| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 6.5M |
| $300.2M |
| +4.1% |
| 5.952% |
| 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.0M | $228.5M | +0.4% | 4.530% | 0.00% |
| 6 | STATE STREET CORP | 4.0M | $184.6M | +1.3% | 3.659% | 0.00% |
| 7 | Capital Research Global Investors | 3.8M | $172.6M | -20.1% | 3.422% | 0.02% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 3.5M | $161.9M | -5.4% | 3.209% | 0.44% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3.5M | $159.8M | +58.8% | 3.168% | 0.03% |
| 10 | Capital World Investors | 3.0M | $140.3M | -0.0% | 2.781% | 0.02% |
| 11 | FEDERATED HERMES, INC. | 2.5M | $116.0M | -33.3% | 2.299% | 0.17% |
| 12 | Turtle Creek Asset Management Inc. | 2.3M | $105.0M | -10.4% | 2.081% | 4.10% |
| 13 | VOYA INVESTMENT MANAGEMENT LLC | 2.1M | $97.1M | +14867.1% | 1.925% | 0.08% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $91.8M | +1.0% | 1.819% | 0.00% |
| 15 | MILLENNIUM MANAGEMENT LLC | 1.8M | $81.8M | +14.2% | 1.623% | 0.03% |
| 16 | UBS Group AG | 1.7M | $77.9M | +41.4% | 1.545% | 0.01% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $71.8M | +78.7% | 1.424% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $71.7M | +0.8% | 1.422% | 0.01% |
| 19 | Russell Investments Group, Ltd. | 1.5M | $69.4M | -5.1% | 1.376% | 0.06% |
| 20 | CITADEL ADVISORS LLC | 1.4M | $63.7M | +153.6% | 1.263% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.4M | $62.6M | -4.1% | 1.241% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 1.3M | $58.6M | +31.7% | 1.162% | 0.01% |
| 23 | MORGAN STANLEY | 1.3M | $57.7M | -2.3% | 1.143% | 0.00% |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | 1.2M | $56.2M | +65.5% | 1.115% | 0.07% |
| 25 | FRANKLIN RESOURCES INC | 1.1M | $51.2M | +22.7% | 1.015% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CE — a direct measure of their conviction.
| 100.28% |
| +3.28 pp |
| $5.91B |
| 16% |
| Q4 2024 | 553 | 7.2% | 97.00% | 4.94 pp | $7.05B | 52% |
| Q3 2024 | 596 | — | 101.94% | — | $14.77B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
76 institutions opened new positions in CE during Q2 2026, while 94 fully exited. 64 added to existing positions and 306 trimmed.
CE institutional ownership rose by 14.19 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 55.0% of all reported 13F value in CE, and the top 25 account for 75.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.