Encompass Health Ownership | Who Owns Encompass Health?


OverviewForecastRevenueFinancialsChartTranscripts

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


TypeName% Inst% Insiders% Retail
StockEncompass Health40.24%2.14%57.61%
SectorHealthcare Stocks 57.39%9.93%32.68%
IndustryMedical Care Facilities Stocks62.70%12.86%24.43%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group10.40M10.41%$960.82M
Blackrock funding, inc. /de9.78M9.79%$902.84M
Blackrock9.05M9.06%$776.13M
Invesco5.54M5.54%$511.27M
Wellington management group llp4.03M4.03%$372.21M
State street3.15M3.15%$291.07M
Alliancebernstein2.08M2.08%$191.80M
Fmr1.97M1.98%$182.28M
William blair investment management1.86M1.86%$171.98M
Jpmorgan chase1.82M1.82%$168.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bernzott capital advisors64.94K2.97%$6.00M
Paradice investment management148.65K2.72%$13.73M
1492 capital management58.52K2.57%$5.40M
Integral health asset management300.00K2.36%$27.70M
Reinhart partners656.32K2.33%$60.61M
Copeland capital management1.29M2.22%$119.42M
Sivik global healthcare45.00K2.19%$4.16M
Leeward investments, llc - ma450.87K2.07%$41.64M
Advantage alpha capital partners lp75.34K1.64%$6.96M
Oberweis asset management inc/340.83K1.48%$31.48M

Top Buyers

HolderShares% AssetsChange
T. rowe price investment management1.66M0.09%1.66M
Norges bank1.09M0.01%1.09M
Raymond james financial844.01K0.03%844.01K
Jennison associates564.10K0.03%564.10K
Blackrock funding, inc. /de9.78M0.02%532.71K

Top Sellers

HolderShares% AssetsChange
William blair investment management1.86M0.42%-1.44M
Wellington management group llp4.03M0.07%-1.19M
Point72 asset management---869.10K
Millennium management66.62K0.00%-734.69K
Junto capital management lp416.60K0.74%-531.84K

New Positions

HolderShares% AssetsChangeValue
T. rowe price investment management1.66M0.09%1.66M$152.95M
Norges bank1.09M0.01%1.09M$100.64M
Raymond james financial844.01K0.03%844.01K$77.94M
Jennison associates564.10K0.03%564.10K$52.09M
Abrdn193.10K0.03%193.10K$17.85M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024260-47.26%40,203,239-57.49%400.45%142-36.04%73-62.76%
Sep 30, 20244890.20%94,280,598-1.59%941.02%220-10.93%19418.29%
Jun 30, 20244836.62%95,752,0070.40%951.05%24212.56%1647.19%
Mar 31, 20244533.66%95,373,468-1.89%951.00%2154.88%153-1.92%
Dec 31, 20234373.80%97,212,7054.33%971.11%2057.89%1560.65%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF3.29M3.27%5.76K
Vanguard US Total Market Shares ETF3.18M3.15%2.48K
Vanguard Total Stock Mkt Idx Inv3.18M3.15%6.68K
Vanguard Small Cap Index2.57M2.55%2.10K
Vanguard Small Cap Value Index Inv1.69M1.68%-5.95K
T. Rowe Price Integrated US SmCapGrEq1.60M1.59%857.25K
Vanguard Institutional Extnd Mkt Idx Tr1.53M1.52%5.53K
Vanguard Health Care Inv1.43M1.42%-667.30K
FullerThaler Behavioral Small-Cap Equity1.31M1.30%262.10K
FullerThaler Behavioral Sm-Cp Eq R61.31M1.30%262.10K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 13, 2025Price Andrew L Chief Accounting OfficerSell$495.58K
Aug 13, 2024COLTHARP DOUGLAS E EVP & Chief Financial OfficerSell$1.05M
Aug 13, 2024COLTHARP DOUGLAS E EVP & Chief Financial OfficerSell$8.53K
May 24, 2024Charbonneau Elissa Joy Chief Medical OfficerSell$850.20K
May 06, 2024Darby John Patrick EVP, Gen Counsel & SecretarySell$1.22M

Insider Transactions Trends


DateBuySell
2025 Q1-1
2024 Q4--
2024 Q3-2
2024 Q213
2024 Q1--

EHC Ownership FAQ


Who Owns Encompass Health?

Encompass Health shareholders are primarily institutional investors at 40.24%, followed by 2.14% insiders and 57.62% retail investors. The average institutional ownership in Encompass Health's industry, Medical Care Facilities Stocks, is 62.70%, which Encompass Health falls below.

Who owns the most shares of Encompass Health?

Encompass Health’s largest shareholders are Vanguard group (10.4M shares, 10.41%), Blackrock funding, inc. /de (9.78M shares, 9.79%), and Blackrock (9.05M shares, 9.06%). Together, they hold 29.27% of Encompass Health’s total shares outstanding.

Does Blackrock own Encompass Health?

Yes, BlackRock owns 9.06% of Encompass Health, totaling 9.05M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 776.13M$. In the last quarter, BlackRock decreased its holdings by -71.114K shares, a -0.78% change.

Who is Encompass Health’s biggest shareholder by percentage of total assets invested?

Bernzott capital advisors is Encompass Health’s biggest shareholder by percentage of total assets invested, with 2.97% of its assets in 64.94K Encompass Health shares, valued at 6M$.

Who is the top mutual fund holder of Encompass Health shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Encompass Health shares, with 3.27% of its total shares outstanding invested in 3.29M Encompass Health shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools