Security record · archived quarter
EG
Everest Group, Ltd. · Financial Services
154Tracked holders
-4Δ holders
23.88MShares held
$7.81BReported value
+2New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow -2.3% ·
net new positions -3.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -4 | 26.16M | $9.63B | +3 | −6 |
| Q1 2026 | 154 | -4 | 23.88M | $7.81B | +2 | −7 |
| Q4 2025 | 157 | +1 | 29.02M | $9.84B | +2 | — |
| Q3 2025 | 21 | 0 | 16.68M | $5.83B | +1 | −2 |
| Q2 2025 | 19 | +2 | 17.47M | $5.94B | +2 | — |
| Q1 2025 | 14 | -1 | 7.48M | $2.72B | — | −1 |
| Q4 2024 | 15 | +1 | 7.87M | $2.85B | +2 | −1 |
| Q3 2024 | 13 | +2 | 5.98M | $2.34B | +2 | — |
| Q2 2024 | 11 | — | 7.25M | $2.76B | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 3.30M | -1.7% | $1.08B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 2.63M | — | $860.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 1.85M | -3.0% | $604.78M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 1.18M | +1.2% | $385.57M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 1.18M | +1.2% | $385.57M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 39 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 40 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 41 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 42 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 43 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 44 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 45 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 46 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 64 | Alliancebernstein L.P. | 729.12K | +13.8% | $247.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | Boston Partners | 508.57K | -31.4% | $166.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 66 | Boston Partners | 508.57K | -31.4% | $166.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 67 | Boston Partners | 508.57K | -31.4% | $166.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 68 | Boston Partners | 508.57K | -31.4% | $166.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $630.28M | was 0.1% |
| Point72 Asset Management | $31.50M | was 0.1% |
| Artisan Partners Limited… | $25.04M | was 0.0% |
| Connor, Clark & Lunn… | $905,386 | was 0.0% |
| Marshall Wace | $334,599 | was 0.0% |
| Simplex Trading, Llc | $256,887 | was 0.0% |
| Optiver Holding B.V. | $20,700 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 661 holders, 36.53M shares, $11.60B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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