292 tracked 13F filers disclose a position in ESNT as of the latest SEC 13F filings, a combined $4.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $698.7M | 12.0M | ▼−8.6% Reduced · −1.1M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $431.0M | 7.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $313.4M | 5.4M | ▼−0.7% Reduced · −39K sh | Q1 2026 | |
| 4 | FMR LLC | $297.7M | 5.1M | ▲+1.5% Added · +74K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $238.1M | 4.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $221.9M | 3.8M | ▲+0.4% Added · +15K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $162.2M | 2.8M | ▼−9.8% Reduced · −303K sh | Q1 2026 | |
| 8 | Polar Capital Holdings Plc | $149.0M | 2.5M | ▲+4.1% Added · +100K sh | Q1 2026 | |
| 9 | NORGES BANK | $155.5M | 2.4M | ▲+92% Added · +1.1M sh | Q4 2025 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $122.8M | 2.1M | ▲+36% Added · +559K sh | Q1 2026 | |
| 11 | COOKE & BIELER LP | $116.1M | 2.0M | ▲+1.7% Added · +34K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $91.2M | 1.6M | ▼−16% Reduced · −303K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $83.0M | 1.4M | ▲+1.1% Added · +15K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $74.2M | 1.3M | ▲+21% Added · +223K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $70.7M | 1.2M | ▲+2.4% Added · +28K sh | Q1 2026 | |
| 16 | VICTORY CAPITAL MANAGEMENT INC | $68.2M | 1.2M | ▲+0.8% Added · +9K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $59.2M | 1.0M | ▲+76% Added · +436K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $55.2M | 945K | ▼−1.0% Reduced · −10K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $53.4M | 914K | ▲+17% Added · +132K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $46.9M | 802K | ▲+33% Added · +197K sh | Q1 2026 | |
| 21 | TUDOR INVESTMENT CORP ET AL | $40.5M | 694K | ▲+35% Added · +180K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $38.7M | 665K | ▼−8.6% Reduced · −62K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $38.6M | 660K | ▼−2.1% Reduced · −14K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $37.9M | 648K | ▲+504% Added · +541K sh | Q1 2026 | |
| 25 | DEUTSCHE BANK AG\ | $37.0M | 633K | ▲+5.5% Added · +33K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ESNT and 29 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 150 funds | $229.0B |
| AMAZON.COM INCAMZN | 148 funds | $169.8B |
| ALPHABET INC-CL AGOOGL | 148 funds | $136.0B |
| META PLATFORMS INC-CLASS AMETA | 148 funds | $100.5B |
| APPLE INCAAPL | 146 funds | $255.1B |
| JPMORGAN CHASE & COJPM | 146 funds | $56.1B |
| VISA INC-CLASS A SHARESV | 144 funds | $52.1B |
| ELI LILLY & COLLY | 142 funds | $67.8B |
| UNITEDHEALTH GROUP INCUNH | 142 funds | $24.5B |
| BROADCOM INCAVGO | 141 funds | $134.9B |
| ALPHABET INC-CL CGOOG | 141 funds | $107.0B |
| MASTERCARD INC - AMA | 141 funds | $44.9B |
Ranked by how many of ESNT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 17, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | Sell (S) | 5K | $314K |
| Jul 14, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 79K | $5.1M |
| Jul 13, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 24K | $1.6M |
| Jul 7, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 29K | $1.9M |
| Jul 6, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 1K | $81K |
| Jun 30, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 4K | $245K |
| Jun 26, 2026 | WEINSTOCK DAVID B | SVP and CFO | Sell (S) | 6K | $349K |
| Apr 28, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | Sell (S) | 4K | $276K |
| Apr 28, 2026 | CASALE MARK | Chairman, CEO and President, Director | Sell (S) | 13K | $850K |
| Apr 20, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | Sell (S) | 8K | $481K |
| Apr 17, 2026 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | Sell (S) | 872 | $55K |
| Dec 18, 2025 | Gibbons Mary Lourdes | SVP and Chief Legal Officer | Sell (S) | 4K | $292K |
Connected entities for ESNT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ESNT/capital-change-brief"
Use Arkolith's capital_change_brief for ESNT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESNT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.