Who owns EG (EG)
Which tracked institutional funds hold EG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EG 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
125 tracked funds added or opened EG while 181 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
EG’s largest tracked holder by dollar value, VANGUARD GROUP INC, 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 EG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EG 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 663 tracked filers holding EG, 316 increased or opened the position and 351 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 EG 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 32
- VANGUARD CAPITAL MANAGEMENT LLC$861M
- VANGUARD PORTFOLIO MANAGEMENT LLC$709M
- VANGUARD FIDUCIARY TRUST CO$75M
- SEB Asset Management AB$37M
- Vanguard Global Advisers, LLC$31M
- VANGUARD ASSET MANAGEMENT, Ltd$28M
Full exits 36
- VANGUARD GROUP INC$1.8B
- Skandinaviska Enskilda Banken AB (publ)$55M
- Point72 Asset Management, L.P.$32M
- Artisan Partners Limited Partnership$25M
- Susquehanna Portfolio Strategies, LLC$12M
- Brandywine Global Investment Management, LLC$9M
Largest adds
- HSBC HOLDINGS PLC$122M
- CITADEL ADVISORS LLC$38M
- RENAISSANCE TECHNOLOGIES LLC$37M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$34M
- GOLDMAN SACHS GROUP INC$32M
- ALLIANCEBERNSTEIN L.P.$30M
Largest trims
- BlackRock, Inc.$255M
- AQR CAPITAL MANAGEMENT LLC$122M
- NORGES BANK$114M
- WELLINGTON MANAGEMENT GROUP LLP$94M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87M
- Boston Partners$85M
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. trimmed | 2,704,772 | $884M | 6.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,633,722 | $861M | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,168,090 | $709M | 5.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,850,314 | $605M | 4.6% | 2026-Q1 |
| NORGES BANK trimmed | 1,419,943 | $516M | 3.9% | 2026-Q1 |
| Vulcan Value Partners, LLC trimmed | 1,361,865 | $445M | 3.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,363,632 | $444M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,183,821 | $386M | 2.9% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 1,028,240 | $336M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 970,581 | $317M | 2.4% | 2026-Q1 |
| Invesco Ltd. added | 782,443 | $256M | 1.9% | 2026-Q1 |
| ALTRINSIC GLOBAL ADVISORS LLC trimmed | 777,871 | $254M | 1.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 762,400 | $253M | 1.9% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 729,121 | $247M | 1.9% | 2026-Q1 |
| Boston Partners trimmed | 508,572 | $166M | 1.3% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 506,166 | $165M | 1.3% | 2026-Q1 |
| DONALD SMITH & CO., INC. added | 460,175 | $150M | 1.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 449,919 | $147M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 414,923 | $136M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 410,571 | $134M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 410,359 | $134M | 1.0% | 2026-Q1 |
| Polar Capital Holdings Plc | 403,500 | $132M | 1.0% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 386,640 | $126M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 354,804 | $116M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 352,110 | $115M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 315,652 | $103M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 289,912 | $95M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 287,847 | $94M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 276,068 | $90M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 271,073 | $89M | 0.7% | 2026-Q1 |
| EARNEST PARTNERS LLC added | 268,095 | $88M | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 267,496 | $87M | 0.7% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 251,190 | $82M | 0.6% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 250,008 | $82M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 233,326 | $76M | 0.6% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 230,540 | $75M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 229,438 | $75M | 0.6% | 2026-Q1 |
| UBS Group AG added | 225,664 | $74M | 0.6% | 2026-Q1 |
| Talaria Asset Management Pty Ltd added | 224,700 | $73M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 216,813 | $71M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 215,504 | $70M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 215,428 | $70M | 0.5% | 2026-Q1 |
| Amundi added | 213,030 | $70M | 0.5% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 185,699 | $61M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 162,100 | $53M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 160,621 | $52M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 156,334 | $51M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 146,288 | $48M | 0.4% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 140,908 | $46M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 137,718 | $45M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 134,463 | $44M | 0.3% | 2026-Q1 |
| Perpetual Ltd added | 131,919 | $43M | 0.3% | 2026-Q1 |
| GENERAL AMERICAN INVESTORS CO INC | 129,196 | $42M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 127,583 | $42M | 0.3% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 127,428 | $42M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 127,269 | $42M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 123,200 | $40M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 121,949 | $40M | 0.3% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 119,974 | $39M | 0.3% | 2026-Q1 |
| SEB Asset Management AB new | 112,024 | $37M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 108,124 | $35M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 105,290 | $34M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 105,260 | $34M | 0.3% | 2026-Q1 |
| South Dakota Investment Council added | 101,931 | $33M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 99,808 | $33M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 96,362 | $31M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 96,068 | $31M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 95,435 | $31M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 95,123 | $31M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 94,870 | $31M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 94,010 | $31M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 84,706 | $28M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 81,124 | $26M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 80,557 | $26M | 0.2% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 79,238 | $26M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 74,518 | $24M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 73,769 | $24M | 0.2% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS added | 69,501 | $23M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 68,079 | $22M | 0.2% | 2026-Q1 |
| Prana Capital Management, LP added | 65,707 | $21M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 62,478 | $20M | 0.2% | 2026-Q1 |
| TCTC Holdings, LLC trimmed | 60,800 | $20M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 60,752 | $20M | 0.2% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 60,507 | $20M | 0.1% | 2026-Q1 |
| ALGEBRIS (UK) LTD trimmed | 57,777 | $19M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 57,622 | $19M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 55,706 | $18M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 55,691 | $18M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 54,510 | $18M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,346,440 | $1.8B | 13.7% | 2025-Q4 stale |
| Champlain Investment Partners, LLC added | 384,141 | $135M | 1.0% | 2025-Q3 stale |
| Skandinaviska Enskilda Banken AB (publ) added | 161,621 | $55M | 0.4% | 2025-Q4 stale |
| Zimmer Partners, LP trimmed | 95,000 | $35M | 0.3% | 2025-Q1 stale |
| Point72 Asset Management, L.P. added | 92,830 | $32M | 0.2% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 84,700 | $29M | 0.2% | 2025-Q2 stale |
| Artisan Partners Limited Partnership added | 73,795 | $25M | 0.2% | 2025-Q4 stale |
| Philadelphia Financial Management of San Francisco, LLC added | 68,086 | $23M | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 63,257 | $21M | 0.2% | 2025-Q2 stale |
| PROSPECTOR PARTNERS LLC trimmed | 59,814 | $21M | 0.2% | 2025-Q3 stale |
| Aware Super Pty Ltd as trustee of Aware Super | 59,634 | $21M | 0.2% | 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.