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Everest Group (EG) Institutional Ownership

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$368.23 -0.49 (-0.13%)
As of 01:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Everest Group (NYSE:EG)

Current
Institutional Ownership
Percentage
92.64%
Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$5.43B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$2.00B
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EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026Versant Capital Management Inc683$249K0.0%+7.7%0.002%
9/23/2026QRG Capital Management Inc.634$227K0.0%N/A0.002%
9/9/2026Sequoia Financial Advisors LLC4,380$1.56M0.0%+64.0%0.011%
9/9/2026Tidal Investments LLC4,349$1.55M0.0%-28.8%0.011%
9/9/2026National Pension Service9,007$3.22M0.0%+83.2%0.023%
9/9/2026WINTON GROUP Ltd3,519$1.26M0.0%-36.3%0.009%
9/9/2026Engineers Gate Manager LP2,406$859K0.0%N/A0.006%
9/9/2026Integrated Wealth Concepts LLC12,901$4.61M0.0%+4.1%0.034%
9/9/2026NewEdge Advisors LLC1,117$399K0.0%+201.9%0.003%
9/9/2026Squarepoint Ops LLC9,737$3.48M0.0%-52.4%0.025%
9/9/2026Baird Financial Group Inc.1,317$470K0.0%+2.6%0.003%
9/9/2026BayBridge Capital Group LLC1,840$657K0.3%+80.9%0.005%
9/8/2026Allworth Financial LP1,028$367K0.0%+77.2%0.003%
9/8/2026Vulcan Value Partners LLC1,036,906$370.41M11.3%-23.9%2.705%
9/8/2026Arizona State Retirement System11,474$4.10M0.0%+0.6%0.030%
9/8/2026Waverly Advisors LLC18,102$6.47M0.0%-26.3%0.047%
8/27/2026Corient Private Wealth LP31,705$11.33M0.0%-7.0%0.083%
8/26/2026Amundi157,421$56.24M0.0%-26.1%0.411%
8/26/2026HighTower Advisors LLC48,043$17.16M0.0%+1,481.9%0.125%
8/23/2026HB Wealth Management LLC3,738$1.34M0.0%+41.0%0.010%
8/23/2026Saudi Central Bank2,801$1.00M0.0%+80.8%0.007%
8/22/2026AlphaGrep UK Ltd1,293$462K0.1%N/A0.003%
8/22/2026Raiffeisen Bank International AG2,314$835K0.0%-4.1%0.006%
8/22/2026Syon Capital LLC765$273K0.0%N/A0.002%
8/22/2026NEOS Investment Management LLC6,342$2.27M0.0%+12.0%0.017%
8/21/2026iSAM Funds UK Ltd1,720$614K0.4%N/A0.004%
8/21/2026Continuum Advisory LLC96$34K0.0%-99.4%0.000%
8/21/2026MBA Advisors LLC666$238K0.1%+5.4%0.002%
8/20/2026Ancora Advisors LLC325$116K0.0%-16.9%0.001%
8/20/2026Cookson Peirce & Co. Inc.2,956$1.06M0.0%+5.2%0.008%
8/20/2026Northwestern Mutual Wealth Management Co.2,301$822K0.0%-43.4%0.006%
8/20/2026Van Den Berg Management I Inc.822$294K0.1%-24.0%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,761$629K0.0%-99.4%0.005%
8/19/2026New Mexico Educational Retirement Board2,100$750K0.0%+5.0%0.005%
8/19/2026Royal London Asset Management Ltd.40,383$14.43M0.0%-0.6%0.105%
8/19/2026Mufg Securities Americas Inc.1,192$426K0.0%+5.9%0.003%
8/19/2026Van ECK Associates Corp1,183$423K0.0%+22.6%0.003%
8/19/2026Nissay Asset Management Corp Japan5,499$1.96M0.0%-1.9%0.014%
8/19/2026Wellington Management Group LLP470,633$168.12M0.0%-51.6%1.228%
8/18/2026Beacon Pointe Advisors LLC1,185$423K0.0%N/A0.003%
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8/18/2026Empowered Funds LLC34,640$12.37M0.1%N/A0.090%
8/18/2026United Capital Financial Advisors LLC1,815$648K0.0%N/A0.005%
8/18/2026Centaurus Financial Inc.431$154K0.0%N/A0.001%
8/18/2026Coastal Bridge Advisors LLC828$296K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio14,978$5.35M0.0%N/A0.039%
8/17/2026Transamerica Financial Advisors LLC225$80K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP33,929$12.12M0.0%N/A0.088%
8/17/2026Bank of America Corp DE302,612$108.10M0.0%N/A0.789%
8/15/2026Caisse de depot et placement du Quebec760$271K0.0%N/A0.002%
8/15/2026Man Group plc29,039$10.37M0.0%N/A0.076%
8/15/2026Jupiter Topco LLC146,313$52.27M0.0%N/A0.382%
8/14/2026Hsbc Holdings PLC410,228$146.70M0.1%-8.8%1.070%
8/14/2026Ancora Advisors LLC325$116K0.0%N/A0.001%
8/14/2026Legal & General Group Plc269,461$96.26M0.0%N/A0.703%
8/14/2026The Manufacturers Life Insurance Company25,536$9.12M0.0%N/A0.067%
8/14/2026Manning & Napier Advisors LLC1,708$616K0.0%N/A0.004%
8/14/2026Algert Global LLC13,607$4.86M0.1%+1,208.4%0.035%
8/13/2026Cibc World Market Inc.748$267K0.0%N/A0.002%
8/13/2026OMERS ADMINISTRATION Corp13,311$4.76M0.0%N/A0.035%
8/13/2026Osmosis Investment Management UK Ltd1,923$687K0.0%N/A0.005%
8/13/2026Sanctuary Advisors LLC1,042$372K0.0%N/A0.003%
8/13/2026Meiji Yasuda Asset Management Co Ltd.799$285K0.0%N/A0.002%
8/13/2026Te Ahumairangi Investment Management Ltd54,839$19.59M3.2%N/A0.143%
8/13/2026Barrow Hanley Mewhinney & Strauss LLC981,772$350.72M1.1%N/A2.561%
8/13/2026Bank of Nova Scotia5,257$1.88M0.0%N/A0.014%
8/12/2026Elevation Point Wealth Partners LLC8,928$3.19M0.1%N/A0.023%
8/12/2026Daiichi Life Insurance Co. Ltd.2,166$774K0.0%N/A0.006%
8/12/2026Commerce Bank2,528$903K0.0%N/A0.007%
8/12/2026Northwestern Mutual Wealth Management Co.2,301$822K0.0%N/A0.006%
8/12/2026Westpac Banking Corp1,439$514K0.0%N/A0.004%
8/12/2026William Blair Investment Management LLC479,877$171.43M0.5%N/A1.252%
8/12/2026Korea Investment CORP39,668$14.17M0.0%N/A0.103%
8/12/2026Ieq Capital LLC29,403$10.50M0.0%N/A0.077%
8/12/2026Callan Family Office LLC3,294$1.18M0.0%N/A0.009%
8/12/2026Heartland Advisors Inc.23,172$8.28M0.4%N/A0.060%
8/11/2026Donald Smith & CO. Inc.428,873$153.21M2.7%N/A1.119%
8/11/2026Allworth Financial LP1,028$367K0.0%N/A0.003%
8/11/2026Vise Technologies Inc.1,552$555K0.0%N/A0.004%
8/11/2026Asahi Life Asset Management CO. LTD.968$346K0.2%N/A0.003%
8/11/2026Edmond DE Rothschild Holding S.A.2,062$737K0.0%N/A0.005%
8/10/2026NewEdge Wealth LLC922$329K0.0%N/A0.002%
8/10/2026Great Lakes Advisors LLC10,771$3.85M0.0%N/A0.028%
8/10/2026Danske Bank A S52,232$18.66M0.0%N/A0.136%
8/8/2026Wealthfront Advisers LLC987$353K0.0%N/A0.003%
8/8/2026Foster & Motley Inc.2,643$944K0.0%N/A0.007%
8/8/2026Meeder Advisory Services Inc.1,899$678K0.0%N/A0.005%
8/7/2026Citizens Financial Group Inc. RI721$258K0.0%N/A0.002%
8/7/2026Nuance Investments LLC28,398$10.15M1.7%N/A0.074%
8/7/2026BlackRock Inc.3,220,769$1.15B0.0%N/A8.401%
8/7/2026Deutsche Bank AG161,837$57.81M0.0%N/A0.422%
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8/7/2026Perigon Wealth Management LLC709$253K0.0%N/A0.002%
8/7/2026Commerzbank Aktiengesellschaft FI3,393$1.21M0.0%N/A0.009%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.97,079$34.68M0.0%N/A0.253%
8/7/2026OneDigital Investment Advisors LLC10,947$3.91M0.0%N/A0.029%
8/6/2026Global Retirement Partners LLC510$182K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp200,235$71.53M0.0%N/A0.506%
8/6/2026Focus Partners Advisor Solutions LLC1,336$477K0.0%N/A0.003%
8/6/2026State of Wyoming3,305$1.18M0.1%N/A0.008%
8/6/2026GSA Capital Partners LLP16,140$5.77M0.4%N/A0.041%
8/6/2026Stoneridge Investment Partners LLC1,562$584K0.4%N/A0.004%


EG Institutional Ownership - Frequently Asked Questions

During the previous two years, 756 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.82B), BlackRock Inc. ($1.15B), State Street Corp ($647.04M), Norges Bank ($630.28M), AQR Capital Management LLC ($565.39M), Geode Capital Management LLC ($395.67M), and Vulcan Value Partners LLC ($370.41M).Learn more on Everest Group's institutional investors.

92.64% of Everest Group's stock is owned by institutional investors. Learn more on EG's institutional investor holdings.

Of the 662 institutional investors that purchased Everest Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.97M), BlackRock Inc. ($3.22M), Vulcan Value Partners LLC ($1.34M), AQR Capital Management LLC ($1.30M), Barrow Hanley Mewhinney & Strauss LLC ($1.04M), Donald Smith & CO. Inc. ($784.18K), and Fuller & Thaler Asset Management Inc. ($608.48K).

Institutional investors have bought a total of 15,588,554 shares in the last 24 months. This purchase volume represents approximately $5.43B in transactions.

Of the 312 institutional investors that sold Everest Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($719.65K), First Trust Advisors LP ($555.38K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($357.03K), AQR Capital Management LLC ($344.95K), Vulcan Value Partners LLC ($324.96K), Vanguard Group Inc. ($188.77K), and Bank of Montreal Can ($176.48K).

Institutional investors have sold a total of 5,793,009 shares in the last 24 months. This volume of shares sold represents approximately $2.00B in transactions.


Related Companies

Institutional ownership data for NYSE:EG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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