Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EDUC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | NEEDHAM INVESTMENT MANAGEMENT LLC | 800K | $1.0M | 0.0% | 9.399% | 0.05% |
| 2 | AMERIPRISE FINANCIAL INC | 520K | $656K | 0.0% | 6.113% | 0.00% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 197K | $248K | +1.1% | 2.313% | 0.00% |
| 4 | CITADEL ADVISORS LLC | 47K | $59K | +153.9% | 0.551% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 45K | $56K | β | 0.523% | 0.00% |
| 6 | STATE STREET CORP | 32K | $40K | 0.0% | 0.374% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 31K | $39K | -49.5% | 0.361% | 0.00% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 22K | $28K | 0.0% | 0.261% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 20K | $26K | β | 0.238% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 20K | $25K | β | 0.234% | 0.00% |
| 11 | XTX Topco Ltd | 18K | $22K | β | 0.208% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 17K | $21K | 0.0% | 0.200% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 13K | $16K | +5.0% | 0.149% | 0.00% |
| 14 | NORTHERN TRUST CORP | 11K | $14K | -4.4% | 0.128% | 0.00% |
| 15 | MORGAN STANLEY | 6K | $8K | -2.4% | 0.072% | 0.00% |
| 16 | Tower Research Capital LLC (TRC) | 4K | $5K | +40.9% | 0.047% | 0.00% |
| 17 | MAI Capital Management | 908 | $1K | 0.0% | 0.011% | 0.00% |
| 18 | American State Bank (Iowa) | 400 | $464 | β | 0.005% | 0.00% |
| 19 | UBS Group AG | 100 | $126 | -46.0% | 0.001% | 0.00% |
| 20 | SBI Securities Co., Ltd. | 3 | $4 | 0.0% | 0.000% | 0.00% |
| 21 | HANTZ FINANCIAL SERVICES, INC. | 800 | $1 | 0.0% | 0.009% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 0 | $0 | β | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EDUC β a direct measure of their conviction.
Filings activity in EDUC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EDUC position in Q1 2026
Institutions that fully closed their EDUC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 22 | +10% | 19.78% | 0.69 pp | $2M | 3.4% |
| Q4 2025 | 20 | +18% | 20.47% | +0.43 pp | $2M | +2.1% |
| Q3 2025 | 17 | 15% | 20.04% | 2.56 pp | $2M | 11% |
| Q2 2025 | 20 | 9.1% | 22.60% | 1.01 pp | $3M | 4.3% |
| Q1 2025 | 22 | +0.0% | 23.61% | 4.47 pp | $3M | 16% |
| Q4 2024 | 22 | +10% | 28.08% | 11.39 pp | $3M | 29% |
| Q3 2024 | 20 | 9.1% | 39.47% | +8.16 pp | $5M | +26% |
| Q2 2024 | 22 | β | 31.31% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EDUC stock.
Based on Q1 2026 13F filings, institutional ownership of Educational Development Corporation stands at 19.8%, held across 22 reporting institutions.
NEEDHAM INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of EDUC, with approximately 800,000 shares worth $0.00B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of EDUC, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for EDUC is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in EDUC during Q1 2026, while 3 fully exited. 3 added to existing positions and 11 trimmed.
EDUC institutional ownership fell by 0.69 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 96.1% of all reported 13F value in EDUC, and the top 25 account for 100.0%.
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.
Educational Development Corporation (EDUC) Institutional Ownership