EAGLE CAPITAL MANAGEMENT LLC - EAGL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 6,772,608 | 219,838 | 0.31% | 0.18% | 1 | +2,268,844 | 50.38% | Q4 2025 | Feb 13, 2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York | History | No change | 4,238,092 | 137,568 | 56.97% | 56.62% | 2 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,798,042 | 123,284 | 0.52% | 0.51% | 3 | +20,166 | 0.53% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,396,201 | 77,780 | 0.42% | 0.2% | 4 | +1,332,500 | 125.27% | Q4 2025 | Feb 12, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 2,349,314 | 76,258 | 8.45% | 6.69% | 5 | +522,252 | 28.58% | Q4 2025 | Jan 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,751,300 | 56,847 | 0.27% | — | 6 | +1,751,300 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,373,501 | 44,583 | 0.0% | 0.0% | 7 | +105,689 | 8.34% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,129,543 | 36,664 | 0.06% | 0.0% | 8 | +340,064 | 43.07% | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,065,445 | 34,584 | 3.6% | 3.09% | 9 | +135,157 | 14.53% | Q4 2025 | Jan 20, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 1,009,560 | 32,770 | 11.2% | 11.3% | 10 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Permanens Capital L.P. | History | Added to | 800,671 | 25,989 | 3.39% | 3.56% | 11 | +36,647 | 4.8% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 783,230 | 25,423 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 647,552 | 21,019 | 7.17% | 6.94% | 13 | +3,531 | 0.55% | Q4 2025 | Jan 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 612,696 | 19,888 | 0.27% | 0.23% | 14 | +71,957 | 13.31% | Q4 2025 | Jan 30, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 570,814 | 18,528 | 4.2% | 4.41% | 15 | -5,875 | -1.02% | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 545,058 | 17,692 | 0.87% | 0.88% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 493,735 | 16,027 | 1.58% | 1.57% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Wealth Group, LLC | History | No change | 365,976 | 11,879 | 2.77% | 2.77% | 18 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | No change | 365,626 | 11,868 | 0.16% | 0.17% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 351,668 | 11,415 | 0.7% | — | 20 | +351,668 | New | Q4 2025 | Feb 10, 2026 |
| Prodigy Asset Management LLC | History | Added to | 320,634 | 10,407 | 3.65% | 4.5% | 21 | +1,745 | 0.55% | Q4 2025 | Feb 10, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 318,518 | 10,339 | 0.71% | 0.71% | 22 | +6,510 | 2.09% | Q4 2025 | Jan 16, 2026 |
| UBS Group AG | History | Added to | 292,337 | 9,489 | 0.0% | 0.0% | 23 | +128,108 | 78.01% | Q4 2025 | Jan 29, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 214,056 | 6,948 | 0.26% | 0.17% | 24 | +44,513 | 26.25% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 202,195 | 6,563 | 0.08% | 0.07% | 25 | +23,356 | 13.06% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 166,087 | 5,391 | 0.01% | 0.01% | 26 | -2,050 | -1.22% | Q4 2025 | Feb 06, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 156,584 | 5,082 | 0.19% | 0.18% | 27 | +2,649 | 1.72% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 151,720 | 4,924 | 0.0% | 0.0% | 28 | +54,925 | 56.74% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 136,600 | 4,434 | 0.0% | 0.0% | 29 | +44,581 | 48.45% | Q4 2025 | Feb 13, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 125,665 | 4,079 | 2.68% | — | 30 | +125,665 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 112,596 | 3,654 | 0.24% | 0.22% | 31 | +9,089 | 8.78% | Q4 2025 | Jan 22, 2026 |
| Triangle Securities Wealth Management | History | No change | 106,500 | 3,456 | 0.73% | 0.75% | 32 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Advisor OS, LLC | History | Reduced | 85,695 | 2,781 | 0.22% | 0.23% | 33 | -322 | -0.37% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 83,397 | 2,707 | 0.0% | 0.0% | 34 | +3,060 | 3.81% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | No change | 69,518 | 2,256 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Morse Asset Management, Inc | History | Reduced | 65,800 | 2,135 | 0.43% | 0.43% | 36 | -2,445 | -3.58% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,177 | 1,433 | 0.0% | 0.0% | 37 | +7,780 | 21.38% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 34,148 | 1,108 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 27,838 | 903 | 0.0% | 0.0% | 39 | +9,157 | 49.02% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 20,303 | 659 | 0.0% | — | 40 | +20,303 | New | Q4 2025 | Mar 16, 2026 |
| HB Wealth Management, LLC | History | No change | 12,250 | 397 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LPL Financial LLC | History | Reduced | 8,150 | 264 | 0.0% | 0.0% | 42 | -1,200 | -12.83% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,965 | 226 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 6,754 | 219 | 0.0% | — | 44 | +6,754 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,487 | 210 | 0.0% | 0.0% | 45 | -389 | -5.66% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,605 | 84 | 0.0% | 0.0% | 46 | -4,949 | -65.51% | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | Closed out | 0 | 0 | — | 20.4% | — | -744,416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -45,300 | -100.0% | Q3 2025 | Nov 19, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -27,327 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,663 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q3 2025 | Nov 06, 2025 |