DaveManuel.com · Institutional Ownership · Who Owns It
EPLUS INC (PLUS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
291
Reporting holders
$2.1B
Reported value
96.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+8
Holder change
Institutions report 25,193,276 shares against 26,090,418 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, 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. | $337.9M | 4,060,186 | 0.01% | 8q | +1.4%+$4.7M |
| River Road Asset Management, LLC | $131.7M | 1,582,148 | 1.46% | 25q | -2.6%-$3.5M |
| DIMENSIONAL FUND ADVISORS LP | $113.9M | 1,368,044 | 0.02% | 31q | +4.4%+$4.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $96.6M | 1,160,310 | 0.00% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95.1M | 1,142,862 | 0.00% | 2q | +3.9%+$3.5M |
| STATE STREET CORP | $88.8M | 1,066,916 | 0.00% | 31q | +5.2%+$4.4M |
| FIRST TRUST ADVISORS LP | $76.6M | 920,085 | 0.05% | 15q | +58.9%+$28.4M |
| AltraVue Capital, LLC | $75.8M | 910,893 | 5.47% | 24q | -1.7%-$1.3M |
| FMR LLC | $65.9M | 791,462 | 0.00% | 31q | +3.4%+$2.2M |
| AMERICAN CENTURY COMPANIES INC | $63.1M | 758,251 | 0.03% | 24q | -22.3%-$18.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $60.7M | 729,583 | 0.00% | 31q | +5.5%+$3.2M |
| MORGAN STANLEY | $54.9M | 659,994 | 0.00% | 35q | -8.6%-$5.1M |
| GENEVA CAPITAL MANAGEMENT LLC | $49.6M | 595,827 | 1.14% | 26q | -21.6%-$13.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $37.0M | 444,397 | 0.24% | 5q | -6.6%-$2.6M |
| NORTHERN TRUST CORP | $32.9M | 395,081 | 0.00% | 31q | -5.5%-$1.9M |
| Ophir Asset Management Pty Ltd | $31.9M | 382,904 | 2.62% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.2M | 362,480 | 0.00% | 31q | -6.3%-$2.0M |
| Bragg Financial Advisors, Inc | $26.0M | 311,913 | 0.69% | 4q | +1.1%+$271.2K |
| WELLINGTON MANAGEMENT GROUP LLP | $23.9M | 287,417 | 0.00% | 31q | -37.1%-$14.1M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $22.9M | 275,000 | 1.57% | 3q | +0.7%+$160.6K |
| LONDON CO OF VIRGINIA | $21.6M | 259,518 | 0.12% | 11q | -3.9%-$872.8K |
| Boston Partners | $20.6M | 246,655 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $19.5M | 234,774 | 0.00% | 31q | -15.7%-$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $19.2M | 230,878 | 0.00% | 31q | +4.4%+$810.7K |
| Invesco Ltd. | $19.2M | 230,270 | 0.00% | 31q | +40.9%+$5.6M |
| Bank of New York Mellon Corp | $18.2M | 218,797 | 0.00% | 31q | +2.9%+$512.4K |
| Swedbank AB | $16.6M | 200,000 | 0.01% | 6q | -41.2%-$11.7M |
| Tributary Capital Management, LLC | $16.0M | 191,890 | 1.31% | 4q | +4.9%+$740.1K |
| Rockefeller Capital Management L.P. | $15.6M | 187,383 | 0.02% | 7q | +35.8%+$4.1M |
| VANGUARD FIDUCIARY TRUST CO | $14.5M | 173,775 | 0.00% | 2q | +2.7%+$373.9K |
| Qube Research & Technologies Ltd | $14.0M | 168,377 | 0.01% | 15q | +250.8%+$10.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.6M | 163,196 | 0.04% | 29q | +0.6%+$83.2K |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 155,145 | 0.01% | 31q | +1.0%+$130.9K |
| OBERWEIS ASSET MANAGEMENT INC/ | $12.6M | 150,998 | 0.26% | 3q | +9.8%+$1.1M |
| ROYCE & ASSOCIATES LP | $10.9M | 130,540 | 0.09% | 26q | +10.3%+$1.0M |
| Nuveen, LLC | $10.5M | 126,385 | 0.00% | 6q | -16.3%-$2.0M |
| PRUDENTIAL FINANCIAL INC | $10.2M | 122,468 | 0.01% | 31q | -36.7%-$5.9M |
| BANK OF AMERICA CORP /DE/ | $9.8M | 117,693 | 0.00% | 31q | -13.0%-$1.5M |
| GOLDMAN SACHS GROUP INC | $9.6M | 115,647 | 0.00% | 31q | -39.9%-$6.4M |
| EULAV Asset Management | $9.3M | 111,600 | 0.30% | 31q | -14.1%-$1.5M |
| Baird Financial Group, Inc. | $8.8M | 105,901 | 0.01% | 4q | +5.0%+$416.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.5M | 102,512 | 0.01% | 31q | +6.6%+$527.7K |
| TWO SIGMA INVESTMENTS, LP | $8.5M | 102,130 | 0.01% | 4q | -8.9%-$826.7K |
| GHP Investment Advisors, Inc. | $8.5M | 101,971 | 0.31% | 30q | +1.2%+$103.8K |
| Public Sector Pension Investment Board | $7.5M | 89,732 | 0.02% | 31q | -4.1%-$318.2K |
| VICTORY CAPITAL MANAGEMENT INC | $7.2M | 86,936 | 0.00% | 31q | +13.0%+$834.2K |
| Legato Capital Management LLC | $7.2M | 86,455 | 0.60% | 13q | -8.4%-$661.3K |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 84,079 | 0.00% | 7q | -2.3%-$168.0K |
| NICHOLAS COMPANY, INC. | $6.9M | 83,455 | 0.13% | 23q | HELD |
| Bridge City Capital, LLC | $6.7M | 81,014 | 1.54% | 10q | +18.6%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.7M | 79,991 | 0.02% | 20q | -15.9%-$1.3M |
| HRT FINANCIAL LP | $5.9M | 71,158 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $5.8M | 70,004 | 0.00% | 31q | +28.5%+$1.3M |
| Vest Financial, LLC | $5.6M | 67,861 | 0.06% | 3q | +56.7%+$2.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | $5.6M | 67,500 | 0.76% | 3q | -10.0%-$623.5K |
| RHUMBLINE ADVISERS | $5.5M | 65,951 | 0.00% | 31q | -8.9%-$539.2K |
| Allspring Global Investments Holdings, LLC | $5.4M | 65,784 | 0.01% | 19q | +36.3%+$1.4M |
| Legal & General Group Plc | $5.2M | 62,315 | 0.00% | 31q | +3.9%+$196.4K |
| Blue Door Asset Management, LLC | $4.9M | 58,938 | 2.31% | 2q | +21.2%+$857.3K |
| AQR CAPITAL MANAGEMENT LLC | $4.9M | 58,366 | 0.00% | 31q | -8.1%-$426.9K |
| FIFTH THIRD BANCORP | $4.9M | 58,305 | 0.01% | 17q | -3.6%-$179.0K |
| AMERIPRISE FINANCIAL INC | $4.8M | 57,238 | 0.00% | 31q | -4.7%-$232.8K |
| Swiss National Bank | $4.4M | 52,956 | 0.00% | 31q | +0.8%+$33.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 49,727 | 0.00% | 31q | -17.7%-$891.5K |
| MILLENNIUM MANAGEMENT LLC | $4.0M | 47,935 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.7M | 44,737 | 0.06% | 11q | -3.4%-$131.3K |
| JPMORGAN CHASE & CO | $3.4M | 41,414 | 0.00% | 31q | +4.9%+$161.2K |
| CHATHAM CAPITAL GROUP, INC. | $3.4M | 40,903 | 0.43% | 31q | +1.6%+$53.8K |
| Russell Investments Group, Ltd. | $3.0M | 35,790 | 0.00% | 14q | +61.8%+$1.1M |
| BESSEMER GROUP INC | $2.9M | 35,095 | 0.00% | 13q | HELD |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $2.9M | 35,044 | 0.22% | 31q | +4.6%+$127.0K |
| Creative Planning | $2.8M | 34,173 | 0.00% | 8q | -1.6%-$47.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 33,918 | 0.00% | 31q | -88.0%-$20.8M |
| UBS Group AG | $2.7M | 31,983 | 0.00% | 31q | -48.7%-$2.5M |
| MARTINGALE ASSET MANAGEMENT L P | $2.6M | 31,222 | 0.06% | 21q | -4.9%-$133.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.5M | 30,100 | 0.00% | 31q | +21.2%+$438.4K |
| ICON ADVISERS INC/CO | $2.5M | 30,000 | 0.47% | new | NEW |
| DEUTSCHE BANK AG\ | $2.4M | 29,009 | 0.00% | 34q | +20.5%+$411.6K |
| ASSETMARK, INC | $2.4M | 28,499 | 0.00% | 9q | +6.2%+$138.8K |
| Polaris Capital Management, LLC | $2.3M | 27,700 | 0.22% | 6q | HELD |
| ALLIANCEBERNSTEIN L.P. | $2.3M | 30,060 | 0.00% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 26,006 | 0.00% | 31q | +2.9%+$60.5K |
| CSM Advisors, LLC | $2.0M | 23,424 | 0.04% | 5q | +75.8%+$841.2K |
| ExodusPoint Capital Management, LP | $1.9M | 23,068 | 0.01% | 2q | +17.7%+$288.6K |
| CANADA LIFE ASSURANCE Co | $1.8M | 21,779 | 0.00% | 27q | -3.2%-$59.2K |
| LPL Financial LLC | $1.8M | 21,055 | 0.00% | 31q | -20.8%-$461.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.7M | 20,395 | 0.00% | 2q | +16.7%+$242.4K |
| Round Rock Advisors LLC | $1.7M | 20,197 | 0.22% | 4q | HELD |
| GSA CAPITAL PARTNERS LLP | $1.7M | 20,168 | 0.11% | 5q | +243.6%+$1.2M |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 19,853 | 0.00% | 31q | +63.9%+$644.0K |
| DENALI ADVISORS LLC | $1.6M | 18,900 | 0.16% | 2q | +68.8%+$640.9K |
| SEI INVESTMENTS CO | $1.6M | 18,707 | 0.00% | 31q | -62.2%-$2.6M |
| XTX Topco Ltd | $1.5M | 17,693 | 0.02% | 3q | +115.0%+$787.8K |
| WCM INVESTMENT MANAGEMENT, LLC | $1.5M | 18,237 | 0.00% | 31q | -89.7%-$12.8M |
| ARGENT CAPITAL MANAGEMENT LLC | $1.5M | 17,535 | 0.05% | 14q | -41.4%-$1.0M |
| Pacific Ridge Capital Partners, LLC | $1.5M | 17,525 | 0.26% | 31q | +68.6%+$593.3K |
| Thrivent Financial for Lutherans | $1.4M | 17,169 | 0.00% | 31q | -1.6%-$23.5K |
| CITIGROUP INC | $1.3M | 16,022 | 0.00% | 31q | +150.5%+$801.3K |
| MetLife Investment Management, LLC | $1.3M | 15,467 | 0.01% | 32q | +8.4%+$100.1K |
| Quantinno Capital Management LP | $1.3M | 15,292 | 0.00% | 6q | +27.3%+$272.9K |
Showing the largest 100 of 291 reported holders.
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 |
|---|---|---|---|
| 2026-09-14 | 2026-09-10 | Charter or bylaws amended | filing |
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 |
|---|---|---|---|---|---|
| 2026-08-04 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sold | 5,514 | $531.6K ×3 |
| 2026-10-13 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sold | 4,842 | $466.4K ×3 |
| 2026-07-29 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sold | 2,818 | $268.3K ×2 |
| 2026-07-29 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sold | 1,935 | $182.0K ×3 |
| 2026-08-03 | Marion Elaine D | CHIEF FINANCIAL OFFICER | Sold | 1,668 | $158.7K |
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 | 72 | $92.7M | 1,029,824 | 11 | 24 | 20 | 0.0% |
| Q2 2026 | 291 | $2.1B | 25,193,276 | 42 | 98 | 96 | 0.0% |
| Q1 2026 | 283 | $1.9B | 25,421,133 | 40 | 93 | 79 | 0.0% |
| Q4 2025 | 275 | $2.2B | 25,227,809 | 41 | 82 | 96 | 0.1% |
| Q3 2025 | 261 | $1.8B | 25,764,925 | 45 | 77 | 80 | 0.1% |
| Q2 2025 | 250 | $1.9B | 26,088,775 | 37 | 98 | 71 | 0.0% |
| Q1 2025 | 242 | $1.5B | 25,286,400 | 36 | 78 | 81 | 0.0% |
| Q4 2024 | 242 | $1.9B | 26,320,352 | 31 | 69 | 86 | 0.1% |
| Q3 2024 | 235 | $2.5B | 25,776,079 | 33 | 73 | 81 | 0.1% |
| Q2 2024 | 229 | $1.9B | 25,528,556 | 34 | 81 | 72 | 0.1% |
| Q1 2024 | 223 | $2.2B | 27,883,858 | 35 | 71 | 82 | 0.1% |
| Q4 2023 | 217 | $2.1B | 26,363,500 | 25 | 61 | 86 | 0.1% |
| Q3 2023 | 217 | $1.6B | 25,191,836 | 31 | 61 | 83 | 0.1% |
| Q2 2023 | 196 | $1.4B | 25,090,328 | 25 | 63 | 68 | 0.0% |
| Q1 2023 | 188 | $1.2B | 24,984,935 | 24 | 62 | 64 | 0.0% |
| Q4 2022 | 178 | $1.1B | 24,964,291 | 24 | 58 | 58 | 0.0% |
| Q3 2022 | 167 | $6.7B | 160,376,492 | 11 | 59 | 53 | 0.0% |
| Q2 2022 | 178 | $8.5B | 160,579,800 | 20 | 51 | 69 | 0.0% |
| Q1 2022 | 177 | $10.5B | 188,118,353 | 15 | 67 | 52 | 0.0% |
| Q4 2021 | 179 | $1.8B | 32,613,281 | 21 | 44 | 62 | 0.0% |
| Q3 2021 | 166 | $1.7B | 16,502,317 | 20 | 57 | 51 | 0.0% |
| Q2 2021 | 165 | $1.4B | 16,261,326 | 25 | 60 | 48 | 0.0% |
| Q1 2021 | 150 | $1.6B | 16,218,050 | 13 | 41 | 61 | 0.0% |
| Q4 2020 | 156 | $1.5B | 16,390,595 | 21 | 50 | 50 | 0.0% |
| Q3 2020 | 147 | $1.2B | 16,307,556 | 13 | 45 | 57 | 0.1% |
| Q2 2020 | 151 | $1.2B | 16,896,941 | 16 | 59 | 55 | 0.0% |
| Q1 2020 | 154 | $1.5B | 23,236,895 | 16 | 60 | 49 | 0.0% |
| Q4 2019 | 165 | $1.4B | 16,952,731 | 20 | 51 | 61 | 0.1% |
| Q3 2019 | 165 | $1.3B | 17,186,240 | 21 | 49 | 55 | 0.1% |
| Q2 2019 | 168 | $1.2B | 16,920,623 | 27 | 57 | 52 | 0.2% |
| Q1 2019 | 164 | $1.5B | 17,055,693 | 19 | 43 | 62 | 0.0% |
| Q4 2018 | 166 | $5.9B | 83,419,560 | 4 | 3 | 1 | 0.0% |