EG · Everest Group, Ltd. · Shareholders & Ownership

$391.82 +1.33 (+0.34%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.97B

38.34M

Volume · Oct 20 102.94K Avg daily vol (3M) 361.13K

Every disclosed holder of EG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EG

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	699	38,934,143	101.54%	Yes
Insiders (Forms 3, 4, 5)	22	562,926	1.47%	Yes
13D/G-only blocks	1	5,334,147	13.91%	Yes
Remaining	—	6,488,482	-16.92%	Negative
Registered funds (N-PORT, not summed)	240	7,880,499	20.55%	No

Shares outstanding: 38,342,734, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EG

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	5,334,147	13.91%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,220,769	8.40%	-76,816	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	88,495	0.23%	+6,840	Jun 30, 2026	iShares Trust, not summed
2.2	iShares MSCI USA Value Factor ETF Fund S000040205 · Registered fund · Jul 31, 2026 iShares Trust, not summed	39,073	0.10%	-11,747	Jul 31, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 ETF Fund S000004347 · Registered fund · Jun 30, 2026 iShares Trust, not summed	27,504	0.07%	-2,515	Jun 30, 2026	iShares Trust, not summed
2.4	iShares U.S. Financials ETF Fund S000004323 · Registered fund · Jul 31, 2026 iShares Trust, not summed	26,970	0.07%	+4,103	Jul 31, 2026	iShares Trust, not summed
2.5	iShares MSCI ACWI ETF Fund S000021461 · Registered fund · Jul 31, 2026 iShares Trust, not summed	12,756	0.03%	-18	Jul 31, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,583,110	6.74%	-50,612	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,068,927	5.40%	-99,163	Jun 30, 2026	carried, not yet filed for the newest quarter
5	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,929,157	5.03%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,844,732	4.81%	-5,582	Jun 30, 2026	carried, not yet filed for the newest quarter
7	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,404,638	3.66%	+38,743	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,255,596	3.27%	-24,377	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,155,825	3.01%	-27,996	Jun 30, 2026	carried, not yet filed for the newest quarter
10	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,043,298	2.72%	+314,177	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,036,906	2.70%	-324,959	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Vulcan Value Partners Fund Fund S000027283 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	51,672	0.13%	-6,542	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
11.2	Vulcan Value Partners Fund Fund S000091565 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	27,101	0.07%	-15,897	Jul 31, 2026	Elevation Series Trust, not summed
11.3	Vulcan Value Partners Small Cap Fund Fund S000091566 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	13,933	0.04%	-3,257	Jul 31, 2026	Elevation Series Trust, not summed
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,023,766	2.67%	-10,319	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	981,772	2.56%	-46,468	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	964,755	2.52%	+202,355	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	907,347	2.37%	-23,971	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	871,481	2.27%	+59,210	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	554,174	1.45%	+29,175	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.2	Invesco S&P 500 GARP ETF Fund S000032768 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	68,661	0.18%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.3	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	68,060	0.18%	-9,706	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	40,963	0.11%	-1,295	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
16.5	Invesco KBW Property & Casualty Insurance ETF Fund S000030363 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	30,368	0.08%	-2,137	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
17	ALTRINSIC GLOBAL ADVISORS LLC 13F CIK 1167388 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	760,522	1.98%	-17,349	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	614,688	1.60%	+492,739	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	576,832	1.50%	+68,260	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	574,887	1.50%	-18,165	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,758	1.27%	+72,835	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	64,472	0.17%	+43,381	Jul 31, 2026	Dimensional ETF Trust, not summed
21.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	56,540	0.15%	+1,016	Jul 31, 2026	Dimensional ETF Trust, not summed
21.3	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	22,258	0.06%	+144	Jul 31, 2026	Dimensional ETF Trust, not summed
21.4	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	12,662	0.03%	-1,005	Jul 31, 2026	Dimensional ETF Trust, not summed
21.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	9,875	0.03%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
22	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	479,877	1.25%	-26,289	Jun 30, 2026	carried, not yet filed for the newest quarter
23	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	470,633	1.23%	-501,236	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	467,462	1.22%	+57,103	Jun 30, 2026	carried, not yet filed for the newest quarter
25	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,873	1.12%	-31,302	Jun 30, 2026	carried, not yet filed for the newest quarter
26	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	410,228	1.07%	-39,691	Jun 30, 2026	carried, not yet filed for the newest quarter
27	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,250	1.01%	-390	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	24,100	0.06%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27.2	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	500	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
27.3	LSV U.S. Managed Volatility Fund Fund S000045798 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	400	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	378,461	0.99%	-32,110	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,615	0.03%	+1,284	Jun 30, 2026	Northern Funds, not summed
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	359,268	0.94%	+4,464	Jun 30, 2026	carried, not yet filed for the newest quarter
30	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	342,042	0.89%	-10,068	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,500	0.86%	-74,000	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	302,612	0.79%	+69,286	Jun 30, 2026	carried, not yet filed for the newest quarter
33	ASSETMARK, INC 13F CIK 1344551 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	296,814	0.77%	+8,967	Jun 30, 2026	carried, not yet filed for the newest quarter
34	TARANTO JOSEPH V Insider CIK 1182528 · Mar 3, 2025 Director, issuer-wide	293,524	0.77%	-130	Mar 3, 2025	Director, issuer-wide
35	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	282,375	0.74%	-41,847	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
36	Talaria Asset Management Pty Ltd 13F CIK 2026352 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	281,800	0.74%	+57,100	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	279,439	0.73%	+256,575	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	279,342	0.73%	+3,274	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Victory Income Stock Fund Fund S000012900 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	48,642	0.13%	0	Jul 31, 2026	Victory Portfolios III, not summed
38.2	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	26,393	0.07%	—	Jun 30, 2026	Victory Portfolios II, not summed
38.3	VictoryShares US EQ Income Enhanced Volatility Wtd ETF Fund S000044753 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	21,064	0.05%	-979	Jun 30, 2026	Victory Portfolios II, not summed
38.4	Victory Growth & Income Fund Fund S000012896 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	20,254	0.05%	-10,209	Jul 31, 2026	Victory Portfolios III, not summed
38.5	Victory Value Fund Fund S000012920 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	12,014	0.03%	0	Jul 31, 2026	Victory Portfolios III, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	273,904	0.71%	+48,240	Jun 30, 2026	carried, not yet filed for the newest quarter
40	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	271,712	0.71%	+3,617	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	269,461	0.70%	+1,965	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CAUSEWAY CAPITAL MANAGEMENT LLC 13F CIK 1165797 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	252,702	0.66%	+2,694	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	CAUSEWAY GLOBAL VALUE FUND Fund S000021937 · Registered fund · Jun 30, 2026 CAUSEWAY CAPITAL MANAGEMENT TRUST, not summed	15,832	0.04%	+135	Jun 30, 2026	CAUSEWAY CAPITAL MANAGEMENT TRUST, not summed
43	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	235,932	0.62%	+19,119	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD INTERNATIONAL VALUE FUND Fund S000004389 · Registered fund · Jul 31, 2026 VANGUARD TRUSTEES' EQUITY FUND, not summed	226,458	0.59%	-1,379	Jul 31, 2026	VANGUARD TRUSTEES' EQUITY FUND, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	221,973	0.58%	-7,465	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	215,115	0.56%	-14,771	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
47	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	201,953	0.53%	+74,370	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	47,247	0.12%	—	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
47.2	SEI Enhanced U.S. Large Cap Value Factor ETF Fund S000075039 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	43,400	0.11%	—	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
47.3	SIIT GLOBAL MANAGED VOLATILITY FUND Fund S000050969 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,000	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
47.4	SIIT S&P 500 INDEX FUND Fund S000043383 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,919	0.01%	-120	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
47.5	SIIT U.S. MANAGED VOLATILITY FUND Fund S000013605 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	2,700	0.01%	+800	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
48	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	200,235	0.52%	-15,269	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SG Americas Securities, LLC 13F CIK 1313360 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	194,624	0.51%	+138,918	Jun 30, 2026	carried, not yet filed for the newest quarter
50	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,485	0.49%	-41,055	Jun 30, 2026	carried, not yet filed for the newest quarter

47 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 831 holders

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Key facts CIK 1095073 CUSIP G3223R108 13F (30d) 99 filings 89 filers Visit website Investor relations