Everest Group Ltd Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.30 M | $1.08 B | -1.72% | 8.19% |
| 05/15/2026 | 2.63 M | $860.83 M | 100.00% | 6.54% | |
| 05/08/2026 | 2.17 M | $708.64 M | 100.00% | 5.38% | |
| STATE STREET CORP | 05/15/2026 | 1.85 M | $604.78 M | -2.96% | 4.59% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.37 M | $444.59 M | -18.02% | 3.39% |
| VULCAN VALUE PARTNERS, LLC | 05/11/2026 | 1.36 M | $445.13 M | -9.79% | 3.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.18 M | $385.57 M | 1.16% | 2.94% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 1.03 M | $336.08 M | 8.43% | 2.55% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 971.87 K | $317.66 M | -19.82% | 2.41% |
| INVESCO LTD. | 05/12/2026 | 812.27 K | $265.49 M | 9.30% | 2.02% |
| ALTRINSIC GLOBAL ADVISORS LLC | 05/15/2026 | 777.87 K | $254.25 M | -10.10% | 1.93% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 762.40 K | $252.81 M | 18.11% | 1.89% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 729.12 K | $247.43 M | 13.79% | 1.81% |
| BOSTON PARTNERS | 05/11/2026 | 508.57 K | $166.23 M | -31.42% | 1.26% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 506.17 K | $165.44 M | -13.37% | 1.26% |
| DONALD SMITH & CO., INC. | 05/14/2026 | 460.18 K | $150.41 M | 5.62% | 1.14% |
| HSBC HOLDINGS PLC | 04/30/2026 | 449.92 K | $147.10 M | 507.40% | 1.12% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 414.92 K | $135.61 M | -3.37% | 1.03% |
| NORTHERN TRUST CORP | 05/14/2026 | 410.57 K | $134.20 M | 1.99% | 1.02% |
| MORGAN STANLEY | 05/15/2026 | 410.36 K | $134.13 M | -3.50% | 1.02% |
| POLAR CAPITAL HOLDINGS PLC | 05/15/2026 | 403.50 K | $131.88 M | 0.00% | 1.00% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 386.64 K | $126.37 M | 0.34% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 354.80 K | $115.97 M | 2.80% | 0.88% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 352.11 K | $115.09 M | 1.68% | 0.87% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 315.65 K | $103.17 M | 1.50% | 0.78% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 289.91 K | $94.76 M | -41.87% | 0.72% |
| ASSETMARK, INC | 05/06/2026 | 287.85 K | $94.08 M | 2.69% | 0.71% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 276.07 K | $90.23 M | -35.97% | 0.69% |
| CITADEL ADVISORS LLC | 05/15/2026 | 271.07 K | $88.60 M | 80.42% | 0.67% |
| EARNEST PARTNERS LLC | 05/15/2026 | 268.10 K | $87.63 M | 1.73% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 267.50 K | $87.43 M | 0.13% | 0.66% |
| AUSTRALIANSUPER PTY LTD | 05/07/2026 | 251.19 K | $82.10 M | 30.53% | 0.62% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 05/14/2026 | 250.01 K | $81.72 M | 4.80% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 233.33 K | $76.26 M | 7.71% | 0.58% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 230.54 K | $75.35 M | 3.61% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 229.44 K | $74.99 M | 100.00% | 0.57% |
| UBS GROUP AG | 05/05/2026 | 225.66 K | $73.76 M | 12.62% | 0.56% |
| TALARIA ASSET MANAGEMENT PTY LTD | 05/15/2026 | 224.70 K | $73.44 M | 0.09% | 0.56% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 216.81 K | $70.87 M | 87.80% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 215.50 K | $70.44 M | -0.81% | 0.54% |
| NUVEEN, LLC | 04/30/2026 | 215.43 K | $70.41 M | 1.18% | 0.53% |
| AMUNDI | 05/18/2026 | 213.03 K | $69.63 M | 67.42% | 0.53% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 185.70 K | $60.70 M | 39.99% | 0.46% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 162.10 K | $52.98 M | 245.04% | 0.40% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 160.62 K | $52.50 M | -2.58% | 0.40% |
| BARCLAYS PLC | 05/15/2026 | 156.33 K | $51.10 M | 3.07% | 0.39% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 146.29 K | $47.81 M | -0.08% | 0.36% |
| DAVIS SELECTED ADVISERS | 05/07/2026 | 140.91 K | $46.06 M | 19.40% | 0.35% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 137.72 K | $45.01 M | -8.07% | 0.34% |
| PERPETUAL LTD | 04/14/2026 | 131.92 K | $43.12 M | 15.73% | 0.33% |
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Everest Group Ltd institutional Ownership - FAQ's
During the previous two years, 811 institutional investors and hedge funds held shares of Everest Group Ltd. The most heavily invested institutionals were:
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 964,755
Boston Partners: 576,832
LSV ASSET MANAGEMENT: 386,250
ASSETMARK, INC: 296,814
Bank of New York Mellon Corp: 200,235
Perpetual Ltd: 135,942
88.48% of Everest Group Ltd stock is owned by institutional investors.
Institutional investors have bought a total of 45.25 M shares in the last 24 months. This purchase volume represents approximately $14.84 B in transactions.