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 subscribeLargest 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 |
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.