EPLUS INC (PLUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 25,325,466 shares against 26,090,418 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $337.9M | 4,060,186 | 0.01% | 8q | +1.4%+$4.7M |
| River Road Asset Management, LLC | $131.7M | 1,582,148 | 1.46% | 25q | -2.6%-$3.5M |
| DIMENSIONAL FUND ADVISORS LP | $113.9M | 1,368,044 | 0.02% | 31q | +4.4%+$4.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $96.6M | 1,160,310 | 0.00% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95.1M | 1,142,862 | 0.00% | 2q | +3.9%+$3.5M |
| STATE STREET CORP | $88.8M | 1,066,916 | 0.00% | 31q | +5.2%+$4.4M |
| FIRST TRUST ADVISORS LP | $76.6M | 920,085 | 0.05% | 15q | +58.9%+$28.4M |
| AltraVue Capital, LLC | $75.8M | 910,893 | 5.47% | 24q | -1.7%-$1.3M |
| FMR LLC | $65.9M | 791,462 | 0.00% | 31q | +3.4%+$2.2M |
| AMERICAN CENTURY COMPANIES INC | $63.1M | 758,251 | 0.03% | 24q | -22.3%-$18.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $60.7M | 729,583 | 0.00% | 31q | +5.5%+$3.2M |
| MORGAN STANLEY | $54.9M | 659,994 | 0.00% | 35q | -8.6%-$5.1M |
| GENEVA CAPITAL MANAGEMENT LLC | $49.6M | 595,827 | 1.14% | 26q | -21.6%-$13.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $37.0M | 444,397 | 0.24% | 5q | -6.6%-$2.6M |
| NORTHERN TRUST CORP | $32.9M | 395,081 | 0.00% | 31q | -5.5%-$1.9M |
| Ophir Asset Management Pty Ltd | $31.9M | 382,904 | 2.62% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $30.2M | 362,480 | 0.00% | 31q | -6.3%-$2.0M |
| Sixth Street Partners Management Company, L.P. | $30.2M | 362,480 | 0.00% | new | NEW |
| Bragg Financial Advisors, Inc | $26.0M | 311,913 | 0.69% | 4q | +1.1%+$271.2K |
| WELLINGTON MANAGEMENT GROUP LLP | $23.9M | 287,417 | 0.00% | 31q | -37.1%-$14.1M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $22.9M | 275,000 | 1.57% | 3q | +0.7%+$160.6K |
| LONDON CO OF VIRGINIA | $21.6M | 259,518 | 0.12% | 11q | -3.9%-$872.8K |
| Boston Partners | $20.6M | 246,655 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $19.5M | 234,774 | 0.00% | 31q | -15.7%-$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $19.2M | 230,878 | 0.00% | 31q | +4.4%+$810.7K |
| Invesco Ltd. | $19.2M | 230,270 | 0.00% | 31q | +40.9%+$5.6M |
| Bank of New York Mellon Corp | $18.2M | 218,797 | 0.00% | 31q | +2.9%+$512.4K |
| Swedbank AB | $16.6M | 200,000 | 0.01% | 6q | -41.2%-$11.7M |
| Tributary Capital Management, LLC | $16.0M | 191,890 | 1.31% | 4q | +4.9%+$740.1K |
| Rockefeller Capital Management L.P. | $15.6M | 187,383 | 0.02% | 7q | +35.8%+$4.1M |
| Public Sector Pension Investment Board | $14.9M | 179,464 | 0.02% | 31q | +91.8%+$7.2M |
| VANGUARD FIDUCIARY TRUST CO | $14.5M | 173,775 | 0.00% | 2q | +2.7%+$373.9K |
| Qube Research & Technologies Ltd | $14.0M | 168,377 | 0.01% | 15q | +250.8%+$10.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.6M | 163,196 | 0.04% | 29q | +0.6%+$83.2K |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 155,145 | 0.01% | 31q | +1.0%+$130.9K |
| OBERWEIS ASSET MANAGEMENT INC/ | $12.6M | 150,998 | 0.26% | 3q | +9.8%+$1.1M |
| ROYCE & ASSOCIATES LP | $10.9M | 130,540 | 0.09% | 26q | +10.3%+$1.0M |
| Nuveen, LLC | $10.5M | 126,385 | 0.00% | 6q | -16.3%-$2.0M |
| PRUDENTIAL FINANCIAL INC | $10.2M | 122,468 | 0.01% | 31q | -36.7%-$5.9M |
| BANK OF AMERICA CORP /DE/ | $9.8M | 117,693 | 0.00% | 31q | -13.0%-$1.5M |
| GOLDMAN SACHS GROUP INC | $9.6M | 115,647 | 0.00% | 31q | -39.9%-$6.4M |
| EULAV Asset Management | $9.3M | 111,600 | 0.30% | 31q | -14.1%-$1.5M |
| Baird Financial Group, Inc. | $8.8M | 105,901 | 0.01% | 4q | +5.0%+$416.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.5M | 102,512 | 0.01% | 31q | +6.6%+$527.7K |
| TWO SIGMA INVESTMENTS, LP | $8.5M | 102,130 | 0.01% | 4q | -8.9%-$826.7K |
| GHP Investment Advisors, Inc. | $8.5M | 101,971 | 0.31% | 30q | +1.2%+$103.8K |
| VICTORY CAPITAL MANAGEMENT INC | $7.2M | 86,936 | 0.00% | 31q | +13.0%+$834.2K |
| Legato Capital Management LLC | $7.2M | 86,455 | 0.60% | 13q | -8.4%-$661.3K |
| RAYMOND JAMES FINANCIAL INC | $7.0M | 84,079 | 0.00% | 7q | -2.3%-$168.0K |
| NICHOLAS COMPANY, INC. | $6.9M | 83,455 | 0.13% | 23q | HELD |
| Bridge City Capital, LLC | $6.7M | 81,014 | 1.54% | 10q | +18.6%+$1.1M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.7M | 79,991 | 0.02% | 20q | -15.9%-$1.3M |
| WELLS FARGO & COMPANY/MN | $5.8M | 70,004 | 0.00% | 31q | -35.8%-$3.2M |
| Vest Financial, LLC | $5.6M | 67,861 | 0.06% | 3q | +56.7%+$2.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | $5.6M | 67,500 | 0.76% | 3q | -10.0%-$623.5K |
| RHUMBLINE ADVISERS | $5.5M | 65,951 | 0.00% | 31q | -8.9%-$539.2K |
| Allspring Global Investments Holdings, LLC | $5.4M | 65,784 | 0.01% | 19q | +36.3%+$1.4M |
| Legal & General Group Plc | $5.2M | 62,315 | 0.00% | 31q | +3.9%+$196.4K |
| Blue Door Asset Management, LLC | $4.9M | 58,938 | 2.31% | 2q | +21.2%+$857.3K |
| AQR CAPITAL MANAGEMENT LLC | $4.9M | 58,366 | 0.00% | 31q | -8.1%-$426.9K |
| FIFTH THIRD BANCORP | $4.9M | 58,305 | 0.01% | 17q | -3.6%-$179.0K |
| AMERIPRISE FINANCIAL INC | $4.8M | 57,238 | 0.00% | 31q | -52.3%-$5.2M |
| Swiss National Bank | $4.4M | 52,956 | 0.00% | 31q | +0.8%+$33.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.1M | 49,727 | 0.00% | 31q | -17.7%-$891.5K |
| MILLENNIUM MANAGEMENT LLC | $4.0M | 47,935 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $3.7M | 44,737 | 0.06% | 11q | -3.4%-$131.3K |
| JPMORGAN CHASE & CO | $3.4M | 41,414 | 0.00% | 31q | +4.9%+$161.2K |
| CHATHAM CAPITAL GROUP, INC. | $3.4M | 40,903 | 0.43% | 31q | +1.6%+$53.8K |
| Russell Investments Group, Ltd. | $3.0M | 35,790 | 0.00% | 14q | +61.8%+$1.1M |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $2.9M | 35,044 | 0.22% | 31q | +4.6%+$127.0K |
| Creative Planning | $2.8M | 34,173 | 0.00% | 8q | -1.6%-$47.1K |
| UBS Group AG | $2.7M | 31,983 | 0.00% | 31q | -48.7%-$2.5M |
| MARTINGALE ASSET MANAGEMENT L P | $2.6M | 31,222 | 0.06% | 21q | -4.9%-$133.4K |
| ICON ADVISERS INC/CO | $2.5M | 30,000 | 0.47% | new | NEW |
| DEUTSCHE BANK AG\ | $2.4M | 29,009 | 0.00% | 34q | +20.5%+$411.6K |
| ASSETMARK, INC | $2.4M | 28,499 | 0.00% | 9q | +6.2%+$138.8K |
| Polaris Capital Management, LLC | $2.3M | 27,700 | 0.22% | 6q | HELD |
| ALLIANCEBERNSTEIN L.P. | $2.3M | 30,060 | 0.00% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $2.2M | 26,006 | 0.00% | 31q | +2.9%+$60.5K |
| ExodusPoint Capital Management, LP | $1.9M | 23,068 | 0.01% | 2q | +17.7%+$288.6K |
| Louisiana State Employees Retirement System | $1.8M | 23,100 | 0.01% | 31q | +99.1%+$911.1K |
| LPL Financial LLC | $1.8M | 21,055 | 0.00% | 31q | -20.8%-$461.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.7M | 20,395 | 0.00% | 2q | +16.7%+$242.4K |
| Round Rock Advisors LLC | $1.7M | 20,197 | 0.22% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $1.7M | 19,853 | 0.00% | 31q | +63.9%+$644.0K |
| DENALI ADVISORS LLC | $1.6M | 18,900 | 0.16% | 2q | +68.8%+$640.9K |
| SEI INVESTMENTS CO | $1.6M | 18,707 | 0.00% | 31q | -62.2%-$2.6M |
| XTX Topco Ltd | $1.5M | 17,693 | 0.02% | 3q | +115.0%+$787.8K |
| WCM INVESTMENT MANAGEMENT, LLC | $1.5M | 18,237 | 0.00% | 31q | -89.7%-$12.8M |
| ARGENT CAPITAL MANAGEMENT LLC | $1.5M | 17,535 | 0.05% | 14q | -41.4%-$1.0M |
| Pacific Ridge Capital Partners, LLC | $1.5M | 17,525 | 0.26% | 31q | +68.6%+$593.3K |
| CITIGROUP INC | $1.3M | 16,022 | 0.00% | 31q | +150.5%+$801.3K |
| MetLife Investment Management, LLC | $1.3M | 15,467 | 0.01% | 32q | +8.4%+$100.1K |
| Quantinno Capital Management LP | $1.3M | 15,292 | 0.00% | 6q | +27.3%+$272.9K |
| Illinois Municipal Retirement Fund | $1.1M | 13,604 | 0.01% | 12q | -4.0%-$46.6K |
| State of New Jersey Common Pension Fund D | $1.1M | 13,238 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.1M | 13,237 | 0.00% | 31q | +9.1%+$91.9K |
| Cresset Asset Management, LLC | $1.1M | 13,153 | 0.00% | 10q | -48.5%-$1.0M |
| Cetera Investment Advisers | $1.1M | 13,141 | 0.00% | 4q | +19.0%+$174.7K |
| BARCLAYS PLC | $1.0M | 12,552 | 0.00% | 31q | -41.4%-$738.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G/A | River Road Asset Management, LLC | 4.5% |
| 2026-07-14 | 13G | Dimensional Fund Advisors LP | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 267 | $2.1B | 25,325,466 | 42 | 91 | 85 | 0.0% |
| Q1 2026 | 258 | $1.9B | 25,110,803 | 39 | 88 | 69 | 0.0% |
| Q4 2025 | 250 | $2.2B | 24,756,646 | 40 | 77 | 85 | 0.1% |
| Q3 2025 | 237 | $1.8B | 25,281,356 | 44 | 67 | 73 | 0.1% |
| Q2 2025 | 225 | $1.8B | 25,618,639 | 31 | 91 | 64 | 0.0% |
| Q1 2025 | 222 | $1.5B | 24,851,591 | 33 | 74 | 73 | 0.0% |
| Q4 2024 | 222 | $1.9B | 25,781,214 | 28 | 65 | 76 | 0.1% |
| Q3 2024 | 214 | $2.5B | 25,260,773 | 31 | 65 | 74 | 0.1% |
| Q2 2024 | 205 | $1.9B | 25,270,632 | 29 | 71 | 67 | 0.1% |
| Q1 2024 | 197 | $2.2B | 27,597,606 | 33 | 62 | 73 | 0.1% |
| Q4 2023 | 193 | $2.1B | 26,150,092 | 24 | 57 | 73 | 0.1% |
| Q3 2023 | 185 | $1.6B | 24,886,561 | 27 | 52 | 72 | 0.1% |
| Q2 2023 | 167 | $1.4B | 24,838,731 | 22 | 58 | 54 | 0.0% |
| Q1 2023 | 149 | $1.2B | 24,061,827 | 18 | 54 | 47 | 0.0% |
| Q4 2022 | 132 | $970.6M | 21,918,601 | 20 | 47 | 38 | 0.0% |
| Q3 2022 | 173 | $1.0B | 25,173,865 | 12 | 62 | 55 | 0.0% |
| Q2 2022 | 182 | $1.3B | 25,344,332 | 20 | 51 | 72 | 0.0% |
| Q1 2022 | 182 | $1.4B | 25,030,648 | 16 | 67 | 54 | 0.0% |
| Q4 2021 | 182 | $1.3B | 24,839,100 | 21 | 144 | 9 | 0.0% |
| Q3 2021 | 169 | $1.3B | 12,611,994 | 20 | 59 | 51 | 0.0% |
| Q2 2021 | 168 | $1.1B | 12,363,253 | 25 | 62 | 48 | 0.0% |
| Q1 2021 | 154 | $1.3B | 12,560,720 | 13 | 43 | 61 | 0.0% |
| Q4 2020 | 159 | $1.1B | 12,554,630 | 21 | 50 | 53 | 0.0% |
| Q3 2020 | 150 | $916.4M | 12,507,421 | 13 | 47 | 57 | 0.1% |
| Q2 2020 | 154 | $880.2M | 12,452,163 | 16 | 60 | 56 | 0.0% |
| Q1 2020 | 156 | $775.1M | 12,371,986 | 16 | 61 | 50 | 0.1% |
| Q4 2019 | 170 | $1.1B | 12,466,908 | 20 | 54 | 62 | 0.1% |
| Q3 2019 | 168 | $947.6M | 12,443,756 | 21 | 51 | 55 | 0.1% |
| Q2 2019 | 171 | $850.9M | 12,308,798 | 27 | 58 | 53 | 0.3% |
| Q1 2019 | 167 | $1.1B | 12,441,103 | 19 | 44 | 62 | 0.0% |
| Q4 2018 | 169 | $908.0M | 12,754,481 | 4 | 3 | 1 | 0.0% |