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 September 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 |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | 11.8% |
| Vulcan Value Partners, LLC | 964.7K | 10.5% |
| DIMENSIONAL FUND ADVISORS LP | 576.0K | 6.3% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 471.2K | 5.1% |
| LSV ASSET MANAGEMENT | 393.0K | 4.3% |
| ASSETMARK, INC | 301.4K | 3.3% |
| VICTORY CAPITAL MANAGEMENT INC | 267.7K | 2.9% |
| MACKENZIE FINANCIAL CORP | 221.8K | 2.4% |
| BARCLAYS PLC | 202.6K | 2.2% |
| Bank of New York Mellon Corp | 198.5K | 2.2% |
| DEUTSCHE BANK AG\ | 182.2K | 2.0% |
| Amundi | 176.5K | 1.9% |
| UBS Group AG | 159.8K | 1.7% |
| Robeco Institutional Asset Management B.V. | 159.0K | 1.7% |
| SEI INVESTMENTS CO | 157.5K | 1.7% |
| Vest Financial, LLC | 127.7K | 1.4% |
| Perpetual Ltd | 126.2K | 1.4% |
| Davis Selected Advisers | 125.2K | 1.4% |
| GENERAL AMERICAN INVESTORS CO INC | 122.9K | 1.3% |
| Nuveen, LLC | 114.8K | 1.3% |
| STOREBRAND ASSET MANAGEMENT AS | 105.8K | 1.2% |
| DEPRINCE RACE & ZOLLO INC | 103.7K | 1.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 99.7K | 1.1% |
| South Dakota Investment Council | 95.6K | 1.0% |
| Russell Investments Group, Ltd. | 91.7K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Reduced | 273.9K | 159.8K | -114.1K |
| MACKENZIE FINANCIAL CORP | Increased | 119.5K | 221.8K | +102.4K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 487.8K | 576.0K | +88.2K |
| Vulcan Value Partners, LLC | Reduced | 1.0M | 964.7K | -72.2K |
| Nuveen, LLC | Reduced | 185.6K | 114.8K | -70.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.2M | 1.1M | -69.1K |
| Arbejdsmarkedets Tillaegspension | New | 0 | 66.2K | +66.2K |
| Vest Financial, LLC | Increased | 65.1K | 127.7K | +62.6K |
| SEB Asset Management AB | Reduced | 87.5K | 26.7K | -60.8K |
| Arnhold LLC | Sold Out | 56.3K | 0 | -56.3K |
| KBC Group NV | Increased | 5.2K | 55.2K | +49.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 17.4K | 62.3K | +44.9K |
| SEI INVESTMENTS CO | Reduced | 202.0K | 157.5K | -44.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 23.9K | 66.2K | +42.3K |
| Public Sector Pension Investment Board | Reduced | 50.3K | 10.1K | -40.1K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 2.7K | 33.6K | +30.9K |
| FIL Ltd | Reduced | 30.6K | 478 | -30.2K |
| CITIGROUP INC | Reduced | 105.4K | 75.3K | -30.1K |
| IEQ CAPITAL, LLC | Sold Out | 29.4K | 0 | -29.4K |
| Counterpoint Mutual Funds LLC | New | 0 | 25.4K | +25.4K |
| Squarepoint Ops LLC | Increased | 9.7K | 34.9K | +25.1K |
| Robeco Institutional Asset Management B.V. | Increased | 134.2K | 159.0K | +24.8K |
| ASR Vermogensbeheer N.V. | Reduced | 57.4K | 32.9K | -24.4K |
| LEUTHOLD GROUP, LLC | Increased | 2.7K | 26.0K | +23.3K |
| Creative Planning | Increased | 34.0K | 56.8K | +22.8K |
| One Way Holdings LLC | New | 0 | 21.2K | +21.2K |
| DEUTSCHE BANK AG\ | Increased | 161.8K | 182.2K | +20.4K |
| DEPRINCE RACE & ZOLLO INC | Reduced | 123.0K | 103.7K | -19.3K |
| Amundi | Increased | 157.4K | 176.5K | +19.0K |
| DekaBank Deutsche Girozentrale | Reduced | 34.2K | 16.5K | -17.7K |
| NATIXIS | New | 0 | 17.1K | +17.1K |
| BARCLAYS PLC | Increased | 187.4K | 202.6K | +15.2K |
| Daiwa Securities Group Inc. | Increased | 22.3K | 36.4K | +14.1K |
| Russell Investments Group, Ltd. | Reduced | 105.2K | 91.7K | -13.4K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 279.3K | 267.7K | -11.6K |
| AustralianSuper Pty Ltd | Increased | 9.8K | 20.8K | +10.9K |
| JUPITER ASSET MANAGEMENT LTD | New | 0 | 10.6K | +10.6K |
| Fideuram Asset Management (Ireland) dac | Reduced | 28.0K | 17.5K | -10.5K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 94.0K | 83.7K | -10.3K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 41.0K | 31.0K | -9.9K |
| Perpetual Ltd | Reduced | 135.9K | 126.2K | -9.7K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 45.9K | 36.6K | -9.3K |
| BANK OF MONTREAL /CAN/ | Reduced | 80.4K | 71.2K | -9.2K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 479.9K | 471.2K | -8.7K |
| ANCHOR CAPITAL ADVISORS LLC | Reduced | 16.0K | 7.7K | -8.4K |
| NUANCE INVESTMENTS, LLC | Reduced | 28.4K | 20.6K | -7.8K |
| South Dakota Investment Council | Reduced | 103.0K | 95.6K | -7.4K |
| HighTower Advisors, LLC | Increased | 48.0K | 54.8K | +6.7K |
| LSV ASSET MANAGEMENT | Increased | 386.3K | 393.0K | +6.7K |
| Inspire Investing, LLC | Reduced | 6.7K | 3 | -6.7K |
| DANSKE BANK A/S | Reduced | 52.2K | 45.8K | -6.4K |
| Swiss Life Asset Management Ltd | Increased | 8.5K | 14.6K | +6.1K |
| 1832 Asset Management L.P. | New | 0 | 5.6K | +5.6K |
| Assenagon Asset Management S.A. | New | 0 | 5.1K | +5.1K |
| ASSETMARK, INC | Increased | 296.8K | 301.4K | +4.6K |
| Illinois Municipal Retirement Fund | Increased | 8.9K | 13.4K | +4.6K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 4.4K | 0 | -4.4K |
| Asset Management One Co., Ltd. | Increased | 17.0K | 21.3K | +4.4K |
| RHUMBLINE ADVISERS | Reduced | 76.9K | 73.1K | -3.8K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 15.3K | 19.0K | +3.7K |
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.