Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EAF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MARATHON ASSET MANAGEMENT LP | 1.2M | $8.2M | -8.9% | 0.464% | 72.17% |
| 2 | YACKTMAN ASSET MANAGEMENT LP | 1.1M | $7.2M | +6.9% | 0.409% | 0.10% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 912K | $6.2M | -18.8% | 0.349% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 865K | $5.9M | — | 0.331% | 0.00% |
| 5 | MARSHALL WACE, LLP | 729K | $4.9M | +47.2% | 0.279% | 0.01% |
| 6 | Benefit Street Partners LLC | 713K | $4.8M | 0.0% | 0.273% | 5.60% |
| 7 | FRANKLIN RESOURCES INC | 713K | $4.8M | — | 0.273% | 0.00% |
| 8 | AMERIPRISE FINANCIAL INC | 563K | $3.8M | +0.7% | 0.216% | 0.00% |
| 9 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 440K | $3.0M | -8.0% | 0.169% | 0.30% |
| 10 | MILLENNIUM MANAGEMENT LLC | 373K | $2.5M | -14.9% | 0.143% | 0.00% |
| 11 | BlackRock, Inc. | 331K | $2.2M | -2.8% | 0.127% | 0.00% |
| 12 | Orion Resource Partners LP | 246K | $1.7M | — | 0.094% | 0.76% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 200K | $1.4M | -24.3% | 0.077% | 0.00% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 171K | $1.2M | -11.7% | 0.065% | 0.00% |
| 15 | Walleye Capital LLC | 165K | $1.1M | +77.6% | 0.063% | 0.00% |
| 16 | Allianz Asset Management GmbH | 141K | $956K | +99.5% | 0.054% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 134K | $905K | -14.3% | 0.051% | 0.00% |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 121K | $823K | — | 0.046% | 0.00% |
| 19 | FOUNDATION RESOURCE MANAGEMENT INC | 107K | $726K | -6.9% | 0.041% | 0.08% |
| 20 | UBS Group AG | 100K | $679K | +20.8% | 0.038% | 0.00% |
| 21 | Jump Financial, LLC | 100K | $677K | +40.0% | 0.038% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 100K | $676K | — | 0.038% | 0.00% |
| 23 | Invenomic Capital Management LP | 99K | $673K | -6.0% | 0.038% | 0.03% |
| 24 | BANK OF AMERICA CORP /DE/ | 94K | $640K | +4.5% | 0.036% | 0.00% |
| 25 | STATE STREET CORP | 81K | $549K | 0.0% | 0.031% | 0.00% |
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 EAF — a direct measure of their conviction.
Filings activity in EAF during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 82 | 2.4% | 3.23% | 3.78 pp | $72M | 54% |
| Q4 2025 | 84 | 1.2% | 7.01% | +0.92 pp | $156M | +15% |
| Q3 2025 | 85 | 34% | 6.09% | +1.00 pp | $136M | +20% |
| Q2 2025 | 128 | 0.8% | 5.09% | 0.38 pp | $114M | 6.9% |
| Q1 2025 | 129 | 0.8% | 5.47% | 6.62 pp | $122M | 55% |
| Q4 2024 | 130 | +9.2% | 12.09% | +2.43 pp | $270M | +25% |
| Q3 2024 | 119 | 9.8% | 9.66% | +1.84 pp | $215M | +23% |
| Q2 2024 | 132 | — | 7.82% | — | $174M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EAF stock.
Based on Q1 2026 13F filings, institutional ownership of GrafTech International Ltd. stands at 3.2%, held across 82 reporting institutions.
MARATHON ASSET MANAGEMENT LP is the largest reported institutional holder of EAF, with approximately 1,211,615 shares worth $0.01B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of EAF, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for EAF is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in EAF during Q1 2026, while 25 fully exited. 4 added to existing positions and 53 trimmed.
EAF institutional ownership fell by 3.78 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 71.4% of all reported 13F value in EAF, and the top 25 account for 91.9%.
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.
GrafTech International Ltd. (EAF) Institutional Ownership