Who owns EIX (EIX)
Which tracked institutional funds hold EIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIX 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
The tracked-fund tape on EIX is one-sided between 2025-Q4 and 2026-Q1: 412 added or opened and 115 trimmed or exited — on balance accumulating.
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
EIX’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EIX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EIX 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 1047 tracked filers holding EIX, 619 increased or opened the position and 385 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 EIX 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 50
- VANGUARD CAPITAL MANAGEMENT LLC$1.8B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- VANGUARD FIDUCIARY TRUST CO$158M
- Vanguard Global Advisers, LLC$69M
- VANGUARD ASSET MANAGEMENT, Ltd$52M
- Aware Super Pty Ltd as trustee of Aware Super$29M
Full exits 56
- VANGUARD GROUP INC$3.1B
- Capital Research Global Investors$69M
- TWO SIGMA ADVISERS, LP$64M
- Brandywine Global Investment Management, LLC$63M
- VIRGINIA RETIREMENT SYSTEMS ET Al$27M
- Qube Research & Technologies Ltd$23M
Largest adds
- STATE STREET CORP$543M
- AQR CAPITAL MANAGEMENT LLC$408M
- GEODE CAPITAL MANAGEMENT, LLC$222M
- GOLDMAN SACHS GROUP INC$149M
- FRANKLIN RESOURCES INC$139M
- Allianz Asset Management GmbH$123M
Largest trims
- BlackRock, Inc.$408M
- NORGES BANK$81M
- CANADA PENSION PLAN INVESTMENT BOARD$69M
- CITADEL ADVISORS LLC$68M
- Man Group plc$60M
- D. E. Shaw & Co., Inc.$56M
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 | 34,703,614 | $2.5B | 9.9% | 2026-Q1 |
| STATE STREET CORP added | 34,598,287 | $2.5B | 9.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 24,976,902 | $1.8B | 7.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 23,099,580 | $1.7B | 6.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 20,835,574 | $1.5B | 5.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 13,462,236 | $1.0B | 4.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,547,319 | $479M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 6,003,629 | $439M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 5,050,330 | $370M | 1.4% | 2026-Q1 |
| FMR LLC trimmed | 4,743,517 | $347M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 4,627,103 | $339M | 1.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 4,620,365 | $338M | 1.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 4,478,078 | $328M | 1.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,377,239 | $323M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,396,772 | $322M | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,308,411 | $315M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,973,058 | $291M | 1.1% | 2026-Q1 |
| ATLAS Infrastructure Partners (UK) Ltd. trimmed | 3,641,148 | $266M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,627,496 | $265M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 4,384,348 | $258M | 1.0% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 3,485,044 | $255M | 1.0% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 2,952,528 | $216M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,931,853 | $215M | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 2,870,400 | $210M | 0.8% | 2026-Q1 |
| Amundi trimmed | 2,811,490 | $206M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,844,409 | $204M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,299,994 | $168M | 0.7% | 2026-Q1 |
| SG Americas Securities, LLC added | 2,294,019 | $168M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,274,867 | $166M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,205,846 | $161M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,171,775 | $159M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,164,672 | $158M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,115,874 | $155M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC added | 2,108,552 | $154M | 0.6% | 2026-Q1 |
| Swedbank AB added | 2,073,181 | $152M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,075,987 | $151M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,003,393 | $147M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,817,683 | $133M | 0.5% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 1,628,462 | $119M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,655,055 | $119M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 1,601,327 | $117M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,468,184 | $107M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,462,104 | $107M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 1,440,401 | $105M | 0.4% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 1,347,064 | $99M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 1,316,299 | $96M | 0.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,178,800 | $86M | 0.3% | 2026-Q1 |
| National Pension Service added | 1,173,947 | $86M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,129,200 | $83M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 1,113,901 | $82M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,082,717 | $79M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 1,080,341 | $79M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 955,282 | $70M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 937,120 | $69M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 902,565 | $66M | 0.3% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 748,250 | $66M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 874,264 | $64M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 858,826 | $63M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 833,197 | $61M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 833,949 | $61M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 744,164 | $54M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 714,712 | $52M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 712,324 | $52M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 697,716 | $51M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 696,949 | $51M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 682,136 | $50M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 680,923 | $50M | 0.2% | 2026-Q1 |
| COHEN & STEERS, INC. | 669,640 | $49M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 645,537 | $47M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 634,337 | $46M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 625,546 | $46M | 0.2% | 2026-Q1 |
| Aberdeen Group plc trimmed | 614,142 | $45M | 0.2% | 2026-Q1 |
| NATIXIS added | 609,323 | $45M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 592,752 | $43M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 591,669 | $43M | 0.2% | 2026-Q1 |
| CWM, LLC added | 553,439 | $41M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 547,840 | $40M | 0.2% | 2026-Q1 |
| DANSKE BANK A/S added | 547,813 | $40M | 0.2% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS added | 542,977 | $40M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 531,637 | $39M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 530,010 | $39M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 638,481 | $38M | 0.1% | 2026-Q1 |
| M&G PLC trimmed | 490,315 | $36M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 472,415 | $35M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 471,984 | $35M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 460,002 | $34M | 0.1% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 457,139 | $33M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 437,802 | $32M | 0.1% | 2026-Q1 |
| Investment Management Corp of Ontario added | 421,739 | $31M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 416,561 | $30M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 406,805 | $30M | 0.1% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 399,196 | $29M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 393,162 | $29M | 0.1% | 2026-Q1 |
| Aware Super Pty Ltd as trustee of Aware Super trimmed | 393,008 | $29M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 51,862,328 | $3.1B | 12.1% | 2025-Q4 stale |
| Capital Research Global Investors added | 1,148,661 | $69M | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 1,062,501 | $64M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 1,137,985 | $63M | 0.2% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 1,043,859 | $63M | 0.2% | 2025-Q4 stale |
| Candlestick Capital Management LP trimmed | 947,151 | $49M | 0.2% | 2025-Q2 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.