DaveManuel.com · Institutional Ownership · Who Owns It
EAGLE FINL SVCS INC (EFSI)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
80
Reporting holders
$100.9M
Reported value
45.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+6
Holder change
Institutions report 2,449,042 shares against 5,411,615 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $14.3M | 345,268 | 0.00% | 6q | +23.1%+$2.7M |
| Fourthstone LLC | $11.9M | 287,575 | 8.49% | 6q | -46.0%-$10.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $11.6M | 279,083 | 0.00% | 6q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 212,734 | 0.00% | 2q | -12.7%-$1.3M |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | $5.6M | 135,623 | 4.35% | 5q | -1.0%-$58.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.9M | 118,250 | 0.00% | 6q | +14.6%+$623.7K |
| STATE STREET CORP | $3.7M | 90,307 | 0.00% | 5q | +6.7%+$236.3K |
| ALLIANCEBERNSTEIN L.P. | $3.3M | 93,516 | 0.00% | 6q | -9.8%-$356.8K |
| MALTESE CAPITAL MANAGEMENT LLC | $2.7M | 65,700 | 0.50% | 6q | -38.7%-$1.7M |
| TWO SIGMA INVESTMENTS, LP | $2.6M | 62,357 | 0.00% | 5q | +279.9%+$1.9M |
| CHOREO, LLC | $2.5M | 60,400 | 0.03% | 5q | HELD |
| BANC FUNDS CO LLC | $2.3M | 56,500 | 0.39% | 6q | -13.1%-$352.4K |
| MARSHALL WACE, LLP | $2.1M | 51,423 | 0.00% | 2q | +564.2%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.6M | 38,580 | 0.00% | 4q | +60.1%+$600.5K |
| NORTHERN TRUST CORP | $1.5M | 37,063 | 0.00% | 6q | +9.5%+$133.7K |
| CITADEL ADVISORS LLC | $1.4M | 33,602 | 0.00% | 5q | +353.0%+$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 31,927 | 0.00% | 2q | +20.2%+$222.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 30,455 | 0.00% | 2q | +0.8%+$10.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 28,909 | 0.00% | new | NEW |
| UBS Group AG | $1.2M | 28,853 | 0.00% | 6q | +207.0%+$806.6K |
| MORGAN STANLEY | $1.2M | 27,997 | 0.00% | 6q | HELD |
| Trexquant Investment LP | $979.6K | 23,627 | 0.01% | 4q | +110.4%+$513.9K |
| GOLDMAN SACHS GROUP INC | $892.6K | 21,528 | 0.00% | 2q | +9.1%+$74.4K |
| HRT FINANCIAL LP | $863.0K | 20,838 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $829.2K | 20,001 | 0.00% | 4q | +80.1%+$368.7K |
| EJF Capital LP | $679.9K | 16,399 | 0.45% | 6q | -31.4%-$311.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $671.3K | 16,192 | 0.00% | 4q | HELD |
| Bank of New York Mellon Corp | $650.6K | 15,692 | 0.00% | 5q | +5.9%+$36.0K |
| ACADIAN ASSET MANAGEMENT LLC | $589.0K | 14,282 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $559.2K | 13,488 | 0.00% | 5q | +7.5%+$39.0K |
| Wealthspire Advisors, LLC | $538.0K | 12,977 | 0.00% | 5q | +0.8%+$4.3K |
| BARCLAYS PLC | $507.9K | 12,251 | 0.00% | 5q | -3.1%-$16.4K |
| Nuveen, LLC | $470.4K | 11,345 | 0.00% | new | NEW |
| Expressive Wealth LLC | $434.1K | 10,471 | 0.41% | 3q | -8.5%-$40.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $409.6K | 9,879 | 0.00% | 6q | -10.3%-$47.1K |
| AMERICAN CENTURY COMPANIES INC | $408.8K | 9,859 | 0.00% | new | NEW |
| XTX Topco Ltd | $402.6K | 9,711 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $398.8K | 9,619 | 0.00% | 6q | +30.7%+$93.7K |
| BANK OF AMERICA CORP /DE/ | $392.3K | 9,461 | 0.00% | 6q | -8.8%-$37.9K |
| Reynders McVeigh Capital Management, LLC | $389.0K | 9,375 | 0.02% | 5q | HELD |
| Quadrature Capital Ltd | $369.3K | 8,908 | 0.00% | new | NEW |
| HOWE & RUSLING INC | $269.5K | 6,500 | 0.02% | 4q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259.3K | 6,255 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $228.1K | 5,501 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $219.8K | 5,302 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $194.6K | 4,694 | 0.00% | 4q | +14.9%+$25.2K |
| Russell Investments Group, Ltd. | $161.5K | 3,901 | 0.00% | 4q | +390.1%+$128.5K |
| RHUMBLINE ADVISERS | $143.2K | 3,453 | 0.00% | 5q | +4.4%+$6.0K |
| MetLife Investment Management, LLC | $127.8K | 3,083 | 0.00% | 5q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $108.2K | 2,609 | 0.01% | 6q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $99.5K | 2,400 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $92.9K | 2,241 | 0.00% | 2q | -23.8%-$29.0K |
| CITIGROUP INC | $91.3K | 2,202 | 0.00% | 5q | +929.0%+$82.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $91.0K | 2,195 | 0.00% | 4q | -1.8%-$1.7K |
| JPMORGAN CHASE & CO | $87.2K | 2,124 | 0.00% | 5q | +11.3%+$8.9K |
| Police & Firemen's Retirement System of New Jersey | $43.1K | 1,040 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $30.6K | 739 | 0.00% | 4q | -42.5%-$22.6K |
| BNP PARIBAS FINANCIAL MARKETS | $20.2K | 487 | 0.00% | 5q | -43.4%-$15.5K |
| ROYAL BANK OF CANADA | $20.0K | 468 | 0.00% | 5q | +40.1%+$5.7K |
| Ameritas Investment Partners, Inc. | $19.4K | 469 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $17.2K | 415 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $10.3K | 248 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.1K | 172 | 0.00% | 3q | HELD |
| FMR LLC | $4.5K | 109 | 0.00% | 5q | HELD |
| Sterling Capital Management LLC | $4.0K | 96 | 0.00% | 5q | -34.2%-$2.1K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.7K | 65 | 0.00% | 5q | -73.8%-$7.6K |
| PNC Financial Services Group, Inc. | $1.9K | 47 | 0.00% | 4q | +261.5%+$1.4K |
| Allworth Financial LP | $1.9K | 46 | 0.00% | 4q | +119.0%+$1.0K |
| IFP Advisors, Inc | $1.6K | 39 | 0.00% | 4q | +105.3% |
| Essential Partners LLC | $1.3K | 31 | 0.00% | 4q | -59.7%-$1.9K |
| EverSource Wealth Advisors, LLC | $953 | 23 | 0.00% | 4q | +21.1% |
| Cornerstone Planning Group LLC | $537 | 13 | 0.00% | 2q | HELD |
| GAMMA Investing LLC | $498 | 12 | 0.00% | 2q | +100.0% |
| Farther Finance Advisors, LLC | $495 | 12 | 0.00% | 3q | +100.0% |
| ROTHSCHILD INVESTMENT LLC | $456 | 11 | 0.00% | 4q | +175.0% |
| True Wealth Design, LLC | $332 | 8 | 0.00% | 4q | +60.0% |
| SJS Investment Consulting Inc. | $83 | 2 | 0.00% | 3q | HELD |
| Caitong International Asset Management Co., Ltd | $83 | 2 | 0.00% | new | NEW |
| Fortitude Family Office, LLC | $41 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 2 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-07 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $10.3M | 227,374 | 4 | 7 | 2 | 0.0% |
| Q2 2026 | 80 | $100.9M | 2,449,042 | 14 | 32 | 18 | 0.0% |
| Q1 2026 | 74 | $85.2M | 2,419,301 | 7 | 16 | 28 | 0.0% |
| Q4 2025 | 69 | $98.7M | 2,480,033 | 5 | 18 | 29 | 0.0% |
| Q3 2025 | 65 | $91.0M | 2,406,254 | 22 | 16 | 16 | 0.0% |
| Q2 2025 | 48 | $71.7M | 2,342,587 | 27 | 10 | 7 | 0.0% |
| Q1 2025 | 30 | $70.8M | 2,158,084 | 30 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $328.0K | 10,944 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $557.0K | 17,470 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $1.3M | 44,034 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $1.7M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $1.6M | 46,620 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.5M | 46,620 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $309.7M | 10,498,633 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $316.1M | 12,542,633 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 2 | $1.6M | 61,865 | 0 | 0 | 2 | 0.0% |
| Q1 2020 | 2 | $300.2M | 12,554,365 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $389.8M | 12,554,365 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $369.9M | 12,529,365 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $388.2M | 12,529,975 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $382.9M | 12,534,975 | 0 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $1.5M | 47,625 | 0 | 0 | 0 | 0.0% |