EAGL — EAGLE CAPITAL SELECT EQTY
As of Q2 2026, 12 SEC-registered investment managers reported holding EAGL (EAGLE CAPITAL SELECT EQTY) in their latest 13F filings, with a combined reported value of $202.76M across 6.31M shares. That is +10.0% by share count (+573.14K shares) versus the previous quarter, while reported value moved +16.2%. Ownership is concentrated: the five largest holders account for 85.2% of reported value and the top ten for 99.7%.
Compared with the prior quarter, 5 opened new positions, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Lazard Asset Management history | 1.65M | $53.23M | 0.08% | Add |
| JPMorgan Chase & Co history | 1.42M | $45.57M | 0.01% | New |
| Morgan Stanley history | 1.23M | $39.71M | 0.00% | Add |
| UBS Group AG history | 577.90K | $18.59M | 0.00% | Add |
| Bank of America Corp history | 486.64K | $15.66M | 0.00% | Add |
| Citadel Advisors history | 463.00K | $14.89M | 0.00% | Reduce |
| Two Sigma Investments history | 266.74K | $8.58M | 0.01% | New |
| Goldman Sachs Group history | 83.90K | $2.70M | 0.00% | New |
| Northern Trust Corp history | 72.69K | $2.34M | 0.00% | Hold |
| PNC Financial Services history | 26.66K | $857.78K | 0.00% | New |
| Marshall Wace history | 14.87K | $478.40K | 0.00% | New |
| Wells Fargo & Co history | 4.96K | $159.69K | 0.00% | Add |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 2.67M | $81.18M | 0.01% | New |
| Lazard Asset Management history | 1.48M | $44.89M | 0.07% | Add |
| Morgan Stanley history | 1.16M | $35.31M | 0.00% | Add |
| UBS Group AG history | 300.34K | $9.14M | 0.00% | Add |
| Northern Trust Corp history | 72.69K | $2.21M | 0.00% | Add |
| Bank of America Corp history | 53.57K | $1.63M | 0.00% | Add |
| Wells Fargo & Co history | 3.17K | $96.34K | 0.00% | New |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.37M | $44.58M | 0.01% | Add |
| Lazard Asset Management history | 1.13M | $36.66M | 0.06% | Add |
| UBS Group AG history | 292.34K | $9.49M | 0.00% | Add |
| Morgan Stanley history | 136.60K | $4.43M | 0.00% | Add |
| Northern Trust Corp history | 69.52K | $2.26M | 0.00% | Hold |
| Bank of America Corp history | 2.60K | $84.56K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.27M | $39.63M | 0.01% | Add |
| UBS Group AG history | 164.23K | $5.13M | 0.00% | Add |
| Morgan Stanley history | 92.02K | $2.88M | 0.00% | Add |
| Northern Trust Corp history | 69.52K | $2.17M | 0.00% | Hold |
| Lazard Asset Management history | 789.48K | $1.60M | 0.00% | Add |
| Bank of America Corp history | 7.55K | $236.14K | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 1.15M | $34.84M | 0.01% | Add |
| UBS Group AG history | 136.32K | $4.11M | 0.00% | Add |
| Northern Trust Corp history | 69.52K | $2.10M | 0.00% | Hold |
| Bank of America Corp history | 12.70K | $383.41K | 0.00% | New |
| Morgan Stanley history | 10.47K | $315.89K | 0.00% | Add |
| Lazard Asset Management history | 539.34K | $16.28K | 0.02% | Add |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 450.86K | $12.63M | 0.00% | Add |
| UBS Group AG history | 130.50K | $3.66M | 0.00% | Add |
| Northern Trust Corp history | 69.52K | $1.95M | 0.00% | Hold |
| Morgan Stanley history | 267 | $7.48K | 0.00% | New |
| Lazard Asset Management history | 227.05K | $6.36K | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.42M sh · $45.57M
- Two Sigma Investments 266.74K sh · $8.58M
- Goldman Sachs Group 83.90K sh · $2.70M
- PNC Financial Services 26.66K sh · $857.78K
- Marshall Wace 14.87K sh · $478.40K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Asset Management | 1.65M | 1.48M | 1.13M | 789.48K | 539.34K | 227.05K | 58.88K | 30.14K | — | — |
| JPMorgan Chase & Co | 1.42M | — | 1.37M | 1.27M | 1.15M | 450.86K | 38.21K | — | — | — |
| Morgan Stanley | 1.23M | 1.16M | 136.60K | 92.02K | 10.47K | 267 | — | — | — | — |
| UBS Group AG | 577.90K | 300.34K | 292.34K | 164.23K | 136.32K | 130.50K | 36.63K | 18.11K | — | — |
| Bank of America Corp | 486.64K | 53.57K | 2.60K | 7.55K | 12.70K | — | — | — | — | — |
| Citadel Advisors | 463.00K | 2.67M | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 266.74K | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 83.90K | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 72.69K | 72.69K | 69.52K | 69.52K | 69.52K | 69.52K | 69.52K | 96.77K | 174.96K | 174.96K |
| PNC Financial Services | 26.66K | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 14.87K | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 4.96K | 3.17K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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