Who owns EE
Which tracked institutional funds hold EE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EE 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
59 tracked funds added or opened EE while 33 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
EE’s largest tracked holder by dollar value, George Kaiser Family Foundation, sizes it at 28.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 28.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EE 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 208 tracked filers holding EE, 112 increased or opened the position and 107 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 EE 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 6
- Hartree Partners, LP$6M
- JANE STREET GROUP, LLC$3M
- Aventail Capital Group, LP$2M
- Jain Global LLC$1M
- Engineers Gate Manager LP$927K
- ExodusPoint Capital Management, LP$532K
Full exits 15
- Counterpoint Mutual Funds LLC$4M
- Hiddenite Capital Partners LP$4M
- FIRST TRUST ADVISORS LP$3M
- Y-Intercept (Hong Kong) Ltd$2M
- TUDOR INVESTMENT CORP ET AL$1M
- Man Group plc$1M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$41M
- George Kaiser Family Foundation$36M
- Copeland Capital Management, LLC$22M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$14M
- TimesSquare Capital Management, LLC$14M
- BlackRock, Inc.$13M
Largest trims
- HITE Hedge Asset Management LLC$14M
- NEUBERGER BERMAN GROUP LLC$11M
- JPMORGAN CHASE & CO$10M
- Qube Research & Technologies Ltd$9M
- Invesco Ltd.$5M
- FMR LLC$5M
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 |
|---|---|---|---|---|
| George Kaiser Family Foundation | 7,854,167 | $298M | 24.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,339,759 | $127M | 10.3% | 2026-Q2 |
| BlackRock, Inc. added | 2,014,640 | $77M | 6.2% | 2026-Q2 |
| Copeland Capital Management, LLC added | 1,973,585 | $75M | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,230,722 | $47M | 3.8% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 1,166,178 | $44M | 3.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 994,364 | $38M | 3.1% | 2026-Q2 |
| TimesSquare Capital Management, LLC added | 950,222 | $36M | 2.9% | 2026-Q2 |
| Ranger Investment Management, L.P. added | 912,300 | $35M | 2.8% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 664,577 | $25M | 2.0% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 650,000 | $25M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 616,604 | $23M | 1.9% | 2026-Q2 |
| STATE STREET CORP added | 572,420 | $22M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 514,252 | $20M | 1.6% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 485,260 | $18M | 1.5% | 2026-Q2 |
| FMR LLC trimmed | 480,346 | $18M | 1.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 392,792 | $15M | 1.2% | 2026-Q2 |
| Yaupon Capital Management LP added | 390,353 | $15M | 1.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 374,392 | $14M | 1.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 343,449 | $13M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 337,703 | $13M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 337,348 | $13M | 1.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 336,084 | $13M | 1.0% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 299,991 | $11M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 289,600 | $11M | 0.9% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 281,037 | $11M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 266,617 | $10M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 245,177 | $9M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 208,508 | $8M | 0.6% | 2026-Q2 |
| UBS Group AG added | 201,896 | $8M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 201,252 | $8M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 198,591 | $8M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 159,210 | $6M | 0.5% | 2026-Q2 |
| Hartree Partners, LP trimmed | 149,294 | $6M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 148,762 | $6M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 140,984 | $5M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 139,037 | $5M | 0.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 124,502 | $5M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 123,230 | $5M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 121,736 | $5M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 114,450 | $4M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 98,207 | $4M | 0.3% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 96,338 | $4M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 93,647 | $4M | 0.3% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC | 92,320 | $4M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 78,150 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 77,046 | $3M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 72,686 | $3M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 70,731 | $3M | 0.2% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 68,465 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 66,547 | $3M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC | 66,057 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 65,362 | $2M | 0.2% | 2026-Q2 |
| Aventail Capital Group, LP trimmed | 61,843 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 49,854 | $2M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 49,092 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 48,300 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 48,266 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 47,732 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,374 | $2M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 40,235 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 36,769 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 36,550 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 35,726 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 34,713 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 33,716 | $1M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 33,333 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 31,293 | $1M | 0.1% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 30,005 | $1M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A | 30,000 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 27,285 | $1M | 0.1% | 2026-Q2 |
| Jain Global LLC trimmed | 26,707 | $1M | 0.1% | 2026-Q2 |
| F/m Investments LLC added | 24,736 | $940K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 24,393 | $927K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 24,075 | $915K | 0.1% | 2026-Q2 |
| BAILARD, INC. | 24,000 | $912K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. trimmed | 23,873 | $907K | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 23,467 | $892K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 22,127 | $841K | 0.1% | 2026-Q2 |
| Caption Management, LLC trimmed | 22,000 | $836K | 0.1% | 2026-Q2 |
| STRS OHIO added | 21,700 | $824K | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 21,088 | $801K | 0.1% | 2026-Q2 |
| Abacus Planning Group, Inc. | 21,000 | $798K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 20,123 | $765K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 19,700 | $748K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 19,542 | $742K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 19,091 | $725K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 19,036 | $723K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 16,953 | $644K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 16,274 | $618K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 14,707 | $559K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 14,251 | $541K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 13,994 | $532K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 13,831 | $525K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 12,751 | $484K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 12,420 | $472K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 11,516 | $437K | 0.0% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 11,340 | $431K | 0.0% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 11,014 | $418K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC | 10,995 | $418K | 0.0% | 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.