Who owns EPD (EPD)
Which tracked institutional funds hold EPD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPD 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 EPD is one-sided between 2025-Q4 and 2026-Q1: 490 added or opened and 68 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
EPD’s largest tracked holder by dollar value, ALPS ADVISORS INC, sizes it at 7.7% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 7.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EPD 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 1605 tracked filers holding EPD, 730 increased or opened the position and 571 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 EPD 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 36
- CIBC Bancorp USA Inc.$329M
- SANDERS MORRIS HARRIS LLC$30M
- Markel Group Inc.$8M
- TORONTO DOMINION BANK$6M
- Point72 Asset Management, L.P.$5M
- SG Americas Securities, LLC$3M
Full exits 19
- CIBC Private Wealth Group LLC$288M
- Clarkston Capital Partners, LLC$7M
- True North Advisors, LLC$5M
- J.W. COLE ADVISORS, INC.$4M
- Pacer Advisors, Inc.$3M
- Global Retirement Partners, LLC$2M
Largest adds
- ALPS ADVISORS INC$280M
- WESTWOOD HOLDINGS GROUP INC$204M
- MORGAN STANLEY$198M
- Blackstone Inc.$181M
- GOLDMAN SACHS GROUP INC$178M
- Invesco Ltd.$150M
Largest trims
- BlackRock, Inc.$123M
- TRUIST FINANCIAL CORP$46M
- AMERICAN CENTURY COMPANIES INC$45M
- BARCLAYS PLC$13M
- LONGFELLOW INVESTMENT MANAGEMENT CO LLC$12M
- HSBC HOLDINGS PLC$10M
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 |
|---|---|---|---|---|
| ALPS ADVISORS INC added | 43,521,097 | $1.6B | 9.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 26,490,750 | $1.0B | 5.8% | 2026-Q1 |
| MORGAN STANLEY added | 21,419,522 | $811M | 4.7% | 2026-Q1 |
| Blackstone Inc. added | 21,103,484 | $799M | 4.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 20,090,417 | $760M | 4.4% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 16,199,184 | $613M | 3.5% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 14,861,384 | $562M | 3.2% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 13,731,348 | $520M | 3.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 13,640,543 | $516M | 3.0% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP trimmed | 13,031,597 | $493M | 2.8% | 2026-Q1 |
| UBS Group AG trimmed | 12,607,250 | $477M | 2.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 12,118,253 | $459M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,778,570 | $446M | 2.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 11,384,591 | $431M | 2.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 8,680,163 | $329M | 1.9% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 8,302,325 | $314M | 1.8% | 2026-Q1 |
| FMR LLC trimmed | 7,346,475 | $278M | 1.6% | 2026-Q1 |
| BERKLEY W R CORP | 6,825,000 | $258M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,645,019 | $251M | 1.4% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 5,813,484 | $220M | 1.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,807,512 | $220M | 1.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 5,496,068 | $208M | 1.2% | 2026-Q1 |
| FAIRHOLME CAPITAL MANAGEMENT LLC added | 5,455,800 | $206M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,919,698 | $186M | 1.1% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 4,863,306 | $184M | 1.1% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC trimmed | 4,798,337 | $182M | 1.0% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 4,588,523 | $174M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 4,270,820 | $162M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 4,165,740 | $158M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 4,067,750 | $154M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,866,288 | $146M | 0.8% | 2026-Q1 |
| Paralel Advisors LLC | 3,650,000 | $138M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 3,609,101 | $137M | 0.8% | 2026-Q1 |
| REAVES W H & CO INC | 3,493,940 | $132M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,325,596 | $130M | 0.7% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 3,325,426 | $126M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,230,255 | $122M | 0.7% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 3,160,206 | $120M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,741,683 | $95M | 0.5% | 2026-Q1 |
| Americana Partners, LLC added | 2,285,210 | $86M | 0.5% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 2,276,743 | $86M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,149,061 | $81M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,144,188 | $81M | 0.5% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 2,071,160 | $78M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 2,066,758 | $78M | 0.4% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 1,941,481 | $73M | 0.4% | 2026-Q1 |
| Texas Yale Capital Corp. added | 1,909,341 | $72M | 0.4% | 2026-Q1 |
| Fractal Investments LLC | 1,837,044 | $70M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,831,446 | $69M | 0.4% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 1,745,500 | $66M | 0.4% | 2026-Q1 |
| Progeny 3, Inc. trimmed | 1,683,631 | $64M | 0.4% | 2026-Q1 |
| Recurrent Investment Advisors LLC trimmed | 1,675,483 | $63M | 0.4% | 2026-Q1 |
| Bollard Group LLC trimmed | 1,620,055 | $61M | 0.4% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,560,173 | $59M | 0.3% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 1,548,308 | $59M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,516,185 | $57M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,501,034 | $57M | 0.3% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 1,498,970 | $57M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 1,454,357 | $55M | 0.3% | 2026-Q1 |
| Saudi Central Bank | 1,438,187 | $54M | 0.3% | 2026-Q1 |
| COOPERMAN LEON G | 1,373,755 | $52M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 1,372,882 | $52M | 0.3% | 2026-Q1 |
| Oxbow Advisors, LLC added | 1,364,787 | $52M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 1,348,480 | $51M | 0.3% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 1,307,298 | $49M | 0.3% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 1,254,604 | $47M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,200,531 | $45M | 0.3% | 2026-Q1 |
| PENN DAVIS MCFARLAND INC trimmed | 1,175,998 | $44M | 0.3% | 2026-Q1 |
| SailingStone Capital Partners LLC trimmed | 1,129,954 | $43M | 0.2% | 2026-Q1 |
| Northside Capital Management, LLC trimmed | 1,127,179 | $43M | 0.2% | 2026-Q1 |
| TETRAD CORP | 1,100,000 | $42M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,094,669 | $41M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,088,417 | $41M | 0.2% | 2026-Q1 |
| Fort Sheridan Advisors LLC added | 1,056,663 | $40M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 1,032,176 | $39M | 0.2% | 2026-Q1 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC trimmed | 1,031,154 | $39M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,030,490 | $39M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 1,025,113 | $39M | 0.2% | 2026-Q1 |
| BOWEN HANES & CO INC | 1,018,000 | $39M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 1,003,325 | $38M | 0.2% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 1,000,000 | $38M | 0.2% | 2026-Q1 |
| Creative Planning added | 962,240 | $36M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 960,294 | $36M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 941,580 | $36M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 941,495 | $36M | 0.2% | 2026-Q1 |
| COMMERCE BANK added | 901,591 | $34M | 0.2% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 876,343 | $33M | 0.2% | 2026-Q1 |
| VORPAL, LLC | 838,807 | $32M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 838,506 | $32M | 0.2% | 2026-Q1 |
| CNA FINANCIAL CORP trimmed | 825,000 | $31M | 0.2% | 2026-Q1 |
| BECK MACK & OLIVER LLC added | 817,046 | $31M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 802,248 | $30M | 0.2% | 2026-Q1 |
| SANDERS MORRIS HARRIS LLC added | 802,160 | $30M | 0.2% | 2026-Q1 |
| KDK Private Wealth Management, LLC added | 779,657 | $30M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 762,970 | $29M | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 718,543 | $27M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 709,712 | $27M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 697,005 | $26M | 0.2% | 2026-Q1 |
| CIBC Private Wealth Group LLC trimmed | 8,977,239 | $288M | 1.7% | 2025-Q4 stale |
| BEACH INVESTMENT COUNSEL INC/PA trimmed | 2,021,932 | $69M | 0.4% | 2025-Q1 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.