13F institutional ownership facts

Institutions tracked

38

Reported value

$277,013,913.00

Reported shares

7,535,743

Latest filing period

Q2 2026

Top institutional holders

  1. Ensign Peak Advisors · $301,062,966 · 0.5%
  2. Neuberger Berman · $498,472,225 · 0.33%
  3. Invesco · $978,436,324 · 0.08%
  4. David Solomon - Goldman Sachs · $643,868,046 · 0.06%
  5. UBS Group · $434,334,324 · 0.06%
  6. First Eagle Investment Management · $71,977,403 · 0.12%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$EPD

Institutional Holdings

38

Top Institutions

Top Institutions

1

Ensign Peak Advisors

8,189,961 shares

0.50%

% of Portfolio

2

Neuberger Berman

13,560,232 shares

0.33%

% of Portfolio

3

Invesco

26,616,875 shares

0.08%

% of Portfolio

4

David Solomon - Goldman Sachs

17,515,453 shares

0.06%

% of Portfolio

5

UBS Group

11,815,406 shares

0.06%

% of Portfolio

6

First Eagle Investment Management

1,958,036 shares

0.12%

% of Portfolio

7

BNP Paribas

3,524,671 shares

0.04%

% of Portfolio

8

Morgan Stanley

22,249,198 shares

0.04%

% of Portfolio

9

Ken Griffin - Citadel Advisors

785,731 shares

0.00%

% of Portfolio

10

Jamie Dimon - JPMorgan Chase

4,438,751 shares

0.01%

% of Portfolio

11

Jennison Associates

704,938 shares

0.02%

% of Portfolio

12

PNC Financial Services

1,206,231 shares

0.02%

% of Portfolio

13

Mike Hankin - Brown Advisory INC

216,256 shares

0.01%

% of Portfolio

14

Jan van Eck - VanEck

179,039 shares

NaN%

% of Portfolio

15

Larry Fink - BlackRock

6,945,720 shares

NaN%

% of Portfolio

16

Charles Schwab

526,718 shares

NaN%

% of Portfolio

17

Northern Trust Corp

372,163 shares

NaN%

% of Portfolio

18

Franklin Resources

152,437 shares

NaN%

% of Portfolio

19

Lazard Asset Management

16,771 shares

NaN%

% of Portfolio

20

Joel Greenblatt - Gotham Asset Management

10,033 shares

NaN%

% of Portfolio

21

Nuveen

70,615 shares

NaN%

% of Portfolio

22

Cliff Asness - AQR Capital Management

19,572 shares

NaN%

% of Portfolio

23

Ken Fisher - Fisher Asset Management

22,735 shares

NaN%

% of Portfolio

24

SG Americas Securities

0 shares

0.00%

% of Portfolio

25

Stephen Schwarzman - Blackstone

23,760,341 shares

2.65%

% of Portfolio

26

Natixis

771,472 shares

0.11%

% of Portfolio

27

Tom Gayner - Markel Group

569,000 shares

0.16%

% of Portfolio

28

Mario Gabelli - GAMCO Investors

206,523 shares

0.07%

% of Portfolio

29

Jefferies Group

56,497 shares

0.01%

% of Portfolio

30

John P. Calamos, Sr. - Calamos Advisors LLC

105,810 shares

0.01%

% of Portfolio

31

Murray Stahl - Horizon Kinetics

112,333 shares

0.05%

% of Portfolio

32

Andrew Beck - River Road Asset Mgmt

87,467 shares

0.04%

% of Portfolio

33

Mairs & Power

8,600 shares

NaN%

% of Portfolio

34

Manning & Napier

351 shares

NaN%

% of Portfolio

35

Bruce Berkowitz - Fairholme Capital

5,455,800 shares

13.46%

% of Portfolio

36

Leon Cooperman - Omega Advisors

1,373,755 shares

1.42%

% of Portfolio

37

Tweedy, Browne Co

0 shares

0.00%

% of Portfolio

38

Ronald Muhlenkamp - Muhlenkamp & Co

24,855 shares

0.26%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

42%

LARGE

34%

MEDIUM

26%

SMALL

-2%

Geographic Distribution

North America
72%
Europe
24%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

57

Sellers

29

Holders

71

New

11

Exited

14

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Insider TradingPRO

Trading Statistics

Insider Buyers

20

Insider Sellers

29

Purchase Value

$22.1M

Role Distribution

CEO
27%
CFO
17%
Director
33%
VP
16%
Other
5%
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RatingPRO

82

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
77
Recent Activity
84
Concentration
86
Momentum
83
Stability
89

Recent Actions

New

12

Increased

29

Decreased

14

Exited

2

Total

45

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