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Institutional Ownership · SEC Form 13F

Who owns EFA (EFA)


Which tracked institutional funds hold EFA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

2,184
Institutional holders
596,669,331
Shares held (tracked funds)

How the tape is positioned

444 tracked funds added or opened EFA while 292 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

EFA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes EFA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EFA 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 2184 tracked filers holding EFA, 886 increased or opened the position and 895 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 EFA 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 56

  • CIBC Bancorp USA Inc.$178M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$137M
  • Board of Trustees of The Leland Stanford Junior University$49M
  • Oasis Advisors, LLC$30M
  • DRW Securities, LLC$22M
  • STATE STREET CORP$19M

Full exits 82

  • COMERICA BANK$233M
  • CIBC Private Wealth Group LLC$133M
  • AXXCESS WEALTH MANAGEMENT, LLC$98M
  • Qube Research & Technologies Ltd$80M
  • FineMark National Bank & Trust$53M
  • Turim 21 Investimentos Ltda.$42M

Largest adds

  • JONES FINANCIAL COMPANIES LLLP$310M
  • UBS Group AG$284M
  • FIFTH THIRD BANCORP$249M
  • CITIGROUP INC$196M
  • BlackRock, Inc.$193M
  • BARCLAYS PLC$167M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$507M
  • NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$415M
  • WCM INVESTMENT MANAGEMENT, LLC$138M
  • MORGAN STANLEY$130M
  • SG Americas Securities, LLC$103M
  • Squarepoint Ops LLC$101M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added94,082,231$9.1B19.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed39,633,936$3.8B8.1%2026-Q1
GOLDMAN SACHS GROUP INC added30,887,127$3.0B6.3%2026-Q1
MORGAN STANLEY trimmed29,921,159$2.9B6.1%2026-Q1
NORTHERN TRUST CORP added22,026,841$2.1B4.5%2026-Q1
JPMORGAN CHASE & CO trimmed21,300,190$2.0B4.2%2026-Q1
WELLS FARGO & COMPANY/MN added16,880,958$1.6B3.5%2026-Q1
UBS Group AG added14,559,836$1.4B3.0%2026-Q1
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed11,289,341$1.1B2.3%2026-Q1
ROYAL BANK OF CANADA added10,650,900$1.0B2.2%2026-Q1
TD Asset Management Inc added9,148,830$889M1.9%2026-Q1
FMR LLC trimmed8,601,938$836M1.8%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed8,399,549$816M1.7%2026-Q1
Bank of New York Mellon Corp trimmed7,860,158$763M1.6%2026-Q1
US BANCORP \DE\ trimmed7,132,417$693M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added6,571,755$638M1.3%2026-Q1
AlTi Global, Inc. added6,222,715$604M1.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added6,354,951$597M1.3%2026-Q1
LPL Financial LLC trimmed5,653,849$549M1.2%2026-Q1
BESSEMER GROUP INC added5,586,139$543M1.1%2026-Q1
TRUIST FINANCIAL CORP added4,775,989$464M1.0%2026-Q1
BANK OF MONTREAL /CAN/ added4,668,948$453M1.0%2026-Q1
AMERIPRISE FINANCIAL INC added3,853,491$374M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,817,681$371M0.8%2026-Q1
FIFTH THIRD BANCORP added3,734,895$363M0.8%2026-Q1
NATIXIS ADVISORS, LLC added3,296,398$320M0.7%2026-Q1
Mariner, LLC trimmed3,127,682$304M0.6%2026-Q1
Rockefeller Capital Management L.P. added3,088,405$300M0.6%2026-Q1
Sand Hill Global Advisors, LLC added3,020,430$293M0.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added2,866,734$278M0.6%2026-Q1
MACKENZIE FINANCIAL CORP added2,526,610$245M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed2,456,329$239M0.5%2026-Q1
Hackensack Meridian Health, Inc. trimmed2,382,932$231M0.5%2026-Q1
Badgley Phelps Wealth Managers, LLC trimmed2,258,978$219M0.5%2026-Q1
BARCLAYS PLC added2,221,094$216M0.5%2026-Q1
CITIGROUP INC added2,185,639$212M0.4%2026-Q1
Creative Planning added2,087,353$203M0.4%2026-Q1
REGIONS FINANCIAL CORP trimmed2,076,718$202M0.4%2026-Q1
Corient Private Wealth LLC trimmed2,027,202$196M0.4%2026-Q1
Cullen/Frost Bankers, Inc. added2,013,223$196M0.4%2026-Q1
Hirtle & Co., LLC trimmed1,999,325$194M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed1,955,533$190M0.4%2026-Q1
CIBC Bancorp USA Inc. added1,834,677$178M0.4%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,758,252$171M0.4%2026-Q1
Cetera Investment Advisers trimmed1,752,066$170M0.4%2026-Q1
Cerity Partners LLC added1,682,792$163M0.3%2026-Q1
HighTower Advisors, LLC added1,668,203$162M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added1,632,778$159M0.3%2026-Q1
BANK OF NOVA SCOTIA added1,618,956$157M0.3%2026-Q1
M&T Bank Corp added1,601,703$156M0.3%2026-Q1
Focus Partners Wealth added1,588,694$154M0.3%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed1,569,421$152M0.3%2026-Q1
Financial Engines Advisors L.L.C. trimmed1,549,749$151M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed1,513,803$147M0.3%2026-Q1
Baird Financial Group, Inc. added1,511,924$147M0.3%2026-Q1
OSAIC HOLDINGS, INC. added1,503,725$146M0.3%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added1,482,012$144M0.3%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new1,409,494$137M0.3%2026-Q1
Capital International Investors trimmed1,399,310$132M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,316,911$128M0.3%2026-Q1
Arvest Bank Trust Division trimmed1,300,889$126M0.3%2026-Q1
BAILARD, INC. added1,275,057$124M0.3%2026-Q1
Prosperity Consulting Group, LLC added1,113,071$108M0.2%2026-Q1
CIBC Asset Management Inc added1,090,631$106M0.2%2026-Q1
Absolute Gestao de Investimentos Ltda. added1,040,000$101M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,005,167$98M0.2%2026-Q1
BROWN ADVISORY INC added1,001,755$97M0.2%2026-Q1
WoodTrust Financial Corp trimmed992,287$96M0.2%2026-Q1
Pathstone Holdings, LLC added969,116$94M0.2%2026-Q1
BLAIR WILLIAM & CO/IL added958,805$93M0.2%2026-Q1
BOKF, NA trimmed919,102$89M0.2%2026-Q1
GLENMEDE TRUST CO NA added907,706$88M0.2%2026-Q1
BECKER CAPITAL MANAGEMENT INC added897,368$87M0.2%2026-Q1
COMMERCE BANK added896,196$87M0.2%2026-Q1
Linscomb Wealth, Inc. trimmed875,729$85M0.2%2026-Q1
Mondrian Investment Partners LTD added874,962$85M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added861,000$84M0.2%2026-Q1
STOCK YARDS BANK & TRUST CO added847,346$82M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added834,090$81M0.2%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC trimmed788,080$77M0.2%2026-Q1
Ensign Peak Advisors, Inc trimmed778,595$76M0.2%2026-Q1
AMG National Trust Bank added757,575$74M0.2%2026-Q1
HANCOCK WHITNEY CORP trimmed698,183$71M0.2%2026-Q1
Janney Montgomery Scott LLC added731,453$71M0.1%2026-Q1
FRANKLIN RESOURCES INC added728,784$71M0.1%2026-Q1
Mesirow Financial Investment Management, Inc. added724,150$70M0.1%2026-Q1
Cresset Asset Management, LLC added716,372$70M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed691,834$67M0.1%2026-Q1
Sanctuary Advisors, LLC added683,769$66M0.1%2026-Q1
NorthRock Partners, LLC added683,676$66M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed664,234$65M0.1%2026-Q1
Destination Wealth Management added657,616$64M0.1%2026-Q1
Miller Investment Management, LP trimmed652,026$63M0.1%2026-Q1
Beacon Pointe Advisors, LLC added642,634$62M0.1%2026-Q1
COMERICA BANK added2,429,988$233M0.5%2025-Q4 stale
CIBC Private Wealth Group LLC added1,386,144$133M0.3%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added1,019,886$98M0.2%2025-Q4 stale
Glenmede Investment Management, LP added899,954$84M0.2%2025-Q3 stale
Qube Research & Technologies Ltd added832,255$80M0.2%2025-Q4 stale
WGI DM, LLC new754,025$70M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership