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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 94,082,231 | $9.1B | 19.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 39,633,936 | $3.8B | 8.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 30,887,127 | $3.0B | 6.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 29,921,159 | $2.9B | 6.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 22,026,841 | $2.1B | 4.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 21,300,190 | $2.0B | 4.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 16,880,958 | $1.6B | 3.5% | 2026-Q1 |
| UBS Group AG added | 14,559,836 | $1.4B | 3.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 11,289,341 | $1.1B | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 10,650,900 | $1.0B | 2.2% | 2026-Q1 |
| TD Asset Management Inc added | 9,148,830 | $889M | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 8,601,938 | $836M | 1.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 8,399,549 | $816M | 1.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,860,158 | $763M | 1.6% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 7,132,417 | $693M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,571,755 | $638M | 1.3% | 2026-Q1 |
| AlTi Global, Inc. added | 6,222,715 | $604M | 1.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,354,951 | $597M | 1.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,653,849 | $549M | 1.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 5,586,139 | $543M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 4,775,989 | $464M | 1.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 4,668,948 | $453M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,853,491 | $374M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,817,681 | $371M | 0.8% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 3,734,895 | $363M | 0.8% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 3,296,398 | $320M | 0.7% | 2026-Q1 |
| Mariner, LLC trimmed | 3,127,682 | $304M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 3,088,405 | $300M | 0.6% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 3,020,430 | $293M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,866,734 | $278M | 0.6% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 2,526,610 | $245M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,456,329 | $239M | 0.5% | 2026-Q1 |
| Hackensack Meridian Health, Inc. trimmed | 2,382,932 | $231M | 0.5% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC trimmed | 2,258,978 | $219M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 2,221,094 | $216M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 2,185,639 | $212M | 0.4% | 2026-Q1 |
| Creative Planning added | 2,087,353 | $203M | 0.4% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 2,076,718 | $202M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,027,202 | $196M | 0.4% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 2,013,223 | $196M | 0.4% | 2026-Q1 |
| Hirtle & Co., LLC trimmed | 1,999,325 | $194M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,955,533 | $190M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,834,677 | $178M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,758,252 | $171M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,752,066 | $170M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 1,682,792 | $163M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,668,203 | $162M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,632,778 | $159M | 0.3% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 1,618,956 | $157M | 0.3% | 2026-Q1 |
| M&T Bank Corp added | 1,601,703 | $156M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 1,588,694 | $154M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 1,569,421 | $152M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,549,749 | $151M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,513,803 | $147M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,511,924 | $147M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,503,725 | $146M | 0.3% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 1,482,012 | $144M | 0.3% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,409,494 | $137M | 0.3% | 2026-Q1 |
| Capital International Investors trimmed | 1,399,310 | $132M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,316,911 | $128M | 0.3% | 2026-Q1 |
| Arvest Bank Trust Division trimmed | 1,300,889 | $126M | 0.3% | 2026-Q1 |
| BAILARD, INC. added | 1,275,057 | $124M | 0.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 1,113,071 | $108M | 0.2% | 2026-Q1 |
| CIBC Asset Management Inc added | 1,090,631 | $106M | 0.2% | 2026-Q1 |
| Absolute Gestao de Investimentos Ltda. added | 1,040,000 | $101M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,005,167 | $98M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,001,755 | $97M | 0.2% | 2026-Q1 |
| WoodTrust Financial Corp trimmed | 992,287 | $96M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 969,116 | $94M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 958,805 | $93M | 0.2% | 2026-Q1 |
| BOKF, NA trimmed | 919,102 | $89M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 907,706 | $88M | 0.2% | 2026-Q1 |
| BECKER CAPITAL MANAGEMENT INC added | 897,368 | $87M | 0.2% | 2026-Q1 |
| COMMERCE BANK added | 896,196 | $87M | 0.2% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 875,729 | $85M | 0.2% | 2026-Q1 |
| Mondrian Investment Partners LTD added | 874,962 | $85M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 861,000 | $84M | 0.2% | 2026-Q1 |
| STOCK YARDS BANK & TRUST CO added | 847,346 | $82M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 834,090 | $81M | 0.2% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC trimmed | 788,080 | $77M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 778,595 | $76M | 0.2% | 2026-Q1 |
| AMG National Trust Bank added | 757,575 | $74M | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 698,183 | $71M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 731,453 | $71M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 728,784 | $71M | 0.1% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 724,150 | $70M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 716,372 | $70M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 691,834 | $67M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 683,769 | $66M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 683,676 | $66M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 664,234 | $65M | 0.1% | 2026-Q1 |
| Destination Wealth Management added | 657,616 | $64M | 0.1% | 2026-Q1 |
| Miller Investment Management, LP trimmed | 652,026 | $63M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 642,634 | $62M | 0.1% | 2026-Q1 |
| COMERICA BANK added | 2,429,988 | $233M | 0.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 1,386,144 | $133M | 0.3% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,019,886 | $98M | 0.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP added | 899,954 | $84M | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 832,255 | $80M | 0.2% | 2025-Q4 stale |
| WGI DM, LLC new | 754,025 | $70M | 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.