Everest Group (EG) Institutional Ownership

$372.22 +1.19 (+0.32%)

Closing price 09/11/2026 03:58 PM Eastern

Extended Trading

$371.78 -0.44 (-0.12%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 92.64%
Number of Institutional Buyers (last 12 months): 409
Total Institutional Inflows (last 12 months): $12.05B

Number of Institutional Sellers (last 12 months): 313
Total Institutional Outflows (last 12 months): $2.01B

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EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	4,380	$1.56M	0.0%	+64.0%	0.011%
9/9/2026	Tidal Investments LLC	4,349	$1.55M	0.0%	-28.8%	0.011%
9/9/2026	National Pension Service	9,007	$3.22M	0.0%	+83.2%	0.023%
9/9/2026	WINTON GROUP Ltd	3,519	$1.26M	0.0%	-36.3%	0.009%
9/9/2026	Engineers Gate Manager LP	2,406	$859K	0.0%	N/A	0.006%
9/9/2026	Integrated Wealth Concepts LLC	12,901	$4.61M	0.0%	+4.1%	0.034%
9/9/2026	NewEdge Advisors LLC	1,117	$399K	0.0%	+201.9%	0.003%
9/9/2026	Squarepoint Ops LLC	9,737	$3.48M	0.0%	-52.4%	0.025%
9/9/2026	Baird Financial Group Inc.	1,317	$470K	0.0%	+2.6%	0.003%
9/9/2026	BayBridge Capital Group LLC	1,840	$657K	0.3%	+80.9%	0.005%
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9/8/2026	Allworth Financial LP	1,028	$367K	0.0%	+77.2%	0.003%
9/8/2026	Vulcan Value Partners LLC	1,036,906	$370.41M	11.3%	-23.9%	2.705%
9/8/2026	Arizona State Retirement System	11,474	$4.10M	0.0%	+0.6%	0.030%
9/8/2026	Waverly Advisors LLC	18,102	$6.47M	0.0%	-26.3%	0.047%
8/27/2026	Corient Private Wealth LP	31,705	$11.33M	0.0%	-7.0%	0.083%
8/26/2026	Amundi	157,421	$56.24M	0.0%	-26.1%	0.411%
8/26/2026	HighTower Advisors LLC	48,043	$17.16M	0.0%	+1,481.9%	0.125%
8/24/2026	California State Teachers Retirement System	18,597,394	$6.64B	0.0%	+29,666.3%	48.507%
8/23/2026	HB Wealth Management LLC	3,738	$1.34M	0.0%	+41.0%	0.010%
8/23/2026	Saudi Central Bank	2,801	$1.00M	0.0%	+80.8%	0.007%
8/22/2026	AlphaGrep UK Ltd	1,293	$462K	0.1%	N/A	0.003%
8/22/2026	Raiffeisen Bank International AG	2,314	$835K	0.0%	-4.1%	0.006%
8/22/2026	Syon Capital LLC	765	$273K	0.0%	N/A	0.002%
8/22/2026	NEOS Investment Management LLC	6,342	$2.27M	0.0%	+12.0%	0.017%
8/21/2026	iSAM Funds UK Ltd	1,720	$614K	0.4%	N/A	0.004%
8/21/2026	Continuum Advisory LLC	96	$34K	0.0%	-99.4%	0.000%
8/21/2026	MBA Advisors LLC	666	$238K	0.1%	+5.4%	0.002%
8/20/2026	Ancora Advisors LLC	325	$116K	0.0%	-16.9%	0.001%
8/20/2026	Cookson Peirce & Co. Inc.	2,956	$1.06M	0.0%	+5.2%	0.008%
8/20/2026	Northwestern Mutual Wealth Management Co.	2,301	$822K	0.0%	-43.4%	0.006%
8/20/2026	Van Den Berg Management I Inc.	822	$294K	0.1%	-24.0%	0.002%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,761	$629K	0.0%	-99.4%	0.005%
8/19/2026	New Mexico Educational Retirement Board	2,100	$750K	0.0%	+5.0%	0.005%
8/19/2026	Royal London Asset Management Ltd.	40,383	$14.43M	0.0%	-0.6%	0.105%
8/19/2026	Mufg Securities Americas Inc.	1,192	$426K	0.0%	+5.9%	0.003%
8/19/2026	Van ECK Associates Corp	1,183	$423K	0.0%	+22.6%	0.003%
8/19/2026	Nissay Asset Management Corp Japan	5,499	$1.96M	0.0%	-1.9%	0.014%
8/19/2026	Wellington Management Group LLP	470,633	$168.12M	0.0%	-51.6%	1.228%
8/18/2026	Beacon Pointe Advisors LLC	1,185	$423K	0.0%	N/A	0.003%
8/18/2026	Empowered Funds LLC	34,640	$12.37M	0.1%	N/A	0.090%
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8/18/2026	United Capital Financial Advisors LLC	1,815	$648K	0.0%	N/A	0.005%
8/18/2026	Centaurus Financial Inc.	431	$154K	0.0%	N/A	0.001%
8/18/2026	Coastal Bridge Advisors LLC	828	$296K	0.0%	N/A	0.002%
8/18/2026	Public Employees Retirement System of Ohio	14,978	$5.35M	0.0%	N/A	0.039%
8/17/2026	Transamerica Financial Advisors LLC	225	$80K	0.0%	N/A	0.001%
8/17/2026	Corient Private Wealth LP	33,929	$12.12M	0.0%	N/A	0.088%
8/17/2026	Bank of America Corp DE	302,612	$108.10M	0.0%	N/A	0.789%
8/15/2026	Caisse de depot et placement du Quebec	760	$271K	0.0%	N/A	0.002%
8/15/2026	Man Group plc	29,039	$10.37M	0.0%	N/A	0.076%
8/15/2026	Jupiter Topco LLC	146,313	$52.27M	0.0%	N/A	0.382%
8/14/2026	Hsbc Holdings PLC	410,228	$146.70M	0.1%	-8.8%	1.070%
8/14/2026	Ancora Advisors LLC	325	$116K	0.0%	N/A	0.001%
8/14/2026	Legal & General Group Plc	269,461	$96.26M	0.0%	N/A	0.703%
8/14/2026	The Manufacturers Life Insurance Company	25,536	$9.12M	0.0%	N/A	0.067%
8/14/2026	Manning & Napier Advisors LLC	1,708	$616K	0.0%	N/A	0.004%
8/14/2026	Algert Global LLC	13,607	$4.86M	0.1%	+1,208.4%	0.035%
8/13/2026	Cibc World Market Inc.	748	$267K	0.0%	N/A	0.002%
8/13/2026	OMERS ADMINISTRATION Corp	13,311	$4.76M	0.0%	N/A	0.035%
8/13/2026	Osmosis Investment Management UK Ltd	1,923	$687K	0.0%	N/A	0.005%
8/13/2026	Sanctuary Advisors LLC	1,042	$372K	0.0%	N/A	0.003%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	799	$285K	0.0%	N/A	0.002%
8/13/2026	Te Ahumairangi Investment Management Ltd	54,839	$19.59M	3.2%	N/A	0.143%
8/13/2026	Barrow Hanley Mewhinney & Strauss LLC	981,772	$350.72M	1.1%	N/A	2.561%
8/13/2026	Bank of Nova Scotia	5,257	$1.88M	0.0%	N/A	0.014%
8/12/2026	Elevation Point Wealth Partners LLC	8,928	$3.19M	0.1%	N/A	0.023%
8/12/2026	Daiichi Life Insurance Co. Ltd.	2,166	$774K	0.0%	N/A	0.006%
8/12/2026	Commerce Bank	2,528	$903K	0.0%	N/A	0.007%
8/12/2026	Northwestern Mutual Wealth Management Co.	2,301	$822K	0.0%	N/A	0.006%
8/12/2026	Westpac Banking Corp	1,439	$514K	0.0%	N/A	0.004%
8/12/2026	William Blair Investment Management LLC	479,877	$171.43M	0.5%	N/A	1.252%
8/12/2026	Korea Investment CORP	39,668	$14.17M	0.0%	N/A	0.103%
8/12/2026	Ieq Capital LLC	29,403	$10.50M	0.0%	N/A	0.077%
8/12/2026	Callan Family Office LLC	3,294	$1.18M	0.0%	N/A	0.009%
8/12/2026	Heartland Advisors Inc.	23,172	$8.28M	0.4%	N/A	0.060%
8/11/2026	Donald Smith & CO. Inc.	428,873	$153.21M	2.7%	N/A	1.119%
8/11/2026	Allworth Financial LP	1,028	$367K	0.0%	N/A	0.003%
8/11/2026	Vise Technologies Inc.	1,552	$555K	0.0%	N/A	0.004%
8/11/2026	Asahi Life Asset Management CO. LTD.	968	$346K	0.2%	N/A	0.003%
8/11/2026	Edmond DE Rothschild Holding S.A.	2,062	$737K	0.0%	N/A	0.005%
8/10/2026	NewEdge Wealth LLC	922	$329K	0.0%	N/A	0.002%
8/10/2026	Great Lakes Advisors LLC	10,771	$3.85M	0.0%	N/A	0.028%
8/10/2026	Danske Bank A S	52,232	$18.66M	0.0%	N/A	0.136%
8/8/2026	Wealthfront Advisers LLC	987	$353K	0.0%	N/A	0.003%
8/8/2026	Foster & Motley Inc.	2,643	$944K	0.0%	N/A	0.007%
8/8/2026	Meeder Advisory Services Inc.	1,899	$678K	0.0%	N/A	0.005%
8/7/2026	Citizens Financial Group Inc. RI	721	$258K	0.0%	N/A	0.002%
8/7/2026	Nuance Investments LLC	28,398	$10.15M	1.7%	N/A	0.074%
8/7/2026	BlackRock Inc.	3,220,769	$1.15B	0.0%	N/A	8.401%
8/7/2026	Deutsche Bank AG	161,837	$57.81M	0.0%	N/A	0.422%
8/7/2026	Perigon Wealth Management LLC	709	$253K	0.0%	N/A	0.002%
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8/7/2026	Commerzbank Aktiengesellschaft FI	3,393	$1.21M	0.0%	N/A	0.009%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	97,079	$34.68M	0.0%	N/A	0.253%
8/7/2026	OneDigital Investment Advisors LLC	10,947	$3.91M	0.0%	N/A	0.029%
8/6/2026	Global Retirement Partners LLC	510	$182K	0.0%	N/A	0.001%
8/6/2026	Bank of New York Mellon Corp	200,235	$71.53M	0.0%	N/A	0.506%
8/6/2026	Focus Partners Advisor Solutions LLC	1,336	$477K	0.0%	N/A	0.003%
8/6/2026	State of Wyoming	3,305	$1.18M	0.1%	N/A	0.008%
8/6/2026	GSA Capital Partners LLP	16,140	$5.77M	0.4%	N/A	0.041%
8/6/2026	Stoneridge Investment Partners LLC	1,562	$584K	0.4%	N/A	0.004%
8/3/2026	Trifecta Capital Advisors LLC	80	$29K	0.0%	N/A	0.000%

EG Institutional Ownership - Frequently Asked Questions

During the previous two years, 757 institutional investors and hedge funds held shares of Everest Group. The most heavily invested institutionals were California State Teachers Retirement System ($6.64B), Vanguard Group Inc. ($1.82B), BlackRock Inc. ($1.15B), State Street Corp ($647.04M), Norges Bank ($630.28M), AQR Capital Management LLC ($565.39M), 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: California State Teachers Retirement System ($18.55M), 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), and Donald Smith & CO. Inc. ($784.18K).

Institutional investors have bought a total of 34,122,937 shares in the last 24 months. This purchase volume represents approximately $12.05B in transactions.

Of the 313 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 5,801,041 shares in the last 24 months. This volume of shares sold represents approximately $2.01B in transactions.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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Everest Group (EG) Institutional Ownership

EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

EG Institutional Ownership - Frequently Asked Questions

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Everest Group (EG) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Everest Group (NYSE:EG)

EG Institutional Buying and Selling by Quarter

Everest Group Major Shareholders & Ownership History

EG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EG shares?

What percentage of Everest Group's stock is owned by institutional investors?

Which institutional investors have been buying Everest Group's stock?

How much institutional buying is happening at Everest Group?

Which of Everest Group's major shareholders have been selling company stock?

How much institutional selling is happening at Everest Group?

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