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Everest Group (EG) Institutional Ownership

Everest Group logo
$349.28 +1.31 (+0.38%)
As of 12:52 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)
447
Total
Institutional Inflows
(last 12 months)
$4.29B
Number of
Institutional Sellers
(last 12 months)
355
Total
Institutional Outflows
(last 12 months)
$2.59B
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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
5/14/2026Inceptionr LLC1,095$358K0.1%N/A0.003%
5/14/2026Bank of Nova Scotia25,576$8.36M0.0%-51.2%0.065%
5/14/2026Systematic Financial Management LP119,974$39.21M0.9%+3.3%0.303%
5/14/2026Sei Investments Co.127,583$41.70M0.0%+12.6%0.322%
5/14/2026Lido Advisors LLC1,153$377K0.0%+44.5%0.003%
5/14/2026State of Wyoming2,075$678K0.1%+148.5%0.005%
5/13/2026Cetera Investment Advisers4,205$1.37M0.0%-2.7%0.011%
5/13/2026First Trust Advisors LP121,949$39.86M0.0%+103.3%0.308%
5/12/2026 Westpac Banking Corp2,090$683K0.0%-3.3%0.005%
5/12/2026 ABN Amro Investment Solutions1,654$541K0.0%+10.3%0.004%
5/8/2026 PNC Financial Services Group Inc.6,693$2.19M0.0%+11.2%0.017%
5/8/2026 Oslo Pensjonsforsikring AS897$293K0.0%N/A0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI3,576$1.17M0.0%N/A0.009%
5/7/2026 Meeder Advisory Services Inc.1,629$532K0.0%+45.4%0.004%
5/7/2026 Lowe Brockenbrough & Co. Inc.4,199$1.37M0.1%-1.2%0.008%
5/7/2026 Dimensional Fund Advisors LP414,923$135.61M0.0%-3.4%0.834%
5/7/2026 Parallel Advisors LLC767$251K0.0%+70.1%0.002%
5/7/2026 KBC Group NV5,233$1.71M0.0%-7.8%0.011%
5/7/2026 SEB Asset Management AB112,024$36.62M0.2%N/A0.225%
5/7/2026 Swiss National Bank123,200$40.27M0.0%+7.2%0.248%
5/7/2026 Mediolanum International Funds Ltd27,514$8.90M0.1%-3.3%0.055%
5/7/2026 Heartland Advisors Inc.23,937$7.82M0.4%-5.4%0.048%
5/6/2026 Aviance Capital Partners LLC5,845$1.91M0.2%+56.5%0.012%
5/6/2026 California Public Employees Retirement System94,010$30.73M0.0%-11.9%0.189%
5/6/2026 Bartlett & CO. Wealth Management LLC1,445$502K0.0%-14.1%0.003%
5/6/2026 Kera Capital Partners Inc.665$217K0.0%-12.4%0.001%
5/6/2026 Assetmark Inc.287,847$94.08M0.2%+2.7%0.579%
5/6/2026 Bessemer Group Inc.10,403$3.40M0.0%+0.4%0.021%
5/5/2026 Wealthfront Advisers LLC835$273K0.0%+17.9%0.002%
5/5/2026 D.A. Davidson & CO.3,301$1.08M0.0%-4.3%0.007%
5/5/2026 Twin Capital Management Inc.3,978$1.30M0.2%+1.6%0.008%
5/5/2026 Bank of New York Mellon Corp215,504$70.44M0.0%-0.8%0.433%
5/5/2026 Illinois Municipal Retirement Fund13,401$4.38M0.1%+40.0%0.027%
5/5/2026 Sanctuary Advisors LLC920$301K0.0%-57.2%0.002%
5/5/2026 Checchi Capital Advisers LLC1,066$348K0.0%+10.4%0.002%
5/5/2026 Hillsdale Investment Management Inc.3,450$1.13M0.0%N/A0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management965$315K0.0%N/A0.002%
5/4/2026 State of Michigan Retirement System12,011$3.93M0.0%-3.2%0.024%
5/4/2026 Principal Financial Group Inc.45,482$14.87M0.0%-1.7%0.091%
5/4/2026 Chicago Partners Investment Group LLC1,278$441K0.0%+58.8%0.003%
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5/4/2026 J. Safra Sarasin Holding AG2,693$879K0.0%-2.0%0.005%
5/4/2026 Lifeworks Advisors LLC2,456$803K0.1%+3.5%0.005%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,481$3.10M0.0%-2.9%0.019%
5/1/2026 Fifth Third Bancorp1,018$333K0.0%-17.6%0.002%
5/1/2026 Candriam S.C.A.6,793$2.22M0.0%-11.7%0.014%
5/1/2026 Sequoia Financial Advisors LLC2,671$873K0.0%+26.8%0.005%
5/1/2026 Manning & Napier Advisors LLC6,225$2.04M0.0%-15.4%0.013%
4/30/2026 Equitable Trust Co.54,472$17.80M0.8%+21.4%0.110%
4/30/2026 Hsbc Holdings PLC449,919$147.10M0.1%+507.4%0.905%
4/30/2026 Elevated Capital Advisors LLC1,967$643K0.2%+14.5%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.96,362$31.50M0.0%+0.8%0.194%
4/30/2026 Resona Asset Management Co. Ltd.12,958$4.23M0.0%+2.2%0.026%
4/30/2026 Oregon Public Employees Retirement Fund4,712$1.54M0.0%-1.8%0.009%
4/29/2026 Lmcg Investments LLC36,835$12.04M0.7%+5.7%0.074%
4/29/2026 Bank of Stockton730$239K0.1%-32.4%0.001%
4/29/2026 R Squared Ltd1,058$346K0.2%+73.2%0.002%
4/29/2026 Swedbank AB17,810$5.82M0.0%-51.9%0.036%
4/28/2026 Meridian Investment Counsel Inc.5,355$1.75M0.4%+0.9%0.011%
4/28/2026 Praxis Investment Management Inc.679$222K0.0%-60.8%0.001%
4/28/2026 V Square Quantitative Management LLC968$316K0.0%+4.0%0.002%
4/27/2026 HB Wealth Management LLC2,651$866K0.0%+10.5%0.005%
4/27/2026 World Investment Advisors723$236K0.0%-21.1%0.001%
4/27/2026 PAX Financial Group LLC1,175$384K0.1%-9.7%0.002%
4/27/2026 New York State Teachers Retirement System42,929$14.03M0.0%+8.3%0.086%
4/27/2026 Y Intercept Hong Kong Ltd7,015$2.29M0.0%N/A0.014%
4/27/2026 Leonteq Securities AG1,635$534K0.0%+144.0%0.003%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund14,637$4.78M0.0%+3.0%0.029%
4/27/2026 Elevation Point Wealth Partners LLC9,022$2.95M0.1%+898.0%0.018%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.7,607$2.49M0.1%-82.5%0.015%
4/24/2026 Root Financial Partners LLC165$54K0.0%+70.1%0.000%
4/24/2026 Palouse Capital Management Inc.5,340$1.75M1.2%+10.4%0.011%
4/24/2026 Deprince Race & Zollo Inc.127,428$41.65M0.8%+4.8%0.256%
4/24/2026 USS Investment Management Ltd6,712$2.20M0.0%+5.4%0.013%
4/24/2026 IFM Investors Pty Ltd11,592$3.79M0.0%+2.7%0.023%
4/24/2026 Impact Partnership Wealth LLC2,852$932K0.1%-11.7%0.006%
4/23/2026 SJS Investment Consulting Inc.252$82K0.0%+85.3%0.001%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 12,053$3.94M0.0%-2.3%0.024%
4/23/2026 Dupree Financial Group LLC35,075$11.46M4.6%-0.4%0.071%
4/23/2026 Continuum Advisory LLC17,406$5.69M0.5%+4.4%0.035%
4/23/2026 Tred Avon Family Wealth LLC657$215K0.1%+6.5%0.001%
4/22/2026 Patton Fund Management Inc.767$251K0.0%+8.8%0.002%
4/22/2026 Janney Montgomery Scott LLC17,081$5.58M0.0%-5.7%0.034%
4/22/2026 Adams Diversified Equity Fund Inc.27,000$8.83M0.3%N/A0.054%
4/22/2026 Pictet Asset Management Holding SA18,614$6.08M0.0%-3.9%0.037%
4/22/2026 Sterling Capital Management LLC1,244$407K0.0%-99.1%0.003%
4/21/2026 Poehling Capital Management INC.3,918$1.28M0.3%+1.4%0.008%
4/21/2026 Foster & Motley Inc.2,837$927K0.0%-7.2%0.006%
4/21/2026 OLD National Bancorp IN1,454$475K0.0%-6.2%0.003%
4/21/2026 Louisiana State Employees Retirement System2,100$686K0.0%N/A0.004%
4/20/2026 Delphi Management Inc. MA2,978$973K1.2%-20.1%0.006%
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4/20/2026 Blue Trust Inc.551$180K0.0%-29.2%0.001%
4/20/2026 Banque Cantonale Vaudoise430$141K0.0%N/A0.001%
4/20/2026 Assenagon Asset Management S.A.1,218$398K0.0%-22.7%0.002%
4/18/2026 CENTRAL TRUST Co191$62K0.0%-32.5%0.000%
4/17/2026 Krilogy Financial LLC1,710$589K0.0%-30.7%0.003%
4/17/2026 Citadel Investment Advisory Inc.1,960$641K0.3%-7.9%0.004%
4/16/2026 SG Americas Securities LLC55,706$18.21M0.0%+63.3%0.112%
4/16/2026 Center For Asset Management LLC932$305K0.2%+4.7%0.002%
3/20/2026 Hsbc Holdings PLC74,073$25.27M0.0%+99.1%0.183%
3/17/2026Rockefeller Capital Management L.P.1,381$469K0.0%-5.5%0.003%


EG Institutional Ownership - Frequently Asked Questions

During the previous two years, 758 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.82B), State Street Corp ($647.04M), Norges Bank ($630.28M), AQR Capital Management LLC ($565.39M), Vulcan Value Partners LLC ($512.29M), Wellington Management Group LLP ($433.44M), and Geode Capital Management LLC ($395.67M).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), Vulcan Value Partners LLC ($1.34M), AQR Capital Management LLC ($1.32M), Fuller & Thaler Asset Management Inc. ($608.48K), Balyasny Asset Management L.P. ($601.92K), Northwestern Mutual Wealth Management Co. ($515.06K), and Boston Partners ($467.92K).

Institutional investors have bought a total of 12,534,390 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.

Of the 348 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: Franklin Resources Inc. ($973.26K), First Trust Advisors LP ($832.00K), Champlain Investment Partners LLC ($490.52K), AQR Capital Management LLC ($382.82K), Boston Partners ($262.12K), Wellington Management Group LLP ($218.42K), and Vanguard Group Inc. ($206.48K).

Institutional investors have sold a total of 7,525,522 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.


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This page (NYSE:EG) was last updated on 5/14/2026 by MarketBeat.com Staff.
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