L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 7 listed it in both
Shares listed
27,891,593
combined, among listed positions
Reported value
$631m
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ESI in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Neuberger Berman Group LLC8,143,630$184m0.15%Trimmed-275,94127 Oct 2026 (the filing on sec.gov)
Wellington Management Group LLP5,332,878$121munder 0.1%Trimmed-1,051,48413 May 2025 (the filing on sec.gov)
Capital World Investors3,088,939$70munder 0.1%Added+305,00412 May 2025 (the filing on sec.gov)
AllianceBernstein LP3,016,626$68munder 0.1%Trimmed-3,167,73615 May 2025 (the filing on sec.gov)
AQR Capital Management LLC2,861,197$65m0.07%Addedn.a.15 May 2025 (the filing on sec.gov)
MFS Investment Management2,753,606$62munder 0.1%Added+651,2512 May 2025 (the filing on sec.gov)
Glenview Capital Management LLC2,531,937$57m1.41%Added+81,35615 May 2025 (the filing on sec.gov)
GAMCO Investors Inc132,900$3.0munder 0.1%Held014 May 2025 (the filing on sec.gov)
Caxton Associates LLP29,880$676kunder 0.1%Newnew16 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

0510152020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ESI by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20195$239mn.a.n.a.
Q2 20192$234mn.a.n.a.
Q3 20194$234mn.a.n.a.
Q4 20199$268mn.a.n.a.
Q1 20207$149mn.a.n.a.
Q2 20207$296mn.a.n.a.
Q3 20207$330mn.a.n.a.
Q4 20206$753mn.a.n.a.
Q1 20218$833mn.a.n.a.
Q2 20218$1.1bnn.a.n.a.
Q3 20217$1.1bnn.a.n.a.
Q4 202110$1.3bnn.a.n.a.
Q1 20227$1.2bnn.a.n.a.
Q2 20227$931mn.a.n.a.
Q3 20225$515mn.a.n.a.
Q4 20225$496mn.a.n.a.
Q1 20238$592mn.a.n.a.
Q2 202310$625mn.a.n.a.
Q3 20239$1.1bnn.a.n.a.
Q4 202310$1.3bn63
Q1 202411$1.5bn64
Q2 202412$1.7bn56
Q3 202410$1.5bn27
Q4 202414$1.3bn85
Q1 20259$631m54
Q2 20258$472m61
Q3 20258$541m52
Q4 20257$536m1510
Q1 202613$1.5bn1613
Q2 202616$2.7bn1715

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ESI and LIN →ESI and GLW →ESI and HWM →Choose a stock to compare with ESI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ESI, latest filings →Back to the 13F Explorer →