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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 67.73K | $23.89M | +1 | −2 |
| Q2 2026 | 146 | -4 | 25.95M | $9.55B | +3 | −8 |
| Q1 2026 | 154 | -4 | 23.88M | $7.81B | +2 | −7 |
| Q4 2025 | 157 | +1 | 29.02M | $9.84B | +2 | n/a |
| Q3 2025 | 21 | 0 | 16.68M | $5.83B | +1 | −2 |
| Q2 2025 | 19 | +2 | 17.47M | $5.94B | +2 | n/a |
| Q1 2025 | 14 | -1 | 7.48M | $2.72B | n/a | −1 |
| Q4 2024 | 15 | +1 | 7.87M | $2.85B | +2 | −1 |
| Q3 2024 | 13 | +2 | 5.98M | $2.34B | +2 | n/a |
| Q2 2024 | 11 | n/a | 7.25M | $2.76B | n/a | n/a |
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 ↗ ×21 |
| 2 | Vanguard Capital Management Llc | 2.63M | n/a | $860.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 1.85M | -3.0% | $604.78M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 1.37M | -18.0% | $444.59M | 0.2% | ▼ Trim | 8 | SEC ↗ ×12 |
| 5 | Geode Capital Management ✦ (passive) | 1.18M | +1.2% | $385.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 971.87K | -19.8% | $317.66M | 0.1% | ▼ Trim | 8 | SEC ↗ ×8 |
| 7 | Invesco Ltd. | 812.27K | +9.3% | $265.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 8 | Massachusetts Financial Services Co… | 762.40K | +18.1% | $252.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 9 | Alliancebernstein L.P. | 729.12K | +13.8% | $247.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Boston Partners | 508.57K | -31.4% | $166.23M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Hsbc Holdings Plc | 449.92K | +203.7% | $147.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Dimensional Fund Advisors Lp | 414.92K | -3.4% | $135.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | Northern Trust Corp | 410.57K | +2.0% | $134.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 14 | Morgan Stanley ✦ | 410.36K | -3.5% | $134.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 15 | Charles Schwab Investment… | 354.80K | +2.8% | $115.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 315.65K | +1.5% | $103.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 17 | Balyasny Asset Management L.P. | 289.91K | -41.9% | $94.76M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 287.85K | +2.7% | $94.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Victory Capital Management Inc | 276.07K | -36.0% | $90.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 271.07K | +80.4% | $88.60M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 21 | Legal & General Group Plc | 267.50K | +0.1% | $87.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Bank Of America Corp /De/ | 233.33K | +7.7% | $76.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 23 | UBS Group AG | 225.66K | +12.6% | $73.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | Goldman Sachs Group ✦ | 216.81K | +87.8% | $70.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 215.50K | -0.8% | $70.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 26 | Nuveen, LLC | 215.43K | +1.2% | $70.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Amundi | 213.03K | +67.4% | $69.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Renaissance Technologies ✦ | 162.10K | +245.0% | $52.98M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 29 | Deutsche Bank Ag\ | 160.62K | -2.6% | $52.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 30 | Barclays Plc | 156.33K | +3.1% | $51.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Janus Henderson Group Plc | 146.29K | -0.1% | $47.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Franklin Resources Inc | 137.72K | -8.1% | $45.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 33 | Ameriprise Financial Inc | 134.46K | +99.8% | $43.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Sei Investments Co | 127.58K | +12.6% | $41.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Bnp Paribas Financial Markets | 127.27K | -4.1% | $41.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Swiss National Bank | 123.20K | +7.2% | $40.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | First Trust Advisors Lp | 121.95K | +103.3% | $39.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 108.12K | +15.0% | $35.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Hrt Financial Lp | 105.29K | +151.4% | $34.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 105.26K | +54.4% | $34.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 41 | Fidelity (FMR) ✦ | 100.01K | -4.4% | $32.69M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 42 | Sumitomo Mitsui Trust Group, Inc. | 96.36K | +0.8% | $31.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Storebrand Asset Management As | 96.07K | +13.8% | $31.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Mitsubishi UFJ Asset Management… | 95.12K | +9.1% | $31.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 94.87K | -0.1% | $31.01M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 46 | California Public Employees… | 94.01K | -11.9% | $30.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 81.12K | +14.3% | $26.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 48 | Rhumbline Advisers | 80.56K | -2.5% | $26.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | DZ BANK AG Deutsche Zentral… | 79.24K | +267.9% | $25.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 74.52K | +117.0% | $24.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 73.77K | -8.6% | $24.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 52 | Lazard Asset Management Llc | 68.08K | +1.4% | $22.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | California State Teachers… | 62.48K | -1.7% | $20.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | New York State Common Retirement… | 60.75K | +2.4% | $19.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cwm, Llc | 57.62K | -20.6% | $18.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Grantham, Mayo, Van Otterloo & Co.… | 55.69K | +23.5% | $18.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citigroup Inc | 54.51K | +23.3% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Universal- Beteiligungs- und… | 54.24K | +17.6% | $17.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Healthcare Of Ontario Pension Plan… | 54.06K | +76.3% | $17.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Danske Bank A/S | 53.43K | -10.5% | $17.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Two Sigma Investments ✦ | 51.02K | -28.9% | $16.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | Allianz Asset Management GmbH | 45.60K | +61.8% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | Td Asset Management Inc | 45.59K | +0.4% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Principal Financial Group Inc | 45.48K | -1.7% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Korea Investment CORP | 43.83K | -51.0% | $14.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal London Asset Management Ltd | 40.61K | +2.3% | $13.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Robeco Institutional Asset… | 39.80K | +40.6% | $13.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mackenzie Financial Corp | 37.14K | +1.2% | $12.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Aviva Plc | 36.62K | +2.7% | $11.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Adage Capital Partners ✦ | 36.28K | -4.2% | $11.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 71 | Cerity Partners LLC | 36.21K | -13.6% | $11.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | Man Group plc | 35.54K | +47.8% | $11.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Aberdeen Group plc | 35.48K | +2.6% | $11.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | State Of Wisconsin Investment Board | 34.40K | +4.1% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Corient Private Wealth LP | 34.10K | -38.3% | $11.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 33.30K | -22.1% | $10.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 77 | Raymond James Financial Inc | 31.93K | -27.8% | $10.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 78 | BNP Paribas Asset Management… | 29.54K | +16.2% | $9.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | American Century Companies Inc | 28.43K | -3.3% | $9.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 28.30K | -56.4% | $9.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Manufacturers Life Insurance… | 27.00K | -10.3% | $8.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | State Board Of Administration Of… | 26.92K | -0.1% | $8.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | FIL Ltd | 26.36K | -58.4% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 84 | Bank Of Nova Scotia | 25.58K | -51.2% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Creative Planning | 24.58K | +74.0% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Toronto Dominion Bank | 24.51K | -21.9% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 87 | Mitsubishi UFJ Trust & Banking Corp | 23.64K | -1.5% | $7.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | National Bank Of Canada /Fi/ | 23.47K | +1.1% | $7.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 89 | Arrowstreet Capital ✦ | 22.86K | +428.0% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Gotham Asset Management ✦ | 21.97K | +73.9% | $7.18M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 91 | Daiwa Securities Group Inc. | 21.42K | +3.7% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Squarepoint Ops LLC | 20.45K | +114.0% | $6.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Mariner, LLC | 20.14K | -26.1% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Chevy Chase Trust Holdings, LLC | 20.05K | -5.8% | $6.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | LPL Financial LLC | 19.41K | +1.1% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | D. E. Shaw & Co. ✦ | 18.81K | -52.3% | $6.15M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 97 | Pictet Asset Management Holding SA | 18.61K | -4.0% | $6.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Federated Hermes, Inc. | 18.43K | +16.1% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | Swedbank AB | 17.81K | -51.9% | $5.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bridgewater Associates ✦ | 17.58K | -75.6% | $5.75M | 0.0% | ▼ Trim | 8 | 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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