EAGLE CAPITAL MANAGEMENT LLC - EAGL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | History | Added to | 11,607,059 | 353,086 | 0.58% | 0.31% | 1 | +4,834,451 | 71.38% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 8,215,230 | 249,907 | 1.34% | 0.42% | 2 | +5,819,029 | 242.84% | Q1 2026 | May 14, 2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | History | Added to | 5,774,371 | 175,656 | 40.72% | 56.97% | 3 | +1,536,279 | 36.25% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,789,859 | 115,287 | 0.5% | 0.52% | 4 | -8,183 | -0.22% | Q1 2026 | May 15, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 2,729,468 | 83,030 | 9.18% | 8.45% | 5 | +380,154 | 16.18% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | New | 2,668,731 | 81,182 | 0.01% | — | 6 | +2,668,731 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,751,300 | 56,847 | 0.27% | 0.27% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,475,696 | 44,890 | 0.07% | 0.06% | 8 | +346,153 | 30.65% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 1,332,608 | 40,537 | 12.32% | 11.2% | 9 | +323,048 | 32.0% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,372,555 | 40,531 | 0.0% | 0.0% | 10 | -946 | -0.07% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,160,804 | 35,311 | 0.0% | 0.0% | 11 | +1,024,204 | 749.78% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,130,228 | 34,381 | 3.58% | 3.6% | 12 | +64,783 | 6.08% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 806,994 | 24,548 | 0.12% | 0.14% | 13 | +23,764 | 3.03% | Q1 2026 | May 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 647,552 | 19,698 | 6.75% | 7.17% | 14 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 612,696 | 18,638 | 0.26% | 0.27% | 15 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 576,446 | 17,535 | 3.77% | 4.2% | 16 | +5,632 | 0.99% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 545,058 | 16,580 | 0.83% | 0.87% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 493,735 | 15,019 | 1.49% | 1.58% | 18 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 365,626 | 11,122 | 2.55% | 2.77% | 20 | -350 | -0.1% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | No change | 365,626 | 11,122 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Commerce Advisors, LLC | History | New | 363,640 | 11,061 | 9.3% | — | 21 | +363,640 | New | Q1 2026 | May 12, 2026 |
| Prodigy Asset Management LLC | History | No change | 320,634 | 9,753 | 3.26% | 3.65% | 22 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 318,518 | 9,689 | 0.69% | 0.71% | 23 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 300,343 | 9,136 | 0.0% | 0.0% | 24 | +8,006 | 2.74% | Q1 2026 | May 05, 2026 |
| Permanens Capital L.P. | History | Reduced | 299,137 | 9,099 | 1.17% | 3.39% | 25 | -501,534 | -62.64% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 249,622 | 7,593 | 0.31% | 0.26% | 26 | +35,566 | 16.62% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 238,090 | 7,242 | 0.01% | 0.0% | 27 | +86,370 | 56.93% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 221,294 | 6,731 | 0.06% | 0.08% | 28 | +19,099 | 9.45% | Q1 2026 | May 06, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 169,884 | 5,167 | 0.31% | 0.7% | 29 | -181,784 | -51.69% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 166,592 | 5,067 | 0.01% | 0.01% | 30 | +505 | 0.3% | Q1 2026 | May 05, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 158,141 | 4,810 | 0.19% | 0.19% | 31 | +1,557 | 0.99% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 156,000 | 4,745 | 0.01% | — | 32 | +156,000 | New | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 119,941 | 3,872 | 0.23% | 0.24% | 33 | +7,345 | 6.52% | Q1 2026 | Apr 20, 2026 |
| Piedmont Capital Management, LLC/NC | History | Reduced | 117,065 | 3,561 | 2.38% | 2.68% | 34 | -8,600 | -6.84% | Q1 2026 | Apr 21, 2026 |
| Fund Evaluation Group, LLC | History | New | 112,990 | 3,437 | 0.11% | — | 35 | +112,990 | New | Q1 2026 | May 08, 2026 |
| Triangle Securities Wealth Management | History | No change | 106,500 | 3,239 | 0.74% | 0.73% | 36 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 104,129 | 3,167 | 0.0% | 0.0% | 37 | +20,732 | 24.86% | Q1 2026 | May 14, 2026 |
| ACT Advisors, LLC. | History | New | 94,398 | 2,871 | 1.22% | — | 38 | +94,398 | New | Q1 2026 | Apr 14, 2026 |
| Wind River Trust Co | History | New | 89,366 | 2,718 | 1.02% | — | 39 | +89,366 | New | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | Reduced | 84,331 | 2,565 | 0.19% | 0.22% | 40 | -1,364 | -1.59% | Q1 2026 | May 07, 2026 |
| Sepio Capital, LP | History | New | 78,350 | 2,383 | 0.13% | — | 41 | +78,350 | New | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 72,689 | 2,211 | 0.0% | 0.0% | 42 | +3,171 | 4.56% | Q1 2026 | May 14, 2026 |
| Morse Asset Management, Inc | History | Reduced | 63,100 | 1,919 | 0.4% | 0.43% | 43 | -2,700 | -4.1% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 53,572 | 1,629 | 0.0% | 0.0% | 44 | +50,967 | 1956.51% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,634 | 1,364 | 0.0% | 0.0% | 45 | +2,457 | 5.56% | Q1 2026 | May 15, 2026 |
| Haverford Trust Co | History | No change | 34,148 | 1,038 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,302 | 1,013 | 0.0% | 0.0% | 47 | +12,999 | 64.03% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,753 | 722 | 0.0% | 0.0% | 48 | -4,085 | -14.67% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Added to | 19,852 | 603 | 0.01% | 0.0% | 49 | +4,472 | 29.08% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,260 | 494 | 0.0% | 0.0% | 50 | +4,010 | 32.73% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | No change | 8,150 | 247 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 7,231 | 219 | 0.0% | 0.0% | 52 | +477 | 7.06% | Q1 2026 | May 15, 2026 |
| MSA Advisors, LLC | History | New | 5,050 | 153 | 0.05% | — | 53 | +5,050 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 3,167 | 96 | 0.0% | — | 54 | +3,167 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 673 | 20 | 0.0% | — | 55 | +673 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | New | 150 | 4 | 0.0% | — | 56 | +150 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,965 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,487 | -100.0% | Q1 2026 | May 15, 2026 |