Q2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+0.99 pp), though top 10 holders maintain a highly concentrated 60.8% of institutional value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in EBMT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 652K | $15.6M | +31.1% | 8.190% | 0.00% |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 396K | $9.5M | -0.7% | 4.967% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 327K | $7.8M | -6.5% | 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.
Filings activity in EBMT during Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | +9.9% | 52.85% | +0.99 pp | $96M | +16% |
| Q1 2026 | 91 | +14% | 51.86% | +2.36 pp | $83M | +9.6% |
| Q4 2025 | 80 | +2.6% | 49.50% | +2.99 pp | $76M | +24% |
| Q3 2025 | 78 | +0.0% | 46.51% | 1.69 pp | $61M | +1.9% |
| Q2 2025 | 78 | +44% | 48.20% | +6.71 pp | $60M | +14% |
| Q1 2025 | 54 | +3.8% | 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.
Quick answers to the most common questions about buying EBMT stock.
Based on Q2 2026 13F filings, institutional ownership of Eagle Bancorp Montana, Inc. stands at 52.8%, held across 100 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EBMT, with approximately 652,376 shares worth $0.02B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of EBMT, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for EBMT is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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.