13F QoQ Ownership Changes
EPAM Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 146 new · 195 added · 249 reduced · 104 exited
New Positions(146)
Added To(195)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Capital World Investors | 3,679,590 | +1,371,557 | $753.9M | +$405.8M | 59.4% |
| Invesco Ltd. | 3,916,002 | +4,803 | $802.3M | +$212.5M | 0.1% |
| JPMORGAN CHASE & CO | 1,147,930 | +416,324 | $235.2M | +$124.9M | 56.9% |
| Royal Bank of Canada | 552,523 | +374,115 | $113.2M | +$82.4M | 209.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,446,527 | +338 | $296.9M | +$78.6M | 0.0% |
| BRANDES INVESTMENT PARTNERS, LP | 983,830 | +161,280 | $201.6M | +$77.5M | 19.6% |
| MILLENNIUM MANAGEMENT LLC | 618,278 | +282,499 | $126.7M | +$76.0M | 84.1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,072,937 | +13,768 | $219.8M | +$60.1M | 1.3% |
| DIMENSIONAL FUND ADVISORS LP | 849,896 | +75,211 | $174.1M | +$57.3M | 9.7% |
| Aikya Investment Management Ltd | 763,798 | +58,977 | $156.5M | +$50.2M | 8.4% |
| FMR LLC | 678,563 | +65,610 | $139.0M | +$46.6M | 10.7% |
| Wishbone Management, LP | 300,000 | +200,000 | $61.5M | +$46.4M | 200.0% |
| Quantinno Capital Management LP | 310,666 | +176,949 | $63.6M | +$43.5M | 132.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 378,159 | +102,271 | $78.0M | +$35.4M | 37.1% |
| BANK OF AMERICA CORP /DE/ | 539,219 | +34,052 | $110.5M | +$34.3M | 6.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 204,522 | +123,453 | $41.9M | +$29.7M | 152.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 502,330 | +5,148 | $102.9M | +$27.9M | 1.0% |
| ALLIANCEBERNSTEIN L.P. | 173,707 | +111,668 | $35.6M | +$26.2M | 180.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 323,434 | +49,778 | $66.3M | +$25.0M | 18.2% |
| TD Asset Management Inc | 459,258 | +635 | $94.1M | +$24.9M | 0.1% |
| NEW YORK STATE COMMON RETIREMENT FUND | 321,906 | +47,454 | $66.0M | +$24.6M | 17.3% |
| Fiera Capital Corp | 241,056 | +56,874 | $49.4M | +$21.6M | 30.9% |
| FIRST TRUST ADVISORS LP | 174,534 | +78,118 | $35.8M | +$21.2M | 81.0% |
| Clearbridge Investments, LLC | 185,843 | +72,636 | $38.1M | +$21.0M | 64.2% |
| GOLDMAN SACHS GROUP INC | 314,204 | +6,643 | $64.4M | +$18.0M | 2.1% |
| Bank of New York Mellon Corp | 308,190 | +2,148 | $63.1M | +$17.0M | 0.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 226,478 | +4,355 | $46.4M | +$12.9M | 2.0% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 176,028 | +21,750 | $36.1M | +$12.8M | 14.1% |
| NORRIS PERNE & FRENCH LLP/MI | 120,018 | +39,973 | $24.6M | +$12.5M | 49.9% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 202,891 | +5,030 | $41.6M | +$11.7M | 2.5% |
| Assenagon Asset Management S.A. | 89,350 | +30,263 | $18.3M | +$9.4M | 51.2% |
| J. Goldman & Co LP | 53,607 | +41,332 | $11.0M | +$9.1M | 336.7% |
| Gotham Asset Management, LLC | 50,094 | +38,666 | $10.3M | +$8.5M | 338.3% |
| RAYMOND JAMES FINANCIAL INC | 89,542 | +22,658 | $18.3M | +$8.3M | 33.9% |
| BNP PARIBAS FINANCIAL MARKETS | 115,424 | +13,136 | $23.6M | +$8.2M | 12.8% |
| NORGES BANK | 721,738 | +18,643 | $147.9M | +$7.9M | 2.6% |
| SORA INVESTORS LLC | 62,622 | +28,485 | $12.8M | +$7.7M | 83.4% |
| WELLS FARGO & COMPANY/MN | 110,519 | +10,826 | $22.6M | +$7.6M | 10.8% |
| Nuveen, LLC | 122,955 | +5,730 | $25.2M | +$7.5M | 4.9% |
| Allspring Global Investments Holdings, LLC | 42,032 | +34,108 | $8.4M | +$7.2M | 430.4% |
| SEI INVESTMENTS CO | 89,262 | +13,395 | $18.3M | +$6.8M | 17.6% |
| GENEVA CAPITAL MANAGEMENT LLC | 100,549 | +3,900 | $20.6M | +$6.0M | 4.0% |
| WINTON GROUP Ltd | 99,951 | +3,551 | $20.5M | +$5.9M | 3.7% |
| CAPITAL INTERNATIONAL SARL | 38,996 | +17,278 | $8.0M | +$4.7M | 79.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,578 | +15,110 | $6.7M | +$4.1M | 86.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 70,143 | +4,017 | $14.1M | +$4.1M | 6.1% |
| PRINCIPAL FINANCIAL GROUP INC | 66,579 | +1,013 | $13.6M | +$3.8M | 1.5% |
| BANK OF MONTREAL /CAN/ | 46,071 | +8,070 | $9.4M | +$3.7M | 21.2% |
| LPL Financial LLC | 55,439 | +3,639 | $11.4M | +$3.5M | 7.0% |
| Walleye Trading LLC | 25,753 | +11,010 | $5.3M | +$3.1M | 74.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 29,900 | +9,200 | $6.1M | +$3.0M | 44.4% |
| Corient Private Wealth LLC | 171,931 | +168,650 | $3.4M | +$2.9M | 5140.2% |
| B. Metzler seel. Sohn & Co. AG | 17,297 | +12,861 | $3.5M | +$2.9M | 289.9% |
| CAPITAL INTERNATIONAL LTD /CA/ | 22,269 | +9,495 | $4.6M | +$2.6M | 74.3% |
| Focus Partners Wealth | 13,612 | +12,170 | $2.8M | +$2.6M | 844.0% |
| TWO SIGMA INVESTMENTS, LP | 31,554 | +5,222 | $6.5M | +$2.5M | 19.8% |
| STIFEL FINANCIAL CORP | 42,144 | +1,037 | $8.6M | +$2.4M | 2.5% |
| Baader Bank Aktiengesellschaft | 27,805 | +5,422 | $5.7M | +$2.3M | 24.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42,271 | +196 | $8.7M | +$2.3M | 0.5% |
| NewEdge Advisors, LLC | 21,965 | +7,204 | $4.5M | +$2.3M | 48.8% |
| BW Gestao de Investimentos Ltda. | 41,352 | +52 | $8.5M | +$2.2M | 0.1% |
| MIRABELLA FINANCIAL SERVICES LLP | 19,144 | +8,816 | $3.9M | +$2.2M | 85.4% |
| Walleye Capital LLC | 12,137 | +8,837 | $2.5M | +$2.0M | 267.8% |
| Merit Financial Group, LLC | 11,196 | +9,080 | $2.3M | +$2.0M | 429.1% |
| State of Tennessee, Department of Treasury | 20,563 | +5,190 | $4.3M | +$2.0M | 33.8% |
| Ensign Peak Advisors, Inc | 16,984 | +5,533 | $3.5M | +$1.8M | 48.3% |
| Capital International, Inc./CA/ | 12,817 | +5,999 | $2.6M | +$1.6M | 88.0% |
| GUGGENHEIM CAPITAL LLC | 12,238 | +5,240 | $2.5M | +$1.5M | 74.9% |
| Creative Planning | 14,859 | +4,258 | $3.0M | +$1.4M | 40.2% |
| CIBC Asset Management Inc | 12,338 | +5,144 | $2.5M | +$1.4M | 71.5% |
| PNC Financial Services Group, Inc. | 13,537 | +4,513 | $2.8M | +$1.4M | 50.0% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 20,133 | +1,947 | $4.1M | +$1.4M | 10.7% |
| AMERICAN CENTURY COMPANIES INC | 20,187 | +1,906 | $4.1M | +$1.4M | 10.4% |
| VELA Investment Management, LLC | 20,939 | +1,253 | $4.3M | +$1.3M | 6.4% |
| MML INVESTORS SERVICES, LLC | 21,858 | +558 | $4.5M | +$1.3M | 2.6% |
| WEST MICHIGAN ADVISORS, LLC | 18,241 | +1,716 | $3.7M | +$1.2M | 10.4% |
| Rafferty Asset Management, LLC | 19,329 | +558 | $4.0M | +$1.1M | 3.0% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 14,025 | +2,006 | $2.9M | +$1.1M | 16.7% |
| XPONANCE, INC. | 8,219 | +3,944 | $1.7M | +$1.0M | 92.3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,320 | +996 | $3.3M | +$1.0M | 6.5% |
| HighTower Advisors, LLC | 17,987 | +216 | $3.7M | +$1.0M | 1.2% |
| OAK RIDGE INVESTMENTS LLC | 15,930 | +536 | $3.3M | +$942.5K | 3.5% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,989 | +3,325 | $1.4M | +$879.5K | 90.7% |
| Aaron Wealth Advisors LLC | 7,872 | +2,909 | $1.6M | +$864.4K | 58.6% |
| Czech National Bank | 14,567 | +421 | $3.0M | +$851.4K | 3.0% |
| Summit Trail Advisors, LLC | 10,941 | +1,698 | $2.2M | +$847.8K | 18.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 10,000 | +1,800 | $2.0M | +$812.3K | 21.9% |
| Circumference Group LLC | 12,000 | +1,000 | $2.5M | +$799.9K | 9.1% |
| Tidal Investments LLC | 7,870 | +2,313 | $1.6M | +$774.5K | 41.6% |
| Mirae Asset Global Investments Co., Ltd. | 9,832 | +1,486 | $2.0M | +$755.9K | 17.8% |
| KLP KAPITALFORVALTNING AS | 12,200 | +400 | $2.5M | +$720.2K | 3.4% |
| Pictet Asset Management Holding SA | 11,484 | +554 | $2.4M | +$704.7K | 5.1% |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | 4,960 | +2,156 | $1.0M | +$593.4K | 76.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,218 | +375 | $1.6M | +$550.8K | 5.5% |
| Atlantic Union Bankshares Corp | 9,188 | +8 | $1.9M | +$498.2K | 0.1% |
| Vanguard Personalized Indexing Management, LLC | 5,895 | +835 | $1.2M | +$444.8K | 16.5% |
| Kera Capital Partners, Inc. | 3,328 | +1,616 | $694.2K | +$436.1K | 94.4% |
| SYON CAPITAL LLC | 3,729 | +1,486 | $764.0K | +$425.8K | 66.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,150 | +1,800 | $440.5K | +$388.0K | 514.3% |
| Chicago Partners Investment Group LLC | 3,093 | +1,027 | $674.9K | +$340.4K | 49.7% |
| TRUIST FINANCIAL CORP | 3,562 | +911 | $729.8K | +$330.0K | 34.4% |
| Inspire Advisors, LLC | 3,911 | +677 | $801.3K | +$313.6K | 20.9% |
| OSAIC HOLDINGS, INC. | 2,857 | +1,191 | $585.2K | +$311.3K | 71.5% |
| MUFG Securities EMEA plc | 2,265 | +1,199 | $464.1K | +$303.3K | 112.5% |
| MACQUARIE GROUP LTD | 2,376 | +1,105 | $486.8K | +$295.1K | 86.9% |
| Atria Investments, Inc | 4,589 | +271 | $940.2K | +$289.1K | 6.3% |
| FRANKLIN RESOURCES INC | 2,434 | +996 | $498.7K | +$281.8K | 69.3% |
| Tower Research Capital LLC (TRC) | 2,588 | +937 | $530.2K | +$281.3K | 56.8% |
| M&T Bank Corp | 2,383 | +973 | $487.9K | +$275.3K | 69.0% |
| BRASADA CAPITAL MANAGEMENT, LP | 2,500 | +1,000 | $501.1K | +$272.0K | 66.7% |
| NISA INVESTMENT ADVISORS, LLC | 4,210 | +165 | $862.5K | +$252.6K | 4.1% |
| Global Retirement Partners, LLC | 1,327 | +1,196 | $271.9K | +$252.1K | 913.0% |
| Foundations Investment Advisors, LLC | 3,105 | +411 | $636.2K | +$229.9K | 15.3% |
| Sequoia Financial Advisors, LLC | 2,683 | +559 | $549.7K | +$229.4K | 26.3% |
| FIFTH THIRD BANCORP | 3,038 | +403 | $622.4K | +$225.1K | 15.3% |
| GAMMA Investing LLC | 2,072 | +723 | $424.5K | +$221.1K | 53.6% |
| NOMURA HOLDINGS INC | 2,032 | +694 | $416.3K | +$214.6K | 51.9% |
| Versant Capital Management, Inc | 1,345 | +903 | $275.6K | +$208.9K | 204.3% |
| Norinchukin Bank, The | 3,285 | +160 | $673.0K | +$201.8K | 5.1% |
| Siemens Fonds Invest GmbH | 1,074 | +937 | $221.6K | +$200.9K | 683.9% |
| Sumitomo Mitsui Trust Group, Inc. | 2,952 | +213 | $604.8K | +$191.8K | 7.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,610 | +200 | $534.7K | +$171.3K | 8.3% |
| Perpetual Ltd | 2,897 | +72 | $593.5K | +$167.6K | 2.5% |
| NEUBERGER BERMAN GROUP LLC | 2,467 | +222 | $505.4K | +$166.9K | 9.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,288 | +255 | $468.8K | +$162.2K | 12.5% |
| BRADLEY FOSTER & SARGENT INC/CT | 2,686 | +74 | $550.3K | +$156.4K | 2.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 784,101 | +701,500 | $160.6K | +$148.2K | 849.3% |
| Asset Management One Co., Ltd. | 2,074 | +51 | $438.9K | +$133.9K | 2.5% |
| State of Wyoming | 1,031 | +502 | $211.2K | +$131.5K | 94.9% |
| Rockefeller Capital Management L.P. | 2,144 | +82 | $439.3K | +$128.3K | 4.0% |
| Clear Creek Financial Management, LLC | 2,224 | +16 | $455.7K | +$122.7K | 0.7% |
| US BANCORP \DE\ | 1,205 | +270 | $246.9K | +$105.9K | 28.9% |
| ROMAN BUTLER FULLERTON & CO | 1,806 | +18 | $395.6K | +$104.4K | 1.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1,657 | +85 | $339.5K | +$102.4K | 5.4% |
| NEOS Investment Management LLC | 1,723 | +15 | $353.0K | +$95.5K | 0.9% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1,570 | +67 | $321.7K | +$95.0K | 4.5% |
| BROWN BROTHERS HARRIMAN & CO | 542 | +391 | $111.0K | +$88.3K | 258.9% |
| COMMERCE BANK | 1,535 | +29 | $314.5K | +$87.4K | 1.9% |
| Ashoka WhiteOak Capital Pte Ltd | 1,680 | +28 | $347.0K | +$87.0K | 1.7% |
| Parkside Financial Bank & Trust | 326 | +279 | $66.8K | +$59.7K | 593.6% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 291 | +286 | $59.6K | +$58.9K | 5720.0% |
| Horizon Investments, LLC | 928 | +56 | $190.1K | +$58.6K | 6.4% |
| Resona Asset Management Co.,Ltd. | 709 | +112 | $150.1K | +$57.8K | 18.8% |
| Larson Financial Group LLC | 281 | +258 | $57.6K | +$54.1K | 1121.7% |
| JONES FINANCIAL COMPANIES LLLP | 547 | +154 | $112.1K | +$52.4K | 39.2% |
| NBC SECURITIES, INC. | 692 | +22 | $141.8K | +$40.7K | 3.3% |
| Transamerica Financial Advisors, LLC | 278 | +166 | $57.0K | +$40.1K | 148.2% |
| Farther Finance Advisors, LLC | 281 | +115 | $57.6K | +$32.5K | 69.3% |
| Van Berkom & Associates Inc. | 423,510 | +54,075 | $86.8K | +$31.1K | 14.6% |
| Cromwell Holdings LLC | 196 | +133 | $40.2K | +$30.7K | 211.1% |
| Clearstead Advisors, LLC | 242 | +91 | $49.6K | +$26.8K | 60.3% |
| Sunbelt Securities, Inc. | 130 | +127 | $26.6K | +$26.2K | 4233.3% |
| CVA Family Office, LLC | 309 | +62 | $63.3K | +$26.1K | 25.1% |
| Sound Income Strategies, LLC | 148 | +109 | $31.5K | +$25.6K | 279.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 346 | +36 | $70.9K | +$24.1K | 11.6% |
| MassMutual Private Wealth & Trust, FSB | 232 | +60 | $47.5K | +$21.6K | 34.9% |
| ROTHSCHILD INVESTMENT LLC | 159 | +54 | $32.6K | +$16.7K | 51.4% |
| BESSEMER GROUP INC | 240,974 | +17,734 | $49.4K | +$15.7K | 7.9% |
| ORG Partners LLC | 71 | +67 | $14.5K | +$13.9K | 1675.0% |
| CYBER HORNET ETFs LLC | 168 | +6 | $34.4K | +$10.0K | 3.7% |
| Root Financial Partners, LLC | 93 | +28 | $19.1K | +$9.3K | 43.1% |
| Spire Wealth Management | 88 | +19 | $18.0K | +$7.6K | 27.5% |
| Cullen/Frost Bankers, Inc. | 103 | +12 | $21.1K | +$7.4K | 13.2% |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | +32 | $7.2K | +$6.7K | 1066.7% |
| Blue Trust, Inc. | 79 | +14 | $16.2K | +$6.4K | 21.5% |
| Rossby Financial, LCC | 113 | +2 | $23.2K | +$6.2K | 1.8% |
| SIGNATUREFD, LLC | 62 | +17 | $12.7K | +$5.9K | 37.8% |
| SG Americas Securities, LLC | 42,379 | +20,690 | $8.7K | +$5.4K | 95.4% |
| ELEVATION WEALTH PARTNERS, LLC | 30 | +18 | $6.1K | +$4.3K | 150.0% |
| Marquette Asset Management, LLC | 24 | +13 | $4.9K | +$3.3K | 118.2% |
| JFS WEALTH ADVISORS, LLC | 43 | +6 | $8.8K | +$3.2K | 16.2% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,695 | +14,784 | $3.2K | +$3.1K | 1622.8% |
| NATIXIS ADVISORS, LLC | 31,763 | +8,934 | $6.5K | +$3.1K | 39.1% |
| Smartleaf Asset Management LLC | 36 | +5 | $7.4K | +$2.6K | 16.1% |
| Maxi Investments CY Ltd | 16,816 | +7,166 | $3.4K | +$2.0K | 74.3% |
| Bell Investment Advisors, Inc | 29 | +1 | $5.9K | +$1.7K | 3.6% |
| Johnson Financial Group, Inc. | 11 | +7 | $2.3K | +$1.6K | 175.0% |
| Abound Wealth Management | 16 | +4 | $3.3K | +$1.5K | 33.3% |
| ALGERT GLOBAL LLC | 8,820 | +6,510 | $1.8K | +$1.5K | 281.8% |
| Thrivent Financial for Lutherans | 9,318 | +5,449 | $1.9K | +$1.3K | 140.8% |
| Handelsbanken Fonder AB | 15,900 | +2,000 | $3.3K | +$1.2K | 14.4% |
| BANK HAPOALIM BM | 14,801 | +430 | $3.0K | +$865 | 3.0% |
| Fortitude Family Office, LLC | 12 | +1 | $2.5K | +$800 | 9.1% |
| BI Asset Management Fondsmaeglerselskab A/S | 4,948 | +3,060 | $1.0K | +$729 | 162.1% |
| AMALGAMATED BANK | 11,178 | +661 | $2.3K | +$704 | 6.3% |
| Bruce G. Allen Investments, LLC | 5 | +2 | $1.0K | +$572 | 66.7% |
| Dunhill Financial, LLC | 3 | +2 | $618 | +$414 | 200.0% |
| NVWM, LLC | 3 | +1 | $615 | +$313 | 50.0% |
| Daiwa Securities Group Inc. | 4,245 | +215 | $870 | +$262 | 5.3% |
| CSM Advisors, LLC | 3,062 | +584 | $624 | +$247 | 23.6% |
| CX Institutional | 1,145 | +833 | $235 | +$188 | 267.0% |
| PARK AVENUE SECURITIES LLC | 2,162 | +176 | $443 | +$144 | 8.9% |
| Covestor Ltd | 1,321 | +194 | $271 | +$101 | 17.2% |
| HANTZ FINANCIAL SERVICES, INC. | 241 | +147 | $49 | +$35 | 156.4% |
| GW&K Investment Management, LLC | 107 | +9 | $22 | +$7 | 9.2% |