Who owns ES (ES)
Which tracked institutional funds hold ES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ES 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
258 tracked funds added or opened ES while 121 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
ES’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 ES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ES 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 1056 tracked filers holding ES, 580 increased or opened the position and 407 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 ES 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 55
- VANGUARD CAPITAL MANAGEMENT LLC$1.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B
- VANGUARD FIDUCIARY TRUST CO$146M
- Vanguard Global Advisers, LLC$57M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$54M
- VANGUARD ASSET MANAGEMENT, Ltd$48M
Full exits 39
- VANGUARD GROUP INC$3.2B
- Covalis Capital LLP$77M
- Brandywine Global Investment Management, LLC$56M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$23M
- HITE Hedge Asset Management LLC$19M
- FORSTA AP-FONDEN$16M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$140M
- GEODE CAPITAL MANAGEMENT, LLC$134M
- FMR LLC$98M
- LOS ANGELES CAPITAL MANAGEMENT LLC$81M
- Allianz Asset Management GmbH$72M
- STATE STREET CORP$65M
Largest trims
- BlackRock, Inc.$585M
- DEUTSCHE BANK AG\$255M
- VICTORY CAPITAL MANAGEMENT INC$136M
- CITADEL ADVISORS LLC$107M
- Mitsubishi UFJ Trust & Banking Corp$104M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$104M
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 | 33,072,916 | $2.3B | 10.2% | 2026-Q1 |
| STATE STREET CORP added | 28,157,268 | $2.0B | 8.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 24,383,144 | $1.7B | 7.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 20,003,219 | $1.4B | 6.2% | 2026-Q1 |
| FMR LLC added | 12,796,264 | $887M | 4.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,301,286 | $780M | 3.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 7,318,444 | $507M | 2.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 6,532,250 | $453M | 2.0% | 2026-Q1 |
| Magellan Asset Management Ltd trimmed | 6,182,582 | $428M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,873,103 | $408M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 5,885,125 | $408M | 1.8% | 2026-Q1 |
| Invesco Ltd. added | 5,208,336 | $361M | 1.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 4,889,411 | $339M | 1.5% | 2026-Q1 |
| Nuveen, LLC added | 4,614,909 | $320M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,970,764 | $275M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 3,940,485 | $269M | 1.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 3,656,740 | $253M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,624,889 | $251M | 1.1% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 3,342,607 | $232M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 3,556,103 | $221M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,004,763 | $208M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,757,798 | $191M | 0.9% | 2026-Q1 |
| ProShare Advisors LLC added | 2,416,845 | $167M | 0.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,370,139 | $164M | 0.7% | 2026-Q1 |
| Amundi trimmed | 2,301,820 | $159M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,262,045 | $157M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,198,616 | $152M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,110,821 | $146M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,093,417 | $145M | 0.6% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,948,273 | $135M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,911,578 | $132M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,885,363 | $131M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,676,801 | $115M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,583,041 | $110M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,517,504 | $105M | 0.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,515,398 | $105M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,405,438 | $97M | 0.4% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 1,345,893 | $93M | 0.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 1,312,897 | $91M | 0.4% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,276,081 | $88M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,139,920 | $79M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 1,133,942 | $79M | 0.4% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 1,125,654 | $78M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,101,133 | $76M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,046,496 | $72M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,029,899 | $70M | 0.3% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,009,933 | $70M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 990,160 | $69M | 0.3% | 2026-Q1 |
| Man Group plc trimmed | 952,650 | $66M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 926,210 | $64M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 913,588 | $63M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 902,061 | $62M | 0.3% | 2026-Q1 |
| M&G PLC trimmed | 881,205 | $61M | 0.3% | 2026-Q1 |
| Aberdeen Group plc added | 833,497 | $58M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 817,491 | $57M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 810,282 | $56M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 785,380 | $55M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 782,887 | $54M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 775,238 | $54M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 763,900 | $53M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 745,227 | $52M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 741,978 | $51M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 732,705 | $51M | 0.2% | 2026-Q1 |
| Vest Financial, LLC added | 725,475 | $50M | 0.2% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP | 703,933 | $49M | 0.2% | 2026-Q1 |
| Swedbank AB added | 702,198 | $49M | 0.2% | 2026-Q1 |
| National Pension Service added | 701,007 | $49M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 699,572 | $48M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 673,545 | $47M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 666,235 | $46M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 647,706 | $45M | 0.2% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 646,277 | $45M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 623,265 | $43M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 557,406 | $39M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 544,139 | $38M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 531,989 | $37M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 524,902 | $36M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 522,274 | $36M | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 503,509 | $35M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 481,050 | $33M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 471,058 | $33M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 464,587 | $32M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 460,195 | $32M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 451,372 | $31M | 0.1% | 2026-Q1 |
| KBC Group NV added | 448,175 | $31M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 449,191 | $30M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 430,361 | $30M | 0.1% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 424,140 | $29M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 421,939 | $29M | 0.1% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 411,401 | $29M | 0.1% | 2026-Q1 |
| Act Two Investors LLC trimmed | 409,326 | $28M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 403,987 | $28M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 403,378 | $28M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 401,389 | $28M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC added | 385,518 | $27M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 47,164,455 | $3.2B | 14.2% | 2025-Q4 stale |
| Covalis Capital LLP added | 1,141,017 | $77M | 0.3% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 829,120 | $56M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 668,210 | $48M | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 507,581 | $36M | 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.