| 4 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $23.4M | +14.4% | 4.423% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.4M | $22.5M | -2.4% | 4.250% | 0.00% |
| 6 | KORNITZER CAPITAL MANAGEMENT INC /KS | 4.2M | $21.4M | +24.9% | 4.048% | 0.45% |
| 7 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | 3.3M | $16.8M | +135.7% | 3.165% | 5.51% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.0M | $15.3M | +18.0% | 2.884% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $13.1M | +6.6% | 2.467% | 0.00% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.3M | $11.6M | +16.4% | 2.199% | 0.03% |
| 11 | Universal- Beteiligungs- und Servicegesellschaft mbH | 1.6M | $8.4M | +17.9% | 1.583% | 0.01% |
| 12 | UBS Group AG | 1.3M | $6.6M | +48.3% | 1.247% | 0.00% |
| 13 | FMR LLC | 1.3M | $6.5M | +7.1% | 1.220% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $6.2M | +18.8% | 1.178% | 0.00% |
| 15 | Bank of New York Mellon Corp | 1.2M | $6.2M | +3.0% | 1.164% | 0.00% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 1.2M | $6.0M | -9.2% | 1.133% | 0.01% |
| 17 | JPMORGAN CHASE & CO | 1.2M | $5.9M | +749.7% | 1.142% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.0M | $5.2M | +3.8% | 0.978% | 0.09% |
| 19 | NORTHERN TRUST CORP | 977K | $5.0M | +16.6% | 0.937% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 779K | $4.0M | -25.7% | 0.747% | 0.00% |
| 21 | GAMCO INVESTORS, INC. ET AL | 773K | $3.9M | +13.2% | 0.742% | 0.04% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 697K | $3.5M | +1.3% | 0.669% | 0.00% |
| 23 | Creative Planning | 671K | $3.4M | +8.3% | 0.644% | 0.00% |
| 24 | Empowered Funds, LLC | 620K | $3.1M | +6.4% | 0.595% | 0.02% |
| 25 | GOLDMAN SACHS GROUP INC | 599K | $3.0M | -22.6% | 0.575% | 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 EGY — a direct measure of their conviction.
Institutions that fully closed their EGY position in Q2 2026
| 59.68% |
| +0.52 pp |
| $230M |
| 13% |
| Q4 2024 | 198 | 6.2% | 59.16% | +1.34 pp | $264M | 21% |
| Q3 2024 | 211 | — | 57.82% | — | $336M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
24 institutions opened new positions in EGY during Q2 2026, while 39 fully exited. 23 added to existing positions and 127 trimmed.
EGY institutional ownership rose by 6.33 percentage points quarter-over-quarter, with a net change of -15 holders.
The top 10 institutions account for 62.9% of all reported 13F value in EGY, and the top 25 account for 84.7%.
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.