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-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
73 tracked funds added or opened EE while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 29.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 29.7pp 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 2025-Q4 and 2026-Q1, across 218 tracked filers holding EE, 122 increased or opened the position and 99 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 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 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$43M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$11M
- Yaupon Capital Management LP$7M
- VANGUARD FIDUCIARY TRUST CO$5M
- TWO SIGMA INVESTMENTS, LP$4M
Full exits 18
- VANGUARD GROUP INC$62M
- Sourcerock Group LLC$11M
- GeoSphere Capital Management, LLC$6M
- Hartree Partners, LP$5M
- BOOTHBAY FUND MANAGEMENT, LLC$4M
- Oceanic Investment Management LTD$3M
Largest adds
- George Kaiser Family Foundation$42M
- Copeland Capital Management, LLC$22M
- HITE Hedge Asset Management LLC$12M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$11M
- BlackRock, Inc.$10M
- D. E. Shaw & Co., Inc.$8M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$15M
- UBS Group AG$6M
- Squarepoint Ops LLC$5M
- Ranger Investment Management, L.P.$4M
- TimesSquare Capital Management, LLC$4M
- KAYNE ANDERSON CAPITAL ADVISORS LP$4M
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 |
|---|---|---|---|---|
| George Kaiser Family Foundation | 7,854,167 | $262M | 22.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,574,250 | $86M | 7.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,892,184 | $63M | 5.3% | 2026-Q1 |
| Copeland Capital Management, LLC added | 1,584,618 | $53M | 4.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,290,165 | $43M | 3.6% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 1,183,147 | $40M | 3.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,056,670 | $35M | 3.0% | 2026-Q1 |
| Ranger Investment Management, L.P. trimmed | 897,041 | $30M | 2.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 749,180 | $25M | 2.1% | 2026-Q1 |
| FMR LLC trimmed | 692,901 | $23M | 1.9% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 671,942 | $22M | 1.9% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP trimmed | 646,535 | $22M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 584,151 | $20M | 1.6% | 2026-Q1 |
| STATE STREET CORP added | 552,117 | $18M | 1.5% | 2026-Q1 |
| HITE Hedge Asset Management LLC added | 528,015 | $18M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 505,266 | $17M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 496,849 | $17M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 439,660 | $15M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 400,830 | $13M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 343,491 | $11M | 1.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 343,366 | $11M | 1.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 325,431 | $11M | 0.9% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 325,000 | $11M | 0.9% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 315,665 | $11M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 305,766 | $10M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 285,519 | $10M | 0.8% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 243,927 | $8M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 242,837 | $8M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 230,176 | $8M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 197,634 | $7M | 0.6% | 2026-Q1 |
| Yaupon Capital Management LP added | 196,990 | $7M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 195,532 | $7M | 0.5% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 189,165 | $6M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 168,633 | $6M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 166,349 | $6M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 155,139 | $5M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 155,050 | $5M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 154,333 | $5M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 150,160 | $5M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 130,542 | $4M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 130,130 | $4M | 0.4% | 2026-Q1 |
| Counterpoint Mutual Funds LLC added | 125,387 | $4M | 0.4% | 2026-Q1 |
| Hiddenite Capital Partners LP new | 125,000 | $4M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 102,549 | $3M | 0.3% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC | 92,320 | $3M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 83,299 | $3M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 81,964 | $3M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 81,382 | $3M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 80,646 | $3M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 78,774 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 66,762 | $2M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 66,057 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 65,719 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 64,954 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 63,208 | $2M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 62,018 | $2M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 61,261 | $2M | 0.2% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 50,576 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 47,500 | $2M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 47,465 | $2M | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 44,650 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,485 | $1M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 43,676 | $1M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 41,301 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 40,855 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 40,691 | $1M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 40,339 | $1M | 0.1% | 2026-Q1 |
| Man Group plc added | 39,951 | $1M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP new | 38,675 | $1M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP added | 37,476 | $1M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 33,333 | $1M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 32,441 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 32,014 | $1M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,432 | $1M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 31,324 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,222,507 | $62M | 5.2% | 2025-Q4 stale |
| Sourcerock Group LLC added | 388,200 | $11M | 0.9% | 2025-Q4 stale |
| GeoSphere Capital Management, LLC added | 205,000 | $6M | 0.5% | 2025-Q4 stale |
| Hartree Partners, LP added | 195,663 | $5M | 0.5% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. added | 171,700 | $5M | 0.4% | 2025-Q2 stale |
| Ghisallo Capital Management LLC new | 150,000 | $4M | 0.4% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 130,597 | $4M | 0.3% | 2025-Q2 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 136,026 | $4M | 0.3% | 2025-Q4 stale |
| Oceanic Investment Management LTD new | 122,208 | $3M | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 127,168 | $3M | 0.3% | 2025-Q3 stale |
| ALGERT GLOBAL LLC added | 106,740 | $3M | 0.3% | 2025-Q2 stale |
| Fortress Investment Group LLC new | 106,753 | $3M | 0.3% | 2025-Q2 stale |
| 1832 Asset Management L.P. new | 94,900 | $3M | 0.2% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 89,569 | $3M | 0.2% | 2025-Q2 stale |
| VIKING FUND MANAGEMENT LLC | 90,000 | $3M | 0.2% | 2025-Q4 stale |
| Burkehill Global Management, LP | 100,000 | $3M | 0.2% | 2025-Q3 stale |
| Jain Global LLC trimmed | 89,475 | $3M | 0.2% | 2025-Q4 stale |
| SIR Capital Management, L.P. trimmed | 86,035 | $2M | 0.2% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 72,000 | $2M | 0.2% | 2025-Q2 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,886 | $2M | 0.2% | 2025-Q2 stale |
| Jackson Creek Investment Advisors LLC trimmed | 53,318 | $1M | 0.1% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 52,937 | $1M | 0.1% | 2025-Q4 stale |
| PICTON MAHONEY ASSET MANAGEMENT new | 42,537 | $1M | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 38,576 | $1M | 0.1% | 2025-Q2 stale |
| Balyasny Asset Management L.P. trimmed | 37,593 | $1M | 0.1% | 2025-Q4 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.