Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ADVISORY RESEARCH INC | 1.9M | $8.4M | +4.4% | 0.944% | 1.04% |
| 2 | MSD Partners, L.P. | 1.4M | $6.3M | 0.0% | 0.708% | 7.67% |
| 3 | BlackRock, Inc. | 1.1M | $5.2M | -1.8% | 0.578% | 0.00% |
| 4 | RAYMOND JAMES FINANCIAL INC | 588K | $2.7M | -1.5% | 0.297% | 0.00% |
| 5 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 584K | $2.6M | -0.5% | 0.295% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 347K | $1.6M | +3.5% | 0.175% | 0.00% |
| 7 | Bank of New York Mellon Corp | 318K | $1.4M | -0.8% | 0.161% | 0.00% |
| 8 | STATE STREET CORP | 244K | $1.1M | +1.1% | 0.123% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 168K | $758K | -5.2% | 0.085% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 158K | $715K | — | 0.080% | 0.00% |
| 11 | NORTHERN TRUST CORP | 153K | $688K | +1.6% | 0.077% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121K | $544K | +0.4% | 0.061% | 0.00% |
| 13 | CWM Advisors, LLC | 111K | $499K | +3.6% | 0.056% | 0.04% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 90K | $406K | — | 0.045% | 0.00% |
| 15 | AMERIPRISE FINANCIAL INC | 86K | $388K | 0.0% | 0.043% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 84K | $377K | — | 0.042% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 73K | $329K | +23.5% | 0.037% | 0.00% |
| 18 | Schonfeld Strategic Advisors LLC | 65K | $291K | — | 0.033% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 57K | $258K | +82.2% | 0.029% | 0.00% |
| 20 | MORGAN STANLEY | 52K | $234K | -20.2% | 0.026% | 0.00% |
| 21 | Vident Advisory, LLC | 40K | $181K | — | 0.020% | 0.00% |
| 22 | AMERICAN CENTURY COMPANIES INC | 39K | $177K | -1.4% | 0.020% | 0.00% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 38K | $171K | -2.9% | 0.019% | 0.00% |
| 24 | SEI INVESTMENTS CO | 37K | $168K | +100.0% | 0.019% | 0.00% |
| 25 | UBS Group AG | 34K | $151K | -3.6% | 0.017% | 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 EEX — a direct measure of their conviction.
Filings activity in EEX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EEX position in Q1 2026
Institutions that fully closed their EEX position in Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 69 | 2.8% | 3.74% | +0.02 pp | $37M | +0.6% |
| Q4 2025 | 71 | +1.4% | 3.72% | 0.88 pp | $37M | 19% |
| Q3 2025 | 70 | +0.0% | 4.60% | 0.04 pp | $46M | 0.8% |
| Q2 2025 | 70 | 5.4% | 4.64% | +0.43 pp | $46M | +10% |
| Q1 2025 | 74 | 2.6% | 4.21% | 1.46 pp | $42M | 26% |
| Q4 2024 | 76 | 2.6% | 5.67% | 0.32 pp | $56M | 5.4% |
| Q3 2024 | 78 | +18% | 5.99% | 2.85 pp | $60M | 32% |
| Q2 2024 | 66 | — | 8.84% | — | $88M | — |
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 EEX stock.
Based on Q1 2026 13F filings, institutional ownership of Emerald Holding, Inc. stands at 3.7%, held across 69 reporting institutions.
ADVISORY RESEARCH INC is the largest reported institutional holder of EEX, with approximately 1,867,195 shares worth $0.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of EEX, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for EEX is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in EEX during Q1 2026, while 13 fully exited. 37 added to existing positions and 18 trimmed.
EEX institutional ownership rose by 0.02 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 82.7% of all reported 13F value in EEX, and the top 25 account for 95.7%.
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.
Emerald Holding, Inc. (EEX) Institutional Ownership