Everest Group — Institutional Ownership
Which tracked institutions hold EG, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
35
Funds holding
$2758334184
Total value held
Flat
17 added/new · 17 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1077815771 | 3297585 | -57718 | -1.72% |
| 2 | State Street Corp | $604775131 | 1850314 | -56378 | -2.96% |
| 3 | Invesco Ltd. | $252201663 | 743190 | +69636 | +10.34% |
| 4 | Northern Trust Corp | $134195131 | 410571 | +8022 | +1.99% |
| 5 | Morgan Stanley | $134126515 | 410359 | -14882 | -3.50% |
| 6 | Bank Of America Corp /De/ | $76262510 | 233326 | +16701 | +7.71% |
| 7 | Goldman Sachs Group Inc | $70865308 | 216813 | +46366 | +27.20% |
| 8 | Bank Of New York Mellon Corp | $70437522 | 215504 | -1767 | -0.81% |
| 9 | Barclays Plc | $51097768 | 156334 | — | NEW BUY |
| 10 | Janus Henderson Group Plc | $47814785 | 146288 | — | NEW BUY |
| 11 | Franklin Resources Inc | $45013129 | 137718 | -12086 | -8.07% |
| 12 | Ameriprise Financial Inc | $43949505 | 134463 | +67177 | +99.84% |
| 13 | Sei Investments Co | $41699981 | 127583 | — | NEW BUY |
| 14 | Bank Of Montreal /Can/ | $24111498 | 73769 | — | NEW BUY |
| 15 | Citigroup Inc | $15001985 | 44208 | -2626 | -5.61% |
| 16 | Principal Financial Group Inc | $14865792 | 45482 | -782 | -1.69% |
| 17 | Royal Bank Of Canada | $10883000 | 33296 | — | NEW BUY |
| 18 | Raymond James Financial Inc | $10434745 | 31926 | -12289 | -27.79% |
| 19 | Bank Of Nova Scotia | $8359515 | 25576 | — | NEW BUY |
| 20 | Toronto Dominion Bank | $8012515 | 24514 | — | NEW BUY |
| 21 | Wells Fargo & Company/Mn | $4129909 | 12169 | -3295 | -21.31% |
| 22 | Us Bancorp \De\ | $3178944 | 9726 | -61 | -0.62% |
| 23 | Pnc Financial Services Group, Inc. | $2187565 | 6693 | +675 | +11.22% |
| 24 | Regions Financial Corp | $1377672 | 4215 | -725 | -14.68% |
| 25 | Prudential Financial Inc | $1094294 | 3348 | -403 | -10.74% |
| 26 | Allstate Corp | $1018389 | 3001 | +1721 | +134.45% |
| 27 | Pinnacle Financial Partners, Inc. | $839678 | 2569 | — | NEW BUY |
| 28 | M&T Bank Corp | $602506 | 1775 | -121 | -6.38% |
| 29 | Old National Bancorp /In/ | $475239 | 1454 | -96 | -6.19% |
| 30 | Hancock Whitney Corp | $393477 | 1103 | -128 | -10.40% |
| 31 | Truist Financial Corp | $363906 | 1113 | -69996 | -98.43% |
| 32 | Nomura Holdings Inc | $350383 | 1072 | — | NEW BUY |
| 33 | Fifth Third Bancorp | $332733 | 1018 | -217 | -17.57% |
| 34 | First Financial Corp /In/ | $65370 | 200 | — | Held |
| 35 | Texas Capital Bancshares Inc/Tx | $350 | 1 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.