Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESNT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.0M | $698.7M | -8.6% | 12.973% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.4M | $431.0M | β | 8.003% | 0.02% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 5.4M | $313.4M | -0.7% | 5.819% | 0.07% |
| 4 | FMR LLC | 5.1M | $297.7M | +1.5% | 5.527% | 0.02% |
| 5 | Capital World Investors | 4.7M | $274.4M | -1.4% | 5.096% | 0.04% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $238.1M | β | 4.421% | 0.01% |
| 7 | STATE STREET CORP | 3.8M | $221.9M | +0.4% | 4.121% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $162.2M | -9.8% | 3.010% | 0.01% |
| 9 | Polar Capital Holdings Plc | 2.5M | $149.0M | +4.1% | 2.767% | 0.53% |
| 10 | AMERICAN CENTURY COMPANIES INC | 2.1M | $122.8M | +36.2% | 2.281% | 0.06% |
| 11 | COOKE & BIELER LP | 2.0M | $116.1M | +1.7% | 2.155% | 1.31% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.7M | $97.9M | -38.2% | 1.817% | 0.17% |
| 13 | RENAISSANCERE HOLDINGS LTD | 1.7M | $97.4M | 0.0% | 1.808% | 23.97% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 1.6M | $91.2M | -16.2% | 1.694% | 0.04% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $83.0M | +1.1% | 1.541% | 0.01% |
| 16 | MORGAN STANLEY | 1.3M | $74.2M | +21.3% | 1.378% | 0.00% |
| 17 | NORTHERN TRUST CORP | 1.2M | $70.7M | +2.4% | 1.313% | 0.01% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 1.2M | $68.2M | +0.8% | 1.266% | 0.04% |
| 19 | Invesco Ltd. | 1.1M | $62.0M | +7.3% | 1.151% | 0.01% |
| 20 | TWO SIGMA INVESTMENTS, LP | 1.0M | $59.2M | +75.7% | 1.098% | 0.05% |
| 21 | AMERIPRISE FINANCIAL INC | 945K | $55.2M | -1.0% | 1.026% | 0.01% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 914K | $53.4M | +16.8% | 0.992% | 0.03% |
| 23 | GOLDMAN SACHS GROUP INC | 802K | $46.9M | +32.5% | 0.870% | 0.01% |
| 24 | Capital International Investors | 790K | $46.2M | -57.9% | 0.857% | 0.01% |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 738K | $43.1M | -40.8% | 0.800% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ESNT β a direct measure of their conviction.
Filings activity in ESNT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ESNT position in Q1 2026
Institutions that fully closed their ESNT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 359 | +1.7% | 92.09% | 17.53 pp | $4.95B | 16% |
| Q4 2025 | 353 | +4.1% | 109.62% | +2.24 pp | $5.90B | +2.1% |
| Q3 2025 | 339 | +2.7% | 107.38% | 34.96 pp | $5.78B | 25% |
| Q2 2025 | 330 | +1.5% | 142.34% | +40.93 pp | $7.66B | +40% |
| Q1 2025 | 325 | +5.9% | 101.41% | +4.98 pp | $5.46B | +5.2% |
| Q4 2024 | 307 | 0.6% | 96.43% | 16.47 pp | $5.19B | 15% |
| Q3 2024 | 309 | +10% | 112.90% | 10.50 pp | $6.07B | 8.5% |
| Q2 2024 | 280 | β | 123.40% | β | $6.64B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESNT stock.
Based on Q1 2026 13F filings, institutional ownership of Essent Group Ltd. stands at 92.1%, held across 359 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ESNT, with approximately 11,955,055 shares worth $0.70B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ESNT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ESNT is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
54 institutions opened new positions in ESNT during Q1 2026, while 48 fully exited. 76 added to existing positions and 226 trimmed.
ESNT institutional ownership fell by 17.53 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 58.7% of all reported 13F value in ESNT, and the top 25 account for 80.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Essent Group Ltd. (ESNT) Institutional Ownership