Who owns Entergy (ETR)
Which tracked institutional funds hold ETR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
305 tracked funds added or opened ETR while 189 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ETR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ETR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETR 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 2026-Q1 and 2026-Q2, across 1264 tracked filers holding ETR, 664 increased or opened the position and 547 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 ETR between the 2026-Q1 and 2026-Q2 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 43
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$87M
- PFA Pension, Forsikringsaktieselskab$76M
- NewEdge Advisors, LLC$61M
- Jupiter Topco LLC$60M
- Freestone Grove Partners LP$57M
- Zurich Insurance Group Ltd/FI$52M
Full exits 70
- COHEN & STEERS, INC.$341M
- LORD, ABBETT & CO. LLC$331M
- Thrivent Financial for Lutherans$203M
- Treasurer of the State of North Carolina$96M
- Amundi$89M
- VAUGHAN DAVID INVESTMENTS LLC/IL$79M
Largest adds
- BlackRock, Inc.$1.1B
- BARCLAYS PLC$389M
- FRANKLIN RESOURCES INC$345M
- AMERIPRISE FINANCIAL INC$267M
- NORGES BANK$263M
- VANGUARD PORTFOLIO MANAGEMENT LLC$215M
Largest trims
- JPMORGAN CHASE & CO$148M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$117M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$109M
- MIZUHO MARKETS AMERICAS LLC$83M
- FMR LLC$70M
- TD Asset Management Inc$69M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 42,324,362 | $4.9B | 10.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 30,538,725 | $3.5B | 7.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 26,857,755 | $3.1B | 6.7% | 2026-Q2 |
| STATE STREET CORP added | 25,587,118 | $2.9B | 6.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 24,917,975 | $2.9B | 6.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,339,974 | $2.0B | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 14,077,782 | $1.6B | 3.5% | 2026-Q2 |
| FMR LLC trimmed | 13,241,867 | $1.5B | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,156,825 | $1.4B | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 9,808,504 | $1.1B | 2.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 9,451,550 | $1.1B | 2.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 6,983,959 | $802M | 1.8% | 2026-Q2 |
| Boston Partners added | 6,273,879 | $721M | 1.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 6,088,466 | $699M | 1.5% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 5,513,999 | $633M | 1.4% | 2026-Q2 |
| NORGES BANK added | 5,260,607 | $604M | 1.3% | 2026-Q2 |
| Capital Research Global Investors added | 5,237,094 | $602M | 1.3% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 5,153,284 | $592M | 1.3% | 2026-Q2 |
| Capital International Investors added | 4,800,915 | $552M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,534,602 | $521M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,222,670 | $485M | 1.1% | 2026-Q2 |
| BARCLAYS PLC added | 4,094,420 | $470M | 1.0% | 2026-Q2 |
| UBS Group AG added | 4,088,723 | $470M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,016,477 | $461M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,941,157 | $453M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,767,840 | $433M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,747,209 | $430M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 3,523,442 | $405M | 0.9% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC added | 3,341,012 | $384M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,060,139 | $351M | 0.8% | 2026-Q2 |
| REAVES W H & CO INC added | 2,978,267 | $342M | 0.7% | 2026-Q2 |
| 1832 Asset Management L.P. added | 2,731,591 | $314M | 0.7% | 2026-Q2 |
| TD Asset Management Inc trimmed | 2,645,619 | $304M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,586,369 | $297M | 0.6% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,537,927 | $292M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,518,745 | $289M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,471,103 | $284M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,418,765 | $278M | 0.6% | 2026-Q2 |
| Soroban Capital Partners LP added | 2,324,097 | $267M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,224,055 | $255M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,205,517 | $253M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,144,058 | $246M | 0.5% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 2,081,062 | $239M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,918,551 | $220M | 0.5% | 2026-Q2 |
| Merewether Investment Management, LP added | 1,787,604 | $205M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 1,670,027 | $192M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 1,635,463 | $188M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 1,579,167 | $181M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,391,852 | $160M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,358,652 | $156M | 0.3% | 2026-Q2 |
| Electron Capital Partners, LLC added | 1,340,648 | $154M | 0.3% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 1,291,790 | $148M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,291,200 | $148M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,182,586 | $136M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,156,624 | $133M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,114,281 | $128M | 0.3% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd trimmed | 1,085,598 | $125M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,065,794 | $123M | 0.3% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 1,059,996 | $122M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,043,914 | $120M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 985,672 | $113M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 965,469 | $111M | 0.2% | 2026-Q2 |
| CI INVESTMENTS INC. added | 962,755 | $111M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 961,963 | $110M | 0.2% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 951,677 | $109M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 922,640 | $107M | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 913,912 | $105M | 0.2% | 2026-Q2 |
| UniSuper Management Pty Ltd added | 897,906 | $103M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 881,104 | $101M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC added | 865,782 | $99M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 839,239 | $96M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 805,926 | $93M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 780,233 | $90M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 776,961 | $89M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 759,555 | $87M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 741,192 | $85M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 728,275 | $84M | 0.2% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 728,019 | $84M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 722,344 | $83M | 0.2% | 2026-Q2 |
| GROUPAMA ASSET MANAGMENT added | 701,338 | $82M | 0.2% | 2026-Q2 |
| TCW GROUP INC trimmed | 697,282 | $80M | 0.2% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 696,434 | $80M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 691,119 | $79M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 683,239 | $78M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 664,940 | $76M | 0.2% | 2026-Q2 |
| AVIVA PLC added | 659,074 | $76M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 644,100 | $74M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 634,462 | $73M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 634,406 | $73M | 0.2% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY added | 627,738 | $72M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 619,899 | $71M | 0.2% | 2026-Q2 |
| Yaupon Capital Management LP added | 615,956 | $71M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 569,554 | $65M | 0.1% | 2026-Q2 |
| National Pension Service trimmed | 546,786 | $63M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 532,338 | $61M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 532,196 | $61M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 518,861 | $60M | 0.1% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 512,432 | $59M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 502,537 | $58M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 500,664 | $58M | 0.1% | 2026-Q2 |
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.