Everest Group — Institutional Ownership
Which tracked institutions hold EG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
44
Funds holding
$3318086310
Total value held
Buying
29 added/new · 14 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1150555192 | 3220769 | -76816 | -2.33% |
| 2 | State Street Corp | $658993612 | 1844732 | -5582 | -0.30% |
| 3 | Invesco Ltd. | $311319312 | 871481 | +871481 | NEW BUY |
| 4 | Morgan Stanley | $166992472 | 467462 | +57103 | +13.92% |
| 5 | Northern Trust Corp | $135197623 | 378461 | -32110 | -7.82% |
| 6 | Bank Of America Corp /De/ | $108102042 | 302612 | +69286 | +29.69% |
| 7 | Ubs Group Ag | $97846727 | 273904 | +273904 | NEW BUY |
| 8 | Goldman Sachs Group Inc | $84281992 | 235932 | +19119 | +8.82% |
| 9 | Sei Investments Co | $72142725 | 201953 | +74370 | +58.29% |
| 10 | Bank Of New York Mellon Corp | $71529958 | 200235 | -15269 | -7.09% |
| 11 | Barclays Plc | $66958836 | 187439 | +31105 | +19.90% |
| 12 | Jpmorgan Chase & Co | $51092725 | 140236 | +34976 | +33.23% |
| 13 | Ameriprise Financial Inc | $48442633 | 135594 | +135594 | NEW BUY |
| 14 | Janus Henderson Group Plc | $47814785 | 146288 | +146288 | NEW BUY |
| 15 | General American Investors Co Inc | $43906782 | 122909 | +122909 | NEW BUY |
| 16 | Franklin Resources Inc | $43064006 | 120550 | -17168 | -12.47% |
| 17 | Citigroup Inc | $37643826 | 105377 | +61169 | +138.37% |
| 18 | Bank Of Montreal /Can/ | $28728564 | 80420 | +6651 | +9.02% |
| 19 | Adams Diversified Equity Fund, Inc. | $16718364 | 46800 | +46800 | NEW BUY |
| 20 | Principal Financial Group Inc | $16411147 | 45940 | +458 | +1.01% |
| 21 | Royal Bank Of Canada | $13887000 | 38874 | +5578 | +16.75% |
| 22 | Raymond James Financial Inc | $11559972 | 32360 | +434 | +1.36% |
| 23 | Toronto Dominion Bank | $8800128 | 24634 | +120 | +0.49% |
| 24 | Federated Hermes, Inc. | $6709857 | 18783 | +18783 | NEW BUY |
| 25 | Us Bancorp \De\ | $3723051 | 10422 | +696 | +7.16% |
| 26 | Wells Fargo & Company/Mn | $2502444 | 7005 | +522 | +8.05% |
| 27 | Pnc Financial Services Group, Inc. | $2381245 | 6666 | -27 | -0.40% |
| 28 | Bank Of Nova Scotia | $1877958 | 5257 | -20319 | -79.45% |
| 29 | Allstate Corp | $1597533 | 4472 | +1471 | +49.02% |
| 30 | Regions Financial Corp | $1255307 | 3514 | -701 | -16.63% |
| 31 | Prudential Financial Inc | $1155282 | 3234 | -114 | -3.41% |
| 32 | Nomura Holdings Inc | $1080621 | 3025 | +1953 | +182.18% |
| 33 | Pinnacle Financial Partners, Inc. | $907364 | 2540 | -29 | -1.13% |
| 34 | Stifel Financial Corp | $621134 | 1738 | +1738 | NEW BUY |
| 35 | M&T Bank Corp | $602356 | 1686 | -89 | -5.01% |
| 36 | Old National Bancorp /In/ | $451895 | 1265 | -189 | -13.00% |
| 37 | Truist Financial Corp | $384641 | 1077 | -36 | -3.23% |
| 38 | Hancock Whitney Corp | $369733 | 1035 | -68 | -6.17% |
| 39 | Fifth Third Bancorp | $368304 | 1031 | +13 | +1.28% |
| 40 | First Financial Corp /In/ | $71446 | 200 | — | Held |
| 41 | Zions Bancorporation, National Association /Ut/ | $17862 | 50 | +50 | NEW BUY |
| 42 | Prosperity Bancshares Inc | $12146 | 34 | +34 | NEW BUY |
| 43 | Cullen/Frost Bankers, Inc. | $5358 | 15 | +15 | NEW BUY |
| 44 | Texas Capital Bancshares Inc/Tx | $350 | 1 | +1 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.