Ranked by reported Q1 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 | $262.5M | 0.0% | 24.488% | 29.73% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 2.6M | $88.0M | -27.0% | 8.213% | 0.02% |
| 3 | BlackRock, Inc. | 1.9M | $63.2M | -0.8% | 5.899% | 0.00% |
| 4 | Copeland Capital Management, LLC | 1.6M | $53.0M | +45.0% | 4.941% | 1.18% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $43.1M | — | 4.022% | 0.00% |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | 1.2M | $39.5M | +1.5% | 3.689% | 0.41% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $35.3M | — | 3.295% | 0.00% |
| 8 | Ranger Investment Management, L.P. | 897K | $30.0M | -26.5% | 2.797% | 2.17% |
| 9 | FMR LLC | 839K | $28.0M | +0.6% | 2.616% | 0.00% |
| 10 | Neuberger Berman Group LLC | 749K | $25.0M | +6.6% | 2.336% | 0.02% |
| 11 | TimesSquare Capital Management, LLC | 672K | $22.5M | -29.3% | 2.095% | 0.38% |
| 12 | KAYNE ANDERSON CAPITAL ADVISORS LP | 647K | $21.6M | -29.0% | 2.016% | 0.41% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 584K | $19.5M | -7.9% | 1.821% | 0.00% |
| 14 | STATE STREET CORP | 552K | $18.5M | +5.8% | 1.721% | 0.00% |
| 15 | HITE Hedge Asset Management LLC | 528K | $17.6M | +175.1% | 1.646% | 1.00% |
| 16 | Qube Research & Technologies Ltd | 505K | $16.9M | +33.7% | 1.575% | 0.02% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 497K | $16.6M | -2.2% | 1.549% | 0.00% |
| 18 | MORGAN STANLEY | 401K | $13.4M | +12.2% | 1.250% | 0.00% |
| 19 | D. E. Shaw & Co., Inc. | 343K | $11.5M | +150.9% | 1.071% | 0.01% |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 343K | $11.5M | +3006.5% | 1.071% | 0.02% |
| 21 | Russell Investments Group, Ltd. | 325K | $10.9M | -12.6% | 1.015% | 0.01% |
| 22 | CUSHING ASSET MANAGEMENT, LP | 325K | $10.9M | — | 1.013% | 0.54% |
| 23 | EMERALD ADVISERS, LLC | 316K | $10.5M | -0.7% | 0.984% | 0.33% |
| 24 | NORTHERN TRUST CORP | 306K | $10.2M | -3.5% | 0.953% | 0.00% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 286K | $9.5M | +132.9% | 0.890% | 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 EE — a direct measure of their conviction.
Filings activity in EE 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 | 214 | +14% | 98.86% | +14.11 pp | $1.09B | +17% |
| Q4 2025 | 187 | +6.3% | 84.75% | +10.62 pp | $931M | +14% |
| Q3 2025 | 176 | 11% | 74.13% | 13.06 pp | $814M | 15% |
| Q2 2025 | 197 | +12% | 87.19% | +25.89 pp | $958M | +42% |
| Q1 2025 | 176 | +8.6% | 61.30% | 3.11 pp | $673M | 4.8% |
| Q4 2024 | 162 | +32% | 64.41% | +18.33 pp | $708M | +40% |
| Q3 2024 | 123 | 3.1% | 46.08% | +7.43 pp | $506M | +19% |
| Q2 2024 | 127 | — | 38.65% | — | $425M | — |
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 Q1 2026 13F filings, institutional ownership of Excelerate Energy, Inc. stands at 98.9%, held across 214 reporting institutions.
GEORGE KAISER FAMILY FOUNDATION is the largest reported institutional holder of EE, with approximately 7,854,167 shares worth $0.26B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of EE, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for EE is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in EE during Q1 2026, while 34 fully exited. 114 added to existing positions and 36 trimmed.
EE institutional ownership rose by 14.11 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 61.5% of all reported 13F value in EE, and the top 25 account for 81.9%.
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.
Excelerate Energy, Inc. (EE) Institutional Ownership