EE institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

209 institutional managers reported holding EE for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 63%. 54 opened new positions; 34 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
George Kaiser Family Foundation7.85M23.81%$262.4Munchanged2022 Q2
Wellington Management2.63M7.99%$88.0Mtrimmed -27%2024 Q4
Vanguard Group2.53M7.68%$84.7Madded +5.4%2022 Q2
BlackRock1.89M5.74%$63.2Mtrimmed -0.8%2022 Q2
Copeland Capital Management, LLC1.58M4.80%$52.9Madded +45%2025 Q4
Tortoise Capital Advisors, L.l.c.1.18M3.59%$39.5Madded +1.5%2022 Q2
Ranger Investment Management, L.p.897.0k2.72%$30.0Mtrimmed -26.5%2022 Q3
FMR (Fidelity)839.0k2.54%$28.0Madded +0.6%2022 Q2
Neuberger Berman Group LLC749.2k2.27%$25.0Madded +6.6%2024 Q1
TimesSquare Capital Management, LLC671.9k2.04%$22.4Mtrimmed -29.2%2024 Q4
Kayne Anderson Capital Advisors LP (focused)646.5k1.96%$21.6Mtrimmed -29%2025 Q2
Geode Capital584.2k1.77%$19.5Mtrimmed -7.9%2022 Q2
State Street552.1k1.67%$18.4Madded +5.8%2022 Q2
Hite Hedge Asset Management LLC528.0k1.60%$17.6Madded +175.1%2025 Q3
Qube Research & Technologies LTD505.3k1.53%$16.9Madded +33.7%2023 Q3
Dimensional Fund Advisors496.8k1.51%$16.6Mtrimmed -2.2%2023 Q3
Morgan Stanley400.8k1.22%$13.4Madded +12.2%2022 Q2
D. E. Shaw343.5k1.04%$11.5Madded +150.9%2023 Q4
Mirae Asset Global Etfs Holdings LTD.343.4k1.04%$11.5Madded +3006.5%2024 Q2
Russell Investments Group, LTD.325.4k0.99%$10.9Mtrimmed -12.6%2022 Q3
Cushing Asset Management, LP dba NXG Investment Management325.0k0.98%$10.9Mopened2026 Q1
Emerald Advisers, LLC315.7k0.96%$10.5Mtrimmed -0.7%2025 Q2
Northern Trust305.8k0.93%$10.2Mtrimmed -3.5%2022 Q2
Renaissance Technologies285.5k0.87%$9.5Madded +132.9%2022 Q2
Hotchkis & Wiley Capital Management LLC243.9k0.74%$8.1Mtrimmed -32.6%2024 Q3
Goldman Sachs242.8k0.74%$8.1Mtrimmed -1.8%2022 Q2
Envestnet Asset Management INC230.2k0.70%$7.7Madded +28.5%2025 Q2
Charles Schwab Investment Management197.6k0.60%$6.6Mtrimmed -0.6%2022 Q2
Yaupon Capital Management LP197.0k0.60%$6.6Mopened2025 Q2
UBS196.4k0.60%$6.6Mtrimmed -56.5%2022 Q4
BNY Mellon195.5k0.59%$6.5Munchanged2022 Q2
Emerald Mutual Fund Advisers Trust189.2k0.57%$6.3Madded +2.6%2025 Q2
Invesco168.6k0.51%$5.6Madded +792.9%2024 Q1
Jacobs Levy Equity Management, INC166.3k0.50%$5.6Madded +2.8%2024 Q1
Victory Capital Management INC155.1k0.47%$5.2Madded +505%2023 Q1
Bank OF America CORP /DE/150.2k0.46%$5.0Madded +7.5%2022 Q2
Two Sigma130.5k0.40%$4.4Mopened2026 Q1
Voya Investment Management LLC130.1k0.40%$4.3Mtrimmed -15.7%2023 Q1
Counterpoint Mutual Funds LLC125.4k0.38%$4.2Madded +999.6%2024 Q4
Hiddenite Capital Partners LP (focused)125.0k0.38%$4.2Mopened2026 Q1
Ameriprise Financial INC102.5k0.31%$3.4Mtrimmed -24.4%2022 Q3
NFJ Investment Group, LLC92.3k0.28%$3.1Munchanged2025 Q4
Trexquant Investment LP83.3k0.25%$2.8Mopened2026 Q1
Martingale Asset Management L P82.0k0.25%$2.7Madded +10.5%2024 Q2
SEI Investments CO81.4k0.25%$2.7Madded +39.6%2024 Q3
First Trust Advisors LP80.6k0.24%$2.7Mopened2024 Q3
Squarepoint Ops LLC78.8k0.24%$2.6Mtrimmed -72.3%2022 Q2
Stifel Financial CORP66.8k0.20%$2.2Mtrimmed -2.8%2025 Q4
Susquehanna Portfolio Strategies, LLC66.1k0.20%$2.2Munchanged2025 Q2
Royal Bank OF Canada65.7k0.20%$2.2Mtrimmed -5.7%2022 Q2

Largest 50 of 209 shown; the full ranked, searchable register is at boothcheck.com/holders/EE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

EE research report · EE stock page