DaveManuel.com · Institutional Ownership · Who Owns It
EPAM SYS INC (EPAM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
450
Reporting holders
$4.6B
Reported value
110.9%
Of shares outstanding
0.7%
Calls
1.0%
Puts
-86
Holder change
Institutions report 57,190,379 shares against 51,586,981 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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. | $526.7M | 6,637,475 | 0.01% | 8q | +62.3%+$202.3M |
| AMERIPRISE FINANCIAL INC | $434.0M | 5,459,505 | 0.09% | 31q | +44.3%+$133.2M |
| Capital World Investors | $382.9M | 4,825,040 | 0.05% | 31q | -29.5%-$159.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $275.1M | 3,466,590 | 0.01% | 2q | +17.2%+$40.4M |
| Invesco Ltd. | $191.3M | 2,410,977 | 0.02% | 31q | -44.9%-$156.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $180.6M | 2,275,391 | 0.00% | 2q | -34.3%-$94.3M |
| STATE STREET CORP | $155.2M | 1,956,089 | 0.00% | 31q | -12.4%-$22.0M |
| CITADEL ADVISORS LLC | $135.6M incl. $11.1M options CALL+PUT | 1,568,576 | 0.02% | 31q | +1770.5%+$128.3M |
| DIMENSIONAL FUND ADVISORS LP | $130.8M | 1,648,593 | 0.02% | 31q | +54.2%+$46.0M |
| Aikya Investment Management Ltd | $108.4M | 1,365,913 | 31.82% | 6q | +50.0%+$36.1M |
| MORGAN STANLEY | $99.1M | 1,249,137 | 0.01% | 35q | +11.7%+$10.3M |
| BRANDES INVESTMENT PARTNERS, LP | $93.1M | 1,173,823 | 0.65% | 5q | -11.4%-$12.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $87.4M | 1,101,476 | 0.00% | 31q | -31.8%-$40.8M |
| UBS Group AG | $76.8M | 968,340 | 0.01% | 31q | +67.7%+$31.0M |
| MILLENNIUM MANAGEMENT LLC | $76.7M | 966,015 | 0.03% | 31q | +4811.1%+$75.1M |
| GOLDMAN SACHS GROUP INC | $68.6M incl. $9.3M options PUT | 747,092 | 0.01% | 31q | +368.3%+$53.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $62.0M | 778,355 | 0.02% | 9q | -47.7%-$56.5M |
| FIL Ltd | $57.5M incl. $2.6M options CALL | 692,670 | 0.04% | 3q | HELD |
| NORGES BANK | $53.7M | 676,395 | 0.01% | 32q | -6.3%-$3.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $52.9M | 666,497 | 0.02% | 8q | +91.2%+$25.2M |
| BANK OF AMERICA CORP /DE/ | $52.5M | 662,019 | 0.00% | 31q | +6.0%+$3.0M |
| Point72 Asset Management, L.P. | $52.4M incl. $5.1M options CALL+PUT | 595,177 | 0.06% | 7q | +111.9%+$27.7M |
| GREENHAVEN ASSOCIATES INC | $46.6M | 587,300 | 0.54% | new | NEW |
| Assenagon Asset Management S.A. | $46.4M | 585,084 | 0.03% | 20q | +3220.8%+$45.0M |
| CITIGROUP INC | $38.6M | 486,908 | 0.01% | 31q | +120.7%+$21.1M |
| BESSEMER GROUP INC | $37.4M | 470,906 | 0.05% | 31q | +54.4%+$13.2M |
| FMR LLC | $36.6M | 461,192 | 0.00% | 31q | +19.1%+$5.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.2M | 444,118 | 0.00% | 31q | -14.8%-$6.1M |
| Quantinno Capital Management LP | $32.5M | 410,108 | 0.04% | 25q | +34.8%+$8.4M |
| Kopernik Global Investors, LLC | $32.0M | 402,809 | 1.96% | new | NEW |
| NORTHERN TRUST CORP | $29.3M | 368,895 | 0.00% | 31q | -20.1%-$7.4M |
| VANGUARD FIDUCIARY TRUST CO | $26.0M | 328,233 | 0.01% | 2q | +6.8%+$1.7M |
| Bank of New York Mellon Corp | $24.7M | 311,641 | 0.00% | 31q | +8.0%+$1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.0M incl. $14.0M options CALL+PUT | 88,968 | 0.00% | 31q | +127.1%+$11.8M |
| MARSHALL WACE, LLP | $20.7M | 260,470 | 0.02% | new | NEW |
| FIRST TRUST ADVISORS LP | $20.5M | 258,305 | 0.01% | 16q | +168.1%+$12.9M |
| PRINCIPAL FINANCIAL GROUP INC | $20.0M | 251,977 | 0.01% | 31q | +279.0%+$14.7M |
| Freestone Grove Partners LP | $18.8M | 237,130 | 0.12% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $18.0M | 227,299 | 0.08% | new | NEW |
| WELLS FARGO & COMPANY/MN | $17.9M | 225,776 | 0.00% | 31q | +47.2%+$5.7M |
| BARCLAYS PLC | $17.1M | 215,379 | 0.00% | 31q | +5.4%+$874.9K |
| Longaeva Partners L.P. | $16.1M | 202,856 | 0.35% | new | NEW |
| Pacer Advisors, Inc. | $16.1M | 202,651 | 0.04% | 19q | +12.2%+$1.7M |
| Distillate Capital Partners LLC | $15.9M | 200,854 | 0.83% | 9q | +168.3%+$10.0M |
| Clearbridge Investments, LLC | $15.0M | 189,277 | 0.01% | 4q | +10.2%+$1.4M |
| HSBC HOLDINGS PLC | $15.0M | 189,399 | 0.01% | 31q | +3.2%+$469.5K |
| Squarepoint Ops LLC | $14.8M incl. $9.7M options CALL+PUT | 64,065 | 0.02% | 14q | HELD |
| Public Sector Pension Investment Board | $14.2M | 179,457 | 0.04% | 19q | +1044.5%+$13.0M |
| RAYMOND JAMES FINANCIAL INC | $13.9M | 175,398 | 0.00% | 7q | +14.7%+$1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.8M | 160,822 | 0.00% | 31q | -27.9%-$4.9M |
| NORRIS PERNE & FRENCH LLP/MI | $12.4M | 156,314 | 0.53% | 12q | +29.9%+$2.9M |
| Metavasi Capital LP | $11.8M | 149,000 | 4.12% | new | NEW |
| COOKE & BIELER LP | $11.7M | 147,803 | 0.14% | new | NEW |
| JPMORGAN CHASE & CO | $11.5M | 141,053 | 0.00% | 31q | -89.0%-$92.5M |
| WINTON GROUP Ltd | $10.4M | 131,440 | 0.34% | 4q | +31.0%+$2.5M |
| IMC-Chicago, LLC | $10.4M CALL+PUT | options only | 0.00% | 8q | OPTIONS |
| Gotham Asset Management, LLC | $10.0M | 126,529 | 0.02% | 7q | +40.3%+$2.9M |
| Legal & General Group Plc | $9.5M | 119,912 | 0.00% | 31q | +18.8%+$1.5M |
| AQR CAPITAL MANAGEMENT LLC | $9.4M | 119,336 | 0.00% | 31q | -79.7%-$36.7M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $9.3M | 117,391 | 0.10% | 8q | +28.2%+$2.0M |
| RWC Asset Management LLP | $9.2M | 116,095 | 0.35% | 3q | HELD |
| Amanah Holdings Trust | $8.7M | 110,000 | 0.51% | 3q | HELD |
| Permit Capital, LLC | $8.6M | 108,000 | 2.40% | new | NEW |
| RHUMBLINE ADVISERS | $8.5M | 107,699 | 0.01% | 31q | HELD |
| Man Group plc | $8.4M | 106,215 | 0.01% | 31q | +3124.5%+$8.2M |
| Swiss National Bank | $8.2M | 103,192 | 0.00% | 31q | -5.6%-$484.0K |
| JANE STREET GROUP, LLC | $8.1M CALL+PUT | options only | 0.00% | 30q | OPTIONS |
| FEDERATED HERMES, INC. | $8.0M | 100,647 | 0.01% | 24q | -26.9%-$2.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $7.9M | 100,028 | 0.00% | 12q | -66.2%-$15.6M |
| GENEVA CAPITAL MANAGEMENT LLC | $7.3M | 92,539 | 0.17% | 26q | -6.1%-$476.3K |
| SIRIOS CAPITAL MANAGEMENT L P | $7.3M | 92,230 | 0.89% | 3q | +287.5%+$5.4M |
| California Public Employees Retirement System | $6.9M | 87,249 | 0.00% | 31q | -4.7%-$339.9K |
| Nuveen, LLC | $6.6M | 82,942 | 0.00% | 6q | -60.7%-$10.1M |
| Prana Capital Management, LP | $6.4M | 81,171 | 0.20% | 3q | +4.9%+$299.7K |
| Tejara Capital Ltd | $6.4M | 80,480 | 2.62% | 2q | +145.5%+$3.8M |
| Tidal Investments LLC | $6.3M | 79,826 | 0.01% | 21q | +23.0%+$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $6.2M | 78,311 | 0.00% | 31q | +122.2%+$3.4M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $6.1M | 77,479 | 0.06% | 18q | -4.2%-$272.4K |
| ENVESTNET ASSET MANAGEMENT INC | $6.0M | 75,259 | 0.00% | 31q | -33.3%-$3.0M |
| TUDOR INVESTMENT CORP ET AL | $5.9M incl. $3.2M options CALL+PUT | 34,461 | 0.01% | 21q | HELD |
| ROYAL BANK OF CANADA | $5.7M incl. $48.0K options PUT | 71,773 | 0.00% | 31q | -86.4%-$36.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $5.5M | 69,400 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $5.3M incl. $277.7K options PUT | 63,600 | 0.00% | 4q | HELD |
| LPL Financial LLC | $4.8M | 60,579 | 0.00% | 30q | -3.2%-$161.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.7M | 59,259 | 0.00% | 31q | -7.9%-$401.9K |
| Holocene Advisors, LP | $4.6M | 58,544 | 0.01% | 6q | +253.3%+$3.3M |
| AMERICAN CENTURY COMPANIES INC | $4.6M | 58,215 | 0.00% | 29q | +178.6%+$3.0M |
| HRT FINANCIAL LP | $4.5M incl. $380.0K options OPT | 57,310 | 0.01% | new | NEW |
| Empowered Funds, LLC | $4.5M | 57,139 | 0.02% | 8q | -34.7%-$2.4M |
| Creative Planning | $4.2M | 53,222 | 0.00% | 20q | +107.8%+$2.2M |
| PRUDENTIAL FINANCIAL INC | $4.2M | 53,135 | 0.00% | 34q | +63.4%+$1.6M |
| Engineers Gate Manager LP | $4.2M | 52,893 | 0.05% | 2q | +341.1%+$3.2M |
| Schonfeld Strategic Advisors LLC | $4.2M | 52,819 | 0.02% | 5q | +134.0%+$2.4M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.1M | 51,652 | 0.01% | 19q | +8.8%+$330.6K |
| ALLIANCEBERNSTEIN L.P. | $4.1M | 30,107 | 0.00% | 31q | -47.3%-$3.7M |
| Amundi | $4.1M | 51,284 | 0.00% | 21q | -2.3%-$96.1K |
| Access Investment Management LLC | $4.1M | 51,215 | 1.04% | new | NEW |
| AXQ CAPITAL, LP | $4.1M | 51,076 | 0.44% | new | NEW |
| STIFEL FINANCIAL CORP | $4.0M | 50,745 | 0.00% | 31q | -1.2%-$49.8K |
| CAPITAL INTERNATIONAL SARL | $4.0M | 50,553 | 0.06% | 14q | -40.1%-$2.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 6.9% |
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 | 126 | $202.1M | 1,822,188 | 28 | 39 | 38 | 1.1% |
| Q2 2026 | 450 | $4.6B | 57,190,379 | 74 | 156 | 158 | 1.7% |
| Q1 2026 | 536 | $7.8B | 57,017,933 | 71 | 199 | 170 | 1.0% |
| Q4 2025 | 602 | $11.1B | 53,778,822 | 114 | 192 | 183 | 0.9% |
| Q3 2025 | 558 | $7.8B | 51,026,863 | 84 | 199 | 187 | 1.4% |
| Q2 2025 | 574 | $9.0B | 50,419,294 | 108 | 201 | 189 | 1.3% |
| Q1 2025 | 578 | $8.9B | 51,523,172 | 62 | 213 | 210 | 1.9% |
| Q4 2024 | 633 | $12.0B | 50,766,109 | 102 | 195 | 224 | 1.3% |
| Q3 2024 | 561 | $10.5B | 51,912,672 | 83 | 225 | 171 | 1.6% |
| Q2 2024 | 539 | $10.2B | 53,515,627 | 65 | 208 | 179 | 1.3% |
| Q1 2024 | 574 | $15.3B | 54,713,894 | 62 | 209 | 185 | 1.1% |
| Q4 2023 | 563 | $16.6B | 54,930,670 | 68 | 159 | 221 | 1.7% |
| Q3 2023 | 524 | $13.9B | 53,162,766 | 73 | 170 | 181 | 2.4% |
| Q2 2023 | 512 | $12.3B | 53,374,083 | 59 | 161 | 206 | 1.9% |
| Q1 2023 | 571 | $16.6B | 55,679,212 | 59 | 181 | 230 | 1.2% |
| Q4 2022 | 614 | $17.8B | 53,591,524 | 65 | 191 | 236 | 1.5% |
| Q3 2022 | 578 | $44.7B | 121,332,233 | 62 | 219 | 184 | 1.6% |
| Q2 2022 | 575 | $40.3B | 133,065,400 | 92 | 183 | 217 | 1.5% |
| Q1 2022 | 558 | $50.8B | 168,130,955 | 85 | 193 | 205 | 2.1% |
| Q4 2021 | 683 | $82.1B | 121,804,113 | 114 | 209 | 233 | 0.7% |
| Q3 2021 | 600 | $66.0B | 115,333,608 | 86 | 195 | 207 | 0.4% |
| Q2 2021 | 550 | $63.9B | 124,326,169 | 97 | 174 | 178 | 0.3% |
| Q1 2021 | 481 | $50.7B | 128,141,152 | 48 | 173 | 164 | 0.4% |
| Q4 2020 | 490 | $56.6B | 156,564,508 | 51 | 168 | 162 | 0.2% |
| Q3 2020 | 470 | $38.2B | 117,959,959 | 61 | 143 | 178 | 0.2% |
| Q2 2020 | 437 | $29.5B | 116,561,030 | 67 | 135 | 157 | 0.2% |
| Q1 2020 | 407 | $14.0B | 75,300,110 | 47 | 128 | 158 | 0.4% |
| Q4 2019 | 415 | $14.1B | 66,104,912 | 55 | 124 | 149 | 0.4% |
| Q3 2019 | 385 | $12.1B | 66,459,524 | 45 | 136 | 118 | 0.3% |
| Q2 2019 | 380 | $13.6B | 78,249,212 | 86 | 129 | 118 | 0.5% |
| Q1 2019 | 344 | $11.1B | 65,150,786 | 69 | 112 | 110 | 0.4% |
| Q4 2018 | 307 | $7.9B | 67,934,467 | 3 | 9 | 6 | 0.2% |