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Institutional Holders of EP

There is a long list of 61 institutional holders of EP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EP table below, the initial column indicates the name of each top institutional holder of EP, with a link to that fund's top holdings. The next columns indicate the amount of EP stock held by each of the institutional holders of EP, followed by the EP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Invesco Ltd. $52,753 12/31/2023
     EP.PRC1,120,011$52,753 12/31/2023
BlackRock Inc. $28,219 12/31/2023
     EP.PRC415,188$19,555 12/31/2023
     EP788,313$8,664 12/31/2023
Camden Asset Management L P CA $22,983 12/31/2023
     EP.PRC487,963$22,983 12/31/2023
Dupree Financial Group LLC $12,988 03/31/2024
     EP.PRC708,174$12,988 03/31/2024
Macquarie Group Ltd. $7,311 12/31/2023
     EP.PRC155,226$7,311 12/31/2023
Vanguard Group Inc.614,158$6,750 12/31/2023
     EP614,158$6,750 12/31/2023
Loomis Sayles & Co. L P $6,130 12/31/2023
     EP.PRC347,476$6,130 12/31/2023
Mariner LLC529,012$5,814 12/31/2023
     EP529,012$5,814 12/31/2023
Gabelli Funds LLC $5,793 12/31/2023
     EP.PRC123,000$5,793 12/31/2023
Morgan Stanley $5,637 12/31/2023
     EP.PRC107,258$5,037 12/31/2023
     EP54,555$600 12/31/2023
Wells Fargo & Company MN $4,521 12/31/2023
     EP.PRC95,003$4,475 12/31/2023
     EP4,172$46 12/31/2023
Geode Capital Management LLC303,274$3,333 12/31/2023
     EP303,274$3,333 12/31/2023
Stephens Inc. AR $2,181 12/31/2023
     EP.PRC46,308$2,181 12/31/2023
State Street Corp170,737$1,876 12/31/2023
     EP170,737$1,876 12/31/2023
Carnegie Capital Asset Management LLC $1,655 12/31/2023
     EP.PRC35,135$1,655 12/31/2023
Northern Trust Corp125,875$1,383 12/31/2023
     EP125,875$1,383 12/31/2023
GWM Advisors LLC $1,282 12/31/2023
     EP75,000$824 12/31/2023
     EP.PRC9,725$458 12/31/2023
Raymond James Financial Services Advisors Inc. $1,093 03/31/2024
     EP.PRC22,789$1,093 03/31/2024
Nuveen Asset Management LLC62,781$690 12/31/2023
     EP62,781$690 12/31/2023
LPL Financial LLC $570 12/31/2023
     EP.PRC12,110$570 12/31/2023
Wiley BROS. Aintree Capital LLC110,857$566 03/31/2024
     EP110,857$566 03/31/2024
Bank of America Corp DE $556 12/31/2023
     EP.PRC8,633$407 12/31/2023
     EP13,579$149 12/31/2023
Beverly Hills Private Wealth LLC $528 12/31/2023
     EP.PRC11,205$528 12/31/2023
Requisite Capital Management LLC $432 03/31/2024
     EP.PRC9,000$432 03/31/2024
Cetera Advisor Networks LLC38,509$423 12/31/2023
     EP38,509$423 12/31/2023
Hills Bank & Trust Co $420 12/31/2023
     EP.PRC8,909$420 12/31/2023
iA Global Asset Management Inc. $365 12/31/2023
     EP.PRC7,750$365 12/31/2023
Charles Schwab Investment Management Inc.32,913$362 12/31/2023
     EP32,913$362 12/31/2023
Wealth Enhancement Advisory Services LLC $324 03/31/2024
     EP.PRC6,760$324 03/31/2024
UBS Group AG $312 12/31/2023
     EP14,521$160 12/31/2023
     EP.PRC3,221$152 12/31/2023
American Century Companies Inc. $300 12/31/2023
     EP.PRC6,377$300 12/31/2023
BKD Wealth Advisors LLC $252 03/31/2024
     EP.PRC13,739$252 03/31/2024
Shufro Rose & Co. LLC $223 12/31/2023
     EP.PRC4,900$223 12/31/2023
Royal Bank of Canada $223 12/31/2023
     EP.PRC3,693$175 12/31/2023
     EP4,319$48 12/31/2023
Neuberger Berman Group LLC $221 12/31/2023
     EP.PRC4,701$221 12/31/2023
Verdence Capital Advisors LLC41,536$212 03/31/2024
     EP41,536$212 03/31/2024
Barclays PLC17,978$198 12/31/2023
     EP17,978$198 12/31/2023
Bank of New York Mellon Corp32,696$167 03/31/2024
     EP32,696$167 03/31/2024
Rhumbline Advisers14,078$155 12/31/2023
     EP14,078$155 12/31/2023
Fifth Third Bancorp $120 03/31/2024
     EP.PRC2,500$120 03/31/2024
JPMorgan Chase & Co.10,357$114 12/31/2023
     EP10,357$114 12/31/2023
Nadler Financial Group Inc.17,094$87 03/31/2024
     EP17,094$87 03/31/2024
American International Group Inc.6,488$71 12/31/2023
     EP6,488$71 12/31/2023
Advisor Group Holdings Inc. $65 12/31/2023
     EP.PRC1,300$61 12/31/2023
     EP350$4 12/31/2023
Sanders Morris Harris LLC10,000$51 03/31/2024
     EP10,000$51 03/31/2024
New York State Common Retirement Fund3,416$38 12/31/2023
     EP3,416$38 12/31/2023
ZRC Wealth Management LLC $24 03/31/2024
     EP.PRC500$24 03/31/2024
California State Teachers Retirement System2,148$24 12/31/2023
     EP2,148$24 12/31/2023
Ancora Advisors LLC $24 12/31/2023
     EP.PRC500$24 12/31/2023
Allworth Financial LP $22 03/31/2024
     EP.PRC453$22 03/31/2024

See All: Funds Holding EP
See Details: Top 10 Hedge Funds Holding EP
Also See: EP Insider Buying
Also See: EP Holdings Changes

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