4.02bnInformation Technology Alphabet Inc. (Class A)GOOGL13.6m$3.90bnCommunication Services Apple Inc.AAPL13.3m$3.38bnInformation Technology AmazonAMZN13.1m$2.73bnConsumer Discretionary BroadcomAVGO7.4m$2.29bnInformation Technology JPMorgan ChaseJPM7.2m$2.12bnFinancials Meta PlatformsMETA3.2m$1.82bnCommunication Services Taiwan Semiconductor ManufacturingTSM3.8m$1.29bn Visa Inc.V4.2m$1.26bnFinancials Johnson & JohnsonJNJ4.9m$1.21bnHealth Care Lilly (Eli)LLY1.2m$1.08bnHealth Care Chevron CorporationCVX5.2m$1.08bnEnergy AbbVieABBV4.9m$1.06bnHealth Care Philip Morris InternationalPM5.9m$981mConsumer Staples MastercardMA1.9m$966mFinancials ExxonMobilXOM5.3m$906mEnergy Home Depot (The)HD2.6m$850mConsumer Discretionary CiscoCSCO10.1m$780mInformation Technology TJX CompaniesTJX4.6m$742mConsumer Discretionary Parker HannifinPH756,940$678mIndustrials WalmartWMT5.4m$667mConsumer Staples AmphenolAPH5.2m$661mInformation Technology RTX CorporationRTX3.4m$652mIndustrials VerizonVZ12.9m$647mCommunication Services CostcoCOST617,064$615mConsumer Staples Lam ResearchLRCX2.9m$611mInformation Technology AmgenAMGN1.7m$597mHealth Care Berkshire HathawayBRK.B1.2m$596mFinancials MedtronicMDT6.8m$590mHealth Care CME GroupCME2.0m$585mFinancials ASML HoldingASML413,700$546m Abbott LaboratoriesABT5.2m$532mHealth Care Eaton CorporationETN1.5m$532mIndustrials Charles Schwab CorporationSCHW5.6m$528mFinancials BlackRockBLK545,164$524mFinancials NetflixNFLX5.4m$521mCommunication Services NextEra EnergyNEE5.5m$513mUtilities Morgan StanleyMS3.1m$510mFinancials Procter & GamblePG3.5m$509mConsumer Staples Analog DevicesADI1.6m$507mInformation Technology Tesla, Inc.TSLA1.4m$504mConsumer Discretionary Wells FargoWFC6.3m$503mFinancials PrologisPLD3.7m$492mReal Estate AT&TT16.5m$478mCommunication Services FastenalFAST10.3m$478mIndustrials L3HarrisLHX1.4m$473mIndustrials Union Pacific CorporationUNP1.9m$466mIndustrials Merck & Co.MRK3.9m$463mHealth Care Linde plcLIN934,097$463mMaterials Coca-Cola Company (The)KO6.0m$453mConsumer Staples UnitedHealth GroupUNH1.6m$439mHealth Care Bank of AmericaBAC9.0m$438mFinancials Oracle CorporationORCL2.9m$424mInformation Technology Chubb LimitedCB1.3m$424mFinancials UberUBER5.8m$420mIndustrials WEC Energy GroupWEC3.6m$420mUtilities PNC Financial ServicesPNC2.0m$419mFinancials Progressive CorporationPGR2.1m$414mFinancials GE AerospaceGE1.5m$412mIndustrials

What this page is not

Positions in the companies this site covers, 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.