| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23.2M | $1.73B | +0.5% | 6.034% | 0.08% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 18.7M | $1.39B | -10.3% | 4.858% | 0.49% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 14.0M | $1.09B | +4.0% | 3.639% | 0.06% |
| 7 | GOLDMAN SACHS GROUP INC | 6.8M | $503.4M | +3.3% | 1.757% | 0.04% |
| 8 | NORTHERN TRUST CORP | 6.1M | $452.8M | +1.3% | 1.581% | 0.05% |
| 9 | NORGES BANK | 5.6M | $418.5M | — | 1.461% | 0.04% |
| 10 | Invesco Ltd. | 5.6M | $417.9M | +23.9% | 1.459% | 0.03% |
| 11 | Allianz Asset Management GmbH | 5.5M | $411.6M | +19.7% | 1.437% | 0.17% |
| 12 | UBS Group AG | 4.7M | $346.7M | +54.7% | 1.210% | 0.04% |
| 13 | MORGAN STANLEY | 4.6M | $340.6M | -9.4% | 1.189% | 0.02% |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.5M | $335.4M | +1.9% | 1.159% | 0.11% |
| 15 | FMR LLC | 4.5M | $332.4M | -6.6% | 1.160% | 0.01% |
| 16 | FRANKLIN RESOURCES INC | 4.4M | $330.4M | -4.1% | 1.153% | 0.07% |
| 17 | Legal & General Group Plc | 4.4M | $329.8M | -1.1% | 1.151% | 0.07% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 4.2M | $309.9M | -3.4% | 1.082% | 0.06% |
| 19 | Bank of New York Mellon Corp | 4.2M | $309.4M | +4.6% | 1.080% | 0.05% |
| 20 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 4K | $292.7M | — | 0.001% | 0.11% |
| 21 | ATLAS Infrastructure Partners (UK) Ltd. | 3.8M | $285.9M | +5.5% | 0.998% | 8.67% |
| 22 | AMERIPRISE FINANCIAL INC | 3.7M | $277.0M | +2.6% | 0.967% | 0.06% |
| 23 | Amundi | 3.6M | $265.8M | +27.0% | 0.928% | 0.06% |
| 24 | HSBC HOLDINGS PLC | 3.5M | $261.3M | +0.6% | 0.911% | 0.11% |
| 25 | TWO SIGMA INVESTMENTS, LP | 3.0M | $223.1M | +31.7% | 0.779% | 0.16% |
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 EIX — a direct measure of their conviction.
| 76.73% |
| 1.86 pp |
| $19.27B |
| 27% |
| Q4 2024 | 876 | +3.7% | 78.59% | +1.11 pp | $26.48B | 7.0% |
| Q3 2024 | 845 | — | 77.48% | — | $28.48B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EIX institutional ownership rose by 3.85 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 52.1% of all reported 13F value in EIX, and the top 25 account for 69.5%.
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.
Edison International (EIX) Institutional Ownership