| 0.06% |
| 4 | Rubric Capital Management LP | 3.5M | $95.2M | -11.4% | 7.692% | 0.87% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $82.1M | +4.3% | 6.629% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $54.9M | +0.3% | 4.434% | 0.00% |
| 7 | STATE STREET CORP | 1.9M | $50.0M | +4.9% | 4.021% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $49.9M | -23.9% | 4.029% | 0.01% |
| 9 | TWO SIGMA INVESTMENTS, LP | 1.5M | $39.7M | +21.4% | 3.204% | 0.03% |
| 10 | Woodline Partners LP | 1.2M | $32.5M | +72.9% | 2.624% | 0.10% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $32.5M | +7.3% | 2.622% | 0.00% |
| 12 | AMERIPRISE FINANCIAL INC | 1.1M | $30.7M | +66.6% | 2.484% | 0.01% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 974K | $26.2M | -10.3% | 2.115% | 0.00% |
| 14 | UBS Group AG | 864K | $23.2M | +44.7% | 1.876% | 0.00% |
| 15 | GAMCO INVESTORS, INC. ET AL | 863K | $23.2M | +3.4% | 1.873% | 0.21% |
| 16 | MORGAN STANLEY | 815K | $21.9M | +57.9% | 1.768% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 611K | $16.4M | -25.4% | 1.326% | 0.00% |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 541K | $14.5M | -21.2% | 1.175% | 0.04% |
| 19 | NORTHERN TRUST CORP | 530K | $14.2M | +6.4% | 1.151% | 0.00% |
| 20 | Invesco Ltd. | 521K | $14.0M | -8.0% | 1.132% | 0.00% |
| 21 | JPMORGAN CHASE & CO | 447K | $12.4M | +224.5% | 0.969% | 0.00% |
| 22 | Lighthouse Investment Partners, LLC | 432K | $11.6M | +2211.7% | 0.937% | 0.32% |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 379K | $10.2M | +23.8% | 0.823% | 0.03% |
| 24 | NORGES BANK | 320K | $8.6M | — | 0.694% | 0.00% |
| 25 | NICOLA WEALTH MANAGEMENT LTD. | 308K | $8.3M | 0.0% | 0.669% | 0.95% |
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 EPC — a direct measure of their conviction.
| 103.09% |
| +3.44 pp |
| $1.46B |
| 6.0% |
| Q4 2024 | 250 | 2.0% | 99.65% | +3.65 pp | $1.56B | 4.0% |
| Q3 2024 | 255 | — | 96.00% | — | $1.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
EPC institutional ownership rose by 3.38 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 67.0% of all reported 13F value in EPC, and the top 25 account for 86.2%.
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.
Edgewell Personal Care Company (EPC) Institutional Ownership