Who owns ESI (ESI)
Which tracked institutional funds hold ESI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESI 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 ESI is one-sided between 2025-Q4 and 2026-Q1: 199 added or opened and 47 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
ESI’s largest tracked holder by dollar value, BlackRock, 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 ESI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESI 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 443 tracked filers holding ESI, 251 increased or opened the position and 201 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 ESI 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 40
- VANGUARD PORTFOLIO MANAGEMENT LLC$466M
- VANGUARD CAPITAL MANAGEMENT LLC$366M
- VANGUARD FIDUCIARY TRUST CO$49M
- Holocene Advisors, LP$40M
- Troluce Capital Advisors LLC$28M
- VALLEY WEALTH MANAGERS, INC.$26M
Full exits 24
- VANGUARD GROUP INC$620M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$38M
- Qube Research & Technologies Ltd$13M
- Concentric Capital Strategies, LP$9M
- Assenagon Asset Management S.A.$9M
- Albar Capital Partners LLP$7M
Largest adds
- FMR LLC$273M
- T. Rowe Price Investment Management, Inc.$246M
- BlackRock, Inc.$185M
- FIL Ltd$149M
- Invesco Ltd.$123M
- DIMENSIONAL FUND ADVISORS LP$77M
Largest trims
- Jain Global LLC$45M
- SCHRODER INVESTMENT MANAGEMENT GROUP$20M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- GLENVIEW CAPITAL MANAGEMENT, LLC$15M
- MILLENNIUM MANAGEMENT LLC$14M
- Gates Capital Management, Inc.$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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 24,873,774 | $849M | 9.6% | 2026-Q1 |
| FMR LLC added | 20,678,069 | $706M | 8.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 13,663,065 | $466M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,723,727 | $366M | 4.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 9,024,523 | $308M | 3.5% | 2026-Q1 |
| Invesco Ltd. added | 8,769,260 | $299M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 8,475,192 | $289M | 3.3% | 2026-Q1 |
| FIL Ltd added | 8,080,067 | $276M | 3.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 7,967,429 | $272M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 7,306,377 | $249M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,222,686 | $178M | 2.0% | 2026-Q1 |
| LOCUST WOOD CAPITAL ADVISERS, LLC trimmed | 4,388,886 | $150M | 1.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 4,366,956 | $149M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 5,053,752 | $126M | 1.4% | 2026-Q1 |
| Capital World Investors added | 3,631,950 | $124M | 1.4% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 3,551,622 | $121M | 1.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 3,036,016 | $107M | 1.2% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 3,102,366 | $106M | 1.2% | 2026-Q1 |
| Gates Capital Management, Inc. trimmed | 3,059,066 | $104M | 1.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 2,977,958 | $102M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,891,000 | $99M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 2,867,891 | $98M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,867,833 | $93M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,650,802 | $90M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,643,646 | $90M | 1.0% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 2,421,958 | $83M | 0.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,298,774 | $78M | 0.9% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 2,234,157 | $76M | 0.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,221,483 | $76M | 0.9% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 2,076,164 | $71M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 2,035,362 | $69M | 0.8% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 1,964,886 | $67M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,923,135 | $66M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,806,120 | $62M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC added | 1,760,977 | $60M | 0.7% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 1,758,092 | $57M | 0.6% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 1,628,683 | $56M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,543,206 | $53M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,440,781 | $49M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,424,954 | $49M | 0.6% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 1,384,815 | $47M | 0.5% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,302,692 | $44M | 0.5% | 2026-Q1 |
| UBS Group AG added | 1,261,814 | $43M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,291,756 | $43M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,220,439 | $42M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 1,187,352 | $41M | 0.5% | 2026-Q1 |
| Holocene Advisors, LP added | 1,184,209 | $40M | 0.5% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 1,171,467 | $40M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,160,490 | $40M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,117,433 | $38M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,102,078 | $38M | 0.4% | 2026-Q1 |
| Boston Partners trimmed | 1,097,570 | $37M | 0.4% | 2026-Q1 |
| LONDON CO OF VIRGINIA added | 1,050,175 | $36M | 0.4% | 2026-Q1 |
| REINHART PARTNERS, LLC. trimmed | 976,283 | $33M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 965,393 | $33M | 0.4% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 956,227 | $33M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 891,594 | $30M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 881,493 | $30M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 819,800 | $28M | 0.3% | 2026-Q1 |
| Troluce Capital Advisors LLC new | 810,400 | $28M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 802,633 | $27M | 0.3% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. new | 774,648 | $26M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 746,218 | $25M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 693,889 | $24M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 666,816 | $23M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 702,237 | $23M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 633,503 | $22M | 0.2% | 2026-Q1 |
| Beck Bode, LLC trimmed | 584,562 | $20M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 597,018 | $19M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 539,846 | $18M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 531,509 | $18M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 531,464 | $18M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 527,863 | $18M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 523,976 | $18M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 514,706 | $18M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 501,781 | $17M | 0.2% | 2026-Q1 |
| Fenimore Asset Management Inc trimmed | 468,376 | $16M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 454,889 | $16M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 407,222 | $14M | 0.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 397,458 | $14M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 379,382 | $13M | 0.1% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 366,946 | $13M | 0.1% | 2026-Q1 |
| DDD Partners, LLC new | 364,440 | $12M | 0.1% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 362,200 | $12M | 0.1% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 356,807 | $12M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 329,494 | $11M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 324,214 | $11M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 306,034 | $10M | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC trimmed | 278,433 | $10M | 0.1% | 2026-Q1 |
| CASTLEARK MANAGEMENT LLC added | 273,884 | $9M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 24,799,828 | $620M | 7.0% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,513,000 | $38M | 0.4% | 2025-Q4 stale |
| Merewether Investment Management, LP new | 1,237,554 | $28M | 0.3% | 2025-Q2 stale |
| SG Capital Management LLC trimmed | 1,025,797 | $26M | 0.3% | 2025-Q3 stale |
| Ilex Capital Partners (UK) LLP trimmed | 718,623 | $18M | 0.2% | 2025-Q3 stale |
| Appian Way Asset Management LP trimmed | 650,872 | $16M | 0.2% | 2025-Q3 stale |
| Woodline Partners LP added | 530,863 | $13M | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 507,023 | $13M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 557,500 | $13M | 0.1% | 2025-Q1 stale |
| HITE Hedge Asset Management LLC added | 441,496 | $11M | 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.