| 0.01% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 3.3M | $331.4M | -14.8% | 3.305% | 0.06% |
| 5 | STATE STREET CORP | 3.2M | $322.0M | +1.3% | 3.211% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 2.6M | $265.2M | +400.1% | 2.645% | 0.02% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.5M | $248.7M | +10.3% | 2.481% | 0.68% |
| 8 | ALLIANCEBERNSTEIN L.P. | 2.5M | $239.1M | -5.7% | 2.492% | 0.08% |
| 9 | TWO SIGMA INVESTMENTS, LP | 2.3M | $229.2M | +2.1% | 2.286% | 0.17% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $191.2M | -0.4% | 1.906% | 0.01% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $176.2M | +4.1% | 1.757% | 0.03% |
| 12 | GOLDMAN SACHS GROUP INC | 1.6M | $156.8M | -14.1% | 1.563% | 0.01% |
| 13 | Invesco Ltd. | 1.2M | $117.4M | -65.7% | 1.171% | 0.01% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | $116.9M | -2.2% | 1.166% | 0.05% |
| 15 | NORGES BANK | 1.2M | $116.7M | — | 1.164% | 0.01% |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2M | $116.4M | +43.3% | 1.160% | 0.35% |
| 17 | MORGAN STANLEY | 1.1M | $115.9M | +27.9% | 1.156% | 0.01% |
| 18 | JPMORGAN CHASE & CO | 1.1M | $114.8M | -8.0% | 1.143% | 0.01% |
| 19 | RAYMOND JAMES FINANCIAL INC | 1.1M | $107.6M | -0.3% | 1.073% | 0.03% |
| 20 | AMERICAN CENTURY COMPANIES INC | 1.1M | $106.2M | +39.7% | 1.059% | 0.05% |
| 21 | Eversept Partners, LP | 1.0M | $103.8M | +429.1% | 1.035% | 5.38% |
| 22 | BROWN ADVISORY INC | 1.0M | $102.4M | +46.1% | 1.021% | 0.16% |
| 23 | Holocene Advisors, LP | 978K | $98.8M | +550.4% | 0.985% | 0.22% |
| 24 | NORTHERN TRUST CORP | 971K | $98.1M | +1.3% | 0.979% | 0.01% |
| 25 | Sumitomo Mitsui Trust Group, Inc. | 930K | $94.0M | +0.1% | 0.938% | 0.05% |
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 EHC — a direct measure of their conviction.
| 94.79% |
| 0.80 pp |
| $8.90B |
| +8.3% |
| Q4 2024 | 534 | +13% | 95.59% | 52.38 pp | $8.22B | 42% |
| Q3 2024 | 474 | — | 147.97% | — | $14.19B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
57 institutions opened new positions in EHC during Q2 2026, while 39 fully exited. 375 added to existing positions and 146 trimmed.
EHC institutional ownership fell by 1.19 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 43.8% of all reported 13F value in EHC, and the top 25 account for 63.7%.
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.
Encompass Health Corporation (EHC) Institutional Ownership