EG Everest Group, Ltd.
Everest Group, Ltd. (EG) Institutional Ownership
What the institutions did with EG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 3.2M | 8.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | 6.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | 5.3% |
| NORGES BANK | 1.9M | 5.0% |
| STATE STREET CORP | 1.8M | 4.7% |
| AQR CAPITAL MANAGEMENT LLC | 1.4M | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | 3.0% |
| ALLIANCEBERNSTEIN L.P. | 1.0M | 2.7% |
| Vulcan Value Partners, LLC | 1.0M | 2.7% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 981.8K | 2.5% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 964.8K | 2.5% |
| Invesco Ltd. | 871.5K | 2.2% |
| ALTRINSIC GLOBAL ADVISORS LLC | 760.5K | 2.0% |
| FIRST TRUST ADVISORS LP | 614.7K | 1.6% |
| Boston Partners | 576.8K | 1.5% |
| DIMENSIONAL FUND ADVISORS LP | 487.8K | 1.3% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 479.9K | 1.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 470.6K | 1.2% |
| MORGAN STANLEY | 467.5K | 1.2% |
| DONALD SMITH & CO., INC. | 428.9K | 1.1% |
| HSBC HOLDINGS PLC | 410.2K | 1.1% |
| LSV ASSET MANAGEMENT | 386.3K | 1.0% |
| NORTHERN TRUST CORP | 378.5K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 359.3K | 0.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 342.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 971.9K | 470.6K | -501.2K |
| FIRST TRUST ADVISORS LP | Increased | 121.9K | 614.7K | +492.7K |
| Vulcan Value Partners, LLC | Reduced | 1.4M | 1.0M | -325.0K |
| ALLIANCEBERNSTEIN L.P. | Increased | 729.1K | 1.0M | +314.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | 315.7K | 1.8K | -313.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 22.9K | 279.4K | +256.6K |
| AustralianSuper Pty Ltd | Reduced | 251.2K | 9.8K | -241.3K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Increased | 762.4K | 964.8K | +202.4K |
| Woodline Partners LP | Increased | 8.0K | 159.5K | +151.5K |
| CITADEL ADVISORS LLC | Reduced | 271.1K | 120.5K | -150.6K |
| SG Americas Securities, LLC | Increased | 55.7K | 194.6K | +138.9K |
| Balyasny Asset Management L.P. | Reduced | 289.9K | 162.2K | -127.7K |
| JANE STREET GROUP, LLC | Reduced | 108.1K | 1.5K | -106.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 2.2M | 2.1M | -99.2K |
| Robeco Institutional Asset Management B.V. | Increased | 39.8K | 134.2K | +94.4K |
| AMERICAN CENTURY COMPANIES INC | Increased | 28.4K | 116.4K | +87.9K |
| MACKENZIE FINANCIAL CORP | Increased | 37.1K | 119.5K | +82.3K |
| Jain Global LLC | New | 0 | 82.2K | +82.2K |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | New | 0 | 77.0K | +77.0K |
| BlackRock, Inc. | Reduced | 3.3M | 3.2M | -76.8K |
| SEI INVESTMENTS CO | Increased | 127.6K | 202.0K | +74.4K |
| Polar Capital Holdings Plc | Reduced | 403.5K | 329.5K | -74.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 414.9K | 487.8K | +72.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 233.3K | 302.6K | +69.3K |
| Boston Partners | Increased | 508.6K | 576.8K | +68.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | 185.7K | 124.2K | -61.5K |
| Vest Financial, LLC | Increased | 5.7K | 65.1K | +59.5K |
| Invesco Ltd. | Increased | 812.3K | 871.5K | +59.2K |
| PANAGORA ASSET MANAGEMENT INC | Increased | 5.7K | 64.8K | +59.1K |
| ALGEBRIS (UK) LTD | Sold Out | 57.8K | 0 | -57.8K |
| MORGAN STANLEY | Increased | 410.4K | 467.5K | +57.1K |
| Talaria Asset Management Pty Ltd | Increased | 224.7K | 281.8K | +57.1K |
| Lighthouse Investment Partners, LLC | Increased | 5.1K | 61.5K | +56.4K |
| Amundi | Reduced | 213.0K | 157.4K | -55.6K |
| Bridgewater Associates, LP | Increased | 17.6K | 72.2K | +54.6K |
| CITIGROUP INC | Increased | 54.5K | 105.4K | +50.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 2.6M | 2.6M | -50.6K |
| ASR Vermogensbeheer N.V. | Increased | 7.2K | 57.4K | +50.1K |
| HRT FINANCIAL LP | Reduced | 105.3K | 57.0K | -48.3K |
| UBS Group AG | Increased | 225.7K | 273.9K | +48.2K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | 54.1K | 7.5K | -46.6K |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | 1.0M | 981.8K | -46.5K |
| HighTower Advisors, LLC | Increased | 3.0K | 48.0K | +45.0K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 51.0K | 8.7K | -42.3K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 230.5K | 189.5K | -41.1K |
| HSBC HOLDINGS PLC | Reduced | 449.9K | 410.2K | -39.7K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1.4M | 1.4M | +38.7K |
| Public Sector Pension Investment Board | Increased | 11.6K | 50.3K | +38.7K |
| Gillson Capital LP | New | 0 | 36.1K | +36.1K |
| MILLENNIUM MANAGEMENT LLC | Increased | 13.9K | 49.5K | +35.6K |
| JPMORGAN CHASE & CO | Increased | 105.3K | 140.2K | +35.0K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Increased | 6.0K | 39.2K | +33.2K |
| NORTHERN TRUST CORP | Reduced | 410.6K | 378.5K | -32.1K |
| DONALD SMITH & CO., INC. | Reduced | 460.2K | 428.9K | -31.3K |
| BARCLAYS PLC | Increased | 156.3K | 187.4K | +31.1K |
| Nuveen, LLC | Reduced | 215.4K | 185.6K | -29.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.2M | 1.2M | -28.0K |
| Fideuram Asset Management (Ireland) dac | Increased | 20 | 28.0K | +27.9K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 506.2K | 479.9K | -26.3K |
| NUANCE INVESTMENTS, LLC | Reduced | 53.6K | 28.4K | -25.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.