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EG

Everest Group, Ltd.
$372.93 +1.58 (+0.43%) At close · Jul 6
Market Cap
$14.76B
Shares
39,571,602

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 666
Total Value: $11,322,965,801
Total Shares: 34,642,515
Showing 1–100 of 677 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding EG

All superinvestors →
Joel Greenblatt $7,180,240 Ray Dalio $5,746,023

Holder Concentration

Across 665 13F filers
Top Holder
9.5%
Jun 2023 → Mar 2026 · range 9.5% – 14.2%
of institutional value
Top 5
30.3%
Jun 2023 → Mar 2026 · range 30.3% – 40.5%
of institutional value
Top 10
44.1%
Jun 2023 → Mar 2026 · range 44.1% – 53.4%
of institutional value
HHI
288
Jun 2023 → Mar 2026 · range 288 – 461
Broadly held
Showing 100 of 677
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,077,815,646 9.52% 3,297,585
Mega VANGUARD CAPITAL MANAGEMENT LLC $860,832,035 7.60% 2,633,722
Mega STATE STREET CORP $604,775,130 5.34% 1,850,314
Mega AQR CAPITAL MANAGEMENT LLC $446,442,776 3.94% 1,365,895
Mid Vulcan Value Partners, LLC $445,125,575 3.93% 1,361,865
Mega GEODE CAPITAL MANAGEMENT, LLC $386,931,893 3.42% 1,183,821
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $336,080,242 2.97% 1,028,240
Mega WELLINGTON MANAGEMENT GROUP LLP $317,655,378 2.81% 971,869
Mega Invesco Ltd. $265,490,772 2.34% 812,271
Mid ALTRINSIC GLOBAL ADVISORS LLC $254,247,135 2.25% 777,871
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $249,190,435 2.20% 762,400
Mega ALLIANCEBERNSTEIN L.P. $238,313,198 2.10% 729,121
Large Boston Partners $166,226,757 1.47% 508,572
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $165,440,357 1.46% 506,166
Mid DONALD SMITH & CO., INC. $150,408,198 1.33% 460,175
Mega HSBC HOLDINGS PLC $147,056,022 1.30% 449,919
Mega DIMENSIONAL FUND ADVISORS LP $135,617,580 1.20% 414,923
Mega NORTHERN TRUST CORP Bank $134,195,128 1.19% 410,571
Mega MORGAN STANLEY $134,125,832 1.18% 410,359
Large Polar Capital Holdings Plc $131,883,975 1.16% 403,500
Large LSV ASSET MANAGEMENT $126,373,284 1.12% 386,640
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $115,967,687 1.02% 354,804
Large FULLER & THALER ASSET MANAGEMENT, INC. $115,087,153 1.02% 352,110
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $103,170,850 0.91% 315,652
Large Balyasny Asset Management L.P. $94,757,737 0.84% 289,912
Large ASSETMARK, INC $94,082,791 0.83% 287,847
Mega VICTORY CAPITAL MANAGEMENT INC $90,232,825 0.80% 276,068
Mega CITADEL ADVISORS LLC $88,600,210 0.78% 271,073
Large EARNEST PARTNERS LLC $87,626,850 0.77% 268,095
Mega Legal & General Group Plc $87,431,066 0.77% 267,496
Large AustralianSuper Pty Ltd $82,101,451 0.73% 251,190
Mid CAUSEWAY CAPITAL MANAGEMENT LLC $81,715,114 0.72% 250,008
Mega BANK OF AMERICA CORP /DE/ Bank $76,262,601 0.67% 233,326
Large JACOBS LEVY EQUITY MANAGEMENT, INC $75,351,999 0.67% 230,540
Mega VANGUARD FIDUCIARY TRUST CO Bank $74,991,810 0.66% 229,438
Mega UBS Group AG $73,758,276 0.65% 225,664
Small Talaria Asset Management Pty Ltd $73,443,195 0.65% 224,700
Mega GOLDMAN SACHS GROUP INC $70,865,328 0.63% 216,813
Mega Bank of New York Mellon Corp Bank $70,437,473 0.62% 215,504
Mega Nuveen, LLC $70,412,640 0.62% 215,428
Mega Amundi $69,628,854 0.61% 213,030
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $60,695,718 0.54% 185,699
Large RENAISSANCE TECHNOLOGIES LLC $52,982,385 0.47% 162,100
Mega DEUTSCHE BANK AG\ Bank $52,498,970 0.46% 160,621
Mega BARCLAYS PLC $51,097,766 0.45% 156,334
Mega JANUS HENDERSON GROUP PLC $47,814,231 0.42% 146,288
Large Davis Selected Advisers $46,055,779 0.41% 140,908
Mega FRANKLIN RESOURCES INC $45,013,124 0.40% 137,718
Mega AMERIPRISE FINANCIAL INC $43,949,229 0.39% 134,463
Mid Perpetual Ltd $43,117,724 0.38% 131,919
Mid GENERAL AMERICAN INVESTORS CO INC $42,227,712 0.37% 129,196
Large SEI INVESTMENTS CO $41,700,503 0.37% 127,583
Mid DEPRINCE RACE & ZOLLO INC $41,649,841 0.37% 127,428
Mega BNP PARIBAS ARBITRAGE, SA $41,597,872 0.37% 127,269
Mega Swiss National Bank Bank $40,267,920 0.36% 123,200
Mega FIRST TRUST ADVISORS LP $39,859,030 0.35% 121,949
Mid SYSTEMATIC FINANCIAL MANAGEMENT LP $39,213,501 0.35% 119,974
Large SEB Asset Management AB $36,615,044 0.32% 112,024
Mega JANE STREET GROUP, LLC $35,340,329 0.31% 108,124
Large HRT FINANCIAL LP $34,414,036 0.30% 105,290
Mega JPMORGAN CHASE & CO $34,404,225 0.30% 105,260
Mid South Dakota Investment Council $33,316,147 0.29% 101,931
Mega FMR LLC $32,688,265 0.29% 100,010
Mega Sumitomo Mitsui Trust Group, Inc. $31,495,919 0.28% 96,362
Large STOREBRAND ASSET MANAGEMENT AS $31,399,825 0.28% 96,068
Mega Vanguard Global Advisers, LLC $31,192,929 0.28% 95,435
Mega Mitsubishi UFJ Asset Management Co., Ltd. $31,090,952 0.27% 95,123
Mega PRICE T ROWE ASSOCIATES INC /MD/ $31,008,259 0.27% 94,870
Mega California Public Employees Retirement System Pension $30,727,168 0.27% 94,010
Mega VANGUARD ASSET MANAGEMENT, Ltd $27,686,156 0.24% 84,706
Large Russell Investments Group, Ltd. $26,515,372 0.23% 81,124
Mega RHUMBLINE ADVISERS $26,330,055 0.23% 80,557
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Bank $25,898,940 0.23% 79,238
Large Quantinno Capital Management LP $24,356,208 0.22% 74,518
Mega BANK OF MONTREAL /CAN/ Bank $24,111,394 0.21% 73,769
Large KLP KAPITALFORVALTNING AS $22,716,401 0.20% 69,501
Large LAZARD ASSET MANAGEMENT LLC $22,251,621 0.20% 68,079
Mid Prana Capital Management, LP $21,476,332 0.19% 65,707
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $20,420,934 0.18% 62,478
Mid TCTC Holdings, LLC $19,872,480 0.18% 60,800
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $19,856,791 0.18% 60,752
Small MIRABELLA FINANCIAL SERVICES LLP $19,776,712 0.17% 60,507
Mid ALGEBRIS (UK) LTD $18,884,412 0.17% 57,777
Large CWM, LLC $18,833,750 0.17% 57,622
Large SG Americas Securities, LLC Broker-Dealer $18,207,506 0.16% 55,706
Large Grantham, Mayo, Van Otterloo & Co. LLC $18,202,603 0.16% 55,691
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $17,976,750 0.16% 55,000
Mega CITIGROUP INC $17,816,592 0.16% 54,510
Mid EQUITABLE TRUST CO Bank $17,804,172 0.16% 54,472
Large Universal- Beteiligungs- und Servicegesellschaft mbH $17,728,344 0.16% 54,240
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $17,668,857 0.16% 54,058
Small NUANCE INVESTMENTS, LLC $17,508,700 0.15% 53,568
Large DANSKE BANK A/S Bank $17,464,248 0.15% 53,432
Small Te Ahumairangi Investment Management Ltd $17,381,883 0.15% 53,180
Mega TWO SIGMA INVESTMENTS, LP $16,674,579 0.15% 51,016
Mid MARTINGALE ASSET MANAGEMENT L P $16,387,605 0.14% 50,138
Small GRACE & WHITE INC /NY $15,688,146 0.14% 47,998
Mid Arnhold LLC $15,592,379 0.14% 47,705
Large M&G PLC $15,310,634 0.14% 46,843
Large Allianz Asset Management GmbH $14,904,358 0.13% 45,600
Key facts CIK 1095073 CUSIP G3223R108 13F (30d) 29 filings 9 filers Visit website Investor relations

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