| 4.106% |
| 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 278K | $6.6M | +24.9% | 3.486% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 188K | $4.5M | +8.8% | 2.357% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 155K | $3.7M | +83.3% | 1.950% | 0.00% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 131K | $3.1M | +90.3% | 1.649% | 0.00% |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113K | $2.7M | +11.5% | 1.414% | 0.01% |
| 9 | STATE STREET CORP | 109K | $2.6M | +18.6% | 1.363% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 103K | $2.5M | +14.2% | 1.288% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 92K | $2.2M | +17.0% | 1.157% | 0.04% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 73K | $1.8M | +108.7% | 0.920% | 0.00% |
| 13 | RITHOLTZ WEALTH MANAGEMENT | 70K | $1.7M | +8.8% | 0.874% | 0.01% |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 70K | $1.7M | +5.1% | 0.874% | 0.00% |
| 15 | NORTHERN TRUST CORP | 59K | $1.4M | -4.9% | 0.743% | 0.00% |
| 16 | Trexquant Investment LP | 53K | $1.3M | +67.6% | 0.663% | 0.01% |
| 17 | Ashton Thomas Private Wealth, LLC | 51K | $1.2M | -5.6% | 0.639% | 0.03% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 51K | $1.2M | +18.7% | 0.638% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 50K | $1.2M | +5.9% | 0.626% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 49K | $1.2M | +49.9% | 0.617% | 0.00% |
| 21 | MORGAN STANLEY | 46K | $1.1M | +0.0% | 0.580% | 0.00% |
| 22 | HSBC HOLDINGS PLC | 47K | $1.1M | 0.0% | 0.586% | 0.00% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46K | $1.1M | -14.6% | 0.572% | 0.00% |
| 24 | Informed Momentum Co LLC | 41K | $991K | -20.4% | 0.520% | 0.09% |
| 25 | Empowered Funds, LLC | 40K | $961K | +8.0% | 0.504% | 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 EBMT — a direct measure of their conviction.
Institutions that fully closed their EBMT position in Q2 2026
| 41.49% |
| +2.80 pp |
| $53M |
| +17% |
| Q4 2024 | 52 | +18% | 38.69% | 0.47 pp | $45M | 6.2% |
| Q3 2024 | 44 | — | 39.16% | — | $48M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
17 institutions opened new positions in EBMT during Q2 2026, while 7 fully exited. 71 added to existing positions and 10 trimmed.
EBMT institutional ownership rose by 0.99 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 60.8% of all reported 13F value in EBMT, and the top 25 account for 81.6%.
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.
Eagle Bancorp Montana, Inc. (EBMT) Institutional Ownership