EARNEST PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
304
Total value ($000)
$27,728,480
Net value change ($000)
+3,474,948 (14.3%)
New positions
16
Sold out positions
7
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MOG-A 199,684 36.8%
CARNIVAL CORP LTD 155,077 NEW
SARO 151,302 NEW
FORM 129,009 27.3%
ICLR 117,837 120.2%
ENTG 112,638 50.8%
CNC 109,577 93.3%
AMAT 97,380 101.9%
ARW 92,658 45.9%
FLEX 92,283 53.6%
Top Reduces (Value $000, Stocks/ETFs)
HOLX -139,307 -100.0%
CCL -138,812 -100.0%
CF -108,368 -38.2%
ALB -94,080 -32.7%
HII -84,706 -27.4%
CTRA -62,433 -100.0%
EQNR -44,394 -24.6%
AEIS -39,984 -10.1%
DAR -36,890 -14.2%
HLI -28,700 -9.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type