| 0.03% |
| 4 | NORGES BANK | 1.9M | $689.2M | — | 5.131% | 0.07% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 965K | $660.4M | +26.5% | 2.566% | 0.21% |
| 6 | STATE STREET CORP | 1.8M | $659.0M | -0.3% | 4.906% | 0.01% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.4M | $501.8M | +2.8% | 3.736% | 0.17% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $411.4M | -2.4% | 3.074% | 0.02% |
| 9 | Vulcan Value Partners, LLC | 1.0M | $370.4M | -23.9% | 2.758% | 11.28% |
| 10 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 982K | $350.7M | -4.5% | 2.611% | 1.06% |
| 11 | ALLIANCEBERNSTEIN L.P. | 1.0M | $341.0M | +43.1% | 2.775% | 0.11% |
| 12 | Invesco Ltd. | 871K | $311.3M | +7.3% | 2.318% | 0.02% |
| 13 | ALTRINSIC GLOBAL ADVISORS LLC | 761K | $271.7M | -2.2% | 2.023% | 9.98% |
| 14 | FIRST TRUST ADVISORS LP | 615K | $219.6M | +404.0% | 1.635% | 0.13% |
| 15 | Boston Partners | 577K | $206.1M | +13.4% | 1.534% | 0.18% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 488K | $174.3M | +17.5% | 1.297% | 0.03% |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 480K | $171.4M | -5.2% | 1.276% | 0.52% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 471K | $168.1M | -51.6% | 1.252% | 0.03% |
| 19 | MORGAN STANLEY | 467K | $167.0M | +13.9% | 1.243% | 0.01% |
| 20 | DONALD SMITH & CO., INC. | 429K | $153.2M | -6.8% | 1.141% | 2.71% |
| 21 | HSBC HOLDINGS PLC | 410K | $146.7M | -8.8% | 1.091% | 0.06% |
| 22 | NORTHERN TRUST CORP | 378K | $135.2M | -7.8% | 1.006% | 0.02% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 359K | $128.3M | +1.3% | 0.955% | 0.02% |
| 24 | FULLER & THALER ASSET MANAGEMENT, INC. | 342K | $122.2M | -2.9% | 0.910% | 0.33% |
| 25 | Polar Capital Holdings Plc | 330K | $117.7M | -18.3% | 0.876% | 0.28% |
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 EG — a direct measure of their conviction.
| 90.58% |
| +37.04 pp |
| $13.62B |
| 2.3% |
| Q4 2024 | 665 | +3.3% | 53.54% | 38.22 pp | $13.95B | 4.6% |
| Q3 2024 | 644 | — | 91.76% | — | $14.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
79 institutions opened new positions in EG during Q2 2026, while 58 fully exited. 457 added to existing positions and 133 trimmed.
EG institutional ownership rose by 5.90 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 46.9% of all reported 13F value in EG, and the top 25 account for 67.4%.
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.
Everest Group, Ltd. (EG) Institutional Ownership