- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 Aug 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 6 listed it in both
- Shares listed
- 20,858,649
- combined, among listed positions
- Reported value
- $472m
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 1 seller (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 Q2 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 8,663,963 | $196m | 0.15% | Added | +520,333 | 27 Oct 2026 (the filing on sec.gov) |
| AllianceBernstein LP | 3,227,578 | $73m | under 0.1% | Added | +210,952 | 14 Aug 2025 (the filing on sec.gov) |
| Capital World Investors | 3,161,581 | $72m | under 0.1% | Added | +72,642 | 13 Aug 2025 (the filing on sec.gov) |
| Glenview Capital Management LLC | 2,816,046 | $64m | 1.79% | Added | +284,109 | 14 Aug 2025 (the filing on sec.gov) |
| MFS Investment Management | 2,215,412 | $50m | under 0.1% | Trimmed | -538,194 | 8 Aug 2025 (the filing on sec.gov) |
| Woodline Partners LP | 473,829 | $11m | 0.06% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Moore Capital Management LP | 167,340 | $3.8m | under 0.1% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 132,900 | $3.0m | under 0.1% | Held | 0 | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Neuberger Berman Group LLCexisting position · 8,663,963 shares now+520,333
- Woodline Partners LPnew position · 473,829 shares now+473,829
- Glenview Capital Management LLCexisting position · 2,816,046 shares now+284,109
- AllianceBernstein LPexisting position · 3,227,578 shares now+210,952
- Moore Capital Management LPnew position · 167,340 shares now+167,340
Reductions
- MFS Investment Managementexisting position · 2,215,412 shares now-538,194
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2019 | 5 | $239m | n.a. | n.a. |
| Q2 2019 | 2 | $234m | n.a. | n.a. |
| Q3 2019 | 4 | $234m | n.a. | n.a. |
| Q4 2019 | 9 | $268m | n.a. | n.a. |
| Q1 2020 | 7 | $149m | n.a. | n.a. |
| Q2 2020 | 7 | $296m | n.a. | n.a. |
| Q3 2020 | 7 | $330m | n.a. | n.a. |
| Q4 2020 | 6 | $753m | n.a. | n.a. |
| Q1 2021 | 8 | $833m | n.a. | n.a. |
| Q2 2021 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2021 | 7 | $1.1bn | n.a. | n.a. |
| Q4 2021 | 10 | $1.3bn | n.a. | n.a. |
| Q1 2022 | 7 | $1.2bn | n.a. | n.a. |
| Q2 2022 | 7 | $931m | n.a. | n.a. |
| Q3 2022 | 5 | $515m | n.a. | n.a. |
| Q4 2022 | 5 | $496m | n.a. | n.a. |
| Q1 2023 | 8 | $592m | n.a. | n.a. |
| Q2 2023 | 10 | $625m | n.a. | n.a. |
| Q3 2023 | 9 | $1.1bn | n.a. | n.a. |
| Q4 2023 | 10 | $1.3bn | 6 | 3 |
| Q1 2024 | 11 | $1.5bn | 6 | 4 |
| Q2 2024 | 12 | $1.7bn | 5 | 6 |
| Q3 2024 | 10 | $1.5bn | 2 | 7 |
| Q4 2024 | 14 | $1.3bn | 8 | 5 |
| Q1 2025 | 9 | $631m | 5 | 4 |
| Q2 2025 | 8 | $472m | 6 | 1 |
| Q3 2025 | 8 | $541m | 5 | 2 |
| Q4 2025 | 7 | $536m | 15 | 10 |
| Q1 2026 | 13 | $1.5bn | 16 | 13 |
| Q2 2026 | 16 | $2.7bn | 17 | 15 |
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 →