Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in EE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GEORGE KAISER FAMILY FOUNDATION | 7.9M | $298.4M | 0.0% | 24.602% | 28.65% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 3.3M | $126.9M | +26.8% | 10.461% | 0.02% |
| 3 | BlackRock, Inc. | 2.0M | $76.5M | +6.5% | 6.311% | 0.00% |
| 4 | Copeland Capital Management, LLC | 2.0M | $75.0M | +24.6% | 6.182% | 1.54% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $46.8M | -4.6% | 3.855% | 0.00% |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | 1.2M | $44.3M | -1.4% | 3.653% | 0.45% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 994K | $37.8M | -5.9% | 3.115% | 0.00% |
| 8 | TimesSquare Capital Management, LLC | 950K | $36.1M | +41.4% | 2.977% | 0.53% |
| 9 | Ranger Investment Management, L.P. | 912K | $34.7M | +1.7% | 2.858% | 2.19% |
| 10 | KAYNE ANDERSON CAPITAL ADVISORS LP | 665K | $25.2M | +2.8% | 2.082% | 0.50% |
| 11 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 650K | $24.7M | +100.0% | 2.036% | 1.10% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 617K | $23.4M | +5.6% | 1.931% | 0.00% |
| 13 | STATE STREET CORP | 572K | $21.7M | +3.7% | 1.793% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 514K | $19.5M | +3.5% | 1.611% | 0.00% |
| 15 | EMERALD ADVISERS, LLC | 485K | $18.4M | +53.7% | 1.520% | 0.43% |
| 16 | FMR LLC | 480K | $18.2M | -42.8% | 1.505% | 0.00% |
| 17 | D. E. Shaw & Co., Inc. | 393K | $14.9M | +14.3% | 1.230% | 0.01% |
| 18 | Yaupon Capital Management LP | 390K | $14.8M | +98.2% | 1.223% | 0.29% |
| 19 | Neuberger Berman Group LLC | 374K | $14.2M | -50.0% | 1.173% | 0.00% |
| 20 | Russell Investments Group, Ltd. | 343K | $13.0M | +5.5% | 1.076% | 0.01% |
| 21 | NORTHERN TRUST CORP | 338K | $12.8M | +10.4% | 1.058% | 0.00% |
| 22 | MORGAN STANLEY | 337K | $12.8M | -15.8% | 1.057% | 0.00% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 336K | $12.8M | -2.1% | 1.053% | 0.02% |
| 24 | EMERALD MUTUAL FUND ADVISERS TRUST | 300K | $11.4M | +58.6% | 0.940% | 0.40% |
| 25 | GOLDMAN SACHS GROUP INC | 290K | $11.0M | +19.3% | 0.907% | 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 EE — a direct measure of their conviction.
Filings activity in EE during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new EE position in Q2 2026
Institutions that fully closed their EE position in Q2 2026
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 | 222 | +1.8% | 103.89% | +0.29 pp | $1.25B | +14% |
| Q1 2026 | 218 | +16% | 103.60% | 1.59 pp | $1.10B | +17% |
| Q4 2025 | 188 | +6.2% | 105.19% | +2.99 pp | $938M | +15% |
| Q3 2025 | 177 | 10% | 102.20% | 1.57 pp | $818M | 15% |
| Q2 2025 | 197 | +12% | 103.77% | +29.29 pp | $958M | +42% |
| Q1 2025 | 176 | +8.6% | 74.48% | 0.05 pp | $673M | 4.8% |
| Q4 2024 | 162 | +32% | 74.53% | +1.70 pp | $708M | +40% |
| Q3 2024 | 123 | — | 72.83% | — | $506M | — |
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 EE stock.
Based on Q2 2026 13F filings, institutional ownership of Excelerate Energy, Inc. stands at 103.9%, held across 222 reporting institutions.
GEORGE KAISER FAMILY FOUNDATION is the largest reported institutional holder of EE, with approximately 7,854,167 shares worth $0.30B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EE.
Our composite Smart Money Score for EE is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
33 institutions opened new positions in EE during Q2 2026, while 32 fully exited. 136 added to existing positions and 44 trimmed.
EE institutional ownership rose by 0.29 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 63.9% of all reported 13F value in EE, and the top 25 account for 83.3%.
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.
Excelerate Energy, Inc. (EE) Institutional Ownership