DaveManuel.com · Institutional Ownership · Who Owns It
EVERPURE INC (P)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
831
Reporting holders
$22.5B
Reported value
83.3%
Of shares outstanding
1.6%
Calls
1.5%
Puts
+53
Holder change
Institutions report 276,897,528 shares against 332,404,932 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 |
|---|---|---|---|---|---|
| FMR LLC | $3.9B | 49,860,715 | 0.17% | 31q | +0.6%+$23.0M |
| BlackRock, Inc. | $2.7B | 34,716,084 | 0.04% | 8q | -4.3%-$122.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 17,024,424 | 0.06% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 14,260,444 | 0.02% | 2q | +1.4%+$15.6M |
| STATE STREET CORP | $921.4M | 11,697,292 | 0.03% | 31q | +3.8%+$33.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $666.1M | 8,470,557 | 0.04% | 31q | +4.3%+$27.5M |
| T. Rowe Price Investment Management, Inc. | $424.3M | 5,385,469 | 0.28% | 14q | -9.6%-$45.0M |
| DISCIPLINED GROWTH INVESTORS INC /MN | $366.1M | 4,646,725 | 6.20% | 28q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $327.8M | 4,164,334 | 0.33% | 27q | +23.6%+$62.5M |
| NORGES BANK | $304.1M | 3,859,029 | 0.03% | 30q | -2.5%-$7.9M |
| RENAISSANCE TECHNOLOGIES LLC | $288.0M | 3,655,134 | 0.40% | 19q | -2.8%-$8.2M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $272.2M | 3,455,381 | 0.82% | 31q | +19.9%+$45.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $260.0M | 3,300,234 | 0.12% | 5q | -13.4%-$40.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $247.1M | 3,135,796 | 0.04% | 31q | +13.3%+$29.1M |
| BLAIR WILLIAM & CO/IL | $240.2M | 3,048,094 | 0.63% | 31q | +4.5%+$10.2M |
| Invesco Ltd. | $238.8M | 3,031,361 | 0.02% | 31q | +331.5%+$183.5M |
| NORTHERN TRUST CORP | $234.4M | 2,975,038 | 0.03% | 31q | -1.1%-$2.5M |
| Mariner, LLC | $221.5M | 2,814,800 | 0.23% | 16q | +0.8%+$1.8M |
| JANE STREET GROUP, LLC | $215.3M incl. $204.0M options CALL+PUT | 142,840 | 0.02% | 25q | +1399.6%+$200.9M |
| FRANKLIN RESOURCES INC | $188.7M | 2,394,839 | 0.04% | 9q | -16.5%-$37.3M |
| MORGAN STANLEY | $173.4M | 2,200,704 | 0.01% | 35q | -7.6%-$14.2M |
| Legal & General Group Plc | $168.9M | 2,143,555 | 0.04% | 31q | +9.1%+$14.1M |
| VANGUARD FIDUCIARY TRUST CO | $160.1M | 2,032,565 | 0.04% | 2q | +2.3%+$3.7M |
| CITADEL ADVISORS LLC | $154.0M incl. $88.3M options CALL+PUT | 833,423 | 0.02% | 31q | -15.7%-$28.6M |
| FIRST TRUST ADVISORS LP | $150.9M | 1,914,858 | 0.09% | 31q | +4.7%+$6.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $147.2M incl. $125.0M options CALL+PUT | 281,919 | 0.01% | 31q | -27.3%-$55.3M |
| Bank of New York Mellon Corp | $145.8M | 1,850,984 | 0.02% | 31q | -14.6%-$24.9M |
| NewEdge Wealth, LLC | $145.3M incl. $72.6M options PUT | 921,976 | 1.45% | new | NEW |
| Amundi | $144.8M | 1,838,424 | 0.03% | 17q | -11.0%-$18.0M |
| AQR CAPITAL MANAGEMENT LLC | $144.5M | 1,954,941 | 0.05% | 31q | -40.5%-$98.4M |
| GOLDMAN SACHS GROUP INC | $144.2M | 1,830,737 | 0.01% | 31q | +4.5%+$6.3M |
| TWO SIGMA INVESTMENTS, LP | $134.7M incl. $2.0M options CALL+PUT | 1,683,982 | 0.10% | 31q | +2.0%+$2.6M |
| DSM CAPITAL PARTNERS LLC | $133.6M | 1,695,275 | 2.29% | 2q | +44.3%+$41.0M |
| VICTORY CAPITAL MANAGEMENT INC | $128.7M | 1,633,903 | 0.07% | 28q | -13.3%-$19.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $127.0M | 1,611,958 | 0.41% | 9q | -14.0%-$20.7M |
| Alyeska Investment Group, L.P. | $105.9M | 1,343,702 | 0.27% | 3q | +889.1%+$95.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.3M | 1,336,881 | 0.01% | 31q | +1.3%+$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $93.5M | 1,187,720 | 0.02% | 31q | +8.0%+$6.9M |
| Stephens Investment Management Group LLC | $90.8M | 1,151,867 | 0.97% | 13q | +6.5%+$5.5M |
| WELLS FARGO & COMPANY/MN | $90.4M | 1,147,336 | 0.01% | 31q | +11.2%+$9.1M |
| Champlain Investment Partners, LLC | $90.1M | 1,143,316 | 2.31% | 31q | -45.1%-$73.9M |
| MILLENNIUM MANAGEMENT LLC | $89.7M incl. $18.0M options CALL+PUT | 910,346 | 0.03% | 23q | -1.1%-$1.0M |
| JPMORGAN CHASE & CO | $89.5M incl. $94.0K options CALL | 1,236,813 | 0.00% | 31q | +3.9%+$3.4M |
| ROYAL BANK OF CANADA | $88.3M | 1,120,968 | 0.01% | 31q | -26.2%-$31.4M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $88.2M | 1,120,040 | 0.82% | 12q | +18.6%+$13.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $87.6M | 1,111,828 | 0.01% | 31q | +18.8%+$13.9M |
| Clearbridge Investments, LLC | $86.4M | 1,096,240 | 0.07% | 8q | +53.8%+$30.2M |
| Amova Asset Management Americas, Inc. | $78.5M | 995,494 | 1.01% | 18q | -11.9%-$10.6M |
| Pembroke Management, LTD | $78.4M | 995,046 | 5.56% | 15q | +117.9%+$42.4M |
| JANA Partners Management, LP | $77.9M | 989,196 | 4.10% | 2q | -5.1%-$4.2M |
| BANK OF AMERICA CORP /DE/ | $76.3M | 968,714 | 0.00% | 31q | -15.6%-$14.1M |
| Sumitomo Mitsui Trust Group, Inc. | $74.5M | 945,790 | 0.04% | 17q | -46.7%-$65.3M |
| FEDERATED HERMES, INC. | $73.2M | 928,446 | 0.11% | 25q | -0.7%-$527.7K |
| RHUMBLINE ADVISERS | $72.4M | 918,390 | 0.05% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $71.6M | 908,548 | 0.08% | 22q | +104.1%+$36.5M |
| AMERICAN CENTURY COMPANIES INC | $71.5M | 908,050 | 0.03% | 31q | +19.1%+$11.5M |
| RAYMOND JAMES FINANCIAL INC | $71.5M | 907,597 | 0.02% | 7q | +64.2%+$28.0M |
| Swiss National Bank | $69.8M | 885,600 | 0.04% | 31q | -3.8%-$2.7M |
| UBS Group AG | $66.9M incl. $13.5M options CALL+PUT | 678,129 | 0.01% | 31q | -13.4%-$10.4M |
| PRINCIPAL FINANCIAL GROUP INC | $64.4M | 817,775 | 0.03% | 25q | +7.9%+$4.7M |
| DEUTSCHE BANK AG\ | $62.7M | 796,155 | 0.02% | 34q | -5.3%-$3.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $59.5M | 823,105 | 0.04% | 17q | -18.0%-$13.0M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $58.0M | 735,619 | 0.20% | 2q | -11.9%-$7.8M |
| Nuveen, LLC | $54.7M | 694,831 | 0.01% | 6q | -27.0%-$20.2M |
| IMC-Chicago, LLC | $51.7M incl. $48.9M options CALL+PUT | 35,007 | 0.01% | 10q | +36.7%+$13.9M |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $51.0M | 647,834 | 1.53% | new | NEW |
| Quantinno Capital Management LP | $50.8M | 644,415 | 0.06% | 12q | +10.6%+$4.9M |
| Artisan Partners Limited Partnership | $50.0M | 634,303 | 0.08% | 7q | -69.8%-$115.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $47.6M | 604,311 | 0.03% | 2q | +12.8%+$5.4M |
| AMERIPRISE FINANCIAL INC | $46.0M | 584,366 | 0.01% | 31q | +14.7%+$5.9M |
| SG Americas Securities, LLC | $45.2M | 573,790 | 0.03% | 14q | +106.7%+$23.3M |
| California Public Employees Retirement System | $41.4M | 525,899 | 0.02% | 31q | -1.0%-$418.7K |
| Contour Asset Management LLC | $40.6M | 515,256 | 0.96% | new | NEW |
| GLENMEDE TRUST CO NA | $39.2M | 497,922 | 0.17% | 16q | -2.7%-$1.1M |
| SORA INVESTORS LLC | $38.8M | 493,074 | 2.98% | 2q | +354.1%+$30.3M |
| UNICOM Systems, Inc. | $38.2M | 484,467 | 2.49% | 7q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $37.6M | 477,487 | 0.03% | 31q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $37.1M | 471,200 | 0.02% | 20q | +23.2%+$7.0M |
| Man Group plc | $36.4M | 462,554 | 0.06% | 23q | +56.0%+$13.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.7M | 440,455 | 0.02% | 31q | +1.7%+$566.5K |
| TD Asset Management Inc | $34.2M | 434,023 | 0.03% | 11q | HELD |
| HRT FINANCIAL LP | $33.9M incl. $7.1M options OPT | 430,700 | 0.06% | new | NEW |
| Russell Investments Group, Ltd. | $33.1M | 424,801 | 0.03% | 31q | +106.0%+$17.0M |
| Connor, Clark & Lunn Investment Management Ltd. | $31.5M | 399,794 | 0.06% | 20q | +52.4%+$10.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $31.4M | 398,546 | 0.02% | 12q | +2.8%+$864.7K |
| ARK Investment Management LLC | $31.4M | 397,952 | 0.20% | 13q | -7.2%-$2.4M |
| Erste Asset Management GmbH | $31.2M | 431,553 | 0.24% | 15q | -16.8%-$6.3M |
| Talos Eurisko Asset Management LP | $30.8M | 390,900 | 4.38% | new | NEW |
| Artemis Investment Management LLP | $30.5M | 387,710 | 0.27% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $29.7M | 502,483 | 0.01% | 31q | -0.7%-$209.2K |
| D. E. Shaw & Co., Inc. | $28.8M | 365,682 | 0.01% | 31q | -42.7%-$21.5M |
| Retirement Systems of Alabama | $27.8M | 353,172 | 0.08% | 10q | -14.1%-$4.6M |
| BNP PARIBAS FINANCIAL MARKETS | $27.6M | 350,573 | 0.01% | 15q | -1.9%-$545.7K |
| Squarepoint Ops LLC | $26.9M incl. $480.6K options CALL | 334,919 | 0.03% | 23q | +1321.9%+$25.0M |
| GROUP ONE TRADING LLC | $26.8M CALL+PUT | options only | 0.04% | 31q | OPTIONS |
| Assenagon Asset Management S.A. | $25.9M | 329,170 | 0.02% | 20q | +265.1%+$18.8M |
| Engineers Gate Manager LP | $25.9M | 328,204 | 0.34% | 6q | -2.5%-$662.9K |
| Raiffeisen Bank International AG | $25.5M | 352,941 | 0.30% | 7q | -4.8%-$1.3M |
| INTECH INVESTMENT MANAGEMENT LLC | $25.4M | 322,981 | 0.23% | 9q | -16.7%-$5.1M |
| BARCLAYS PLC | $24.4M | 309,615 | 0.00% | 31q | -11.8%-$3.3M |
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 Capital Management | 7.4% |
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 4.7% |
| 2026-10-27 | 13G/A | BlackRock, Inc. | 7.5% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-11 | Giancarlo Charles H | CEO | Sold | 580,000 | $50.8M ×11 |
| 2026-08-10 | Colgrove John | Chief Visionary Officer | Sold | 200,000 | $19.4M ×21 |
| 2026-05-11 | Colgrove John | Chief Visionary Officer | Sold | 200,000 | $17.2M ×23 |
| 2026-10-13 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $15.5M ×7 |
| 2026-10-12 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $15.4M ×9 |
| 2026-10-14 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $14.5M ×12 |
| 2026-09-25 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $12.5M ×5 |
| 2026-08-13 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $11.7M ×6 |
| 2026-09-24 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $11.6M ×3 |
| 2026-08-12 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $11.1M ×6 |
| 2026-09-22 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $11.1M ×2 |
| 2026-09-21 | Colgrove John | Chief Visionary Officer | Sold | 100,000 | $11.0M ×2 |
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 | 300 | $1.2B | 9,406,471 | 77 | 89 | 89 | 0.3% |
| Q2 2026 | 831 | $22.5B | 276,897,528 | 127 | 295 | 260 | 3.1% |
| Q1 2026 | 778 | $16.3B | 271,341,347 | 102 | 302 | 229 | 1.6% |
| Q4 2025 | 796 | $19.5B | 282,609,431 | 99 | 282 | 238 | 3.1% |
| Q3 2025 | 784 | $23.9B | 276,240,249 | 145 | 259 | 246 | 3.0% |
| Q2 2025 | 700 | $16.5B | 280,506,278 | 116 | 257 | 210 | 1.9% |
| Q1 2025 | 654 | $12.5B | 277,557,069 | 76 | 229 | 213 | 2.0% |
| Q4 2024 | 674 | $17.3B | 274,005,275 | 97 | 236 | 200 | 2.8% |
| Q3 2024 | 626 | $13.9B | 271,244,367 | 70 | 224 | 227 | 2.1% |
| Q2 2024 | 664 | $18.1B | 276,636,417 | 167 | 219 | 191 | 2.0% |
| Q1 2024 | 566 | $15.1B | 282,722,349 | 159 | 172 | 163 | 2.9% |
| Q4 2023 | 480 | $9.9B | 269,325,566 | 55 | 165 | 137 | 3.3% |
| Q3 2023 | 473 | $9.7B | 261,748,427 | 73 | 155 | 144 | 4.4% |
| Q2 2023 | 450 | $10.5B | 258,431,953 | 105 | 108 | 176 | 9.4% |
| Q1 2023 | 414 | $8.0B | 302,006,424 | 51 | 156 | 131 | 3.2% |
| Q4 2022 | 440 | $7.5B | 268,159,922 | 71 | 148 | 134 | 4.5% |
| Q3 2022 | 385 | $13.5B | 484,685,595 | 47 | 145 | 106 | 1.6% |
| Q2 2022 | 376 | $12.4B | 488,042,347 | 59 | 126 | 124 | 2.7% |
| Q1 2022 | 390 | $16.5B | 838,623,235 | 68 | 127 | 130 | 1.1% |
| Q4 2021 | 366 | $11.1B | 799,056,923 | 71 | 116 | 103 | 18.1% |
| Q3 2021 | 309 | $9.8B | 365,347,865 | 54 | 109 | 93 | 29.3% |
| Q2 2021 | 290 | $7.7B | 341,939,119 | 34 | 126 | 80 | 30.8% |
| Q1 2021 | 298 | $6.2B | 464,724,288 | 64 | 106 | 85 | 1.4% |
| Q4 2020 | 268 | $7.1B | 339,778,546 | 53 | 79 | 77 | 2.8% |
| Q3 2020 | 237 | $4.2B | 285,127,179 | 28 | 72 | 94 | 2.2% |
| Q2 2020 | 257 | $4.2B | 253,449,591 | 65 | 91 | 69 | 2.1% |
| Q1 2020 | 221 | $3.1B | 293,206,776 | 37 | 74 | 59 | 1.6% |
| Q4 2019 | 240 | $9.1B | 525,834,112 | 45 | 72 | 73 | 1.0% |
| Q3 2019 | 235 | $6.5B | 379,148,128 | 38 | 70 | 77 | 0.8% |
| Q2 2019 | 242 | $7.4B | 481,910,351 | 46 | 103 | 56 | 0.7% |
| Q1 2019 | 238 | $4.6B | 208,875,188 | 36 | 89 | 65 | 0.7% |
| Q4 2018 | 370 | $21.6B | 2,260,965,691 | 8 | 8 | 7 | 0.6% |