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-Q2 13F filings (latest filed 2026-09-22). 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
35 tracked funds added or opened E while 87 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 330 tracked filers holding E, 190 increased or opened the position and 156 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 2026-Q1 and 2026-Q2 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 15
- OLD MISSION CAPITAL LLC$7M
- Qube Research & Technologies Ltd$6M
- Nuveen, LLC$3M
- Diversify Advisory Services, LLC$2M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- Blue Capital, Inc.$2M
Full exits 20
- NATIXIS ADVISORS, LLC$154M
- Purpose Unlimited Inc.$6M
- Turas Capital Management LP$5M
- MONECO ADVISORS, LLC$4M
- CITADEL ADVISORS LLC$3M
- Arosa Capital Management LP$3M
Largest adds
- GQG Partners LLC$11M
- AMERICAN CENTURY COMPANIES INC$4M
- BNP PARIBAS FINANCIAL MARKETS$4M
- Connor, Clark & Lunn Investment Management Ltd.$3M
- AQR CAPITAL MANAGEMENT LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- JONES FINANCIAL COMPANIES LLLP$31M
- MORGAN STANLEY$27M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$23M
- BANK OF AMERICA CORP /DE/$16M
- GOLDMAN SACHS GROUP INC$11M
- Invesco Ltd.$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,967,045 | $139M | 13.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,486,735 | $115M | 11.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,296,209 | $61M | 6.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,272,351 | $60M | 5.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,145,618 | $54M | 5.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 915,717 | $43M | 4.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 865,727 | $41M | 4.0% | 2026-Q2 |
| FMR LLC added | 711,304 | $33M | 3.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 595,670 | $28M | 2.7% | 2026-Q2 |
| GQG Partners LLC added | 590,882 | $28M | 2.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 537,396 | $25M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 497,255 | $23M | 2.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 479,416 | $22M | 2.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 473,615 | $22M | 2.2% | 2026-Q2 |
| Capital Wealth Planning, LLC added | 459,273 | $22M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 428,889 | $20M | 2.0% | 2026-Q2 |
| UBS Group AG added | 371,463 | $17M | 1.7% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 251,459 | $12M | 1.2% | 2026-Q2 |
| Creative Planning added | 235,745 | $11M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 208,780 | $10M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 201,728 | $9M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 191,223 | $9M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 174,941 | $8M | 0.8% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 166,479 | $8M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 152,427 | $7M | 0.7% | 2026-Q2 |
| CI INVESTMENTS INC. added | 148,240 | $7M | 0.7% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 144,171 | $7M | 0.7% | 2026-Q2 |
| 1832 Asset Management L.P. added | 141,500 | $7M | 0.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 141,467 | $7M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 135,896 | $6M | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC | 130,000 | $6M | 0.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 125,904 | $6M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 121,941 | $6M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 110,738 | $5M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 105,235 | $5M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 89,386 | $4M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 88,375 | $4M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 86,158 | $4M | 0.4% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 84,439 | $4M | 0.4% | 2026-Q2 |
| RD Lewis Holdings, Inc. added | 75,797 | $4M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 75,062 | $4M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 74,840 | $4M | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 74,405 | $3M | 0.3% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 68,343 | $3M | 0.3% | 2026-Q2 |
| LFG Wealth Partners, LLC trimmed | 67,040 | $3M | 0.3% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 67,029 | $3M | 0.3% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 66,783 | $3M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 66,321 | $3M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 65,529 | $3M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 59,864 | $3M | 0.3% | 2026-Q2 |
| ABC ARBITRAGE SA added | 58,156 | $3M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 57,153 | $3M | 0.3% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 51,301 | $2M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 49,094 | $2M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 46,961 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 44,545 | $2M | 0.2% | 2026-Q2 |
| Harvest Portfolios Group Inc. trimmed | 42,931 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 41,317 | $2M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 40,996 | $2M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 40,512 | $2M | 0.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 39,570 | $2M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 37,066 | $2M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 37,066 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 36,732 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 36,524 | $2M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 36,491 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 36,131 | $2M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 35,524 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 34,764 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 34,308 | $2M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 34,288 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 33,990 | $2M | 0.2% | 2026-Q2 |
| Blue Capital, Inc. trimmed | 33,505 | $2M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 32,489 | $2M | 0.1% | 2026-Q2 |
| Caprock Group, LLC trimmed | 32,333 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 32,284 | $2M | 0.1% | 2026-Q2 |
| Dorsey Wright & Associates new | 30,463 | $1M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 30,200 | $1M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 29,277 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 29,057 | $1M | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 28,667 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 28,403 | $1M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 27,038 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 26,748 | $1M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 26,125 | $1M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 26,085 | $1M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 24,859 | $1M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 24,066 | $1M | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 23,891 | $1M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 23,826 | $1M | 0.1% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 23,541 | $1M | 0.1% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 23,058 | $1M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 22,979 | $1M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 22,810 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 22,766 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 21,081 | $988K | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 20,883 | $979K | 0.1% | 2026-Q2 |
| DV EQUITIES, LLC added | 20,495 | $960K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 19,712 | $924K | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 19,660 | $922K | 0.1% | 2026-Q2 |
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.