| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.2M | $1.46B | +1.2% | 5.380% | 0.07% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 11.5M | $831.2M | +2.1% | 3.069% | 0.04% |
| 6 | AQR CAPITAL MANAGEMENT LLC | 10.7M | $772.2M | +170.9% | 2.841% | 0.27% |
| 7 | FMR LLC | 9.6M | $690.8M | -25.3% | 2.542% | 0.03% |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 8.6M | $618.2M | +16.9% | 2.275% | 0.35% |
| 9 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 6.6M | $478.5M | +1.4% | 1.760% | 0.09% |
| 10 | Invesco Ltd. | 6.1M | $437.7M | +10.7% | 1.611% | 0.03% |
| 11 | MORGAN STANLEY | 6.0M | $436.4M | +2.6% | 1.606% | 0.02% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.9M | $425.6M | +0.3% | 1.566% | 0.06% |
| 13 | Nuveen, LLC | 5.2M | $372.4M | +11.7% | 1.370% | 0.09% |
| 14 | Legal & General Group Plc | 5.0M | $359.2M | +1.7% | 1.322% | 0.07% |
| 15 | GOLDMAN SACHS GROUP INC | 4.6M | $330.4M | +15.1% | 1.216% | 0.03% |
| 16 | DEUTSCHE BANK AG\ | 4.3M | $311.5M | +184.1% | 1.146% | 0.09% |
| 17 | NORGES BANK | 4.3M | $307.7M | — | 1.132% | 0.03% |
| 18 | HSBC HOLDINGS PLC | 3.8M | $272.1M | +2.8% | 1.000% | 0.11% |
| 19 | NORTHERN TRUST CORP | 3.7M | $268.7M | +2.6% | 0.989% | 0.03% |
| 20 | Magellan Asset Management Ltd | 3.4M | $248.4M | -44.4% | 0.914% | 5.55% |
| 21 | Bank of New York Mellon Corp | 3.1M | $224.0M | +3.2% | 0.824% | 0.04% |
| 22 | ROYAL BANK OF CANADA | 2.7M | $195.4M | -2.0% | 0.719% | 0.03% |
| 23 | Zimmer Partners, LP | 2.7M | $194.5M | -25.1% | 0.716% | 4.48% |
| 24 | ProShare Advisors LLC | 2.5M | $182.4M | +4.4% | 0.671% | 0.26% |
| 25 | Amundi | 2.4M | $171.5M | +3.1% | 0.631% | 0.04% |
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 ES — a direct measure of their conviction.
| 79.99% |
| 0.42 pp |
| $18.22B |
| +7.4% |
| Q4 2024 | 835 | +1.0% | 80.41% | +2.37 pp | $16.97B | 12% |
| Q3 2024 | 827 | — | 78.04% | — | $19.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
132 institutions opened new positions in ES during Q2 2026, while 87 fully exited. 745 added to existing positions and 198 trimmed.
ES institutional ownership fell by 66.81 percentage points quarter-over-quarter, with a net change of +62 holders.
The top 10 institutions account for 53.0% of all reported 13F value in ES, and the top 25 account for 71.7%.
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.
Eversource Energy (ES) Institutional Ownership