EG Institutional Ownership
Who owns Everest Group, Ltd. and what the big funds did with it last quarter, from every SEC 13F filing. 692 funds reported holding EG at Jun 30, 2026, together owning 105.1% of the company.
- ●337 buying vs 318 selling
- ▲Held by funds +6.2 pts
- ▲Funds holding +19
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 692 | 673 | +2.8% |
| In funds' top 10 | 7 | 8 | −12.5% |
| 13F shares | 38.9M | 36.7M | +6.2% |
| Held by funds | 105.1% | 99.0% | +6.2 pts |
| New positions | 79 | 65 | +21.5% |
| Increased | 258 | 244 | +5.7% |
| Reduced | 258 | 253 | +2.0% |
| Sold out | 60 | 82 | −26.8% |
| Calls (shares) | 600 | 10K | −94.2% |
| Puts (shares) | 3,600 | 4,600 | −21.7% |
| Put/call ratio | 6.00 | 0.44 | +1256.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EG
All superinvestors →
Who owns EG
share of fund held shares- Index and passive funds36.7%
- Active managers and hedge funds47.2%
- Banks and brokers9.5%
- Pensions, insurers and other6.6%
The top 10 holders own 44.4% of all EG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
185 funds changed their position- Mackenzie Financial CorpAdded+102K sh
- Arbejdsmarkedets TillaegspensionNew+66K sh
- Vest Financial, LLCAdded+63K sh
- Arnhold LLCSold out−56K sh
- KBC Group NVAdded+50K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.69% | 3.2M | $1.2B | −77K |
| 2 | Vanguard Capital Management LLC | 6.97% | 2.6M | $923M | −51K |
| 3 | Vanguard Portfolio Management LLC | 5.59% | 2.1M | $739M | −99K |
| 4 | Norges Bank | 5.21% | 1.9M | $689M | +1.9M |
| 5 | State Street Corp | 4.98% | 1.8M | $659M | −5,582 |
| 6 | AQR Capital Management LLC | 3.79% | 1.4M | $502M | +39K |
| 7 | Geode Capital Management, LLC | 3.12% | 1.2M | $411M | −28K |
| 8 | Alliancebernstein L.P. | 2.82% | 1M | $341M | +314K |
| 9 | Vulcan Value Partners, LLC | 2.80% | 1M | $370M | −325K |
| 10 | Barrow Hanley Mewhinney & Strauss LLC | 2.65% | 982K | $351M | −46K |
- Norges Bank+1.9M sh+$689M
- First Trust Advisors LP+493K sh+$176M
- Massachusetts Financial Services Co /ma/+202K sh+$139M
- Alliancebernstein L.P.+314K sh+$103M
- Arrowstreet Capital, Limited Partnership+257K sh+$91.7M
- Woodline Partners LP+152K sh+$54.1M
- SG Americas Securities, LLC+139K sh+$49.6M
- Robeco Institutional Asset Management B.V.+94K sh+$33.7M
- Wellington Management Group LLP−501K sh−$179M
- Vulcan Value Partners, LLC−325K sh−$116M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME−314K sh−$112M
- AustralianSuper Pty Ltd−241K sh−$86.2M
- Citadel Advisors LLC−151K sh−$53.8M
- Balyasny Asset Management L.P.−128K sh−$45.6M
- Jane Street Group, LLC−107K sh−$38.1M
- Vanguard Portfolio Management LLC−99K sh−$35.4M
EG institutional ownership FAQ
Who owns the most EG stock?
In Q2 2026 13F filings the largest holder of EG was BlackRock, Inc., followed by Vanguard Capital Management LLC and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of EG is owned by institutions?
Funds that file 13F reports held 105.1% of EG's shares at Jun 30, 2026, compared with 99.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying EG?
In Q2 2026, 337 funds bought EG (79 of them new positions) and 318 sold (60 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for EG is bullish.
What is EG's institutional put/call ratio?
Funds reported $1.3M of EG puts against $214K of calls, a put/call ratio of 6.00 (0.44 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this EG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.