Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ES held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Belvedere Trading LLC | 2.8M | $18.68B | +23.5% | 0.747% | 27.84% |
| 2 | BlackRock, Inc. | 42.1M | $2.92B | -1.4% | 11.213% | 0.05% |
| 3 | STATE STREET CORP | 28.2M | $1.95B | +0.5% | 7.492% | 0.07% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 24.4M | $1.69B | — | 6.488% | 0.04% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.0M | $1.39B | — | 5.322% | 0.07% |
| 6 | FMR LLC | 12.8M | $886.6M | +9.3% | 3.405% | 0.05% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 11.3M | $780.3M | +17.3% | 3.007% | 0.05% |
| 8 | VICTORY CAPITAL MANAGEMENT INC | 7.3M | $507.0M | -23.3% | 1.947% | 0.32% |
| 9 | UBS ASSET MANAGEMENT AMERICAS INC | 6.5M | $452.6M | +6.5% | 1.738% | 0.09% |
| 10 | Magellan Asset Management Ltd | 6.2M | $428.3M | -11.5% | 1.645% | 5.56% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.9M | $407.9M | +0.7% | 1.563% | 0.06% |
| 12 | MORGAN STANLEY | 5.9M | $407.7M | +0.1% | 1.566% | 0.02% |
| 13 | Invesco Ltd. | 5.5M | $379.2M | +8.1% | 1.456% | 0.06% |
| 14 | Legal & General Group Plc | 4.9M | $338.7M | -3.7% | 1.301% | 0.08% |
| 15 | Nuveen, LLC | 4.6M | $319.7M | +3.8% | 1.228% | 0.09% |
| 16 | GOLDMAN SACHS GROUP INC | 4.0M | $275.1M | +15.0% | 1.056% | 0.03% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 3.9M | $269.2M | +105.4% | 1.050% | 0.12% |
| 18 | HSBC HOLDINGS PLC | 3.7M | $252.9M | — | 0.973% | 0.13% |
| 19 | NORTHERN TRUST CORP | 3.6M | $251.1M | +0.7% | 0.965% | 0.03% |
| 20 | Zimmer Partners, LP | 3.6M | $248.9M | -6.5% | 0.956% | 6.03% |
| 21 | Bank of New York Mellon Corp | 3.0M | $208.2M | +6.0% | 0.799% | 0.04% |
| 22 | ROYAL BANK OF CANADA | 2.8M | $191.1M | +2.1% | 0.734% | 0.03% |
| 23 | ProShare Advisors LLC | 2.4M | $167.4M | +6.3% | 0.643% | 0.25% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 2.4M | $164.6M | -26.7% | 0.632% | 0.03% |
| 25 | Amundi | 2.3M | $159.5M | -3.3% | 0.612% | 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.
Filings activity in ES during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,036 | +3.6% | 153.99% | +12.55 pp | $39.76B | +8.9% |
| Q4 2025 | 1,000 | +5.2% | 141.44% | +55.90 pp | $36.51B | +65% |
| Q3 2025 | 951 | +4.6% | 85.54% | +11.49 pp | $22.08B | +16% |
| Q2 2025 | 909 | +6.3% | 74.05% | +3.48 pp | $19.12B | +4.9% |
| Q1 2025 | 855 | +2.4% | 70.57% | +4.86 pp | $18.22B | +7.4% |
| Q4 2024 | 835 | +1.0% | 65.71% | 9.15 pp | $16.97B | 12% |
| Q3 2024 | 827 | +5.2% | 74.86% | +11.59 pp | $19.33B | +18% |
| Q2 2024 | 786 | — | 63.27% | — | $16.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ES stock.
Based on Q1 2026 13F filings, institutional ownership of Eversource Energy stands at 154.0%, held across 1,036 reporting institutions.
Belvedere Trading LLC is the largest reported institutional holder of ES, with approximately 2,808,017 shares worth $18.68B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ES.
Our composite Smart Money Score for ES is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
147 institutions opened new positions in ES during Q1 2026, while 111 fully exited. 679 added to existing positions and 205 trimmed.
ES institutional ownership rose by 12.55 percentage points quarter-over-quarter, with a net change of +36 holders.
The top 10 institutions account for 74.6% of all reported 13F value in ES, and the top 25 account for 84.8%.
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