Security record
EG
Everest Group, Ltd. · Financial Services
148Tracked holders
-4Δ holders
26.15MShares held
$9.63BReported value
+3New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow +2.4% ·
net new positions -2.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -4 | 26.15M | $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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.22M | -2.3% | $1.15B | 0.0% | ▼ Trim | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 2.58M | -1.9% | $922.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 1.93M | New | $689.15M | 0.1% | New | 1 | SEC ↗ |
| 4 | Massachusetts Financial Services Co… | 964.75K | +26.5% | $660.41M | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 5 | State Street Global Advisors ✦ (passive) | 1.84M | -0.3% | $658.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.40M | +2.8% | $501.78M | 0.2% | ▲ Add | 9 | SEC ↗ ×11 |
| 7 | Geode Capital Management ✦ (passive) | 1.16M | -2.4% | $411.38M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 8 | Alliancebernstein L.P. | 1.04M | +43.1% | $341.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 871.48K | +7.3% | $311.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 10 | First Trust Advisors Lp | 614.69K | +404.1% | $219.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Boston Partners | 576.83K | +13.4% | $206.08M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Dimensional Fund Advisors Lp | 487.76K | +17.6% | $174.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Wellington Management ✦ | 470.63K | -51.6% | $168.12M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 14 | Morgan Stanley ✦ | 467.46K | +13.9% | $166.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 15 | Hsbc Holdings Plc | 410.23K | -8.8% | $146.69M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Northern Trust Corp | 378.46K | -7.8% | $135.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 17 | Charles Schwab Investment… | 359.27K | +1.3% | $128.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 302.61K | +29.7% | $108.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Assetmark, Inc | 296.81K | +3.1% | $106.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 279.44K | +1122.2% | $99.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Victory Capital Management Inc | 279.34K | +1.2% | $99.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 273.90K | +21.4% | $97.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 23 | Legal & General Group Plc | 269.46K | +0.7% | $96.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Goldman Sachs Group ✦ | 235.93K | +8.8% | $84.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 25 | Sei Investments Co | 201.95K | +58.3% | $72.14M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Bank of New York Mellon Corp | 200.24K | -7.1% | $71.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 27 | Barclays Plc | 187.44K | +19.9% | $66.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Nuveen, LLC | 185.60K | -13.8% | $66.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Balyasny Asset Management L.P. | 162.21K | -44.0% | $57.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 161.84K | +0.8% | $57.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 31 | Amundi | 157.42K | -26.1% | $56.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Renaissance Technologies ✦ | 155.84K | -3.9% | $55.67M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 140.24K | +33.2% | $51.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 34 | Bnp Paribas Financial Markets | 136.07K | +6.9% | $48.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 135.59K | +0.8% | $48.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 36 | Robeco Institutional Asset… | 134.18K | +237.1% | $47.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Franklin Resources Inc | 120.55K | -12.5% | $43.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 38 | Citadel Advisors ✦ | 120.46K | -55.6% | $43.03M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 39 | Mackenzie Financial Corp | 119.47K | +221.7% | $42.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | American Century Companies Inc | 116.38K | +309.4% | $41.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Swiss National Bank | 112.88K | -8.4% | $40.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Storebrand Asset Management As | 106.09K | +10.4% | $37.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Citigroup Inc | 105.38K | +93.3% | $37.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Russell Investments Group, Ltd. | 105.16K | +29.6% | $37.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×19 |
| 45 | T. Rowe Price ✦ | 97.85K | +3.1% | $34.96M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 46 | Mitsubishi UFJ Asset Management… | 97.08K | +2.1% | $34.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 94.81K | +27.2% | $33.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Sumitomo Mitsui Trust Group, Inc. | 94.00K | -2.5% | $33.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 83.76K | -16.2% | $29.92M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 50 | Bank Of Montreal /Can/ | 80.42K | +9.0% | $28.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 51 | California Public Employees… | 78.26K | -16.8% | $27.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Rhumbline Advisers | 76.86K | -4.6% | $27.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Lazard Asset Management Llc | 76.70K | +12.7% | $27.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | DZ BANK AG Deutsche Zentral… | 73.44K | -7.3% | $26.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Grantham, Mayo, Van Otterloo & Co.… | 73.05K | +31.2% | $26.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Bridgewater Associates ✦ | 72.18K | +310.6% | $25.79M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 57 | New York State Common Retirement… | 62.30K | +2.5% | $22.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Hrt Financial Lp | 56.95K | -45.9% | $20.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Danske Bank A/S | 52.23K | -2.2% | $18.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Universal- Beteiligungs- und… | 51.05K | -5.9% | $18.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Millennium Management ✦ | 49.50K | +257.1% | $17.68M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 62 | Allianz Asset Management GmbH | 48.40K | +6.1% | $17.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | HighTower Advisors, LLC | 48.04K | +1481.9% | $17.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Principal Financial Group Inc | 45.94K | +1.0% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Td Asset Management Inc | 44.10K | -3.3% | $15.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Cerity Partners LLC | 40.71K | +12.4% | $14.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Royal London Asset Management Ltd | 40.38K | -0.6% | $14.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Korea Investment CORP | 39.67K | -9.5% | $14.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 38.87K | +16.8% | $13.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 70 | Aberdeen Group plc | 37.75K | +6.4% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Aviva Plc | 35.49K | -3.1% | $12.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Adage Capital Partners ✦ | 35.28K | -2.8% | $12.60M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Creative Planning | 34.03K | +38.5% | $12.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Corient Private Wealth LP | 33.93K | -0.5% | $12.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Raymond James Financial Inc | 32.36K | +1.4% | $11.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 76 | State Of Wisconsin Investment Board | 32.05K | -6.8% | $11.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | FIL Ltd | 30.64K | +16.2% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Man Group plc | 29.04K | -18.3% | $10.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Manufacturers Life Insurance… | 25.54K | -5.4% | $9.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Mariner, LLC | 24.86K | +23.4% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Toronto Dominion Bank | 24.63K | +0.5% | $8.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Zurcher Kantonalbank (Zurich… | 23.86K | -15.7% | $8.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | State Board Of Administration Of… | 23.25K | -13.6% | $8.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 22.75K | -3.8% | $8.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Daiwa Securities Group Inc. | 22.33K | +4.3% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Chevy Chase Trust Holdings, LLC | 19.11K | -4.7% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Federated Hermes, Inc. | 18.78K | +1.9% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 88 | LPL Financial LLC | 18.50K | -4.7% | $6.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Swedbank AB | 18.16K | +2.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.99K | +363.3% | $6.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 91 | Gotham Asset Management ✦ | 17.95K | -18.3% | $6.41M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 92 | National Bank Of Canada /Fi/ | 17.42K | -25.8% | $6.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 93 | Pictet Asset Management Holding SA | 17.35K | -6.8% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Envestnet Asset Management Inc | 17.23K | +31.2% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 17.18K | -41.9% | $6.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Asset Management One Co., Ltd. | 16.96K | -0.4% | $6.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Commonwealth Equity Services, Llc | 16.46K | +2.3% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Nomura Asset Management Co Ltd | 15.79K | +8.0% | $5.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Wealth Enhancement Advisory… | 17.41K | +20.2% | $5.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Mercer Global Advisors Inc /Adv | 14.39K | +43.1% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $689.15M | 0.1% |
Exited
| Canada Pension Plan… | $2.76M | was 0.0% |
| IMC-Chicago, LLC | $1.76M | was 0.0% |
| Tudor Investment Corp Et Al | $767,117 | was 0.0% |
| Assenagon Asset Management… | $398,103 | was 0.0% |
| Walleye Trading LLC | $338,617 | was 0.0% |
| Blair William & Co/Il | $200,050 | 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: Q2 2026 ·
Methodology ·
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