Encompass Health Ownership | Who Owns Encompass Health?
Encompass Health Ownership Summary
Encompass Health is owned by 40.24% institutional investors, 2.14% insiders, and 57.61% retail investors. Vanguard group is the largest institutional shareholder, holding 10.41% of EHC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in Encompass Health shares.
EHC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Encompass Health | 40.24% | 2.14% | 57.61% |
Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
Industry | Medical Care Facilities Stocks | 62.70% | 12.86% | 24.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 10.40M | 10.41% | $960.82M |
Blackrock funding, inc. /de | 9.78M | 9.79% | $902.84M |
Blackrock | 9.05M | 9.06% | $776.13M |
Invesco | 5.54M | 5.54% | $511.27M |
Wellington management group llp | 4.03M | 4.03% | $372.21M |
State street | 3.15M | 3.15% | $291.07M |
Alliancebernstein | 2.08M | 2.08% | $191.80M |
Fmr | 1.97M | 1.98% | $182.28M |
William blair investment management | 1.86M | 1.86% | $171.98M |
Jpmorgan chase | 1.82M | 1.82% | $168.32M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Bernzott capital advisors | 64.94K | 2.97% | $6.00M |
Paradice investment management | 148.65K | 2.72% | $13.73M |
1492 capital management | 58.52K | 2.57% | $5.40M |
Integral health asset management | 300.00K | 2.36% | $27.70M |
Reinhart partners | 656.32K | 2.33% | $60.61M |
Copeland capital management | 1.29M | 2.22% | $119.42M |
Sivik global healthcare | 45.00K | 2.19% | $4.16M |
Leeward investments, llc - ma | 450.87K | 2.07% | $41.64M |
Advantage alpha capital partners lp | 75.34K | 1.64% | $6.96M |
Oberweis asset management inc/ | 340.83K | 1.48% | $31.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
T. rowe price investment management | 1.66M | 0.09% | 1.66M |
Norges bank | 1.09M | 0.01% | 1.09M |
Raymond james financial | 844.01K | 0.03% | 844.01K |
Jennison associates | 564.10K | 0.03% | 564.10K |
Blackrock funding, inc. /de | 9.78M | 0.02% | 532.71K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
William blair investment management | 1.86M | 0.42% | -1.44M |
Wellington management group llp | 4.03M | 0.07% | -1.19M |
Point72 asset management | - | - | -869.10K |
Millennium management | 66.62K | 0.00% | -734.69K |
Junto capital management lp | 416.60K | 0.74% | -531.84K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
T. rowe price investment management | 1.66M | 0.09% | 1.66M | $152.95M |
Norges bank | 1.09M | 0.01% | 1.09M | $100.64M |
Raymond james financial | 844.01K | 0.03% | 844.01K | $77.94M |
Jennison associates | 564.10K | 0.03% | 564.10K | $52.09M |
Abrdn | 193.10K | 0.03% | 193.10K | $17.85M |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -1.00 |
Tfo-tdc | -3.00 |
Financial gravity asset management | -6.00 |
Claris advisors, llc / mo / | -7.00 |
Abich financial wealth management | -7.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 260 | -47.26% | 40,203,239 | -57.49% | 40 | 0.45% | 142 | -36.04% | 73 | -62.76% |
Sep 30, 2024 | 489 | 0.20% | 94,280,598 | -1.59% | 94 | 1.02% | 220 | -10.93% | 194 | 18.29% |
Jun 30, 2024 | 483 | 6.62% | 95,752,007 | 0.40% | 95 | 1.05% | 242 | 12.56% | 164 | 7.19% |
Mar 31, 2024 | 453 | 3.66% | 95,373,468 | -1.89% | 95 | 1.00% | 215 | 4.88% | 153 | -1.92% |
Dec 31, 2023 | 437 | 3.80% | 97,212,705 | 4.33% | 97 | 1.11% | 205 | 7.89% | 156 | 0.65% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Mid-Cap ETF | 3.29M | 3.27% | 5.76K |
Vanguard US Total Market Shares ETF | 3.18M | 3.15% | 2.48K |
Vanguard Total Stock Mkt Idx Inv | 3.18M | 3.15% | 6.68K |
Vanguard Small Cap Index | 2.57M | 2.55% | 2.10K |
Vanguard Small Cap Value Index Inv | 1.69M | 1.68% | -5.95K |
T. Rowe Price Integrated US SmCapGrEq | 1.60M | 1.59% | 857.25K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.53M | 1.52% | 5.53K |
Vanguard Health Care Inv | 1.43M | 1.42% | -667.30K |
FullerThaler Behavioral Small-Cap Equity | 1.31M | 1.30% | 262.10K |
FullerThaler Behavioral Sm-Cp Eq R6 | 1.31M | 1.30% | 262.10K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 13, 2025 | Price Andrew L | Chief Accounting Officer | Sell | $495.58K |
Aug 13, 2024 | COLTHARP DOUGLAS E | EVP & Chief Financial Officer | Sell | $1.05M |
Aug 13, 2024 | COLTHARP DOUGLAS E | EVP & Chief Financial Officer | Sell | $8.53K |
May 24, 2024 | Charbonneau Elissa Joy | Chief Medical Officer | Sell | $850.20K |
May 06, 2024 | Darby John Patrick | EVP, Gen Counsel & Secretary | Sell | $1.22M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 1 |
2024 Q4 | - | - |
2024 Q3 | - | 2 |
2024 Q2 | 1 | 3 |
2024 Q1 | - | - |
EHC Ownership FAQ
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