Who owns E
Which tracked institutional funds hold E, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See E company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on E is one-sided between 2025-Q4 and 2026-Q1: 124 added or opened and 16 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
E’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes E more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in E divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 334 tracked filers holding E, 206 increased or opened the position and 111 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in E between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$63M
- Invesco Ltd.$33M
- Optiver Holding B.V.$7M
- Purpose Unlimited Inc.$6M
- Turas Capital Management LP$5M
- Connor, Clark & Lunn Investment Management Ltd.$5M
Full exits 6
- BRANDES INVESTMENT PARTNERS, LP$16M
- Qube Research & Technologies Ltd$4M
- LFG Wealth Partners, LLC$3M
- Forum Financial Management, LP$1M
- AlphaCore Capital LLC$832K
- Balyasny Asset Management L.P.$571K
Largest adds
- JONES FINANCIAL COMPANIES LLLP$145M
- MORGAN STANLEY$51M
- NATIXIS ADVISORS, LLC$30M
- BlackRock, Inc.$27M
- AMERICAN CENTURY COMPANIES INC$22M
- GOLDMAN SACHS GROUP INC$19M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
- ROYAL BANK OF CANADA$1M
- Arosa Capital Management LP$1M
- NFSG Corp$989K
- QUADRANT CAPITAL GROUP LLC$866K
- HANTZ FINANCIAL SERVICES, INC.$590K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 2,925,006 | $166M | 12.0% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 2,722,757 | $154M | 11.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,634,185 | $145M | 10.6% | 2026-Q1 |
| BlackRock, Inc. added | 1,249,731 | $71M | 5.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,241,907 | $70M | 5.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,118,771 | $63M | 4.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 913,393 | $52M | 3.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 879,235 | $50M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 701,374 | $40M | 2.9% | 2026-Q1 |
| FMR LLC trimmed | 591,329 | $33M | 2.4% | 2026-Q1 |
| Invesco Ltd. added | 580,894 | $33M | 2.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 568,393 | $32M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 458,367 | $26M | 1.9% | 2026-Q1 |
| Quantinno Capital Management LP added | 453,940 | $26M | 1.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 441,092 | $25M | 1.8% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 378,921 | $21M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 308,075 | $17M | 1.3% | 2026-Q1 |
| GQG Partners LLC added | 300,743 | $17M | 1.2% | 2026-Q1 |
| UBS Group AG added | 280,539 | $16M | 1.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 209,295 | $12M | 0.9% | 2026-Q1 |
| Creative Planning added | 200,302 | $11M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 183,027 | $10M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 175,438 | $10M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 156,180 | $9M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 149,182 | $8M | 0.6% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 141,908 | $8M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 140,854 | $8M | 0.6% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 133,671 | $8M | 0.6% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 133,035 | $8M | 0.5% | 2026-Q1 |
| GABELLI FUNDS LLC | 130,000 | $7M | 0.5% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 124,299 | $7M | 0.5% | 2026-Q1 |
| Optiver Holding B.V. added | 116,338 | $7M | 0.5% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC trimmed | 108,986 | $6M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 108,847 | $6M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. added | 105,800 | $6M | 0.4% | 2026-Q1 |
| Purpose Unlimited Inc. new | 105,691 | $6M | 0.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 100,242 | $6M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 92,532 | $5M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 83,432 | $5M | 0.3% | 2026-Q1 |
| Turas Capital Management LP new | 81,900 | $5M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 81,512 | $5M | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 74,288 | $4M | 0.3% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 74,288 | $4M | 0.3% | 2026-Q1 |
| RD Lewis Holdings, Inc. trimmed | 73,932 | $4M | 0.3% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 70,751 | $4M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 70,685 | $4M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 67,968 | $4M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 66,973 | $4M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 65,344 | $4M | 0.3% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 63,223 | $4M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 59,313 | $3M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 57,938 | $3M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 55,181 | $3M | 0.2% | 2026-Q1 |
| Arosa Capital Management LP trimmed | 55,000 | $3M | 0.2% | 2026-Q1 |
| Ativo Capital Management LLC added | 54,580 | $3M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 49,939 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,557 | $3M | 0.2% | 2026-Q1 |
| Harvest Portfolios Group Inc. trimmed | 48,499 | $3M | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 47,441 | $3M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 42,495 | $2M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 38,395 | $2M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 37,824 | $2M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group added | 37,725 | $2M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 35,900 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 35,344 | $2M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 34,899 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 34,588 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 34,588 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 34,036 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 33,430 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 33,300 | $2M | 0.1% | 2026-Q1 |
| Caprock Group, LLC added | 32,400 | $2M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 32,106 | $2M | 0.1% | 2026-Q1 |
| Employees Retirement System of Texas added | 31,258 | $2M | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 28,594 | $2M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 28,849 | $2M | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC added | 28,681 | $2M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 28,395 | $2M | 0.1% | 2026-Q1 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 28,181 | $2M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 27,974 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 27,499 | $2M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 27,164 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 27,100 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 26,983 | $2M | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 26,663 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 26,369 | $1M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 25,680 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 25,562 | $1M | 0.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC trimmed | 25,029 | $1M | 0.1% | 2026-Q1 |
| Legacy Wealth Asset Management, LLC added | 23,861 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 23,353 | $1M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 23,313 | $1M | 0.1% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 410,556 | $16M | 1.1% | 2025-Q4 stale |
| MERITAGE PORTFOLIO MANAGEMENT added | 150,200 | $5M | 0.3% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 92,839 | $4M | 0.3% | 2025-Q4 stale |
| LFG Wealth Partners, LLC new | 78,414 | $3M | 0.2% | 2025-Q4 stale |
| Blue Capital, Inc. new | 80,289 | $3M | 0.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 71,238 | $2M | 0.2% | 2025-Q1 stale |
| NEW YORK STATE COMMON RETIREMENT FUND new | 57,683 | $2M | 0.1% | 2025-Q3 stale |
| Integrated Quantitative Investments LLC new | 57,683 | $2M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.